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Finance Manager - AAT or CIMA Qualified

Cheltenham

It is anticipated this will be five hours per day over five days per week, however hours could potentially be flexibly distributed across a working week.

Local Government Pension Scheme is available.

We are looking for a AAT or CIMA qualified Finance Manager to oversee and manage all financial systems and operations for Gloucestershire Association of Secondary School Leaders and GASSL Ltd, including the Teach Glos programme and GITEP SCITT.

RESPONSIBLE TO:  Chief Executive Officer of Teach Glos and Gitep SCITT Director & GASSL Ltd Trustees

JOB PURPOSE:

To oversee and manage all financial systems and operations for Gloucestershire Association of Secondary School Leaders and GASSL Ltd, including the Teach Glos programme and GITEP SCITT, ensuring robust financial control, compliance with statutory requirements, and effective financial support for all programmes.

PLACE OF WORK:

A minimum of 2-3 days per week in the office at Cheltenham Bournside and remote working from home, as agreed.

MAIN DUTIES AND RESPONSIBILITIES:

1. Financial Management & Reporting
· Lead the annual budgeting process in collaboration with programme leads and senior staff.
· Monitor income and expenditure, provide variance analysis, and deliver clear financial reports to management and trustees.
· Financial Reporting: Prepare comprehensive financial reports for trustees and management committees, including monthly management accounts, cash flow forecasts, and variance reports. Ensure reports are accurate, timely, and clearly presented to non-financial stakeholders.
· Oversee sales invoicing and purchase orders, ensuring accuracy and completeness.
· Manage all period- and year-end procedures, including statutory returns to the DfE, Companies House  and Charity Commission.
· Maintain and operate the SAGE accounting system, ensuring data accuracy and providing user support.

2. Financial Operations

· Oversee bank reconciliation and day-to-day cash flow management.
· Process payments for suppliers, trainees, and bursaries in a timely and accurate manner.
· Manage fee collection and standing orders, ensuring prompt resolution of payment issues. 
· Act as the key contact for trainee finance matters and liaise with bodies such as the Student Loans Company and DfE to process trainee data accurately.
· Respond to supplier and finance-related queries efficiently and professionally.

3. Programme Support & Liaison

· Work closely with programme teams to support financial planning and monitoring for training programmes (e.g., ITT, QTS AO, SKE, SBM). 
· Provide financial advice to programme leads and support their budget management.
· Governance Participation: Attend and contribute to meetings of the GASSL Ltd trustees and GITEP SCITT.
· Management Committee, presenting financial updates, responding to queries, and supporting strategic financial planning.

4. Compliance, Policy & Contracts

· Ensure financial activities meet legal, regulatory, and internal policy requirements including accounting standards, charity law, and company law.
· Develop and review finance policies and procedures, keeping them aligned with best practice.
· Manage contracts and relationships with financial service providers and key suppliers, monitoring performance and negotiating terms when required.
· Identify and mitigate financial risks through robust internal controls and regular review processes.

5. Leadership & Team Management

· Line manage the Finance Officer and finance admin staff, providing clear guidance, feedback, and development opportunities.
· Promote an organised, professional, and collaborative working environment.
· Ensure Health & Safety and GDPR compliance within the finance team.

General Responsibilities

· Flexibility: Adapt working hours and priorities as necessary to meet business demands, including occasional extended hours or workload reprioritisation.
· Professional Development: Participate actively in personal and professional development activities, including line
· management meetings, team meetings, training sessions, and annual appraisals.
· Data Protection: Maintain strict confidentiality and ensure compliance with GDPR in handling financial and personal data.
· Policy Compliance: Adhere to all organisational policies and procedures, including Health and Safety, Equality, and Diversity

* The postholder’s duties may vary from time to time according to the needs of the business and stakeholders. Such variations do not necessarily justify a reconsideration of the grading of the post.

Interested applicants are advised to apply straight away.

To view the job description and person specification or download and complete the Balcarras application form on our website, please click on Apply Now.

For further information about the post or to email completed application form , please contact the school at the email address to the right of this advert.

The Balcarras Trust is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment.  This role will involve regulated activity with children. We particularly welcome applications from underrepresented groups including ethnicity, gender, transgender, age, disability, sexual orientation or religion. Please also read the Recruitment Selection and Disclosure Policy within “How to apply” which includes our policy on recruiting ex-offenders. All posts are subject to an enhanced DBS check and receipt of two satisfactory references.

Closing date for applications: Monday 7th July 2025, 9am Interview date: Thursday 10th July 2025.

Salary: Grade 8 Point 26-30 FTE: £36,124 - £39,513 Actual salary: £24,408.11—£26,695.27

Hours Per Week: 25 hours per week, all year round.

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