Finance Management Accountant

To start as soon as possible following successful interview.

We wish to appoint an enthusiastic and committed Management Accountant who will play a crucial role in n delivering high-quality financial support and strategic insight across the Balcarras Trust. The successful candidate will have excellent interpersonal and communication skills and a commitment to working as part of a team. 

The Balcarras Trust currently comprises three schools: Balcarras, The High School Leckhampton and Winchcombe School.

The Trust has over 2700 pupils and over 500 members of staff.

It is a very exciting and rewarding time to be working at Balcarras.

Ofsted assessed Balcarras in 2005, 2009, 2014 and 2025 as “Outstanding” in every category.

JOB TITLE:               Management Accountant

HOURS:                    Full-time all year round

RESPONSIBLE TO:   Chief Financial Officer, The Balcarras Trust

GRADE:                    Scale 14
    
GENERAL INFORMATION:

The Balcarras Trust  is committed to creating a diverse workforce. We will consider all qualified applicants for employment without regard to sex, race, religion, belief, sexual orientation, gender reassignment, pregnancy, maternity, age, disability, marriage or civil partnership.

MAIN PURPOSE:

This is an ideal role for a positive, personable, energetic person with excellent organisational and financial skills including the ability to work to deadlines and flexibility to take on new tasks as they arise
As a key member of the central finance team, the Management Accountant will play a crucial role in delivering high-quality financial support and strategic insight across the trust. Reporting to the Chief Finance Officer (CFO), you will be responsible for producing the month end reports, accurate monthly management accounts, supporting budget holders with financial planning and monitoring, and ensuring compliance with the Academy Trust Handbook, statutory requirements, and internal financial controls.

You will work collaboratively with central colleagues and school-based leaders to develop and maintain a strong culture of financial accountability and value for money. This role requires excellent analytical skills, attention to detail, and the ability to communicate financial information clearly to non-finance stakeholders. Your work will directly support the trust's mission of delivering high standards of education through effective stewardship of public funds.

The job description sets out the main duties of the post. Such duties may vary from time to time without changing the general character of the post or level of responsibility. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the grading of the post.

MAIN DUTIES:

· Prepare and analyse financial reports, budgets, and forecasts.
· Monitor financial performance and identify areas for improvement.
· Provide financial guidance and support to internal stakeholders.
· Assist in financial planning and strategy development.
· Stay updated on relevant financial regulations and best practices.
· Prepare a set of management accounts. 
· Prepare payroll journals and import into the finance system. 
· Complete monthly wage schedule. 
· Bank reconciliation.
· Review income and expenditure to ensure all transactions are coded correctly. 
· Post monthly accruals, prepayments etc.
· Review debtor and creditor reports, resolve any related queries. 
· Complete balance sheet reconciliations including payroll. 
· Prepare and submit VAT claims to HMRC. 
· Support with ad hoc queries. 

Person specification

We’re looking for a friendly, organised person with a real ‘can do’ attitude and a passion for doing a great job. The role will offer a variety of tasks and responsibilities – making a flexible/adaptable approach to your work essential.

We are looking for these skills:

· Proactive and self-motivated with a problem-solving mindset.
· Excellent communication and interpersonal skills.
· Ability to work under pressure and meet tight deadlines.
· Team player with a collaborative approach.
· High level of integrity and professionalism.

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.

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.