Finance Assistant

The Opportunity

Halliford School is a small independent day school for boys in the Senior School with a Co-educational Sixth Form. The School continues to grow with high student numbers and as a result we are looking to appoint an efficient and well organised Finance Assistant to support the Bursar and the Bursary team. 

The Bursary Department is small and collegial but incredibly busy and the successful applicant will therefore need to be able to work on their own initiative as well as part of a team.

The successful applicant should have considerable administrative and strong financial experience, excellent IT skills in Microsoft (particularly Excel) and databases. Excellent interpersonal qualities, attention to detail and sense of humour are needed for this important role. A financial qualification, or studying towards one is desirable.

As the Finance Assistant you will be responsible for invoice processing, monitoring outstanding balances and timely collection of payments. You will also oversee all remissions as well as assisting with any other Bursary department activities such as transport coordination and payroll administration.

This is an office-based full time role working 8:30am – 5pm, Monday to Friday all year round commencing as soon as possible.

Main Duties and Responsibilities

Invoicing and Credit Control:

• Produce accurate termly fee invoices to strict deadlines on iSAMS
• Maintain the fees billing ledger, create new records and keep the data up to date
• Ensure charges are accurately recorded and input termly
• Respond to fees queries promptly
• Manage fee deposits
• Produce Aged Debtor reports and assist with chasing fees
• Credit control
• Investigate cases of outstanding payments and determine an appropriate course of action together with the Bursar 
• Contact new parents for DD mandates, set up and manage
• Administer pupil insurances through Marsh
• Process School Fee Plan applications and manage School Fee Plan payments
• Liaise with an external debt management company

Bursary Administration

• To be the first point of contact for all bursary applications received from the Registrar
• Manage new bursary applications with the external company and liaise with parents
• Manage scholarship applications
• Take responsibility for the bursary review process across all school years
• Adhere to the Bursary Policy
• Assist the Bursar preparing the Terms and Conditions / Parent Contract

Transports Administration

• To be the first point of contact for all queries relating to transport and charges.
• Support the Assistant Bursar with all transport planning, coordination, payments and parental contact.

Payroll Administration

• Support the Assistant Bursar with monthly payroll processing, overtime payments and reporting.

Other Tasks

• Administer digital device sales to parents and insurances
• Manage school mobile phone contracts to ensure best value for money
• Administer Gift Aid claims on behalf of the school and the PTA
• Responsibility for ensuring Student Insurances are recorded and processed accurately
• To be proactive in identifying ways to improve the financial management of the School in terms of results, efficiency and controls
• To be proactive in identifying and investigating any financial anomalies

In return we can offer the following benefits:

• Competitive salary 
• Generous 16% non-contributory pension scheme
• 30 days paid holiday 
• Free access to the school's fitness suite (restricted hours)
• Cycle to work scheme
• Staff remission following completion of our standard probation period
• Free school meals when on site. 
• On site parking (subject to availability)