Finance Administrator - Grade C

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  • Montagu Academy
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  • Required for November 2021
    Application Closes: 20/09/2021 12:00
    Interview Date: TBA
    Job Length: Permanent
  • Weeks of work: 39
    Days of work: 5
    Hours of work: 37
  • Post: Finance Administrator - Grade C
    Salary (FTE): C 4 - £18,933.00 to C 6 - £19,698.00 Salary subject to pro-rata
    Responsible to: Associate Executive Principal
About Delta Academies Trust

Purpose of the job:

Montagu Academy are looking to appoint a Finance Administrator to join our academy in November 2021 or sooner if possible.  To support the Finance Manager through the provision of financial information. Ensuring the Academy’s financial management is robust and procedures are adhered to.

Montagu is a large 2 form primary school situated in the town of Mexborough.  We take great pride in creating a warm and friendly environment and a positive culture for learning so that our children are given the best opportunities to excel, both academically and socially.  We feel passionate about providing our young people with the best experiences, the best outcomes and the best opportunities. We place our learners’ individual needs at the heart of what we do and pride ourselves in our adaptability and willingness to engage fully with our pupils, their parents and the communities they live in.

It is an exciting time to be joining Montagu in its journey of development; as an academy who have recently joined Delta Academies Trust you will benefit from working within an organisation with established and successful structures, in addition to being able to play a key role in shaping the future of Montagu. Montagu also work in collaboration with a cluster of primary schools in Doncaster who are also part of Delta Academies Trust.  Together we have a culture of professional learning, reflection and collaboration to provide training and development opportunities for staff to bring about sustainable improvements for all our children.

You will be joining an ambitious, committed and hardworking team who are relentless in their drive to make a genuine difference to, and lasting impact on, our young people, staff, families and the wider community.  We value kindness and seek to create an academy where staff feel supported and pupils feel safe. 

Visits to the academy would be warmly welcomed by appointment. Please contact the academy on 01709 583286 if you would like to arrange a visit.


Duties & responsibilities:

  • To process orders and invoices for goods and services, using the Finance software.
  • To ensure purchase order or invoice related queries are dealt with speedily and effectively.
  • To check financial transactions to ensure that correct procedures are adhered to.
  • To assist in ensuring effective procurement practice and ensuring Best Value principles are met.
  • To obtain quotes for goods and services where necessary.
  • To ensure all orders are delivered in the agreed timescales, deliveries match the purchase orders and any discrepancies are queried with the supplier.
  • To raise sales invoices as required.
  • To manage the day to day running of the Petty Cash account.
  • To review staff travel expense claims and staff mobile usage in line with policies and procedures.
  • To maintain filing systems to fulfil audit requirements.
  • To assist the Finance Manager in collecting, receipting and banking all monies received.
  • To assist with BACS payment runs.
  • To open and distribute the finance post.
  • To run reports from the finance software.
  • To be aware of and comply with policies and procedures relating to child protection, inclusion, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person.
  • To be aware of and support equal opportunities policies.
  • To contribute to the overall ethos/work/aims of the Academy and Trust.
  • To attend and participate in relevant meetings as required.
  • To participate in training and other learning activities and performance development as required.
  • To ensure strict confidentiality in all areas of work.
  • To work and process personal and sensitive information in accordance with Data Protection Act 2018 including the General Data Protection Regulations (GDPR) 2018.
  • To ensure work is conducted in a way that protects the safety and security of information (e.g. strong passwords, reporting breaches, securing paper records, securely disposing of records).
  • To understand and comply with the statutory guidance regarding safeguarding of children, ensuring the safeguarding and promotion of children’s welfare at all times, reporting any concerns to the Designated Safeguarding Officer immediately.
  • To comply with the Trust and academy’s policies and procedures at all times.


To undertake other reasonable duties (with competence and experience) as requested, in accordance with the changing needs of the organisation.


Personal Contacts

External:              Contractors, suppliers, parents, external agency professionals, other Trust staff.

Internal:               Students, staff, AAB members, parents and visitors to the academy.


This job description may be subject to change, following consultation between the post holder and the Academy.

The Trust is committed to safeguarding the welfare of its students and the successful applicant will be subject to an enhanced Disclosure and Barring Service certificate and checks of the relevant barred list / prohibition lists.

Experience and Knowledge

Key: A = Application, I = Interview And Assessment, R = Reference, C = Certificate


  • GCSE Grade A*-C, or equivalent, in both English and Maths (A/I/C)
  • NVQ Level 3 or equivalent qualification and/or relevant work experience (A/I/C)
  • Experience of using finance software (A/I)
  • Experience of working in a finance related environment (A/I)
  • Familiarity with relevant school procedures, policies and guidelines (A/I)
  • Experience of using a range of standard computer packages e.g. Microsoft Office, Outlook email (A/I)
  • Experience of cash handling (A/I)
  • Able to communicate clearly face to face, by telephone and in writing with a wide range of people (A/I/R)
  • Able to relate well to children and adults (A/I)
  • Able to work sensitively with confidential information (A/I/R)
  • Able to work with a high level of accuracy (A/I/R)
  • Strong numeracy and literacy skills (A/I/R)
  • Able to work to demanding and often conflicting deadlines (I/R)
  • Able to work with a minimum of supervision (A/I/R)
  • Commitment to self and team development (A/I)
  • Able to maintain a safe, calm and happy ethos (A/I)
  • A commitment to abide by and promote the Academy’s Equal Opportunities, Health and Safety and Child Protection Policies (A/I)
  • A professional responsibility to promote and safeguard the welfare of children and young people (A/I)
  • The post holder will require an enhanced DBS (C)


  • Experience of office administration (A/I)
  • Working in a school or office environment (A/I)
  • Knowledge of Best Value and financial regulations (I)