R12A - School Business Manager Example Job Description and Person Specification For A Primary School

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[email protected].

uk

R12A – SCHOOL BUSINESS MANAGER


EXAMPLE JOB DESCRIPTION AND
PERSON SPECIFICATION FOR A
PRIMARY SCHOOL

April 2010

Web: www.fmsis.info
IPF
Web: www.cipfa.org.uk

Email: [email protected]
Email: [email protected]
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JOB DESCRIPTION

JOB TITLE School Business Manager

PURPOSE OF THE JOB

To organise, maintain and monitor the School’s financial and personnel systems and to
manage office functions to ensure an effective service to the School. To line manage
administrative and ancillary staff, including commissioning and delegation of relevant
activities. To be an active member of the School’s leadership and management team.

RESPONSIBLE TO: The Head Teacher.

DUTIES AND RESPONSIBILITIES

LEADERSHIP AND MANAGEMENT

• Member of Leadership and Management Team offering financial and personnel


support and advice as required

• Improve and develop financial statements, forecasts and best value procedures

• Attendance at Finance and Staffing Committee Meetings to provide information as


required including annual budget statement, CFR Return, Financial Summary and
Statement of Internal Control

• Line management of administrative and ancillary staff including assisting in the


creation and implementation of recruitment / induction / appraisal / training /
mentoring systems for these staff

FINANCE

• To be responsible for the effective management of financial administration


procedures, including responsibility for compliance with financial regulations.

• Monitoring the weekly / monthly expenditure and advising the Head Teacher /
Finance Committee of possible under / over spending whilst providing options for
varying expenditure.

• Identify the need for, select and manage the ordering of supplies and equipment
for the school including the issuing of invoices and ensuring settlement of
accounts.

• Preparation of work specifications for tender and assisting with the selection of
contractors.

• Preparation and maintenance of such reports, records and accounts as are


required in conjunction with the School’s computerised accounting systems.

• Ensuring the proper collection, reconciliation and banking of any monies received
by the School

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• Ensuring all expenditure is correctly coded to ensure maximum use of all budgets
and grants

• Managing procurement and being responsible for securing relevant sponsorship.

• Maintaining an assets register and inventory.

• To be responsible for seeking professional advice on insurance and advising the


Governors on the appropriate insurances for the School. Implementing the
approved insurances, and handling any claims that arise.

PERSONNEL AND STAFFING

• To be responsible for the effective operation of payroll systems.

• To be responsible for the completion of all new starter paperwork and other
documents relating to staff employment.

• Maintain and update personnel database.

• To liaise with the Head Teacher on personnel issues.

• Completing and submitting monthly timesheets for staff and supply teachers.

• To be responsible for school personnel administration.

• To liaise with external organisations to ensure that appropriate clearance for new
staff is received –medical checks, child protection.

• To be responsible for the maintenance of confidential staff records.

ESTATE MANAGEMENT

• To oversee the letting of the school premises to outside organisations and School
staff, and for the development of all school facilities for out-of-school use, with
particular reference to the local community

• To implement risk management and loss prevention strategies in the school to


reduce insurance costs.

• To co-ordinate the maintenance of the School site and the buildings, the
preparation of maintenance schedules and the efficient operation of all facilities on
the property.

• To keep records of and to initiate regular fire practices and alarm tests. To ensure
emergency procedures are current and timely.

• To organise the upkeep of playing fields, gardens, all weather surfaces, tennis
courts and land drainage. To ensure the maintenance of boundaries, footpaths,
roads and rights of way.

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• To co-ordinate purchase, repair and maintain all furniture and fittings.

• Develop work specifications and manage service contracts.

• Be responsible for the management of Health & Safety within the School.

ADMINISTRATION

• To manage the administrative function including the administrative ICT facilities,


school reception, reprographics, records and telephones.

• To be responsible for the systems and general management of the School’s


administrative and financial computer network, the implementation of appropriate
Management Information Systems and the full computerisation of the
administration accounting and record system, including desk top publishing.

• To provide for the preparation and production of all school records and
publications.

• To maintain Pupil Records.

• To be responsible for obtaining the necessary licenses and permissions and


ensuring their relevance and timeliness.

GENERAL

• Comply with and assist with the development of policies and procedures relating to
child protection, health, safety and security, confidentiality and data protection,
reporting all concerns to an appropriate person

• Be aware of and support difference and ensure equal opportunities for all

• Contribute to the overall ethos / work aims of the School

• Establish constructive relationships and communicate with other agencies /


professionals

• Attend and participate in regular meetings

• Participate in training and other learning activities and performance development


as required

Signed on behalf of the Governing Body ………………………………...

Date …………………………………………………

Signature of Postholder …………………………………… Date ……………………..

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PERSON SPECIFICATION

POST TITLE: School Business Manager

Essential Criteria How identified Desirable Criteria How identified

SKILLS Application Form Ability to self- Application


& Selection evaluate learning Form &
Excellent numeracy / literacy / Process needs and actively Selection
ICT skills seek learning process
opportunities
Ability to interpret advice /
statute and to devise policy /
practice in the light of these

Ability to relate well to children


and adults

Ability to persuade, motivate,


negotiate and influence

LEADERSHIP Application Form Provide Application


& Selection professional Form &
Support and demonstrate Process direction to the Selection
commitment to the vision for work of others Process
the establishment of the new
primary school Make informed use
of inspection and
Support the Head Teacher in research findings
the management of change
and improvement in pursuit of
strategic objectives

Prioritise, plan and organise


direct and co-ordinate the work
of others build, support and
work with high performing
teams

Work as part of a team

Devolve responsibilities,
delegate tasks and monitor
practice to see that they are
being carried out set standards
and provide a role model for
pupils and staff

Seek advice and support when

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necessary

Deal sensitively with people


and resolve conflicts

Commitment to equal
opportunities

KNOWLEDGE & Application Form


UNDERSTANDING & Selection
Process
Full working knowledge of
relevant polices / codes of
practice / legislation

Several years experience


working in an office
environment at a senior level

QUALIFICATIONS / Application Form Certificate of Application


TRAINING & Selection School Business Form
Process Management Qualification
Qualification or equivalent (C/SBM) or Degree Certificates
experience in relevant or equivalent
discipline qualification

DISPOSITION AND ATTITUTE Application Form


& Selection
Open – minded and receptive Process
to new ideas, approaches and
challenges

OTHER CONDITIONS

School operates non – smoking


policy

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