By supporting and maintaining the Trust’s purchase ledger processes, this role ensures accurate financial records, timely supplier payments, and compliance with financial policies. Acting as a key link between schools, suppliers, and the central finance team, the postholder delivers efficient, well-controlled financial support that enables effective budget management and value for money, contributing to the Trust’s financial stability and the smooth operation of schools.

Keeping Children Safe in Education

Bright Futures Educational Trust is committed to safeguarding and promoting the welfare of children and young people and we expect all staff and volunteers to share this commitment. This post is exempt from the Rehabilitation of Offenders Act 1974; pre-employment checks will be carried out and references will be sought for shortlisted candidates and successful candidates will be subject to an enhanced DBS check and other relevant checks with statutory bodies.

Key responsibilities

1. Process purchase invoices accurately and in a timely manner for designated schools ensuring budget coding is correct and investigating any discrepancies.

2. Create BACs runs on a weekly basis, ensuring invoices presented have been appropriately authorised and supplier details checked.

3. Send remittances ensuring the correct email address has been used.

4. Liaise with school-based staff and suppliers with purchase or invoice queries. Give guidance on our finance processes and support in selecting an appropriate supplier for their needs.

5. Correlate information for credit card statements for designated schools, ensuring all relevant paperwork is present and each transaction is coded correctly in a monthly report for the Purchase Ledger Supervisor to import into finance system.

6. Raise Requisitions when required ensuring coding is correct.

7. Convert approved requisition to purchase orders ensuring they are coded correctly and processed in line with the Trusts financial scheme of delegation. 8. Place approved Purchase Orders with suppliers.

9. Monitor and organise designated email inbox and respond to queries in a timely manner.

10. Review the commitments report so that purchase orders on the finance system are relevant and budgets are up to date. Request statements from suppliers where needed to facilitate the deletion of outdated orders.

11. Review the aged creditors report and investigate why any invoices haven’t been paid and any debtors followed up.

12. Send new supplier forms to suppliers and forward completed forms with supporting documentation to the Purchase Ledger Supervisor for setup on the finance system.

13. Follow up on any undelivered orders, ensuring purchase orders have been received by suppliers and update schools on expected delivery times.

14. Work with central finance team and school staff to ensure that all relevant finance policies are complied with.

15. Assist with financial month and year end processes.

16. Assist fully with any requirements asked by auditors relating to duties, systems, and documentation.

17. To represent the Bright Futures Executive Team and operate in a professional manner at all times

18. The role holder will be expected to work flexibly in terms of location and hours of work to accommodate the needs of schools.

19. To take part in the Trust’s appraisal scheme and to undertake training and personal development to improve own practice.

20. To undertake any other reasonable request or duties commensurate with the post