Finance Manager
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Job Summary
About Us
York Steiner School is a thriving independent school for children aged 316 offering an inspiring Steiner-Waldorf education. We are looking for a skilled and collaborative Finance Manager to join our team and help steward the schools finances.
The Role
You will lead the finance function reporting to the Business Manager and work closely with the Headteacher and Trustees. Youll ensure sound financial planning compliance and sustainability aligning decisions with the schools educational priorities and ethos.
What Were Looking For
- AAT Level 3 or equivalent financial qualification.
- Significant experience in financial management budgeting and forecasting.
- Experience with accounting systems and reporting (QuickBooks Xero DEXT).
- Excellent analytical skills and attention to detail.
- Collaborative communicator who respects Steiner-Waldorf pedagogy and school culture.
For further detail please see the full job description below.
Please send a CV and covering letter to Applications close Friday 19th September 2025. Interviews will be held shortly thereafter.
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Job Description
Lead and manage the schools finance function to ensure sound financial planning compliance and sustainability. Report to the Business Manager and work collaboratively with Trustees the Headteacher and the Senior Leadership Team (SLT) to ensure that financial management actively supports teaching and learning reflects the ethos of York Steiner School and contributes to strategic development.
Direct Reports
Finance/Accounts Assistant(s)
Key Responsibilities
Budgeting & Financial Planning
- Prepare and manage the schools budget and financial strategy in collaboration with the Business Manager and Trustees.
- Align budgeting decisions with educational priorities and long-term school strategy.
- Provide clear timely financial advice to support decision-making at SLT and Board level.
Management Accounts & Reporting
- Produce monthly and termly management accounts cash flow forecasts and financial reports for the Business Manager Headteacher and Trustees.
- Provide commentary and analysis to support strategic decisions.
Financial Operations
- Oversee payroll pensions and statutory deductions in liaison with payroll providers.
- Manage invoicing fee structures bursary assessments and debt recovery sensitively and in line with school values.
- Ensure compliance with tax charity and company law.
- Liaise with auditors and accountants to ensure statutory reporting and compliance.
Systems & Processes
- Maintain financial systems (e.g. QuickBooks Xero DEXT) and ensure accurate record-keeping.
- Support the Business Manager in maintaining robust internal controls and risk management.
- Continuously improve financial procedures ensuring they are education-friendly and minimise disruption.
Collaboration & Culture
- Work closely with the Business Manager Headteacher and SLT to ensure financial decisions reflect the ethos of Steiner-Waldorf education.
- Communicate financial information in a clear and accessible way for teaching staff Trustees and parents.
- Model respect for teachers and the pedagogical priorities of the school.
Essential Qualifications/Experience
- AAT Level 3 or equivalent financial qualification.
- Significant experience in financial management budgeting and forecasting.
- Experience with accounting systems and financial reporting (e.g. QuickBooks Xero DEXT).
- Strong analytical skills and attention to detail.
- Excellent communication and stakeholder engagement skills.
- Understanding of or willingness to learn about Steiner-Waldorf education and ethos.
- Ability to work collaboratively not in isolation and to support teaching and learning priorities.
Required Experience:
Manager
Key Skills
- Cognos
- Forecasting
- Hyperion
- Dealership Experience
- QuickBooks
- Accounting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Management
- Financial Planning
About Company
York Steiner school is an independent private school in York following Waldorf principles, nurturing, joyful hands on learning
