About the business
Banksia Montessori School is an Independent School located in Dianella. We run a quality driven Montessori program for children between 3 and 6 years of age.
HOURS OF WORK
Two days a week – currently Wednesdays and Thursdays 8.30am-3.30pm.
Banksia Montessori School takes child protection seriously. All candidates for this role are subject to screen and assessment against child safety standards as part of our thorough recruitment process.
Position Summary:
The Finance & Admin Officer is responsible for assisting with day-to-day financial operations, maintaining accurate financial records, and supporting the team with bookkeeping and some administration tasks. This role requires high attention to detail, a high level of accuracy, and the ability to work efficiently and self autonomously. Candidates must be comfortable taking full ownership of their responsibilities
Key Responsibilities:
- Process accounts payable and receivable transactions accurately and in a timely manner.
- Process payments
-
Process funding received from State and Federal Governments and process all documentation requirements related thereto
-
Process application and other fees
-
Process payment plans, school fees, levies and uniform payments
- Reconcile bank statements, and other financial records.
-
Manage the bank accounts and monitor account balances
-
Liaise with Insurance renewals
-
Maintain depreciation spreadsheet and journals
-
Preparation of yearly budget
- Assist in preparing and maintaining general ledger entries and journals.
- Support the preparation of financial reports, including Management Report and profit and loss statements
- Maintain payroll processing and ensure compliance with tax and superannuation obligations
- Collaborate with internal teams to resolve invoicing and payment queries.
-
Prepare audit schedules for the School
-
Prepare file of supporting information for the external auditors to support financial statements
-
Prepare and process all documentation prior to and for the AGM
-
Complete requirements for Part A, B & C of the School's registration process when it falls due
- Prepare and lodge GST and BAS statements and Not for Profit Self Review
- Maintain HR, onboarding of staff, maintaining staff records and contracts
-
Coordinate maintenance of school premises with Admin officer
-
Oversee external contracts and liaising with City Council regarding property matters
-
Comply with and process annual Department of Education and Training Important Schooling Dates and AISWA's School Compliance Calendar
-
Undertake other Financial and Admin duties as may be assigned from time to time by the Principal
-
Handle various school census data and student details
-
Cover reception two days a week
-
Answer incoming calls and pass on messages two days a week
-
Maintain Financial filing systems both soft and hard copy
-
Liaising with School Council and attend Council meetings
-
Liaising with parents regarding student matters
Skills and Qualifications:
-
Certificate IV in Bookkeeping, Accounting, or equivalent qualification.
-
5+ years of experience in a bookkeeping or accounting support role
-
Previous experience Finance experience in a School desirable but not required
-
Excellent Proficiency in MYOB and Microsoft Office Suite (Excel, Word, Outlook).
- Advanced level of excel including import and export data, group functions and formulas
-
Strong attention to detail and accuracy in data entry and record-keeping.
-
Excellent organisational and time management skills.
-
Ability to work self autonomously and collaboratively within a team.
-
Strong communication skills, both written and verbal.
-
Strong understanding of accounting principles and financial reporting.
-
Participation in small school culture
-
Analytical and problem-solving skills
-
Problem-Solving: Identifies and resolves discrepancies and financial issues effectively.
-
Confidentiality: Maintains discretion and protects sensitive financial information.
-
Decision making skills
- Must hold or obtain a Working with Children Check
- Payroll experience
- This position reports to the Principal and contacts include all School staff, external contractors, parents, suppliers, ATO, Superfunds, AISWA, Department of Education.
Personal attributes
-
Be honest and trustworthy
-
Be culturally sensitive
-
Be respectful
-
Be flexible
-
Demonstrate sound work ethics
-
Enjoy working with people in a child centred environment
This is a standalone Finance role that requires a high degree of autonomy and self-management