Lead Finance Partner

Job Summary
Contract Type:
Working Pattern:
Full time
Advert Start Date:
Advert End Date:
Closed for applications on 14/05/2024 17:00
Job Category:
Finance / Benefits / Revenues / Procurement
Vacancy ID:
Employment Location:
Closing date:
14 May
Further Information
We have an exciting opportunity for a Lead Finance Partner to join our Finance team in our Newton Aycliffe office. You will be providing our high-quality finance advisory services to our schools and academies.

We are an award-winning and accredited education services business with over 25 years of expertise.

We are 100% dedicated to education and our expert team of over 240 highly qualified employees support more than 2,350 Schools and Trusts nationwide. EPM’s success can be attributed to our proactive, forward-thinking approach and passionate team. Our strategy is people and customers first.

The Role

As a Lead Finance Partner, you will lead by example and coach the team through continuous improvement. You will be responsible for ensuring the finance function proactively supports the best interests of the schools and academies to achieve their objectives. The ideal candidate will be a qualified accountant and/or be able to demonstrate significant knowledge and experience in delivering robust financial budgets and forecasting within a complex and changing environment within the education sector.


• Lead, proactively manage and influence your team to deliver KPI’s and business results.

• Coach and support the team to ensure they are as efficient as possible and continue to raise the quality of the service delivered to clients.

• As a Subject Matter Expert (SME), support the business with expert technical knowledge and expertise.

• To provide specialist hands-on support and advice to CEO’s, Headteachers, Finance Directors, Trustees/Directors and Governors in relation to a wide range of finance issues.

• To aid in the development of multi-year financial planning and monitoring, cash-flow management and the recording of fixed assets.

• To support clients with timely budget preparation, forecasting and monitoring.

To Be Successful

• CCAB Qualified accountant or AAT qualified with demonstrable education finance knowledge and experience.

• Previous experience in a similar role

• Ability to coach & influence external partners

• Experience of producing complex budgets and year-end accounting

• Proven experience in preparing and presenting financial information to senior leadership teams

• Experience working in a dynamic, fast paced and agile environment, working collaboratively and openly with others

• Ability to prioritise and work well under pressure to strict deadlines

Why choose EPM?

There are several reasons people have stayed with EPM for several years, we offer a wide range of benefits:
  • 26 days annual leave + 8 days public holiday
  • Work with a passionate team of experts
  • A generous pension package
  • BUPA Cash Payment
  • Flexible working arrangements
  • Tailored learning and development programmes

We offer an inclusive and open workplace

At EPM we have great career progression and learning and development courses along the way. We are all about supporting our staff and promoting people from within.
Please note
This job is closed for applications.