Main Responsibilities:
Accounts Receivable / Credit Control
Invoice school tuition fees to the identified payee in two annual installments, in accordance with existing invoicing schedules;
Monitor receipt of enrolment deposits and application fees and keep a record for the Enrollment Management Team, keeping them updated, and ensure the Pegasus Opera (the finance system) records balance to the spreadsheets;
Have a working knowledge of Summer School invoicing and provide cover if necessary;
Allocate bank account receipts from the bank statement to Opera;
Advise the Enrollment Management Team annually regarding returning boarding student and day student balances for enrolment deposits to be rolled over into the next academic year;
Balance the boarding student and day student nominal codes to the monthly enrolment report using the Student Changes Report;
Liaise closely with the Enrollment Management Team on student sign-ups/ returns /withdrawals;
Undertake credit control function for all students (boarding and day), following up on payments; and
Escalate outstanding payments to the Assistant Bursar at regular intervals.
Home to School Busing Service
Create and maintain a spreadsheet of busing routes and riders to support input to Opera for invoicing;
Issue busing invoices each semester and follow up on payments when necessary; and
Liaise with the Busing Supervisor for all enquiries relating to the home to school busing service
Financial A ssistance (FA) and Scholarships
Collate the Financial Assistance documents and update the relevant spreadsheet showing Expected Family Contribution (EFC);
Maintain FA and Scholarship records and prepare reports for FA Committee meetings or for decision by the Executive Leadership Team, and attend the meetings with relevant parties, mainly the Director of Enrollment and Marketing;
Prepare and issue letters to families detailing the amount of their FA award;
Apply FA awards to invoices in accordance with school practice; and
Balance financial assistant and scholarship awards to Opera.
Faculty Tuition Benefit Discount
Maintain details of employees and their children in receipt of tuition benefit and keep the Enrollment Management Team updated;
Provide the schedule of employees in receipt of tuition benefit to the Executive Director of Finance and Operations as required for budgeting purposes; and
Balance discounts to Opera.
Instalment Plans
Work with families, including employees who are also parents of TASIS students, who signal the need to pay by installments and agree installment plans with them;
Gain prior approval for plans from the Executive Director of Finance and Operations;
Issue the contracts for the instalment plans to families;
Maintain installment plan records; monitor when payments are due and follow up on payments if necessary; and
Escalate payment concerns to the Assistant Bursar.
Student Medical Insurance
Issue medical insurance invoices depending on the status of student, i.e. full year, first semester only, or second semester only;
Maintain a list of students who have taken up medical insurance and keep the Health & Wellbeing Centre updated; and
Deal with any invoices from hospitals/medical centres etc., either by contacting AXA PPP directly or billing the parents.
Ordering Cash/Bacs Approval
Using Lloyds link, order pounds sterling for allowance accounts/petty cash top ups and any foreign currency as necessary; and
Make one-off urgent Bacs payments as and when required by the Purchase Ledger Administrator.
End of the Academic Year
Return leaving boarding student and day student enrolment deposits to parents/agents once the accounts have been reconciled;
Post journals as necessary to the nominal ledger, i.e. fees analysis and adjustments;
Undertake nominal analysis and reconciliations for all sales related accounts; and
Populate the audit file as required.
Other Duties
Monthly reconciliation of the contral account;
Monthly reconciliation of extras income/expenditure accounts;
Send extras invoices to families as required, e.g. exams, taxis, laundry;
Re-allocate fees using split analysis for individual budget costs;
Be aware of team member holidays/UK bank holidays and provide support and cover as necessary;
Oversee and take part in school registration days (2 for Summer School (June & July) and 1 for Winter School (August)l); and
Collaborate with colleagues on the general running of the Business Office.
General
Supportive of school policies, procedures, rules and regulations;
Contribute to the provision of an effective environment for learning;
Support the promotion of positive relationships with parents, contractors and outside agencies;
Participate in professional development as required and attend school safeguarding training;
Undertake additional duties as requested by the Assistant Bursar or Executive Director of Finance and Operations that are reasonably commensurate with the level of this post; and
Be aware of the confidential nature of the role.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.
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