Finance Support Service An experienced team of specialists with in-depth knowledge of school and academy finance who are fully conversant with local authority and EFSA requirements on budget management and reporting. Our team provides expert advice and support on the setting, running and reporting of your budget and all other aspects of financial management. We provide a comprehensive pack for multi- year budget planning, including spreadsheets that can be tailored to your specific needs. This is supplemented by on-site consultancy and telephone support available throughout the year.
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What the service offers Finance Support Subscription l A budget planning pack personalised for your school l Easy-to-use salary calculators that can be prepopulated from payroll reports l Excel spreadsheets for multi-year budget planning l Ability to link the budget to the School Development Plan and to plan for the effective use of the Pupil Premium l Telephone support on budget and financial and accounting procedures Additional offer for LA-maintained schools: l Provision of a funding calculator to enable schools to project future years’ funding l Completion of the DfE Consistent Financial Reporting return l Final close of FMS accounting year l Provision of local and DfE financial benchmarking l Guidance on the Schools Financial Value Standard l Spreadsheets for High Needs and Pupil Premium Funding Additional offer for academies: l The format of the budget planning spreadsheet can be customised to match the budget structure used within the academy Enhanced Finance Support Packages These packages have been designed to be focused and are exclusively available to subscribers of the Finance Support Subscription: l Enhanced Finance Support - 3 Year Budget planning – Review
l Enhanced Finance Support - 1 Year Budget planning – Review l Enhanced Finance Support - 1 Year Budget Planning – Setting Additional support offered on a consultancy basis may include: l Budget preparation, monitoring and forecasting l Multi-year budget planning l Preparation of statements for finance committees l Budget management training l Support with the use of Excel for financial reporting l In-depth analysis of benchmarking data l Bespoke, consultancy and training available upon request Additional consultancy offer for LA- maintained schools: l Support with the completion of the Schools’ Financial Value Standard Additional consultancy offer for academies: l Checking of ESFA funding schedules to ensure accuracy l Support with the completion of budget and other financial returns to ESFA, including the BFR3Y l Support with interpreting and processing auditors’ year-end adjustments Why choose us l We have experienced staff with considerable knowledge of school and academy financial management l Our budget planning pack and salary tools are comprehensive yet easy to use l We are conversant with the financial reporting requirements of LAs and the ESFA.
Contact us: Lisa Jones | Principal Education Finance Officer | 01708 432 127 | lisa.jones@havering.gov.uk Education Finance Support | 01708 432 213 | education.finance@havering.gov.uk
For more information, please visit www.hes.org.uk or email support@hes.org.uk
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