School Business Manager

Job Title 
School Business Manager for Broadmere and New Monument Primary School

Contract:           Permanent

Salary:              Surrey Pay Scale 9-10 (depending on experience)

Hours:               Full-time

Posted:             08th February 2021

Expires:             26th February 2021

Start date:         As soon as possible



Broadmere & New Monument are welcoming schools situated in Woking and are part of the Bourne Education Trust.

An exciting opportunity has become available for a School Business Manager to join our supportive teams and to work across both settings.  The ideal candidate should be self-motivated and enthusiastic.  The successful candidate will have experience of managing budgets, financial plans, financial reporting and experience of using Microsoft Office applications.  Experience dealing with procurement, HR, or marketing would also be beneficial.  Continuous training will be given to further enhance your development within the school.

Broadmere and New Monument Primary School may hold interviews as and when applications are received, and this job may be withdrawn at any point without notice.  With this in mind, you are encouraged to apply as early as possible.  Application closing date is Friday, 8th January 2021.



  • A strong commitment to your professional development and career management
  • An opportunity to be part of a dynamic team and Trust
  • Courteous and hardworking pupils
  • Fantastic up-to-date facilities



  • Contribute to strategic development
  • Take the lead in finance, premises management, administration and personnel
  • Manage health and safety, human resources and compliance
  • Working directly with the head teacher to manage budgets and procurement
  • Managing the operation of the business functions of the school
  • Advise and implement day-to-day support to all the SLT to promote efficiency
  • Experienced in working in an administrative/secretarial field, including finance
  • Well qualified and enthusiastic
  • Forward thinking, creative, receptive to change and able to work with the team
  • Able to work towards deadlines
  • Strong attention to detail


Safeguarding Statement

The Multi-Academy Trust is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment.  This post is subject to an enhanced DBS check.



Apply Method 
Click the link below to download our application form.
Job Description
This Job description is available to download from the link above.

The purpose of this job description is to set out in general terms the management, purpose and responsibilities of a specific job at Bourne Education Trust (BET). It is not intended to be a comprehensive listing of every task that a BET employee might be called upon to undertake. Neither is it a legal document, although it may be referred to in contracts of employment. It will be reviewed regularly, and it may be subject to modification or amendment at any time after consultation with the post-holder.


Job Title:              

Business Manager

Work Location: 

Bourne Education Trust (Broadmere Primary School and New Monument Primary School, may be subject to change)

Reports to:          

Headteacher / Chief Operating Officer (COO), Bourne Education Trust

Salary Range:     

Surrey Grade S9-10 depending on experience


36 hours per week / 52 weeks per year


Job purpose

The Business Manager:

  • Is the leading business management professional working as part of the senior team to assist the Headteacher in their duty to ensure that each school meets its educational and operational aims.
  • Will work in close cooperation with the Trust’s central team
  • Promotes the highest standards of business ethos within the operational functions of the schools and ensures the most effective use of resources in support of the schools’ learning objectives.


As this is a cluster role, the Business Manager is supported by finance, HR and administration staff to support the day to day activities as well as IT and premises colleagues.


Specific professional duties

All staff at Bourne Education Trust act with honesty and integrity; have strong knowledge, keep their knowledge and skills up-to-date and are self-critical; forge positive professional relationships; and work with families in the best interests of their children.


Staff at Bourne Education Trust must have professional regard for the Trust’s ethos, policies and practices and maintain high standards in their own attendance and punctuality. They will be good team players who are supportive of colleagues, accessible, keen to share ideas and be a role model in all aspects of their practice.  They will show flexibility and be keen and willing to take on change and challenge but may need the guidance of a coach or mentor.  They will be open and receptive to improvement, show a commitment to their continuing professional development and may be growing in their independence.  


General duties leadership and strategy

  • Work closely with the Trust’s central team and cluster leader to support setting the strategic financial and business direction of the relevant schools.
  • Negotiate and influence strategic decision making within the schools’ senior teams.
  • Attend senior management / leadership team, full governing committee and appropriate governors’ sub-committee meetings as necessary.


Leadership & management

  • In the absence of the Headteacher, and supported by the Trust central team, take delegated responsibility for financial and business decisions.
  • Plan and manage change in accordance with the schools’ development / strategic plans.
  • Lead and manage the non-educational support staff functions (admin, HR, Finance and premises staff) including performance management, appraisal and development where required.
  • Along with other members of the senior leadership teams, ensure that colleagues have a clear understanding of school policies and procedures and the importance of putting them into practice, monitoring the way policies and procedures are actioned and provide support where necessary.
  • Design and maintain operational systems that deliver outcomes based on each school’s aims and goals.
  • Lead strategic projects to meet the aims and objectives of the school’s short and long term development plan.


Financial and business resource management

  • Manage the business strategy for the schools in conjunction with the Trust’s Chief Operating Officer.
  • Evaluate information and consult with the senior teams and governors to prepare realistic and balanced budgets.
  • Submit the proposed budgets for approval in-line with the Trust’s process and timetable and assist with the overall financial planning process.
  • Use the agreed budgets to actively monitor and control performance to achieve value for money.
  • Identify and inform the Headteacher and Trust’s Chief Operating Officer of the causes of significant variances and work with the COO or Trust’s Head of Finance to take prompt corrective action.
  • Propose revisions to the budgets if necessary, in response to significant or unforeseen developments.
  • Work with the Trust central team to benchmark systems and information to assess trends and make appropriate recommendations.
  • Work with Trust representatives to ensure each academy meets all statutory legal requirements of the Education & Skills Funding Agency, Charity Commission and Companies House.
  • Identify additional finance required to fund each school’s proposed activities including the maximisation of income through lettings and other activities. 
  • Put formal finance agreements in place with suitable providers for agreed amounts, at agreed times and appropriate agreed costs and repayment schedules; monitoring the effectiveness and implementation of such agreements.


Management information systems and ICT

IT is strategically managed by the Trust’s Head of IT, but the post-holder will work with other senior leaders and the local and Trust central team to:

  • Consider approaches for existing use and future plans to introduce or discard technology in the schools.
  • Consult with relevant people and other parties to introduce new technology or improve existing technology for different purposes.
  • Communicate and implement the Trust’s ICT strategy and relevant policies, including data protection for use of technology across the schools. 
  • Ensure data collection systems providing information to stakeholders are streamlined to maximise efficiency of the data supplied.  


Facility management and health and safety

Capital projects using the Trust’s School Condition Allocation Grants are managed by the Trust’s Project Manager, but the post-holder will:

  • Work with the local Premises Manager/Caretaker and Trust’s capital lead to ensure the construction of centrally commissioned projects are undertaken in-line with contractual obligations.
  • Liaise with the Trust’s capital lead on locally commissioned projects.
  • Work with the Premises Manager/Caretaker to ensure systems are in place to ensure the safe maintenance and security operation of all school premises and effective monitoring, measuring and reporting of health and safety issues to the relevant senior leadership team, governors and where appropriate the Health and Safety Executive.
  • Monitor, assess and review contractual obligations for outsourced school services, ensuring these are managed effectively.


Person specification 






  • Qualification or equivalent experience in a relevant discipline.
  • Accounting qualification or significant experience in financial management.


  • School Business Manager specific qualification i.e. Fellow of NASBM, DSBM, CSBM.
  • Recognised finance / management / business degree or equivalent related professional qualification.



  • Evidence of continuing professional development. 


  • Managing strategic financial plans.
  • Managing budgets, financial reporting, procurement and fixed assets.
  • Managing teams.
  • Project management
  • Developing teams
  • Fostering professional relationships with ll stakeholders.
  • Managing within an educational environment.
  • Managing at a senior management team level.
  • Managing change projects.


Knowledge and


  • Able to deliver services and systems applicable for effective school management.
  • Able to deliver value for money initiatives.
  • Able to understand national and regional educational services and deliver appropriate strategies.
  • Able to use finance packages and a range of ICT packages.
  • Understanding of educational enterprise issues.
  • Ability to promote positive relationships with the wider school community.
  • Knowledge of PSFinancials

Personal qualities 

  • Highly developed interpersonal skills. 
  • Willingness to constructively challenge the work of self and others to continually improve own and team performance.
  • Ability to work under pressure and meet deadlines.