About the Role

We are seeking an experienced Interim Finance Director (FD) to join a leading private independent school in the West Midlands. This is a pivotal leadership role, providing immediate financial oversight, strategic guidance, and operational stability during a period of transition.

The successful candidate will work closely with the Headteacher, Governors, and Senior Leadership Team (SLT) to ensure robust financial management, regulatory compliance, and support for long-term strategic planning.

Key Responsibilities

Strategic Finance & Leadership

Lead the school’s financial strategy, ensuring sustainability and long-term planning.
Advise Governors and the SLT on financial performance, risk, and opportunities.
Support and challenge decision-making with clear, evidence-based financial insight.

Financial Management & Reporting

Oversee preparation of annual budgets, forecasts, and management accounts.
Deliver accurate monthly financial reporting and analysis to the Board of Governors.
Ensure compliance with accounting standards, Charity Commission requirements, and relevant education sector regulations.
Manage financial risk, including oversight of investments, reserves, and cash flow.

Operational Oversight

Lead and develop the Finance Team to ensure strong day-to-day financial operations.
Oversee payroll, fee collection, and supplier payments to maintain financial efficiency.
Review and improve financial processes, systems, and controls.

Governance & Compliance

Act as the principal financial adviser to the Board of Governors and relevant committees.
Ensure compliance with audit requirements and oversee external audit processes.
Provide guidance on statutory and regulatory reporting.
Support the school’s compliance with safeguarding, risk management, and data protection policies from a financial perspective.

Stakeholder Engagement

Build strong relationships with parents, governors, auditors, banks, and regulators.
Support development initiatives, capital projects, and long-term investment planning.

Person Specification

Essential

Qualified accountant (ACA, ACCA, CIMA or equivalent).

Significant experience as a Finance Director or equivalent senior finance role.

Strong understanding of financial governance in the charity, not-for-profit, or education sector.

Proven ability to lead through transition, providing clarity and stability.

Excellent communication and influencing skills, with the ability to engage both financial and non-financial stakeholders.

Commercially astute, with experience managing budgets, cash flow, and reserves.

Desirable

Previous experience in the independent schools or wider education sector.

Familiarity with charity accounting (SORP) and regulatory frameworks.

Experience in estates, capital projects, or fundraising initiatives.