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Financial Management
These are the Financial Management resources currently available. Please click on the heading you are interested in to access these resources.

Resources for Academies

Financial Management Resources
22-23 Model Trustee Report and Governance Statement
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243.47 KB

Academy Common Government Funding Streams
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173.61 KB

Accounting Officer Skills Analysis
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158.15 KB

Action plan addressing points raised in audit management letter
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194.29 KB

Annual Planner for Academies
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44.55 KB

Approval of Bad Debt Form
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75.14 KB

Bank Reconciliation Form
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165.14 KB

Benchmarking Report Template
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9,187.50 KB

Budget Forecast Return Preparation Checklist
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157.68 KB

Budget Holder Agreement
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79.57 KB

Centralisation of the Accounting Function - Template Business Case
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190.41 KB

CFO Job Description-Multi Academy Trust
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87.08 KB

CFO Job Description-Single Academy Trust
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85.70 KB

Charge Card Reconciliation Form
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71.41 KB

Clerk to Trust and Compliance Officer Job Description and Person Specification
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87.72 KB

Company Secretary Checklist
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100.22 KB

Competitive Quotation Summary Form
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71.38 KB

Executive Pay Guidance
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82.85 KB

Finance, Audit & Risk Committee Model Terms of Reference
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84.68 KB

Financial Skills Self-Evaluation for Trustees
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166.37 KB

Fixed Asset Register Template
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230.52 KB

FMS Procurement Checklist
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171.04 KB

Going Concern Assessment
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61.10 KB

Insufficient Funds Order Request Form
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166.15 KB

Internal Scrutiny 3 year Planning Document
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86.43 KB

Internal Scrutiny Follow Up - Action Plan
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82.68 KB

Inventory Register
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53.41 KB

Letter to Suppliers Request Bank Details for BACS
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279.27 KB

MAT Academy Induction template
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356.88 KB

MAT Scheme of Delegation
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102.32 KB

MAT Service Level Agreement
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83.66 KB

Monthly Accounting Timetable for Academies
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34.10 KB

Operating Leases and Finance Leases
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171.01 KB

Potential Conditions of Financial Support Checklist
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53.77 KB

Procurement Checklist and Routes to Buy
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168.80 KB

Procurement Summary
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136.48 KB

Purchase Order Form
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53.70 KB

Regularity Propriety and Compliance File Checklist
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61.51 KB

Report to Members: Review of the Performance of the External Auditors
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71.04 KB

School Trip Proposal
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96.77 KB

Supplier Details Form
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139.61 KB

Termly Internal Scrutiny Update Report for Trustees
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58.71 KB

Trust Impact Statement
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4,195.81 KB

Trust Policies Staff Declaration
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71.17 KB

Value for Money Checklist
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149.51 KB

Virement Report
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146.72 KB

Year End Checklist 2023-24
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181.45 KB

Year End File Contents 2023-24
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157.43 KB

Financial Management Tools
Academy Carry Forward Calculator
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88.88 KB

Academy Catering Trading Accounts
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60.91 KB

Academy Combined Budget Planner and Financial Forecast (2023/24)
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242.12 KB

Academy Combined Budget Planner and Financial Forecast (2024/25)
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408.54 KB

Academy Estimated Funding Calculator
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229.10 KB

Academy Financial Forecast (2023/24)
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105.33 KB

Academy Financial Forecast (2024/25)
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251.35 KB

Academy General Trading Accounts
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51.65 KB

Academy Management Accounts - MAT - Example Report
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1,693.55 KB

Academy Management Accounts - MAT version with consolidation
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1,462.93 KB

Academy Management Accounts - Single Academy Trust
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117.64 KB

Academy Management Accounts Commentary MAT
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613.56 KB

Academy Management Accounts Commentary SAT
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609.06 KB

Academy Month End Accounting Workbook (2023/24)
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252.57 KB

Academy Risk Register Template
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64.71 KB

Academy Support Staff Salary Cost Calculator (2023/24)
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2,961.41 KB

Academy Support Staff Salary Cost Calculator (2024/25)
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2,966.26 KB

Academy Teaching Staff Salary Cost Calculator (2023/24)
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2,403.27 KB

Academy Teaching Staff Salary Cost Calculator (2024/25)
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2,404.62 KB

Academy Year End Workbook 2023-24
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481.16 KB

Policy Templates
Anti Fraud and Corruption Policy
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172.28 KB

Conflict of Interests Policy
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102.41 KB

Debt Management Policy
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486.92 KB

Donations and Fundraising Policy
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105.90 KB

Expenses Policy
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194.33 KB

Financial Regulations - Multi Academy Trusts
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245.58 KB

Financial Regulations - Single Academy Trust
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243.37 KB

Gifts and Hospitality Policy
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164.21 KB

Internal Hospitality Policy
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155.76 KB

Investment Management Policy
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76.35 KB

Lettings Policy
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186.59 KB

Procurement Policy
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204.31 KB

Purchase Card Policy
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166.77 KB

Reserves Policy - MAT version
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189.54 KB

Reserves Policy - SAT version
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187.27 KB

Risk Management Policy and Procedures Manual
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101.99 KB

Special Payments Policy
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108.44 KB

Staff Consultancy Policy
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93.28 KB

Trustee Allowances Policy
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146.56 KB



Financial Management Resource ×