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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 Tools
Academy Budget Planner (2022/23)
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110.40 KB

Academy Budget Planner (2023/24)
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110.38 KB

Academy Carry Forward Calculator
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88.88 KB

Academy Catering Trading Accounts
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58.80 KB

Academy Combined Budget Planner and Financial Forecast (2022/23)
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240.60 KB

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

Academy Financial Forecast (2022/23)
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105.31 KB

Academy Financial Forecast (2023/24)
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105.33 KB

Academy General Trading Accounts
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52.55 KB

Academy Management Accounts - MAT - Commentary
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277.63 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 - Single Academy Trust - Commentary
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272.47 KB

Academy Month End Accounting Workbook (2022/23)
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124.90 KB

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

Academy Risk Register Template
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64.71 KB

Academy Support Staff Salary Cost Calculator (2022/23)
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3,012.11 KB

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

Academy Teaching Staff Salary Cost Calculator (2022/23)
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2,306.13 KB

Academy Teaching Staff Salary Cost Calculator (2023/24)
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2,324.97 KB

Academy Year End Checklist 2021-22.
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222.21 KB

Academy Year End File Contents 2021-22
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78.91 KB

Instructions for Budget Planner (academy)
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527.34 KB

Instructions for Catering Trading Accounts (academy)
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546.29 KB

Instructions for Combined Budget Planner and Financial Forecast (academy)
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395.15 KB

Instructions for Financial Forecast (academy)
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493.82 KB

Instructions for Month End Accounting Workbook (for FMS)
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883.50 KB

Instructions for Support Staff Salary Cost Calculator (academy)
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559.25 KB

Instructions for Teaching Staff Salary Cost Calculator (academy)
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531.64 KB

Teaching Staff Salary Cost Calculator (maintained)
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3,020.10 KB

Year End Workbook 2021-22 (v22.2).xlsm
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326.79 KB

Z - Archived - Academy Budget Planner (v1.7).xlsm
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266.80 KB

Z - Archived - Academy Catering Trading Accounts (v1.10).xlsm
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211.22 KB

Z - Archived - Academy Combined Budget Planner and Financial Forecast (v1.6).xlsm
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390.71 KB

Z - Archived - Academy Financial Forecast (v17.2).xlsm
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263.45 KB

Z - Archived - Month End Accounting Workbook (v1.9) 2021-22.xlsm
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274.66 KB

Z - Archived - Single Academy Management Accounts (v1.8).xlsm
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279.70 KB

Z - Archived - TEST - Academy Management Accounts (v2.6) - MAT version with consolidation.xlsm
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1,443.50 KB

Z - Archived - Trading Accounts (v1.1).xlsm
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206.67 KB

Financial Management Resources
1. SBM Toolkit Registration
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201.57 KB

2020-21 Model Trustee Report and Governance Statement
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689.14 KB

Academy Common Government Funding Streams March 2021
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161.76 KB

Academy Management Letter Audit Points Action Plan
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44.01 KB

Academy Monthly Accounting Timetable Template
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22.24 KB

Academy Workflow
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408.58 KB

Academy Year End Preparation Common Audit Findings
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172.66 KB

Accounting Officer Skills Analysis
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56.31 KB

Annual Academy Planner
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43.37 KB

Annual General Meeting Notice
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77.80 KB

Approval Of Bad Debt Form
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69.98 KB

Bank Reconciliation Form
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11.31 KB

Budget Holder Agreement
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77.84 KB

Cash Flow Report Academy
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29.94 KB

Centralisation of Accounting Function - Business Case template
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70.66 KB

CFO Job Description-Multi Academy Trust
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86.04 KB

CFO Job Description-Single Academy Trust
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84.55 KB

Charge Card Reconciliation Template
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11.87 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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67.45 KB

Conflict of Interests Policy
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89.67 KB

Example Pre-audit Meeting Agenda
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118.31 KB

Example SRMSA Checklist
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26.71 KB

Executive Pay Guidance
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79.89 KB

Finance Audit and Risk Committee Model Terms of Reference
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84.29 KB

Finance Committee Annual Agenda Schedule Academy
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19.52 KB

Financial Management Self Evaluation Tool For Governors Directors And Trustees
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83.86 KB

Fixed Asset Register Template
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230.52 KB

Going Concern Assessment
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60.71 KB

Governance Plan Framework
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81.78 KB

Governance Plan template
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75.61 KB

Insufficient Funds Order Request Form
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84.45 KB

Letter To Suppliers Request Bank Details For BACS
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139.59 KB

MAT Academy Induction template
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356.88 KB

MAT Scheme Of Delegation
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102.14 KB

MAT Service Level Agreement
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80.09 KB

Operating Leases And Finance Leases
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16.37 KB

Procurement Summary
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31.18 KB

Purchase Order Form
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53.70 KB

Regularity Propriety and Compliance File Checklist
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61.51 KB

Risk Management Policy
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93.94 KB

Sample MAT Management Accounts
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347.18 KB

Sample Single Academy Trust Management Accounts
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523.97 KB

School Resource Management Self Assessment Tool - Example Checklist
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26.24 KB

School Trip Business Case and Cost Calculator (version 1)
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80.28 KB

School Trip Business Case and Cost Calculator (version 2)
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99.46 KB

Supplier Details Form
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115.86 KB

Teachers and Pension Scheme Annual Contribution Resource
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241.58 KB

Template Report to Members: Review of the Performance of the External Auditors
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70.86 KB

Termly Internal Scrutiny Update Report for Trustees
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58.47 KB

Trust Policies Staff Declaration
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71.15 KB

Trustee CPD - central log
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52.67 KB

Trustee CPD Log
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52.64 KB

Trustee Declaration Form
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80.23 KB

Trustee Skills Analysis Consolidation
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308.73 KB

Trustee Skills Audit
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41.49 KB

Trustee Skills Evaluation Analysis
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51.29 KB

Value For Money Checklist
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23.18 KB

Virement Report
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19.36 KB

Policy Templates
Accounting Policy
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125.90 KB

Anti Fraud and Corruption Policy
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91.71 KB

Charging and Remissions Policy
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77.15 KB

Donations and Fundraising Policy
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105.90 KB

Expenses Policy
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122.76 KB

Financial Regulations - Multi Academy Trusts (September 2022)
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140.79 KB

Financial Regulations - Single Academy Trust (September 2022)
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139.73 KB

Gifts and Hospitality Policy
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81.14 KB

Governor Allowances Policy
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75.30 KB

Internal Hospitality Policy
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74.44 KB

Investment Management Policy
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76.35 KB

Lettings Policy
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106.01 KB

Purchase Card Policy
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84.17 KB

Reserves Policy
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73.99 KB

Reserves Policy MAT
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86.18 KB

Special Payments Policy
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108.44 KB

Staff Consultancy Policy
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93.28 KB



Financial Management Resource ×