Tanya Jones - Chief Financial Officer
I have worked in the public and not for profit sector since 1993 and have been a member of the Chartered Institute for Management Accountants (CIMA) since 2010. During my career I have monitored and managed budgets ranging from £6k to £125m. All activity has been within regulatory frameworks, including Charities SORP, Academy Accounts Direction, Academies Financial Handbook, the Companies Act, the 7 principles of public life and FRS.
I have worked in the education sector for over 9 years in a variety of senior finance roles, starting as a school business manager in a maintained Nottinghamshire school. The school converted to an academy with E-ACT under a sponsorship arrangement shortly after I joined, and I was the local point of contact for the conversion. After 3 years as an academy finance director, I moved to E-ACT’s Head Office in London/Kettering for a few months to support the audit and work on their statutory accounts, and then spent a year as their first internal auditor. In 2016 I became the senior finance business partner for L.E.A.D Academy Trust in Nottingham, leading on the financial management and reporting for the trust. This included financial due diligence on the conversion of two maintained secondary school and transferring in one secondary and four primary academies into the trust’s finance systems and processes. In 2017 I became head of finance for a group of charities focussing on post-16 qualifications and CPD, and was promoted to Assistant Director Finance in 2019. My current role is Chief Financial Officer for Scholars Academy Trust where I am responsible for the management of all financial issues within the trust.
Prior to working in education, I was a civil servant for over 17 years, progressing to a senior management role in finance in 2008.
Anita Breeze - Trust Business Manager
I joined Scholars Academy Trust in September 2020, having previously been a School Business Manager at two other Primary Schools for almost seven years. Prior to this I worked for the Local Authority for 23 years working across Children and Young Peoples Services and Property Services. During my time with the Local Authority, working closely with schools provided me with an insight into the roles and responsibilities of teaching and non-teaching staff particularly in relation to human resources, finance, premises management, health and safety and the importance of safeguarding staff and pupils.
My role is a strategic leadership role which provides a full business manager service to Heads of both Schools in the Trust. My responsibilities are to lead and manage in all financial, estate/premises and HR matters. My experience brings a wealth of knowledge, skills and experience to the Trust which includes; resource and budgetary management, redesigning staffing models, benchmarking, contract negotiation, ensuring best value for money and improving efficiency and effectiveness across both schools in the Trust.
Wendy Toon - Finance Officer
I have worked in a finance environment throughout my career in both the public and private sectors. My most recent role in the private sector was as management account for a manufacturing company with a turnover of approx. £6m.
Throughout the last six years I have been employed within the education sector, both at a further education college and at Scholars Academy Trust. I understand the need for transparency when dealing with public funds and have completed the annual accounts for three years. My role in brief involves
- Advising the Trust on all matter related to the financial strategy within the financial frameworks
- Ensure the Trust upholds good accounting, reporting and internal control systems
- Liaise with senior staff to develop five year budget plans for each school as well as that of the MAT
- Monitor expenditure and report to Trust of income and cash flow for each academy
- Ensure the Trust meets all compliance requirements of the EFSA
- To work with the Trust Accountant to co-ordinate and co-operate with the work of the external auditor and prepare and submit audited statutory consolidated accounts to the EFA and Companies House in accordance with required deadlines.
I have qualified with the Association of Accounting Technicians and the Institute of Credit Management, hold an Open University Certificate in Management and completed the CIPFA Financial Reporting for Academies in 2017.