Transactions Service Manager – Herts for Learning

Transactions Service Manager – Herts for Learning


FTE salary: up to £40,000 p.a (depending on experience)

Date Ending

August 31, 2022


FTE salary: up to £40,000 p.a (depending on experience)


Contract: Permanent, 37 hours per week, 52 weeks per year (part-time hours considered and working weeks negotiable)


Location: Currently based in Robertson House, Stevenage. Hybrid working will be available in the future.


Do you have experience of driving transformation in a customer facing team?

Do you have experience of working with customers to overcome barriers to change?

Have you ever considered a career in education finance where you can use your skills to support schools to make a difference to children’s life chances across Herts and beyond?


Would you enjoy applying your knowledge and experience to support school leaders in managing their finances in an efficient and effective manner?

If the answer is yes, why not come and join Herts for Learning Ltd where you can make a positive difference and further develop your career in education finance.


In this role, you will lead and manage our Transactions Service which sits within the Financial Services Maintained Team in Herts for Learning.  The Transactions Service provides a financial transactional posting service to schools and setting within Hertfordshire.  We have ambitions for the service to become fully digital and to be offered to academies and multi-academy trusts. 


This role requires a full understanding of posting transactions to a finance system, the ability to drive change and first-class customer service.  This will involve working closely with schools and settings to understand the barriers to a full digital service and the ability to develop and implement effective solutions.  The ability to take ownership of customer complaints and resolve to the satisfaction of HfL and the customer.


We are seeking an individual with leadership and management experience, who may be part AAT/ CCAB/ CGMA qualified and has the skills to drive the transformation of our Transactions Service as we move to becoming a fully digital service.

If you want to be a part of our Financial Services team of passionate individuals, motivated to work together in the interests of children, then please get in touch.

Our ‘working from anywhere’ approach provides colleagues the opportunity to work flexibly in line with their role requirements. This consists of working on-site at the Head Office in Stevenage, Hertfordshire, occasionally visiting various schools and settings with Hybrid working available in the future. The ability to reach different locations by car will be essential for this role. If you drive, then a full driving licence and appropriate car insurance will be required. As there is a permanent home working element to this role, you will need to ensure you are equipped for home working.


Benefits: a generous employer pension contribution, 28 days annual leave plus bank holidays (rising to 31 days after five-years) or the equivalent paid for Term Time employees, family-friendly policies, hybrid working, paid mileage, access to mental health and wellbeing support, company performance bonus, professional development opportunities, benefit schemes for discounts and cashback offers, and more.

Would you like to know more information about this opportunity? If so, further information can be found in the job outline. You can also contact Debbie Williamson  who would be happy to chat to you, please email deborah.williamson@hertsforlearning.co.uk


Transaction Service Manager – Job Outline 2022

How to Apply

To apply email hfl.recruitment@hertsforlearning.co.uk with a detailed CV along with a cover letter to include responses to the following scenarios:

  1. Coming into the office you have a call from one of the team letting you know that they are unable to come in due to illness, what questions would you ask them during the call? Following on from this what would be your next steps?
  2. The Transaction Service currently services the majority of settings by collecting documents via a courier. We need to increase the uptake of electronic transfer of documents via OneDrive or use of a Scanner. How would you move this objective forward?
  3. You receive the following complaint from a school, what actions would you take? “We are very unhappy with the service provided by the Transaction Service, notice of document collection is often at short notice and we don’t know what time the courier will visit (I only work part time). Once processed documents are returned in a state of disarray and some documents have not been returned. We therefore have little faith in the work carried out and are considering alternatives to working with Financial Services.”
  4. You are receiving a number of concerns from Finance Business Partners that the work carried out by one of the team is not to standard. Some of this has come to light during their feedback meetings with schools, so is impacting customer confidence. How would you proceed?
  5. If appointed one of your challenges will be to successfully lead the team to work from anywhere. Can you give an example of successfully leading a People transformation project? What was the impact, how did your leadership contribute to the outcome?


As part of our move towards eradicating unconscious bias within the recruitment process, we will be anonymising your forms.

The Central Recruitment Team can also be contacted on this email address for any recruitment queries. We would love to hear from you.

This job advert may close as soon as sufficient applications have been received. To make sure you don’t miss out on this great opportunity, please submit your application as soon as you can.

Interviews will be taking place remotely.

HfL is committed to being an equal opportunities employer. We insist on the equal treatment of all current and prospective colleagues and will never condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

HfL is also equally committed to becoming an anti-racist organisation and we encourage you to view our Anti-Racist position statement which gives clarity on our anti-racist stance. In our relentless efforts to be an anti-racist organisation, we recognise the negative impacts of under representation and lack of diversity in our organisation, our education system and in all aspects of our society. Therefore, for recruitment into any HfL post, where we have 2 or more candidates of equal merit, candidates with protected characteristics will be given advantage over candidates without such characteristics. This is sometimes referred to as a ‘tie-breaker’ and is referred to as ‘positive action’ in the Equality Act 2010.

Please note that if you are invited to interview, we will expect you to be prepared to discuss unconscious bias with us; we find these conversations more than any others give us all a good idea of what working together will be like.

To help us meet our high standards and aspirations of a fully diverse and inclusive workplace, we strongly encourage suitably qualified applicants from all backgrounds to apply and to join us.


Herts for Learning Ltd Equal opps monitoring form