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Consultant: School Finance and Resources - Catholic Education Office -Sandhurst, Bendigo, VIC

Position Description (PDF)

Catholic Education Office, Diocese of Sandhurst

  • POSITION TITLE: Consultant: School Finance & Resources
  • REMUNERATION SCALE: Senior Salary (Mercer Scale)
  • REPORTS TO: Assistant to the Director: Finance & Resources
  • FULL TIME EQUIVALENT: 1.0 (2-year contract)
  • LOCATION: Bendigo
  • AUTHORISED BY: Director of Catholic Education, Mr Paul Desmond
  • DATE: June 2019

Primary Objectives

To support and collaborate with School Leaders within the Diocese of Sandhurst to develop and maintain effective processes in finance, resources, compliance, risk and capital planning.

Organisational Environment

The Catholic Education Office (CEO) is a formal office of the Bishop of Sandhurst.

The Catholic Education Office participates and cooperates in the work of the Catholic Education Commission of Victoria (CECV), which has key responsibilities for the allocation and distribution of government funding, facilitating cooperation across the four Victorian Dioceses, and working in cooperation with government statutory authorities.

The Director of Catholic Education and all delegations via that position operate within the parameters of Canon Law and the Catholic Church structures and processes. The CEO is not the controlling or employing authority for Catholic schools, and the authority of the Canonical Administrators within their parish and/or school is acknowledged and respected.

The Consultant: School Finance & Resources acts within the authority of the Director of Catholic Education and is responsible to him/her for:

  • Enacting the vision of Sandhurst schools – engaging fully with human potential inspired by the Catholic story.
  • Supporting school leaders in line with the CEO Strategic Plan and school Annual Action Plans.

Job Environment

The objectives and patterns of work for this position are established in consultation with the Assistant to the Director: Finance & Resources, to fulfill the organisational objectives of schools within the Diocese of Sandhurst, and in conjunction with the strategic vision of the CEO strategic plan.

The Consultant: School Finance & Resources will act only within the parameters as set in consultation with school principal and leaders, and will seek to support the Principal at all times to provide guidance and advice in the areas of finance, administration, risk, compliance and resource management, therefore ensuring schools are assisted to meet their financial management responsibilities and legislative requirements.

Key Responsibilities

  1. Provide business consulting support to Secondary Principals and other School Leaders to develop and maintain effective finance, administrative and resource management processes:
    • Work with school leaders to provide consulting support on financial compliance and government accountability requirements, effective budgeting and strategic financial planning.
    • Work with school leaders to facilitate the development of a school business plan, that is consultative, appropriate and focused on financial improvement and development.
    • Provide professional support on developing and enacting appropriate and effective school fee guidelines and collection processes.
    • Support schools to develop detailed asset and property registers, and building maintenance programs and schedules.
    • In consultation with key stakeholders provide analytic and evaluation support from recognised benchmarks in school-based finance and resource management systems.
    • Provide consulting support to schools to analyse appropriate demographic data that informs future capital and master planning.
    • Support the Principal or Business Manager when seeking capital funding.

  2. Provide coaching, mentoring and support to School Leaders to build capacity within the financial function of schools:
    • Develop and coordinate effective collaboration opportunities for Business Managers and finance teams to share initiatives and strategies.
    • Support school leaders by providing training and professional learning to build their financial knowledge and capabilities.
    • Provide professional guidance to the Principal to set key performance indicators and expectations of the school finance function with the aim to develop improvement strategies and tools when required.

  3. Provide consulting support to Secondary schools with the implementation of system initiatives and government requirements in areas of; accounting and assurance, compliance, risk, and Occupational Health and Safety (OHS):
    • Provide strategic support to Business Managers and finance teams in preparing for the implementation of the eAdmin function of the Integrated Catholic Online Network (ICON).
    • Provide consulting support to Business Managers and finance teams in the development and management of CompliSapce.
    • Provide guidance on appropriate risk management processes by developing a consistent risk register, frameworks, processes and embedded effective practices.
    • Provide guidance in maintaining and improving OHS requirements including assisting in preparing for OHS audits.

  4. Comply with the policies and procedures of the CEO’s Occupational Health and Safety (OHS) Management System, including requirements to report and eliminate hazards, follow instructions, and participate in training and consultation processes.

Identified Challenges

The key identified challenges of this role are:

  • Honouring subsidiarity whilst balancing system and diocesan accountabilities, appropriate service and quality relationships between schools and CEO
  • The required balance between pursuing the Mission of Catholic Education and fulfilling its financial accountability and compliance requirements and work within the broader community
  • Ensuring high levels of service provision occurs without creating a culture of dependence.


The Catholic Education Office is intentionally structured to promote the professional understanding of co-responsibility and co-accountability. Within the structure, this role is responsible:

  • Assistant to the Director: Finance & Resources
  • For, in regard to the CEO Budget: Nil
  • For, in regard Nil

Key Relationships

  • Assistant to the Director: Finance & Resources- to support the key priorities
  • Assistant to the Director: Legal, Industrial & Human Resources- to support the key priorities
  • Assistant to the Director: Planning, Resources & Governance to support the key priorities

Secondary School Principals - to provide key advice, support and guidance

  • School Leaders- to provide key advice, support and guidance
  • Members of the Stewardship of Resources Staff Group - to ensure service to schools is aligned to the CEO goals and priorities
  • School Business Managers - to influence and facilitate formation as required
  • Principal Consultant: Secondary-to influence and facilitate formation as required and build strong relationships.


  • An understanding of and willingness to work within the Catholic ethos - ESSENTIAL
  • A strong understanding of and an ability to articulate the Church’s mission in Catholic education- ESSENTIAL
  • Tertiary qualifications in Accounting, Commerce or Business- ESSENTIAL
  • Membership of a recognised Accounting Body – CPA or CPA- ESSENTIAL
  • An understanding of governance in the Catholic school context-DESIRABLE


  • Highly developed interpersonal and communication skills- ESSENTIAL
  • Effective facilitation, negotiation, and conflict resolution skills- DESIRABLE
  • Sound organisational and administrative skills, including project management- ESSENTIAL
  • Sound ability to work independently with a high level of initiative- ESSENTIAL
  • Capacity for close collegial relationships- ESSENTIAL
  • Ability to work without close supervision - ESSENTIAL
  • Hold a Driver’s Licence, Working with Children Check and a Criminal Record Check- ESSENTIAL
  • An excellent understanding of legislative requirements and financial reporting/auditing requirements- ESSENTIAL
  • The ability to work as part of a team - ESSENTIAL
  • Presentation and training skills- ESSENTIAL


  • Demonstrated experience in Business Management and/or senior financial leadership, within a school environment- ESSENTIAL
  • Experience in short and long term financial management- ESSENTIAL
  • Experience with property and asset management/portfolios- ESSENTIAL
  • Experience in financial compliance administration and leadership- ESSENTIAL
  • Proven capacity to work in a team environment - ESSENTIAL
  • Proven record of commitment to ongoing professional development- ESSENTIAL
  • Policy development, review and implementation- DESIRABLE

Additional Information

  • This position is advertised as located in Bendigo. It is possible that it could be located in either the Shepparton or Wangaratta office if that was more appropriate to the circumstances of the successful applicant.
  • This position will be provided with use of a CEO motor vehicle and Fuel Card, equivalent to a Ford Mondeo or Toyota Camry. Usage will be according to CEO policy. Each staff member is required to contribute an amount from their nett fortnightly salary, to assist in covering costs of private usage.
  • In addition to the normal four weeks of Annual Leave, an additional two weeks are provided in recognition of additional hours that may be worked. Annual Leave is required to be taken in the gazetted school holiday periods – three weeks in the first four weeks of the December/January period, and the first week of the other three holiday periods.
  • The salary to be offered to the successful applicant will be determined at that time, based on his/her skills, capacities and experienced.
  • The general Terms and Conditions of employment will be in accord with the Victorian Catholic Education Multi-Enterprise Agreement 2018.

Applications will be accepted by downloading and completing the application package for the Consultant:School and Resources position on the Catholic Education Office Sandhurst website.

For Further information regarding this position please contact Sharon Warren Human Resources Officer via [email protected] or by telephone 03 54432377

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