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Director of Finance, Business and Operations

Debbie Samwell is the Director of Finance, Business and Operations for the Trust.  Debbie is a qualified accountant and has significant experience from her former roles in local government finance and in another academy trust. 

As the Director of Finance, Business and Operations for the Trust Debbie is also appointed as the Trust’s Chief Financial Officer (CFO) as required by the Academies Financial Handbook.  The Chief Executive Officer (Accounting Officer) places reliance on the work of the Chief Finance Officer for the financial management of the trust.  This includes:

  • The preparation of medium term / annual capital and revenue budgets and financial plans
  • Preparation of accounts, management information, monitoring and control of expenditure against budgets and all financial operations
  • Preparing the Trust’s annual accounts and other financial statements which the Trust is required to submit to the DfE / EFA or other authorities
  • Ensuring the Trust maintains satisfactory financial systems
  • Providing professional advice on all matters relating to financial policies and procedures
  • Day to day liaison with internal and external auditors in order to achieve efficient processes
  • Day to day liaison with the Trust’s bankers in relation to the Trust’s bank accounts including authority to open/close accounts