
ACA Qualified / Commerce Industry or Practice
About Candidate
Education/Qualification
- 2023 ACA
- 2018 London School of Economics – B.Sc. Business Mathematics and Statistics
- 2014 St Marys College – A Levels in Mathematics, Further Mathematics, Chemistry
Systems used
- Microsoft Word and Excel
- SAP
- Sage X3
- Dimensions
- Pivot
Career Summary
Current Employer – Building Products – £149m T/O
Position – Group Finance
Dates – June 2024 – July 2025 – (Redundancy)
- Lead ACA-qualified accountant, managing the group consolidations (P&L, balance sheet, cash flow) and technical accounting matters including investments and tax
- Led annual group audit across multiple entities, ensuring timely completion
- Drove post-acquisition integration, including Goodwill, purchase price allocation, intercompany, and stock reconciliations
- Business partnered with the Fleet team to cut costs via data-driven short-term leasing; collaborated with store managers to boost customer acquisition, revenue recovery, and margin growth through targeted financial analysis
- Strengthened fixed asset controls, resolving legacy issues and implementing quarterly audits
- Managed cashflow forecasting and led the Barclays Bank CID reporting (Invoice Discounting facility), ensuring funding accuracy and compliance
- Led the month end process and analysed management accounts for retail sites to deliver actionable insights on performance and overhead efficiency
- Mentored junior finance staff, supporting development and succession planning
Previous Employer – UK Business
Position – Audit Assistant Manager
Dates – January 2021 – May 2024
- Industry experience: Retail, IT Services, Manufacturing, Technology for UK GAAP/ IFRS clients
- Managing junior members of the team on the Audit processes.
- Delivering training in accordance with the personal development plans
- Assisting directors, in managing immediate team members
- Clients: Servoca plc, Peninsula, Beauty Bay, Edmundson’s Electrical, M247, Lydall Industrial Filtration, S&T Audio, Gerber Technology, CPL Industries Group
- Led and managed audit engagements for clients in diverse industries, ensuring compliance with accounting principles and regulatory requirements
- Conducted risk assessments, identified control weaknesses, and recommended process improvements
- Prepared and presented audit findings and reports to senior management (Manager/ Partner)
- Coordinated with cross-functional teams (Tax/ Accounts) to address challenges identified during audits
- Undertake regular training to stay abreast of accounting standards and regulatory changes
- Project management: auditing up to 4 clients at a time within charge responsibilities, supervising staff
HR services Group:
- Led first-year audit supervision for a £495m revenue HR services Group and its 11 subsidiaries, reviewing the consolidation
- Evaluated processes and controls collaborating with Department Heads for operational efficiency and examined consolidation workings for accuracy
- Directed on-site supervision of four assistants to meet audit deadlines and actively contribute to staff development
- Ensured legal compliance, liaising with the Group FC on GDPR, HSE, and HMRC regulation
Manufacturing:
- Led the £100m revenue audit for an international printer ink manufacturer
- Covered judgemental aspects such as going concern, reviewing forecasts and performing sensitivity analysis, scrutinizing assumptions
- Conducted analytical review of trading performance and balance sheet movements
- Engaged in fraud discussions with the US CFO to assess the control environment and reviewed tax workings for accurate disclosures.
Distributor:
- In charge of a £74m revenue subsidiary audit (wholesaler in fastener fixings) within a £3bn Group company
- Reported findings to the Senior Manager, focusing on high-risk areas challenging the FD on stock reconciliations for UK GAAP compliance
- Coordinated with client teams across departments for journals testing using bespoke Alteryx software.
Previous Employer – Charter Airline
Position – Corporate Finance Analyst
Dates – July 2018 – June 2019
- Distributed monthly market updates to shareholders including trading performance
- Cashflow modelling: Overhauled internal budget model, to perform scenario analysis for investor meetings such as break-even analysis
- Achieved an increase in revenue by £15k a month working directly with the Chairman using data to strategically place aircraft on layover routes
- Proactively pitched and created a performance tracker for sales staff with key KPIs (using Excel – PIVOT and LOOKUP) utilizing multiple data sources to boost performance