CIMA Qualified Finance Manager

Education/Qualification

• 2023 – CIMA Qualified
• 2008 AAT
• College – Level 4 Diploma
• 2003 – NVQ Level 2 Business Studies // 10 GCSEs including Mathematics and English

Systems used

• Microsoft Word and Excel – Intermediate / Advanced
• CRM Systems
• In House Finance Systems

Career Summary

Current Employer – Manufacturing // T/0 c£60m

Position – Finance Manager / Management Accountant

Dates – October 2018 – Present

• Reports to the Finance Director – responsible for the day-to-day management of a team of 4 with a dotted line to another 2
• Works as part of the Senior Management Team – working alongside Finance and Non-Finance Managers
• Works to ensure the timely production of Monthly Profit and Loss Account – alongside -various Reports / Graphs such as operational KPIs, Manufacturing Variances / Cost per Roll etc. to be used by Senior Management team for decision making
• Prepares detailed Analysis across a range of Business Areas
• Responsible for the timely production of Budget / Forecast Profit and Loss Accounts, including Cost Centres, PPV analysis and Stock Levels
• Track production volumes and investigate Variances, liaising with the Operations Director as required
• Maintain strong relationships with other key areas of the Business such as the Senior Management team and Head of Operations
• Key Projects – lead the Financial Review Implications of Stock Reduction
• Prepare Monthly Board Pack for the management team and able to explain variances and comment on key Financial Metrics, such as Profitability, Material Waste, and Distribution Costs per Roll
• Represent the Finance team across Projects such as Group Reporting and 13-week Cash Forecast
• Attending Monthly Management Meeting – working with Finance and Non-Finance Managers to explain Monthly results to the middle management team
• Being the main source of contact for Auditors and being able to manage expectations both internally and externally, completing fieldwork and delegating work to the Assistant Management Accountant

Previous Employer – Wholesale / Retail (Various Roles)

Position – Assistant Accountant (January 2016 – October 2018)

Dates – January 2004 – October 2018

• Reported to the Finance Director, producing monthly management accounts for a subsidiary company with turnover of approximately $3 million.
• Prepared board-level reporting packs to a high standard, with commentary on key variances for both financial and non-financial stakeholders.
• Ensured group reporting and management accounts deadlines were met.
• Independently produced brand sales reporting across a portfolio of four brands, showing weekly, monthly and annual performance for Directors and Senior Management.
• Provided sales performance commentary and variance analysis to support decision-making.
• Reconciled intercompany loan accounts as part of the monthly management accounts process.
• Created improved processes for monitoring stock held off site, ensuring stock levels remained within agreed insurance limits.
• Carried out regular stock updates to ensure offsite stock records were accurate and processed provisions or adjustments where required.
• Solely responsible for processing monthly credit card expenditure, including approximately 400–500 receipts, coding and analysing costs to the relevant general ledger codes.
• Independently prepared labour recharges for the Operations Manager, enabling productivity analysis by department and accurate identification of weekly wage costs.
• Prepared Intrastat declarations and EC sales listings.

Position – Accounts Assistant

Dates – January 2004 – December 2015

• Managed day-to-day accounting processes, including raising credit notes, processing invoices and investigating and resolving discrepancies with operational teams.
• Provided support across the purchase ledger system, assisting with queries and posting invoices accurately onto the accounting system.
• Monitored offshore sales and stock reports, providing commentary to Management and Directors on monthly and annual stock levels.
• Acted as an active and respected Health & Safety and Staff Forum Representative.

Previous Employer – Shoe Company 

Position – Sales Assistant

Dates – July 2002 – January 2004

• Front of House Sales
• Stock replenishment
• Merchandising