Management Accountant
About Candidate
Education/Qualification
- Currently studying ACCA Finalist – Paused studier 2 exams remaining
- 2008 BA (Hons) Accounting and Finance
- 2005 BTEC Certificate in Business Studies
- 2001 8 GCSE’s achieved grade A-C
Systems used
- Microsoft Word and Excel – Daily use
- Sage
- SAP
- Integra
- CCM
- Oracle
- Various in-house systems
Career Summary
Most Recent Employer – Active Company
Position – Finance / Management Accountant (placed by Recruitment Solutions (NW) Group)
Dates – October 2024 – September 2025 (Contract)
- Reported to Finance Team Leader
- Responsible for preparation of Monthly Management Accounts pack / plus commentary
- Day to day oversaw Credit Control processes
- Day to day Bookkeeping across Sales and Purchase Ledgers
- Developed Sales Reports
- Liaised Internally re Budgets 25 /26
- Approval of Payment Run – Payroll / VAT
- Ad hoc duties
Previous Employer – Global Providers of non-ferrous Metal Products – £60m T/0
Position – Management Accountant (Contract)
Dates – March 2024 – September 2024
- Reported to the Project Accountant, worked as part of a team
- Worked across Budget Updates and Forecasts
- End to end responsibility for preparation of Monthly Management Accounts pack across 5 Entities – Posted Journals / Balance and Intercompany Reconciliations
- Assisted with preparation for Year End – Liaised with Auditors
- Worked to Reporting Timetables and Schedules
- Communicated with Overseas teams across Intercompany Transactions
Previous Employer – Charity Housing Association – T/O £27m
Position – Management Accountant
Dates – February 2021 – January 2024
- Worked within a team of 3 – Reporting to the Head of Finance
- Responsible for day-to-day management of 2 Assistant Accountants – delegating work and providing training and support
- Ownership of full management accounts process including month end and year end reporting
- Liaised with the auditors on the interim and full year audit – Assisting with queries, provision of data and resolution
- Monitored the month end timetable and ensuring all tasks are completed within a timely manner
- Prepared and Posted Journals – Accruals and pre-payments
- Fixed Asset Management – Tracking and maintaining the Assets and ensuring accurate depreciation
- Budgeting and Forecasting – Analysis of Cashflow, P/L Accounts and Budget vs Actual to assist with forward planning
- Approved journals and balance sheet reconciliations
- Completion of the Balance Sheet reconciliation in relation to Payroll
- Worked closely on a bi-weekly basis with the Head of Asset Management to partner and monitor spends, anomalies and future spend
Reason for Leaving; Made Redundant
Previous Employer – Healthcare System
Position – Management Accountant
Dates – January 2021 – February 2021 – (Temporary Contract)
- Prepared management accounts for the corporate division
- Ensured headcount and payroll was correct amongst all corporate employees
- Liaised with budget holders to understand their costs and budgeting going forwards
Previous Employer – Council
Position – Core and Chief Exec Finance
Dates – October 2019 – September 2020
- Produced monthly management accounts pack including commentary and variance analysis
- Monthly balance sheet reconciliations and creating the yearly financial budget as well as quarterly forecasts
- Business partnered with key departments and liaising with budget holders
- Managed the fixed asset register and supervising two members of staff
Previous Employer – Healthcare Service
Position – Management Accountant – (Temporary Contract)
Dates – February 2018 – August 2019
- Agreed and set the corporate division annual budget and forecast in consultation with managers and budget holders, and monitor performance against financial plans/forecasts
- Preparation of management accounts and fixed assets management
- Liaised with budget holders to support understanding of the numbers, and setting cost challenges
- Provided accurate and timely reporting to enable budget holders to control their performance
- Cash flow and KPIs Analysis
- Identified cost savings and potential prospects to improve profitability
- Prepared business cases, as well as negotiating on external suppliers, and managing two members of staff
Previous Employer – Health Insurance Company
Position – Cost Accountant – (Temporary Contract)
Dates – June 2017 – February 2018
Previous Employer – Property Services – T/O 36m
Position – Management Accountant – (Temporary Contract)
Dates – January 2017 – May 2017
