Qualified by Experience – Finance Manager

Education/Qualification

• Qualified by Experience – AAT Level IV studying

Systems used

• Microsoft Word and Excel – Intermediate / Advanced
• Sage 50 / Sage Cloud
• Xero
• SAP

Career Summary

Current Employer – Commercial Printers (T/O – £5m)

Position – Finance Manager

Dates – April 2024 – Present

• Reports to the Chief Executive – works in a hands-on role – solely responsible for the Finance function
• Works closely with External Accountants
• All aspects of Financial Accounting including Sales and Purchase Ledger / Credit Control and Payroll / Pensions
• All aspects of Management Accounting including Balance Sheet / Profit and Loss and Cash Flow
• Submit and process Quarterly VAT return, this includes submissions to HMRC and processing the necessary Payment where required
• Ensuring Audits are conducted and completed within a timely manner

Previous Employer – Cladding Contractor (T/O – £29.1m)

Position – Finance Manager 

Dates – September 2021 – March 2024

• Reported to Finance Director
• Worked end to end Financial and Management Accounts – using Excel and SAP

Previous Employer – Slaughterhouse (T/O – £2.9m)

Position – Finance Manager

Dates – January 2020 – September 2021

Previous Employer – Plant and Machinery Hire (T/O – £40.8m)

Position – Head of Finance  

Dates – 2015 – January 2020 

• Managed 15 Companies owned by the two Directors ranging from MOT Station, Farming, Housing Developments, Wedding Cars and Plant Hire
• Responsible for processing all suppliers’ payments, employee payroll payments, processing all transactions through the accounts package Sage and Xero, processing the VAT submission to HMRC
• Management of staff up to a headcount of 10.
• Must discuss Cashflow, advise of any payments required to suppliers and also if any investment was required
• Within the property development companies became involved in property sales carrying out all viewings, process property sale including liaising with the Solicitor until completion
• Introduced to a planning consultant, as we had planning conditions to discharge and look at the potential opportunity of further development
• Managing the finance team, covering management accounts, credit control and transactional finance.
• Throughout these processes this would involve liaising with surveyors, environment agency for the necessary reports and surveys to be produced
• As the two Directors, PA was involved in keeping the Directors up to date with all the company’s activities, discussing cashflow and if any investments are required from the investment company

Previous Employer – Financial Services Firm

Position – Accounts Manager / PA to both Directors 

Dates – 2008 – 2015  

• The role for Riley Brothers International Haulage, involved the day to running of the accounts and business, processing all transactions via Sage, paying supplier, managing cash flow
• Alongside Riley Brothers also became involved with B Riley & Sons, which is its sister company, this role evolved quite quickly, and became heavily involved with the running of the company, managing Debtors, processing cash or cheque payment prior to being deposited at the bank
• Dealt with agents in the UK and throughout Europe processing bank payments and managing overdue accounts
• The system that was in place for the accounts for both companies was Sage 50
• Furthermore, dealt with suppliers, placing orders, ensuring we had received all invoices required and cross-referencing the supplier statements against Sage prior to any payments being made
• Worked closely with the Directors regarding Government Grant Funding which involved producing evidence for payments sent to suppliers, land rental, fishery rental and managing a property development in Cumbria