CIMA Qualified Management Accountant

Education/Qualification

• Chartered Institute of Management Accounts – CIMA Qualified
• The Association of Accounting Technicians – Level 2-4 NVQ Accountancy
• Wellington School – 9 GCSEs including Mathematics and English Grades A-C

Systems used

• Microsoft Word and Excel
• Sage Line 500
• SAP

Career Summary

Current Employer– Business to Business Services

Position – Finance Business Partner

Dates – July 2024 – Present

• Business Partnering with the SLT
• Preparing Management Information
• Forecasting
• Budgeting
• Managing the future pipeline
• Aged debt
• Revenue Analysis

April 2024 – June 2024 Career break due to relocation from Surrey to Cheshire

Previous Employer – Business Manufacturing and Supply (Various roles from May 2019 – March 2024)

Position – Finance Manager

Dates – February 2020 – March 2024

• Management of two Management Accountants
• Responsible for month end processes of four Nordic entities
• Preparation of the Intrastat, VAT returns and EC sales submissions
• Preparation of the monthly management accounts
• Maintenance of fixed asset registers
• Main contact for auditors and local authorities
• Preparation of the statutory accounts
• Preparation and review of balance sheet reconciliations
• Bank reconciliations
• Cashflow
• Stock reconciliation
• Providing information for CIT returns
• Intercompany cost recharging
• Sales, cost of sales analysis
• Review payroll data and arrange local authority Tax and Social Security payments
• Provided support when required to Accounts Payable and Receivable

Position – General Ledger Manager

Dates – May 2019 – February 2020

• Management of one General Ledger Assistant
• Responsible for month end processes
• Reviewed and controlled of balance sheet reconciliations
• Creation of month end journals
• Approval of General Ledger Assistant journals
• Technical accounting support to team and local businesses
• Main contact for auditors
• ABL reporting

Previous Employer – B2B Food Products (Various roles)

Position – Finance Controller

Dates – January 2017 – August 2018

• Trained and managed Accounts Assistant
• Trained for Interim Finance Director
• Cash flow Management
• Payment Runs
• Payroll and Pensions
• VAT Return
• Purchased order approval
• Board Pack Preparation
• Attendance of Senior Management meetings

Position – Finance Business Partner

• Preparation of the Monthly Management Accounts including balance sheet reconciliations, general journal postings and control of overheads
• Business Partnering with Sales, Marketing and Operations
• Maintained the fixed asset register
• Margin analysis
• Preparation of the overheads budget
• EPOS data analysis
• Provided key data to the management team for use in decision making
• Monthly actual customer P&L analysis
• Trade spending tracking, reviewed and managed
• Production forecasting
• Accounts payable and receivables management
• Assisted the Finance Director with board pack preparation
• Assisted with external audit
• Bank reconciliations
• The creation of a more robust trade spend tracker that allowed monthly accruals to be posted by customer
• Reduction in stock and debtor days
• Improvements in the stock production forecast, reducing stock holding costs by £250k and reducing slow and obsolete inventory
• The creation of an EPOS dashboard and supporting graphs for review and use by the sales and management teams

Previous Employer – Vitamins and Supplements

Position – Logistics Accountant

Dates – May 2016 – December 2016

• Managed the logistics of the business including full control over supplying customers
• Consolidation of customer stock orders and created and maintained delivery data
• Controled and analysed stock and sales on a weekly basis
• Managed wholesaler stock levels and service performance
• Production forecasting, stock ordering and stock reconciliations
• Assisted in the ordering and delivery of marketing materials and merchandise
• Maintained and updateed standard operating procedures
• Raised invoices and debt collection
• Weekly management reports
• Logistics commentary for the board pack
• Customer Service
• Contract creation and review including the issue of NDA’s
• The transfer of repack and sample services from three suppliers to one including cost reduction
• Recreated the weekly sales and stock report and therefore reducing the time required to update
• Sourced packaging supplies to allow savings for the company
• Price negotiation for extra services required during repack

Previous Employer –Theatre Group (Various roles)

Position – Owner and Operator

Dates – October 2012 – May 2016

Owner and operator of over 65 venues across the UK, Germany and North America

• Preparation of the management accounts
• Reported and input advanced ticket sales data
• Analysis of ticket sales revenue by channel and revenue stream
• Extracted and accounting for various ticketing commissions
• Accruals and prepayments
• Balance sheet Reconciliations
• Assisted with external audit requests
• Intercompany Recharges
• Reviewed and managed overheads vs budget
• Supported with contract settlements
• Supported with banking processes
• Trained the Accounts Assistant
• Introduction of an automated bank reconciliation process
• Data Warehouse Payroll Testing
• Systems upgrade functionality testing

Position – Interim Ticketing Financial Controller

• Management of the Ticketing accounts team consisting of an Accounts Assistant and a Ticketing Accountant both of which were new to the business
• First point of contact for any ticketing finance queries
• Presentation of the financials at the monthly management meetings
• Variance analysis
• Assistance in the preparation of the FY1516 Budget

Previous Employer – Technology Company

Position – Finance and Commercial Officer

Dates – May 2007 – October 2012

• Month End SOX Reporting
• Cost Centre Analysis
• Utilisation Reporting
• Maintained the Balanced Scorecard
• CIS Reporting
• Export control Checks
• Accrual, prepayment and cost centre journal postings
• Managed accounts payable and receivable
• Assisted with the preparation of the annual budget and monthly forecasting
• Supported Project Managers by providing them with financial information in formats relevant to their requirements
• Submited transfer pricing requests to business partners based at the German headquarters
• Managed relationships with German business partners
• Assisted with internal and external audit requests
• Internal compliance
• Assisted in the creation of an improved cash flow forecasting process
• Helped another business unit investigate and resolve GRIR balances

Previous Employer – Home Developer 

Position – Subcontract Support

Previous Employer – Corporate Office

Position – GRIR Process Analyst

Previous Employer – Clothing Store

Position – Purchase Ledger Administrator

Previous Employer – Paint Company

Position – Purchase Ledger Clerk