Experience

Integro Accounting Ltd

• United Kingdom
• Accounting
• 1 - 100 Employee

• Practice manager & specialist contractor accountant

  • Sep 2013 - Present



SJD Accountancy

• United Kingdom
• Accounting
• 1 - 100 Employee

• Regional Manager

  • 2012 - Sep 2013

  Responsibilities as per the role below; mentor to 7 newly appointed Deputy Regional Managers; technical accounting and tax support to 90 staff; providing a benchmark for the board of Directors to assess performance under the new management structure. Responsibilities as per the role below; mentor to 7 newly appointed Deputy Regional Managers; technical accounting and tax support to 90 staff; providing a benchmark for the board of Directors to assess performance under the new management structure.



SJD Accountancy, Cheltenham

• Regional Manager, South West

  • 2011 - 2012

  • Promoted to Regional Manager of SJD (South West) Ltd in July 2011• Reporting directly to the board of Directors• Managing and coaching a team of 10 staff • Overall responsibility for 1,000 clients• Strategic business planning• HR, including: recruitment, disciplinary and dismissal procedures, performance management• Preparation of monthly management accounts• Maintaining profit and loss margin• Responsible for meeting new business and growth targets• Complaint handling and resolution• On-going MLRO duties (see previous role)In November 2011 I was awarded the British Accountancy Awards’ ‘New Accountant of the Year’ for my work on the SJD Group Ltd Anti Money Laundering policies, training and procedures. During my time in this role I project managed the replacement of an outdated bookkeeping and invoicing system with a Sage solution. I also overhauled our internal systems for reporting new clients and leavers in order to give more accurate and relevant monthly management information.I was also fully responsible for a re-location project for our office to another site within Cheltenham town centre from viewing the sites and negotiating the lease through to coordinating: the refurbishment; modernisation of the IT & telecommunications infrastructure; the move itself. Show less

• Senior Accountant, South West

  • 2008 - 2011

  • Preparation of: Limited company accounts; corporation tax returns; personal tax returns• Payroll and accounts preparation for clients caught by the IR35 legislation• Advising on suitability of ESC C16 and Entrepreneurs' Relief on cessation of trade• Training and mentoring• Answering clients' tax and accounting queries• Appointed as Money Laundering Reporting Officer (MLRO) for the whole of SJD Group LtdDuring my time in this role I reviewed the CCAB Anti-Money Laundering Guidance. I summarised my findings for senior management and drew up recommendations for proposed changes in the existing systems and procedures. I was consequently appointed as MLRO in October 2010 and successfully managed to implement the proposed changes in systems and procedures, along with designing a training programme which I delivered to all SJD Accountancy offices nationwide.As an accountant I was throughout this time personally responsible for the accounting and taxation requirements of over 200 clients. I was also responsible for mentoring trainee accountants: reviewing their work; ensuring that their performance objectives were met; monitoring their day to day training and providing help and support with both studies and workplace duties. Show less



Crowther Beard LLP, Worcester

• Worcester, United Kingdom

• Audit Semi-Senior

  • 2005 - 2008

  • Audit semi-senior • Accounts production • Audit semi-senior • Accounts production