Experience

East Cheshire Hospice

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Finance Manager

  • Oct 2018 - Jul 2023

  Macclesfield, England, United Kingdom Management of the day to day finance function of East Cheshire Hospice and responsible for the production of monthly management accounts and business partnering Income Generation team. Reporting to the Finance Director. - Ensuring that accounting records are maintained accurately and in a timely basis. - Production of monthly management accounts for issue to Board. This includes all month end adjustments and review processes, forecast challenges and commentaries. - Annual budget… Show more Management of the day to day finance function of East Cheshire Hospice and responsible for the production of monthly management accounts and business partnering Income Generation team. Reporting to the Finance Director. - Ensuring that accounting records are maintained accurately and in a timely basis. - Production of monthly management accounts for issue to Board. This includes all month end adjustments and review processes, forecast challenges and commentaries. - Annual budget preparation with Income Generation teams (including Fundraising, Retail & Lottery) and monthly tracking of performance and forecast adjustments. - Lottery accounting including Gambling Commission reporting. - Managing Finance Assistants and Finance volunteers. - Finance representative at Hospice Team Leaders meeting raising Finance issues and reporting on performance.

• Financial Analyst

  • Mar 2014 - Sep 2018

  Financial Analyst role predominately responsible for Income processing and reporting and the production of the monthly management accounts.



The Co-operative Banking Group

• Financial Performance Reporting Accountant

  • Sep 2010 - Dec 2013

  Leek, Staffordshire Senior member of the Financial Performance Reporting team primarily responsible for the production and delivery of consolidated Executive and Board performance reporting. - Production of the monthly consolidated management accounts, enforcing and maintaining a rigorous control environment and working closely with Financial Control to ensure full reconciliation of statutory and management reporting. - Ownership of the month end process and timetabling to deliver Executive Governance… Show more Senior member of the Financial Performance Reporting team primarily responsible for the production and delivery of consolidated Executive and Board performance reporting. - Production of the monthly consolidated management accounts, enforcing and maintaining a rigorous control environment and working closely with Financial Control to ensure full reconciliation of statutory and management reporting. - Ownership of the month end process and timetabling to deliver Executive Governance deadlines achieved by excellent planning, organisation and understanding of the mechanics, data requirements and complex excel consolidation models. - Obtained thorough insight into the Business to enable constructive challenge of senior colleagues to validate numbers and variance explanations. - Production of high quality P&L commentaries for the performance paper, agreeing these with Business Partners and handling feedback from senior management and the Executive team. - Established strong and successful relationships with colleagues and stakeholders around the Business particularly the Business Partner, Financial Control and Group Finance teams, despite conflicting priorities. - Directly accountable for the production of key metrics (including Gross Lending, Net Interest Margin) for the external accounts and investor relations presentations. Developed models and processes to deliver these including a robust sign off and reconciliation process. - Management and mentoring of one direct report (qualified accountant). Show less



Britannia Building Society

• Financial Services
• 1 - 100 Employee

• Business Partner (Mortgage Product Specialist)

  • Nov 2004 - Sep 2010

  Leek, Staffordshire Business Partner role responsible for mortgage book margin forecasting and reporting (Britannia Retail mortgage book of c. £10bn). - Creation of complex and robust financial spreadsheets to model mortgage interest receivable, focused on continual improvement and flexibility to perform scenario analysis (e.g. to understand the impacts of changes in the economy on Business performance). - Development of margin analysis and mortgage book… Show more Business Partner role responsible for mortgage book margin forecasting and reporting (Britannia Retail mortgage book of c. £10bn). - Creation of complex and robust financial spreadsheets to model mortgage interest receivable, focused on continual improvement and flexibility to perform scenario analysis (e.g. to understand the impacts of changes in the economy on Business performance). - Development of margin analysis and mortgage book reporting to enable the Retail team to better understand the Business performance, key drivers and risks etc. - Successful relationships with colleagues in Retail Product team, Treasury and MI to enable the timely creation, delivery and reporting of sound financial plans. - Key member of MI forum, driving forward substantial developments (e.g. product categorisations which led to improved analysis and understanding of margin). - Production of product repayment profiles, liaising with Retail Product team and Treasury, for presentation to Executive and for use in IFRS accounting and product costings. - Developed detailed understanding of complex IFRS EIR (Effective Interest Rate) accounting including analysis of actuals and budgeting. Significant contribution and challenge to monthly analytical review meeting.

• Business Partner (Retail Analyst)

  • Feb 2004 - Nov 2004

  Leek, Staffordshire Similar role to Morgage Product Specialist, with responsibility for the Savings book interest reporting and budgeting.



Phones4u

• United Kingdom
• Retail

• Financial Controller

  • Dec 2000 - Mar 2004

  Stoke-on-Trent, United Kingdom A significant high street mobile phone retailer (owned by the Caudwell Group); this was a period of exceptional growth stores increased from 95 to 330 (UK’s fastest growing retailer). Financial Controller - Reporting (Apr 2002 – Mar 2004) Responsible for IT, Telecoms & Marketing costs, with a ‘hands on’ approach to cost management and control from spend approval to completion of monthly accounts and balance sheet notes. Additionally, developed and managed the daily bank… Show more A significant high street mobile phone retailer (owned by the Caudwell Group); this was a period of exceptional growth stores increased from 95 to 330 (UK’s fastest growing retailer). Financial Controller - Reporting (Apr 2002 – Mar 2004) Responsible for IT, Telecoms & Marketing costs, with a ‘hands on’ approach to cost management and control from spend approval to completion of monthly accounts and balance sheet notes. Additionally, developed and managed the daily bank reconciliation process. Financial Controller – Vodafone Commissions (Dec 2000 – Apr 2002) Managed collection and reporting of commission income including development and management of commissions database and team procedures to cope with increasing business volumes (income up to £13m per month, with 50,000 connections). Show less



Barclays

• India
• Outsourcing/Offshoring
• 1 - 100 Employee

• Financial Relationship Manager - Commercial Services

  • Jan 2000 - Dec 2000

  Radbroke Hall, Knutsford, Cheshire Responsible for reporting & forecasting for the Commercial Services directorate which included the procurement and property teams – both targeted with significant cost saving targets. - Cost management and control: working with the business to ensure that savings were driven through. - Business support including supplier and contract reviews. - Reporting monthly performance to business and central finance team. - Budgeting & forecasting including undertaking monthly forecast… Show more Responsible for reporting & forecasting for the Commercial Services directorate which included the procurement and property teams – both targeted with significant cost saving targets. - Cost management and control: working with the business to ensure that savings were driven through. - Business support including supplier and contract reviews. - Reporting monthly performance to business and central finance team. - Budgeting & forecasting including undertaking monthly forecast reviews.

• Business Accountant - Barclays Technology Services (BTS) Finance

  • Mar 1998 - Jan 2000

  Radbroke Hall, Knutsford, Cheshire Finance manager for the support areas of BTS (Strategy, HR etc) which included: - Management reporting, production of business focussed management accounts. - Budgeting & forecasting. - Cost management and supporting cost centre managers in all finance matters.

• Accountant - Financial Information Control

  • Jun 1996 - Mar 1998

  Northwich, Cheshire A member of a small central finance team responsible for production of monthly consolidated management accounts for the Group Operations and Technology (GOT) division of the Bank and the provision of monthly and ad-hoc information to Barclays Group Finance – including advising of key business issues, provision of prior year comparatives and restated accounts.

• Systems Accountant, GOT Finance

  • Aug 1994 - Jun 1996

  Radbroke Hall, Knutsford, Cheshire Key involvement in Oracle General Ledger (GUI) implementation (Barclays was the first company in the world to implement this version of the software). Assigned to the project as the user representative and fully involved from day 1 requirements gathering until project completion. GOT Finance provided a managed service to various other areas of the Barclays Group and therefore the rollout was nationwide. Main stages of involvement:

• Various Roles

  • Jul 1990 - Jul 1994

  Radbroke Hall, Knutsford, Cheshire Assistant Manager, General Ledger (1994) Sales Ledger Controller (1993 - 1994) Accounts Clerk / Senior Accounts Clerk (1990 - 1993)