Experience

Step One Charity
• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee
• Finance Director

  • Jan 2020 - Present

Taunton Deane Borough Council and West Somerset Council
• United Kingdom
• Government Administration
• 1 - 100 Employee
• Interim Head of Finance

  • Jan 2018 - Jan 2020

Coast Academies
• Staffing and Recruiting
• Director of Finance

  • Jun 2015 - Dec 2017


NHS Property Services Ltd

• United Kingdom
• Government Administration
• 700 & Above Employee

• Senior Finance Manager

  • Jun 2013 - Apr 2015

  • Established and managed new finance teams covering a large geographic area • Managed the budgetary responsibility for approximately £80 million of revenue expenditure • Led on the financial evaluation of new capital projects including a major £3 million refurbishment of a local mental health unit. • Undertook the lead financial role in the South Region for the monitoring and delivery of the efficiency savings programme. The total identified savings for 2014/15 and 2015/16 were… Show more • Established and managed new finance teams covering a large geographic area • Managed the budgetary responsibility for approximately £80 million of revenue expenditure • Led on the financial evaluation of new capital projects including a major £3 million refurbishment of a local mental health unit. • Undertook the lead financial role in the South Region for the monitoring and delivery of the efficiency savings programme. The total identified savings for 2014/15 and 2015/16 were approximately £14 million. • Ensured that all monthly financial reporting targets were achieved including the production of monthly budget monitoring reports with full variance analysis. • Developed and maintained links with key colleagues in other organisations including Clinical Commissioning Groups, NHS England and major tenants to ensure that key issues were dealt with in a timely manner. Show less • Established and managed new finance teams covering a large geographic area • Managed the budgetary responsibility for approximately £80 million of revenue expenditure • Led on the financial evaluation of new capital projects including a major £3 million refurbishment of a local mental health unit. • Undertook the lead financial role in the South Region for the monitoring and delivery of the efficiency savings programme. The total identified savings for 2014/15 and 2015/16 were… Show more • Established and managed new finance teams covering a large geographic area • Managed the budgetary responsibility for approximately £80 million of revenue expenditure • Led on the financial evaluation of new capital projects including a major £3 million refurbishment of a local mental health unit. • Undertook the lead financial role in the South Region for the monitoring and delivery of the efficiency savings programme. The total identified savings for 2014/15 and 2015/16 were approximately £14 million. • Ensured that all monthly financial reporting targets were achieved including the production of monthly budget monitoring reports with full variance analysis. • Developed and maintained links with key colleagues in other organisations including Clinical Commissioning Groups, NHS England and major tenants to ensure that key issues were dealt with in a timely manner. Show less



Exeter City Council

• United Kingdom
• Government Administration
• 200 - 300 Employee

• Assistant Director and S151 Officer

  • Feb 2001 - May 2013

  • Undertook the statutory Section 151 Chief Finance Officer role • Managed the Finance Department on a day to day basis for functions including accountancy, internal audit, business rates, council tax and housing benefit • Produced the Council’s annual revenue and capital spending plans resulting in a balanced budget each year and an affordable capital programme • Prepared and presented all financial board reports to ensure that the elected Councillors and other relevant stakeholders… Show more • Undertook the statutory Section 151 Chief Finance Officer role • Managed the Finance Department on a day to day basis for functions including accountancy, internal audit, business rates, council tax and housing benefit • Produced the Council’s annual revenue and capital spending plans resulting in a balanced budget each year and an affordable capital programme • Prepared and presented all financial board reports to ensure that the elected Councillors and other relevant stakeholders were properly advised on all financial matters • Led on implementing a new financial system which was successfully delivered on time and within budget • Undertook the role as the lead finance representative on a number of major and complex capital development projects including the building of a new swimming pool and £30 million refurbishment of a museum • Developed and implemented a medium term financial plan and strategy that helped deliver significant revenue savings of £5 million over a 4 year period. • Led on various initiatives to help improve service delivery including a new home working initiative for the Council’s Housing Benefit Service which resulted in lower levels of sickness absence and increased productivity • Produced an annual Capital Investment Strategy that ensured that spending was both affordable and aligned to priorities • Produced an annual Treasury Management Strategy that ensured that the Council maximised its investment returns whilst minimising risk Show less • Undertook the statutory Section 151 Chief Finance Officer role • Managed the Finance Department on a day to day basis for functions including accountancy, internal audit, business rates, council tax and housing benefit • Produced the Council’s annual revenue and capital spending plans resulting in a balanced budget each year and an affordable capital programme • Prepared and presented all financial board reports to ensure that the elected Councillors and other relevant stakeholders… Show more • Undertook the statutory Section 151 Chief Finance Officer role • Managed the Finance Department on a day to day basis for functions including accountancy, internal audit, business rates, council tax and housing benefit • Produced the Council’s annual revenue and capital spending plans resulting in a balanced budget each year and an affordable capital programme • Prepared and presented all financial board reports to ensure that the elected Councillors and other relevant stakeholders were properly advised on all financial matters • Led on implementing a new financial system which was successfully delivered on time and within budget • Undertook the role as the lead finance representative on a number of major and complex capital development projects including the building of a new swimming pool and £30 million refurbishment of a museum • Developed and implemented a medium term financial plan and strategy that helped deliver significant revenue savings of £5 million over a 4 year period. • Led on various initiatives to help improve service delivery including a new home working initiative for the Council’s Housing Benefit Service which resulted in lower levels of sickness absence and increased productivity • Produced an annual Capital Investment Strategy that ensured that spending was both affordable and aligned to priorities • Produced an annual Treasury Management Strategy that ensured that the Council maximised its investment returns whilst minimising risk Show less



Torbay Council

• United Kingdom
• Government Administration
• 500 - 600 Employee

• Head of Corporate Finance

  • Jun 1996 - Jan 2001

  • Management of Accountancy Service on a day to day basis • Led on successful implementation of financial aspects of local government reorganisation in April 1998. The Council transferred from being a district council to a new unitary local authority from this date. • Produced the annual accounts including an unqualified audit opinion each year • Led on the financial impact of the housing stock transfer which resulted in the successful transfer of more than 3,000 properties from the… Show more • Management of Accountancy Service on a day to day basis • Led on successful implementation of financial aspects of local government reorganisation in April 1998. The Council transferred from being a district council to a new unitary local authority from this date. • Produced the annual accounts including an unqualified audit opinion each year • Led on the financial impact of the housing stock transfer which resulted in the successful transfer of more than 3,000 properties from the Council to a local not for profit housing company • Prepared financial reports for the Council’s Finance Committee and Executive Board • Responsible for the oversight and delivery of revenue budgets - £300 million revenue expenditure

• Group Accountant

  • Jan 1991 - May 1996

  • Managed a number of corporate finance functions including VAT, insurance, banking and treasury management • Monitored and controlled the Council’s capital programme – annual programme of £20 million • Ensured all aspects of capital accounting were properly applied throughout the organisation including the successful introduction of a new fixed asset register • Successfully implemented a new internal recharging system to allow for proper allocation of central overheads • Financial… Show more • Managed a number of corporate finance functions including VAT, insurance, banking and treasury management • Monitored and controlled the Council’s capital programme – annual programme of £20 million • Ensured all aspects of capital accounting were properly applied throughout the organisation including the successful introduction of a new fixed asset register • Successfully implemented a new internal recharging system to allow for proper allocation of central overheads • Financial responsibility for the Council’s Central Department budgets