Andrew Lee FCA FMAAT

Group Financial Controller at MicroGEM_ZyGEM
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Contact Information
us****@****om
(386) 825-5501
Location
Portswood, Southampton, United Kingdom, GB
Languages
  • English -

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Credentials

  • ACA
    ICAEW
    Sep, 2008
    - Nov, 2024

Experience

    • United States
    • Biotechnology
    • 1 - 100 Employee
    • Group Financial Controller
      • Mar 2018 - Present

    • United Kingdom
    • Transportation, Logistics, Supply Chain and Storage
    • 100 - 200 Employee
    • Group Reporting Accountant & Credit Control Manager
      • May 2017 - Mar 2018

    • Group Reporting Accountant
      • Mar 2014 - Mar 2018

    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Financial Accounts & Compliance Manager
      • Feb 2013 - Mar 2014

      Inchcape Fleet Solutions are a leading vehicle leasing and fleet management company. This position reported to the Financial Controller and managed the Financial Accounts, Accounts Payable, Credit Control and Compliance teams. The role had 5 direct reports with a further 17 indirect. Tasks included:• Monthly management accounts preparation, review and submission• Weekly/monthly financial reporting to Inchcape Group• Monthly budget analysis and preparation• Cash flow forecasting• Working capital management• Tax management• VAT management including the preparation and review of VAT Returns• Project tendering• Internal project management• Continued overall responsibility for compliance tasks as detailed in previous position

    • Risk & Compliance Manager
      • Oct 2011 - Jan 2013

      Reporting directly to the Financial & Business Intelligence Director, this role was ultimately responsible for ensuring compliance with the following certified management systems:- ISO 9001 - Quality Management System- ISO 14001 - Environmentla Management System- ISO 27001 - Information Security Management SystemThe role also focused on maintaining the Inchcape's Corporate Social Responsibilities whilst maintaining the risk register.Other tasks included:- Maintaining the Business Continuity Plan- Responding to various compliance queries from 3rd parties either as part of the tender process or on an ad hoc basis- Preparing monthly compliance updates for the Senior Management Team- Leadership of the implementation of various compliance and business improvement initiatives (e.g. PCI DSS integration)- Preparation and submission of internal/external reports

    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Corporate Finance Associate
      • May 2011 - Oct 2011

      A thoroughly rewarding role that included the following responsibilities:• Involvement in various transactions including Acquisitions, Disposals, Fund raising and Accelerated M&A• Producing draft pitches, proposals and tender documents• Preparation of Information Memorandums, including fully customised initial questionnaires• Full client interaction including attendance and presentation at client meetings together with telephone/e-mail correspondence on projects • Collation, analysis and interpretation of relevant financial data• Preparation of company profiles for both management use and client presentation• Company and market research using various sources including KeyNote, OneSource, MergerID, MergerMarket and Fame• Liaising with all levels of staff from Analyst to Partner and across various departments• Attendance at various networking events

    • United States
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Finance and Internal Control Accountant
      • Dec 2010 - Jan 2011

      Temporary position • Working with all process owners to document all systems on specialist SOX reporting package• Analyse systems for control weakness• Suggest and implement alternative or mitigating controls• Perform internal testing of systems and proceduresSenior management at Estée Lauder deemed this temporary role no longer necessary due to a change in direction of the SAP implementation project.

    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Business Services Manager
      • Feb 2010 - Nov 2010

      Personal assistant to the Practice Partner, handling manager and partner level assignments such as• Commercial audit• Accounts review, preparation and finalisation (both with and without junior staff)• Tax (income tax, corporation tax, capital gains tax, VAT, national insurance, etc)• Management accounting (monthly and/or quarterly)I had an active involvement in evolving, introducing and implementing best practice across the firm in all the above areas.I was also responsible for setting and implementing budgets whilst ensuring that expectations were met and realised.

    • Supervisor | Audit Senior
      • Sep 2001 - Dec 2009

      • Audit and accounts senior for circa 30 clients with turnover of up to £30m, liaising directly with the Client senior management and Rothman’s Senior Partners• Due diligence work including the preparation of business plans and long term strategies, for presentation to banks, investors and board meetings• Tax planning and computation preparation for various sized clients• Identification and suggested implementation of internal control processes• Training and supervision of students, at any time up to 6 trainees reporting to me• Pension scheme accounts preparation and audit• Charity accounts preparation and audit in accordance with the latest SORP regulations• Management accounts preparation (monthly/quarterly)• Maintenance and review of current accounts production packages including Sage Accounts, QuickBooks, Digita and IRIS accounts production packages.• Product design and delivery

Education

  • Institute of Chartered Accountants in England and Wales
    ACA
    2005 - 2008
  • Association of Accounting Technicians
    FMAAT
    2002 - 2004
  • Brockenhurst College
    A-Levels
    1999 - 2001
  • Hardley Secondary School Southampton Hampshire
    1995 - 1999

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