Experience

Maistro Group

• United Kingdom
• Professional Services
• 1 - 100 Employee

• Finance Manager

  • Nov 2019 - Present



Capita

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Accountant

  • Oct 2008 - Nov 2019

  Deliverables – I ensure daily, weekly and monthly tasks are completed accurately and on a timely basis. This involves liaising with clients, auditors and colleagues to ensure that accounting information in relation to revenues, cashbooks, accruals and reserves are accurate and up to date. Scrutinised complex and unique transactions where a higher risk existed by ascertaining extra information from the client.Reviewing accounts – I am responsible for reviewing detailed accounting information produced by the team pertaining to the portfolio of investment funds, including monthly management reports, cash flow statements, statutory accounts and information required for interim and annual reports.Statutory accounts – I project manage the production of financial statements which require clear, concise and excellent communication skills with various stakeholders. Internally, I keep in regular contact with the client manager to ensure smooth sign off for the final draft of the financial statement, highlighting any outstanding issues or difficulties in a timely manner, along with liaising with the company secretary, agreeing timescales for obtaining any relevant information and for co-ordinating the flow of information to board members. Key AchievementsEfficiency – Undertook a process improvement project to re-design the management accounts for my clients. I automated the system generated trial balance for the management accounts and created a spreadsheet whereby you can copy and paste the report directly into the Excel management accounts utilising advanced formula to update the accounts. This reduced the time to update the trial balance from 1.5 hours per trial balance to seconds. This process was recognised by senior management as an important efficiency measure, and was subsequently rolled out to each of the 50+ clients at Capita thereby creating time and resource savings.



Dart Services - Chartered Certified Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Trainee Accountant

  • Oct 2007 - Oct 2008

  Producing management accountsVAT returnsPayroll