Experience

James Tobias Limited

• United Kingdom
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Accountants Assistant

  • Mar 2022 - Present

  Bridgwater, England, United Kingdom



Somerset Accountancy Services Ltd

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountant

  • Aug 2021 - Mar 2022

  Somerton, England, United Kingdom



Viridor

• United Kingdom
• Waste Treatment and Disposal
• 700 & Above Employee

• Credit Control Team Manager

  • Jun 2018 - Aug 2021

  Taunton, United Kingdom Managing a team of 11 credit controllers, recruitment, disciplinaries, one to ones, holiday’s, general team management and providing guidance, training of new recruits along with on-going coaching and leadership support. Assisting our Management Accountant team with month end, half YE and YE financial reports. Joint venture figures, along with debt breakdown reports on large corporate clients. Identifying of new and revised business procedures for the department, linking into the business… Show more Managing a team of 11 credit controllers, recruitment, disciplinaries, one to ones, holiday’s, general team management and providing guidance, training of new recruits along with on-going coaching and leadership support. Assisting our Management Accountant team with month end, half YE and YE financial reports. Joint venture figures, along with debt breakdown reports on large corporate clients. Identifying of new and revised business procedures for the department, linking into the business group and multiple sites across the UK. Accountability for reduction of aged debt, recovery recommendations and financial reporting direct into the Financial management team along with approving new accounts and signing off credit limits. Meetings with high profile clients to discuss aged debt, queries along with issues on both sides to establish working processes going forward. Implementation of new efficient processes across the department, improve links between external and internal departments, reduction of incoming calls to improve outgoing call numbers aiding debt reduction. Show less



Claims Consortium Group

• United Kingdom
• Insurance
• 100 - 200 Employee

• Credit Controller

  • Jan 2014 - Jun 2018

  Taunton, United Kingdom Responsibilities: Working via telephone and emails with customers, policyholders, contractors & colleagues; rapport building, answering queries and providing guidance. Maintaining and exceeding daily and monthly business required value targets whilst working on my own initiative. Identifying of new and revised business procedures for the department, linking in to the business group. Initial training of new Accounts staff, and on-going coaching and leadership… Show more Responsibilities: Working via telephone and emails with customers, policyholders, contractors & colleagues; rapport building, answering queries and providing guidance. Maintaining and exceeding daily and monthly business required value targets whilst working on my own initiative. Identifying of new and revised business procedures for the department, linking in to the business group. Initial training of new Accounts staff, and on-going coaching and leadership support. Accountability for financial reports, aged debt and recovery recommendations. Achievements: Management of new customers accounts, reduction of debt to days ratio and improved working relationships. Implementations of new Group systems from taking credit card payments to invoicing procedures. Show less



Jeff's Administration Services

• Accounts Assistant

  • Nov 2013 - Jan 2014

  Bridgwater Responsibilities Check and process purchase, sales invoices on to Sage, create reports and supplier payments for various companies. Check bank balances for errors, print statements, reports and advise findings for various companies. Add banking activity to Sage, check and perform bank reconciliations, print and process spreadsheets and reports. Raise invoices for monthly customers, commissions, produce Sage reports and check content. VAT returns and year end reports for… Show more Responsibilities Check and process purchase, sales invoices on to Sage, create reports and supplier payments for various companies. Check bank balances for errors, print statements, reports and advise findings for various companies. Add banking activity to Sage, check and perform bank reconciliations, print and process spreadsheets and reports. Raise invoices for monthly customers, commissions, produce Sage reports and check content. VAT returns and year end reports for various companies. Perform general administration duties, checking for errors across the board, printing, filing and emailing. Show less



First Choice Marquees

• Area Account Manager

  • Nov 2011 - Dec 2013

  Pawlett Responsibilities Working from home via telephone with new customers and existing clients; rapport building, providing advice, quotes and reports. Maintaining and exceeding daily and monthly business required value targets whilst working on my own. Identifying of new business opportunity via First Choice Marquees targeted customers. Accountability for quote recommendations with full commercial negotiating responsibilities. Achievements Growth and management of new… Show more Responsibilities Working from home via telephone with new customers and existing clients; rapport building, providing advice, quotes and reports. Maintaining and exceeding daily and monthly business required value targets whilst working on my own. Identifying of new business opportunity via First Choice Marquees targeted customers. Accountability for quote recommendations with full commercial negotiating responsibilities. Achievements Growth and management of new customers from telephone sales calls, building a portfolio of clients. Constantly exceeding individual targets and influential in business growth. Show less



Brightside Group

• Sales Adviser

  • Jul 2010 - Nov 2011

  Aust, Bristol Responsibilities Working via telephone with customers; rapport building and providing advice. Maintaining and exceeding daily and monthly business required value targets. Identifying of new business opportunity via Brightside Group targeted customers. Initial training of new sales advisors, and on-going coaching and leadership support. Accountability for policy recommendations with full commercial negotiating responsibilities. Achievements Management of… Show more Responsibilities Working via telephone with customers; rapport building and providing advice. Maintaining and exceeding daily and monthly business required value targets. Identifying of new business opportunity via Brightside Group targeted customers. Initial training of new sales advisors, and on-going coaching and leadership support. Accountability for policy recommendations with full commercial negotiating responsibilities. Achievements Management of Brightside Group targeted customers from 150 to 200 per day. Constantly exceeding individual targets and influential in overall team achievement. Show less



A P Financial Services

• Senior Mortgage Consultant

  • Jun 2004 - Dec 2010

  Burnham-on-Sea Responsibilities Relationship management with staff and customers on a face to face basis of varying demographics and financial needs. Identifying of new business opportunities and recommendations within the company structure. Accountability for advice, policy and protection recommendations justified to FSA standard. Training of administration staff with on-going coaching and support. Achievements Growth and management of a portfolio of existing and new customers… Show more Responsibilities Relationship management with staff and customers on a face to face basis of varying demographics and financial needs. Identifying of new business opportunities and recommendations within the company structure. Accountability for advice, policy and protection recommendations justified to FSA standard. Training of administration staff with on-going coaching and support. Achievements Growth and management of a portfolio of existing and new customers from 200 to 300 year to date. Constantly exceeding individual targets even during a low financial climate. Show less



Countrywide Assured

• Mortgage Consultant

  • Feb 2003 - Jun 2004

  Somerset Responsibilities Working directly on a face to face basis with customers and Estate Agency staff. Provide Estate Agency support when not seeing clients for mortgage advice. Accountability for advice, policy and protection recommendations justified to FSA standard. Training of Estate Agency staff with on-going coaching and support to provide recommendations. Achievements Growth and management of new customers from Estate Agency leads, building a portfolio of… Show more Responsibilities Working directly on a face to face basis with customers and Estate Agency staff. Provide Estate Agency support when not seeing clients for mortgage advice. Accountability for advice, policy and protection recommendations justified to FSA standard. Training of Estate Agency staff with on-going coaching and support to provide recommendations. Achievements Growth and management of new customers from Estate Agency leads, building a portfolio of clients. Constantly exceeding individual targets of 8 appointments per week. Passing required examinations to work and advise within the industry. Establish myself as a top 5 consultant within the first 12 months. Show less



PHS Allclear

• Operations Manager

  • May 2001 - Feb 2003

  Bridgwater Responsibilities Working directly on a face to face or telephone basis with customers and customer services staff. All aspects of staff levels from recruitment to disciplinary. Training of drivers and office staff with on-going coaching and support. Essential route planning, driver time and legal management including vehicle weight and driving laws. Management of stock levels, spot checking for discrepancies and general problem solving. Achievements Growth and… Show more Responsibilities Working directly on a face to face or telephone basis with customers and customer services staff. All aspects of staff levels from recruitment to disciplinary. Training of drivers and office staff with on-going coaching and support. Essential route planning, driver time and legal management including vehicle weight and driving laws. Management of stock levels, spot checking for discrepancies and general problem solving. Achievements Growth and management of new customers, staff and routes, building a portfolio of clients. Constantly exceeding collection targets per day. Growing 3 offices to 6 and tripling collections to cover a vast area of the South West of England. Show less



S K Distribution

• General Manager

  • Sep 1995 - May 2001

  Bridgwater Responsibilities Working with Sales Advisers to ensure their personal, team and my office targets were met and exceeded, working with office staff to ensure appointment targets were met. All aspects of staff levels from advertising, recruitment and disciplinary. On-going training of sales and office staff with constant coaching and support. Essential team planning, customer support and after sales service. Management of stock levels, spot checking for discrepancies and… Show more Responsibilities Working with Sales Advisers to ensure their personal, team and my office targets were met and exceeded, working with office staff to ensure appointment targets were met. All aspects of staff levels from advertising, recruitment and disciplinary. On-going training of sales and office staff with constant coaching and support. Essential team planning, customer support and after sales service. Management of stock levels, spot checking for discrepancies and general problem solving. Achievements Growth and management of new customers, staff and after sales support. Constantly exceeding sales targets per month. Growing 1 office and providing support to newly established satellite offices. Show less