Experience

Children's Sailing Trust

• United Kingdom
• Sports and Recreation Instruction
• 1 - 100 Employee

• Finance Manager

  • Oct 2019 - Present

  ● Execute the full gambit of financial management for the organisation, together with a supporting HR role, from bookkeeping to drafting annual accounts, from paying suppliers to financial analysis for funders; ● Produce high quality quarterly management accounts and financial reports to the Board of Trustees, including annual budget and regular re-forecasts. Managed the financial side of a £3.2m capital project, compounded by the uncertainty caused by COVID-19. ● Execute the full gambit of financial management for the organisation, together with a supporting HR role, from bookkeeping to drafting annual accounts, from paying suppliers to financial analysis for funders; ● Produce high quality quarterly management accounts and financial reports to the Board of Trustees, including annual budget and regular re-forecasts. Managed the financial side of a £3.2m capital project, compounded by the uncertainty caused by COVID-19.



Grace Church Truro (registered charity 1138212)

• Trustee & Treasurer

  • Jan 2011 - Nov 2019



Hive Business

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Accountant

  • Jun 2018 - Sep 2019

  I managed a small portfolio of clients, responsible for compliant, timely and accurate annual accounts, tax returns and management information. A key part of the role was developing relationships with clients, and communicating financial implications and information in a clear and straight forward way. I managed a small portfolio of clients, responsible for compliant, timely and accurate annual accounts, tax returns and management information. A key part of the role was developing relationships with clients, and communicating financial implications and information in a clear and straight forward way.



Self-Employed

• Freelance Accountant

  • 2014 - Jun 2018

  I carried out Independent Examinations of local charity accounts and also prepared statutory accounts, management accounts, personal tax returns and bookkeeping for a variety of clients on a sub-contract basis where I was working on my own initiative, prioritising competing demands and meeting statutory deadlines I carried out Independent Examinations of local charity accounts and also prepared statutory accounts, management accounts, personal tax returns and bookkeeping for a variety of clients on a sub-contract basis where I was working on my own initiative, prioritising competing demands and meeting statutory deadlines



The Peloton - Chartered Accountants and Marketeers

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountant

  • Apr 2013 - Jul 2014

  I had responsibility for a number of clients ranging from small sole traders to a group of four limited companies. I had responsibility for a number of clients ranging from small sole traders to a group of four limited companies.



Blaze Church Newquay Trust (registered charity 1096154)

• Finance

  • Sep 2012 - Sep 2013



RRL Chartered Accountants and Chartered Tax Advisers

• United Kingdom
• Accounting
• 1 - 100 Employee

• Chartered Accountant

  • 2008 - 2009

  Accounts preparation and VAT returns: I drafted accurate statutory accounts for a variety of clients from prime records, incomplete records and using the client’s accounting software. I prepared VAT returns for smaller owner-managed businesses. Accountancy software used: Sage Line 50, Quickbooks, Viztopia Tax: I prepared and filed a number of personal tax computations and corporation tax computations.External Audit: I planned, executed and completed audit assignments across a variety of sectors, but specialised in charities and owner-managed businesses (including manufacturers and consultancies). I planned and reviewed the work of junior team members and reported directly to Partner.My understanding of SORP 2005 was fundamental to producing high quality charity accounts.Independent Examinations: I reviewed the accounts of several small charities according to the requirements set by the Charity Commission.



RSM UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Chartered Accountant

  • 2004 - 2008

  External Audit: I planned, executed and completed audit assignments across a variety of sectors. Private companies included food manufacturers, insurance (FSA regulated) companies, property management, motor dealerships and manufacturing companies. Public sector companies included Registered Social landlords and Charities, including a £20m grant making charity for medical research. Internal audit: I carried out numerous Internal Audits within the Public Sector. My main client was a £26m turnover Housing Association. I led a team performing Internal Audit tests across the organisation and presented our audit findings to senior management.Accounts preparation: I completed a variety of assignments, including statutory accounts from a client’s TB and from prime records.