Experience

Provide Community

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Finance Business Partner

  • Sep 2022 - Present

  Monthly management accounting Forecasting and financial cost analysis. Meeting monthly with budget holders to discuss over/under spends. Financial Modelling. Financial planning and budget setting. Experienced user of Oracle with exposure to Sage and Xero. Advanced Microsoft Excel. Provide financial costings and advice to non finance colleagues. Assist the wider business partner team when required. Year end. Work to set deadlines including prioritising workload. Monthly management accounting Forecasting and financial cost analysis. Meeting monthly with budget holders to discuss over/under spends. Financial Modelling. Financial planning and budget setting. Experienced user of Oracle with exposure to Sage and Xero. Advanced Microsoft Excel. Provide financial costings and advice to non finance colleagues. Assist the wider business partner team when required. Year end. Work to set deadlines including prioritising workload.



NHS West Suffolk Clinical Commissioning Group

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Finance Analyst

  • Nov 2017 - Sep 2022

  Monthly corporate management accounts.Corporate budget setting for the CCG.Meeting with budget holders (Directors) to discuss and agree budgets.Produce monthly corporate reports for budget holders.Monitor budgets and sign off vacancy approval forms using the financial controls process.Produce and present reports for the remuneration committee.Financial analysis for new procurements.Line manage and develop the assistant management accountant.Approve invoices up to a set amount.Provide financial costings and advice to non finance colleagues.Assist the wider management accounts team when required.Assist the financial management accounts team at year end to produce the statutory accounts and annual report.Work to set deadlines including prioritising workload. Show less

• Finance Assistant

  • Aug 2014 - Nov 2017

  Assist in the month end process including preparing monthly management accounts and reportsMonitor monthly contracts and reconcile data from providers bringing attention to senior management any large/unexpected variancesAnalyse variances and report on findingsAssist with the annual budgeting process including forecastingManipulate and analyse data within spreadsheetsInvoice and journal processingAny additional adhoc analysis work when required to assist the finance and information teamWork as an effective team member to make sure tasks are completed on time and to the required standard Show less



Culford School

• United Kingdom
• Education Administration Programs
• 1 - 100 Employee

• Finance Assistant

  • Nov 2012 - Aug 2014

  • Raising purchase orders and sales invoices • Coding, inputting and gaining authorisation for invoices • Responsible for all ordering in the school • Doing the quarterly VAT return • Managing the Trading Subsidiary (Culford School Trading Trust) including bank reconciliations, invoicing and sports centre banking • Budget Setting and Reporting to heads of department including journal corrections • Carrying out DBS (Disclosure Barring Service) checks for new employees • Processing P11D’s for staff who have taxable benefits • Collating extras for pupil billing • Communicating with both customers (parents) and suppliers over the phone Show less



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Personal Banking Manager

  • Apr 2011 - Nov 2012

  • Working in a busy and challenging environment• Talking to customers over the phone and in branches • Recommending the best available products to each customers individual needs• Working with others to repeatedly deliver excellent service and sales performance• Coaching customer assistants to provide better lead generation

• Personal Banker

  • Apr 2010 - Apr 2011

  • Delivering great service• Achieving multiple challenging targets • Understanding complex products• Recognising and developing sales opportunities • Contributing to the overall performance of the branch