Experience

Diocese of Norwich (Church of England)

• Religious Institutions
• 1 - 100 Employee

• Senior Finance Officer

  • May 2010 - Present

  Since joining the Diocese, my role has expanded and I feel that I am a key reference point for both internal and external contacts. Key achievements include : - Creation and ongoing maintenance of an Excel accounts workbook, which can be used by volunteer treasurers to prepare receipts and payments accounts in the required format, as well as automatically completing a supplementary form which is required by the national church. Currently 90+ treasurers are registered to the associated mailing list - Preparation of reports for executive and senior staff meetings - Creation and maintenance of system for measuring statutory parochial fees received by the Diocese and supporting detailed procedures document to provide clarity to interest parties - Delivered powerpoint presentations on financial topics relevant to the particular audience covering topics such as Gift Aid/Gift Aid Small Donations Scheme and Statutory Fees - With review from both management and where required, the registrar, produced various reports for both internal and external audiences to appropriate legislation - Deal with various queries from volunteers on a broad variety of topics both finance and non finance related - Production of spreadsheets which assist with the creation of annual parish share requests - Prepare accounts to draft stage for an associated grant issuing charity - Authored investment policy document to provide a framework to the working group of trustees responsible for the organisations investment policy Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Senior Accounts Technician

  • Nov 2001 - Apr 2010

  Worked in various teams across the Fiduciary Accounts Department, dealing with both market (insurers directly) and clients (via branch offices). A key part of my role included the preparation of clear technical explanations in relation to reconciliation differences (usually due to incorrect interpretation of the agreed brokerage paperwork or tax rates applied) to allow either the branch or local office brokers to amend transactions to ensure companies clients paid the correct premium, ensuring that insurance coverage was in place. Duties included: - Spent time both in the UK and India training offshore colleagues on a one to one basis and also through the preparation of detailed workflow documentation which could walk them through certain tasks. - Accounts reconciliation and settlement. When dealing with branch offices, full reconciliation of inter-company account balances through access to local offices accounting systems and reports. - Resolving outstanding queries, including aged queries over three years old, which required detailed review of technical files, insurance agreements, endorsements (where coverage had been amended), tax schedules and then liasing with the necessary parties. - Communicating with colleagues in London, New York, Australia and Canada to ensure prompt and accurate collection of receivable balances to ensure clients insurance coverage was unaffected. Show less