Julia Sheppard

Financial Director at Ariston UK
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Contact Information
us****@****om
(386) 825-5501
Location
Chelmsford, UK

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5.0

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Leanne Miles

Julia is an asset to any organisation. She has a strong ability to grasp business challenges and will use her experience and skills to give rich insights and offer sophisticated modelling of potential solutions or outcomes. Working alongside Julia is always positive. Professional and progressive.

Hayley Aldis (MA CIPD)

Julia is incredibly efficient and organised and brilliant to work with. She is very skilled and knowledgeable in her profession, and is dedicated to creating impactful results. She is one of the best managers I have had the pleasure to work with, and I learnt a great deal from her.

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Experience

    • United Kingdom
    • Manufacturing
    • 1 - 100 Employee
    • Financial Director
      • Mar 2023 - Present

    • United Kingdom
    • Retail Pharmacies
    • 1 - 100 Employee
    • Finance Director
      • Sep 2020 - Mar 2023

    • United Kingdom
    • Real Estate
    • 100 - 200 Employee
    • Management Accountant/ Business Partner
      • Mar 2020 - Aug 2020

      Led a review of controls for balance sheet recs and payroll sign off. Reworked the Management Account and Board packs to ensure they can be prepared efficiently and within a reduced timescale. Full automation of statutory account notes Review of reporting following merger Led a review of controls for balance sheet recs and payroll sign off. Reworked the Management Account and Board packs to ensure they can be prepared efficiently and within a reduced timescale. Full automation of statutory account notes Review of reporting following merger

    • United Kingdom
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Head of Finance, HR and IT
      • Aug 2018 - Mar 2020

      As for my expertise at Holmes Care, I deliver leadership and direction for strategic planning, human resource, process improvement, financial management, and team leadership. Due to my excellent managerial, leadership and organisation skills, I manage a wide range of financial duties, including accounts payable/receivable, management accounts, payroll, budgeting, forecasting, and financial accounts. I also contribute to the company by simplifying the decision-making process for commercial… Show more As for my expertise at Holmes Care, I deliver leadership and direction for strategic planning, human resource, process improvement, financial management, and team leadership. Due to my excellent managerial, leadership and organisation skills, I manage a wide range of financial duties, including accounts payable/receivable, management accounts, payroll, budgeting, forecasting, and financial accounts. I also contribute to the company by simplifying the decision-making process for commercial strategy development. I also created and rolled out a capital refurbishment strategy across all home and led the annual pricing review of weekly fee rates for private residents. My key accomplishments in this role are: - Improved cash flow by executing best practices to turnaround the current cash position of the company. - Generated £1M working capital to enable future growth and meet the needs of development plans. - Established working relations with senior management, employees, and external stakeholders. - Conducted highly accurate cost assessments for staff and decreased their costs by £255K. - Minimised potential risks by developing operational and financial risk management strategies. - Enhanced integrity of key contracts, including £1.2M food along with £550K cleaning and medical supplies by conducting financial analysis on procurement tenders. - Optimised recruitment process to increase employee performance that resulted in minimising agency cost by £675K annually.

    • Head of Finance and HR
      • Aug 2017 - Aug 2018

    • Head Of Finance
      • Sep 2016 - Aug 2017

    • Commercial Accountant/Financial Controller
      • Jan 2015 - Sep 2016

    • Financial controller
      • Oct 2009 - Jan 2015

      During this period, I was accountable for leading the end-to-end financial matter of the company, with a keen focus on improving financial performance and continuous business growth. One of my main responsibilities was to design all the financial policies, processes, and reporting system, including budget setting process and monthly reporting and a model to evaluate partial exemption VAT returns. I provided signed accounts within a pre-agreed timetable and approved VAT returns and ensured… Show more During this period, I was accountable for leading the end-to-end financial matter of the company, with a keen focus on improving financial performance and continuous business growth. One of my main responsibilities was to design all the financial policies, processes, and reporting system, including budget setting process and monthly reporting and a model to evaluate partial exemption VAT returns. I provided signed accounts within a pre-agreed timetable and approved VAT returns and ensured they were submitted to HMRC on time. I was charged with monitoring the completion of monthly balance sheet recs, completing intercompany reconciliation, and producing financial policies/procedures. By leveraging my excellent communication skills I built corporate relations with external financial service providers to deliver necessary standards. My selected achievements at this role were: - Saved additional cost by introducing auto-enrolment for the company, new economical defined contribution scheme, and e-payroll. - Supervised a multi-disciplinary team of five staff members and delivered expert advice to achieve maximum financial performance. - Increased accuracy of annual budgets by organising full review and scrutiny prior to presentation to the finance director and board of directors. - Led the development, evaluation, and implementation of all financial processes and policies. - Successfully uncovered and secured new business opportunities by leading financial modelling. - Interacted with both internal and external auditors to identify key areas of improvements. - Crafted detailed reports on business performance by utilising management information and KPI’s. Show less During this period, I was accountable for leading the end-to-end financial matter of the company, with a keen focus on improving financial performance and continuous business growth. One of my main responsibilities was to design all the financial policies, processes, and reporting system, including budget setting process and monthly reporting and a model to evaluate partial exemption VAT returns. I provided signed accounts within a pre-agreed timetable and approved VAT returns and ensured… Show more During this period, I was accountable for leading the end-to-end financial matter of the company, with a keen focus on improving financial performance and continuous business growth. One of my main responsibilities was to design all the financial policies, processes, and reporting system, including budget setting process and monthly reporting and a model to evaluate partial exemption VAT returns. I provided signed accounts within a pre-agreed timetable and approved VAT returns and ensured they were submitted to HMRC on time. I was charged with monitoring the completion of monthly balance sheet recs, completing intercompany reconciliation, and producing financial policies/procedures. By leveraging my excellent communication skills I built corporate relations with external financial service providers to deliver necessary standards. My selected achievements at this role were: - Saved additional cost by introducing auto-enrolment for the company, new economical defined contribution scheme, and e-payroll. - Supervised a multi-disciplinary team of five staff members and delivered expert advice to achieve maximum financial performance. - Increased accuracy of annual budgets by organising full review and scrutiny prior to presentation to the finance director and board of directors. - Led the development, evaluation, and implementation of all financial processes and policies. - Successfully uncovered and secured new business opportunities by leading financial modelling. - Interacted with both internal and external auditors to identify key areas of improvements. - Crafted detailed reports on business performance by utilising management information and KPI’s. Show less

Education

  • *
    CIMA, Chartered Accountant
  • Boswell School
    5 A Level's
    1987 - 1994

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