Regional Business Development Manager

• Apr 2022 - Present

Client Accountant

• Dec 2020 - Mar 2022

-Dealing with management of portfolio of clients -Dealing with preparation of monthly and quarterly client statements, issuing annual income and expenditure reports to landlords -Preparing quarterly NRL reports and submission to HMRC -Performing bank reconciliations and daily banking -Allocations of funds daily -Processing general day-to-day adjustments on to the system -Raising ad-hoc charges to tenants when needed, dealing with refunds, overpayments, chasing arrears from tenants -Uploading expenses (invoices) and paying contractors and suppliers on daily basis -Dealing with security deposits, release of security deposits, deposits held by agent and deposits to TDS/release from TDS -Preparing Rent Schedule for rent protection Insurance claims -Dealing with Service Charges, Ground Rent, Insurance, Renewal of Rent protection, Council tax bills and instructed necessary payments on behalf of landlords -Handling queries with tenants and clients -Liaise with paralegals, renewals department, deposit department, property managers, front office management teams, Regional Directors and directly report to Head of Client accounts and CEO -Calculating tenant rent or fee liabilities at the end of the tenancy depending on the original terms of the agreement and ensured commission is not overpaid to the relevant office -Dealing with commission refunds to landlords as well as commission overpaid to relevant negotiators -Managing daily payment run to Landlords, ensured no funds are transferred to landlords ahead of the tenancy start date unless agreed otherwise by tenant and landlord -Dealing with imput of manual payments when dealing with beneficiary overseas or with multiple UK bank accounts -Dealing with BACS, FasterPayments and Cheques -Credit control - invoicing and chasing payments from landlords (Trade Debtors) -Adhering to codes of practice by governing bodies (RICS, ARLA) Show less

Property Accountant

• Apr 2019 - Mar 2020

-Managed rent rolls of 8 buildings (appx 400 units) in Greater London (rent accounts) -Registered security deposits to DPS (Deposit Protection Scheme) and instructed deposit releases -Dealt with overpayments and refunds to tenants and affiliates -processed invoices to suppliers/contractors and customers -Issued tenant ledger statements -Dealt with chasing rent in arrears and due payments from tenants and affiliates -Prepared overpayments and underpayments reports on weekly basis -Prepared Accounting reports on monthly basis and reconciled with payments due to affiliates -Dealt with bank and statements reconciliation -Credit card payments and Petty cash -Prepared financial tenancy schedules on monthly basis -Calculated extension of rents and issued receipts -Accounts payable and Accounts receivable on Xero & Sage Weekly payments of contractors invoices related to development projects -Processed staff expenses weekly, issued receipts and produced expense sheets Working knowledge of Sage Cloud, Xero, VISIO and Buildertrend and T-CAS software -Submitted VAT return reports to Senior accountants -Prepared B&Q card payment reports and credit card payment reports Dealt with quarterly reporting to external Auditors (EY) and Real Assets Investment Fund (RAIF) -Cross reported internal company (IC) balances between companies for Audit purposes -Reported rent and deposit schedules to Audits -Prepared cash balance reports on weekly and monthly basis -Prepared weekly drawdowns for request of funds from shareholders -Dealt, prepared and collected property management reports and reported to Asset managers -Submitted Confirmation statements in Companies House -Collected Rate Notices for IPD reporting cycles for each asset (SPV) -Drafted Engagement letters to external investors and asset companies in accordance to IFRS -liaised with banks, solicitors, external auditors, internal and external asset managers, shareholders, Finance managers and CFO Show less

Client Accountant

• Sep 2018 - Feb 2019

-Managed portfolio of five offices in central London and leased with front office management, tenancy managers, property managers and landlords. -Directly responsible for processing transactions between tenant and landlord for entire tenancy life cycle to ensure compliant with each tenancy agreement -Accurately set up new tenancies on internal software system, accurately raised fees based on tenancy length, break clause and rent agreed. -Dealt with recalculation of any re-negotiated rent and additional fees of renewed tenancies. -Instructed termination of tenancies (natural terminations, in accordance with break clause, out of accordance), calculated tenant rent or fee liabilities at the end of the tenancy depending on the original terms of the agreement and ensured commission is not overpaid to the relevant office. -Dealt with commission refunds to landlords as well as commission overpaid to relevant negotiators. -Managed daily payment run to Landlords, ensured no funds are transferred to landlords ahead of the tenancy start date unless agreed otherwise by tenant and landlord -Imported batch payments from internal software system onto banking -Dealt with imput of manual payments when dealing with beneficiary overseas or with multiple UK bank accounts -Dealt with BACS and CHEQUES -Released and repaid tenant deposits upon instruction from property and tenancy management teams -Dealt with TDS deposit releases to Landlords, to Tenants and transferred to TDS -Ensured all statements produced by the client accounts department (by post or email) are prepared accurately within agreed deadlines -Prepared income and expenditure reports for landlords on request -Ensured supplier remittance advices are sent within tight deadline -Responded to internal and external accounting queries, including statement or fee queries from landlords and occasionally tenants -Working knowledge of RPS REAPIT Software Show less

Account Manager

• Jul 2013 - Sep 2018

In my role as Account Manager, I am accountable for managing and coordinating key customer accounts through providing regular monthly follow ups and delivering the highest standards of service at all times. I am involved in developing and delivering training programs and presentations for staff to maximise customer service standards and increase productivity and team collaboration, and in addition, I build and maintain effective relationships with customers, directors, buying team, marketing staff and supervising managers to ensure business objectives were achieved. In addition I provide comprehensive administrative support encompassing stock reporting, turnover reporting, management reporting and trade reporting on a weekly basis for Head Office and regularly update internal systems regarding stock, resources, security and brands ensuring high levels of accuracy and timeliness. Furthermore, I have been involved in introducing and monitoring the achievement of targets and KPIs on a regular basis, able to deliver financial information to non-financial staff and also plan and execute private events for existing and new account holders with a focus on driving sales to increase revenue. To date, I have played an integral role in driving transaction activity performance for 30 team members following appointment to the role of ‘Dynamic Currency Converter Ambassador’. I have also received awards for performance and service including ‘Highest Link Sales’ and ‘Star of the Week’, and consistently exceeded customer service standards, being selected as a ‘Guest Shop and Customer Service’ Ambassador. Furthermore, I have contributed to a significant increase in annual turnover for accounts from -7% to +4% (£1.3m) in 2016 and (£2.0m) in 2017 through proactive management and operational activities. Show less

Lettings and Sales Associate

• Feb 2013 - May 2013

As Lettings & Sales Associate I was primarily accountable for sourcing potential new tenants for property listings whilst following up leads proactively and promptly. I worked in close collaboration with landlords to identify specifications and subsequently advertised properties through various websites including Prime Location, Right Move and Zoopla. I also contributed to the processing and negotiations of lettings and sales processes including administering documentation, inventories and credit checks as required. In addition, I provided comprehensive support and advice to clients, applicants and tenants and maintained and updated tenant, landlord, property and allocation of keys ensuring accuracy. One of my biggest achievements during my short term with the role was to significantly improve the company brand and customer engagement through cultivating and managing effective relationships with landlords to increase the company’s property portfolio. Show less