Head of Management Accounting

• Jul 2023 - Present

Deputy Head of Accounting

• Oct 2021 - Jul 2023

• Day to day management of both the internal and external accounting functions;• Reporting to the Finance Director and other Committees on a monthly basis with regards to the performance of the business and the performance of the client accounting function;• Maintaining a business-wide view in order to achieve business goals;• Line management of senior accountants;• Identifying opportunities for new service lines or to develop current relationships;• Participating in project teams as part of the senior leadership team;• Maintaining and developing key client relationships;• Developing efficiencies within the team and the wider client business;• Working with other departments to maximise potential use of IT systems and inter-departmental processes;• Leading adhoc projects for clients and ensuring timely completion thereof;• Identifying and promoting the development of members of the accounting team; Show less

Accountant

• Oct 2015 - Oct 2021

• Responsible for the accounting and reconciliation between the administration and accounting systems for various lines of the business • Analytical review of product trial balances agreeing them back to source systems • Quarterly group reporting within pre-determined deadlines. • Actively involved as a project manager on two projects, one involving the research and launch of a new product, the other with regards IFRS17 • Both projects involve dealing with external consultants and internal specialists across the group to bring expertise to the project and to ensure deliverables are met as per project deadlines and within budget • Previously project managed the creation of a subsidiary based in Dubai International Financial Centre, remaining responsible for financial requirements of the subsidiary and training a junior accountant • Project managed the implementation of a SAP upgrade, which involved designing, performing, and evaluating the system testing within a tight deadline and minimising downtime for the finance department • Responsible for the reporting of investment transactions across the company in the accounting system • Constantly looking for improvements to systems, processes, and mitigation of risks through creation of new processes, enhancements to systems and/or design and implementation of data queries or new management tools to automate processes and help the business grow and develop Show less

Finance Manager

• Sep 2013 - Sep 2015

• Responsible for the Corporate Accounts, Group Consolidation Accounts and Fund Financial Statements • Prepared monthly Management Accounts with variances to prior month and budget • Main contact for the auditors in the preparation of Corporate Financial Statements (UK GAAP) and reviewing the Fund Financial Statements (IFRS) • Performed a system upgrade to Sage 1000 • Designed and implemented budgets for the corporates • Preparation of VAT returns for UK and Malta • Responsible for the Corporate Accounts, Group Consolidation Accounts and Fund Financial Statements • Prepared monthly Management Accounts with variances to prior month and budget • Main contact for the auditors in the preparation of Corporate Financial Statements (UK GAAP) and reviewing the Fund Financial Statements (IFRS) • Performed a system upgrade to Sage 1000 • Designed and implemented budgets for the corporates • Preparation of VAT returns for UK and Malta

Financial Director

• May 2011 - Jul 2013

• Directed an accounts team • Prepared monthly Management Accounts and a monthly submission to the UK to comply with PLC requirements • Prepared a monthly trading pack of variances against budget and variances against re-forecasts, cash flows, commentary from operational managers, note action points and reasons for over / under performance • Collected data from the operational managers to prepare the Annual Budgets and reforecasts every quarter • Liaised annually with the external auditors to prepare the Financial Statements (UK GAAP) • Post the purchase of Guernsey Air Conditioning, the role involved merging the accounts teams, assisting with restructuring the management of the multiple divisions, relocating staff, and implementing a number of new processes to comply with regulation and to suit the growth of the company • Implemented the transfer of balances from one accounting system to another, and implemented a new general ledger, to suit the combined business Show less

Group Accountant

• Jul 2007 - May 2011

• Responsible for the preparation of the monthly Group Management Accounts, including the Group Cash Flow • Worked with the external auditors annually to prepare the UKGAAP Financial Statements for the single unit developments and Consolidated Financial Statements • Weekly bank reconciliations • Monthly approver for the online invoice approval system, this involved checking against budgets for the projects and ensuring correct general ledger coding • Prepared VAT returns for projects and dealt with the Guernsey and UK tax advisers, with regards to tax returns • Liaised with the company secretarial team for company law requirements and company documentation Project Accountant role prior to group accountant • Prepared the financials, budgets, cash flows and board packs for two multi –unit projects • Attended monthly board meetings for approval of invoices and approval against budget and cash flow forecasts Show less

Group offshore accountant

• Apr 2002 - Jul 2007

• Sole responsibility of the credit risk monthly submission and regulatory reporting for the Offshore Group • Maintained the reporting systems plus adhoc project work Role prior - Assistant Manager / Client Accountant • Managed a team of 5 bookkeepers • Responsible for the training development of the whole department • Managed own case list of Trust and Company accounts • Sole responsibility of the credit risk monthly submission and regulatory reporting for the Offshore Group • Maintained the reporting systems plus adhoc project work Role prior - Assistant Manager / Client Accountant • Managed a team of 5 bookkeepers • Responsible for the training development of the whole department • Managed own case list of Trust and Company accounts

Trainee accountant

• Mar 2000 - Apr 2002