Venture Tax Manager

• Aug 2022 - Present

Share Plan Support

• Sep 2021 - Dec 2021

Assistant Manager

• Jul 2020 - Jan 2021

I provided practical targeted advice on all aspects of employee share plans and incentives including the design, drafting and implementation of employee share plans in order to effectively incentivise my clients' employees without making changes to their commercial objectives. I provided practical targeted advice on all aspects of employee share plans and incentives including the design, drafting and implementation of employee share plans in order to effectively incentivise my clients' employees without making changes to their commercial objectives.

Consultant

• Nov 2018 - Apr 2020

I was responsible for: Providing technical advice and support to clients on employee share schemes and related issues, many of whom are accountants and fellow professionals, both verbally and via written correspondence. Participating in the design and implementation of employee share schemes and assist with the associated reporting obligations. Working in collaboration with the Directors to build awareness and recognition in the market of our Employer Consulting offering and to develop and grow the Employer Consulting team. Assisting and managing a range of share incentives implementation, tax consultancy and transactional work. Dealing with technical correspondence and queries, gathering input from other colleagues within Markel as and when necessary. Assisting with marketing initiatives and build knowledge and awareness of all aspects of the firm’s service to help identify opportunities to cross sell services. Participation in lecturing, the writing of articles for tax publications and delivery of webinars. Support business development activity with relevant technical commentary and content working in conjunction with the Directors by taking responsibility for specific business development actions and initiatives as directed. Being pro-active by identifying opportunities to act on the interpretation of new legislation with a view to winning new work in conjunction with the Directors. Show less

Assistant Tax Manager

• Jul 2017 - Nov 2018

Specialising in the biotech and tech industries, I was responsible for providing the following services: • Drafting employee share scheme rules ensuring that client's staff are incentivised in a tax-efficient manner that doesn’t disrupt future investment rounds or a company sale including EMI and hurdle shares. • Agreeing share valuations with HMRC for share scheme purposes. • Reviewing client's Articles of Associations to prevent future funding issues. • Advising clients on putting a sensible corporate structure in place from company inception to avoid damaging the investment and exit process further down the line. • Advise on tax and business issues to help younger businesses tackle the intricacies of the set-up process to help ensure a robust strategy going forward. • Taking future due diligence challenges into account and regularly helping our clients navigate the tax issues that arise when listing or selling their company. Show less

Finance Assistant

• Nov 2016 - Jul 2017

I was part of a team responsible for; Processing invoices with the use FileMaker and SAP using Xflow electronic invoicing; Petty Cash reconciliation; Checking Credit Card Statements; Raising Requests for Reimbursement using FileMaker; Processing Visitor Expense Claims; Credit Control; Processing Insurance Claims; Assisting and supporting financial projects run from Head Office in Heidelberg; Other tasks as determined by Head of Administration, Senior Finance Officer and Purchasing Supervisor i.e. Audit Management. Show less

Chief Accounts Clerk

• May 2016 - Nov 2016

Full responsibility for the financial oversight for CRASSH including: • Accounts Payable – Monitoring the work of the Central Processing Team to check for errors, providing coding advice to staff, supplier statement reconciliation, resolving staff/supplier queries including VAT queries, month end transactions, etc.• Accounts Receivable – Providing a full AR service, credit control, collecting/banking any monies received, obtain information relating to income activity , claiming BACS receipts from the University Bank Accounts.• General Ledger - Month-end reconciliations, investigate & resolve general anomalies, explain reports to staff. Produce bespoke analysis reports where standard reports fail to address a particular need.• Research Grants - Investigate & resolve general anomalies as required in order to ensure accurate reflection of expenditure. Advise Project Administrators on accounting treatment for grants, covering policy matters to sponsor T&Cs, & general coding issues. • Purchasing - Review & investigate open POs & close/cancel as required, liaise with suppliers with regard to goods received. Oversee work of other staff who have responsibility for purchasing to ensure procedures are followed.• Trust Funds - Run UFS reports to investigate/resolve general anomalies as required in order to ensure accurate reflection of expenditure. Produce ad hoc reports as requested to support fund manager in the decision making process.In addition to the above primary functions, I was responsible for:• Acting as a first point of reference for all financial queries.• Providing advice/support to all members of the department in the management of funds.• Familiarising new staff with their financial responsibilities.• Fulfilling the role as the Oracle Key Contact for the department to ensure that up to date financial policies are circulated.• Maintaining a list of Oracle responsibilities for all staff. Show less

Senior Accounts Clerk - Department Support & Finance Analyst (Maternity Cover)

• Sep 2015 - May 2016

• I provided a financial accounts administrative service to University Departments within the School on a day to day basis ensuring that all required processes and queries were dealt with accordingly in line with the Service Level Agreement set by the School.• I provided financial reports to departmental administrators and budget holders by importing the report in to excel and presenting it in an appropriate way for non-financial professionals. I conducted month end journals for accounting adjustments, accruals and prepayments as required. I investigated, discussed and resolved general anomalies with the departmental administrators and academic staff.• I also identified miscodes and conducted AP journals. I was responsible for checking expense claims against the University’s policies and signed them off for payment. I arranged one-off BACS payments and Internationals Payment Orders, and I also set up new suppliers within Oracle. I would liaise with Accounts Clerks to maintain a sustainable workflow of AP activities.• I maintained full credit control for my departments by raising customer invoices and credit notes (internal and external), set up customers and receivable activities, collect and bank any monies/cheques received, resolve queries with customers and the department, obtain information relating to income activity in order to allocate correct VAT treatment in line with policy and ensure month-end procedures (clearance of default accounts) are executed. • I completed month end journals to recharge to departmental grants and work alongside departmental administrators to provide support with grant related queries (overspends/miscodes). I'm was responsible for the collation of supporting documentation required for audit purposes.• I provided support to the School Adviser as required, including; Month end reviews, journals, adjustments, analysis of accounts, mini-projects, departmental mergers, procedure updates and any further ad hoc tasks. Show less

Accounts Clerk

• Oct 2014 - Sep 2015

• I was the main contact within the Finance Team of four, responsible for the data entry/enquiry in the individual modules of the Oracle Finance System, including Accounts Payable, Accounts Receivable and General Ledger.• I was the sole person responsible for the production of Canadian Tax Receipts for donors who are eligible to receive tax relief. The Development & Alumni Relations Office is the only institution within the University and Collegiate Cambridge that is prescribed to issue official tax receipts recognised by the Canada Revenue Agency. • The Development & Alumni Relations Office issues Trust Fund Reports on a yearly basis to donors to give an image of what their donation has inspired Academics to research. I was responsible for producing the financial statement part of the report which details expenditure, value of endowment funds, deposit account balances and other relevant information.• I was also involved in the disbursement of philanthropic gifts made to the University to departments and colleges, by sourcing information such as the intention of gift, the donor’s Raiser’s Edge ID to enable the record to be updated and ensuring that the gift is being allocated correctly to the right Department/College.• I was occasionally asked to produce analysis of data by colleagues within the Development & Alumni Relations Office. This usually is an overview of expenditure and income on particular cost centres to ensure that the allocated budget is being adhered to.• I also took on several separate roles to help the office operate. I was a fire warden for my suite within the Office of Development & Alumni Relations after completing the appropriate training in December 2014. I was also a part of a committee to help improve the working conditions of the office as the suite that I worked in as it was only moved into in June 2014 and there were still some issues with the new accommodation. Show less

Junior Accounts Clerk

• Jun 2013 - Oct 2014

• I was a member of a team of three responsible for the checking and processing of approximately 21,000 supplier invoices and employee/visitor expense forms per annum.• I was partly responsible for the processing additional payroll payments for employees that have undertaken extra work or do a separate part time role such as Security, extra lab supervisions and exam invigilating. We also paid visitors who have come to give lectures and who require reimbursement for mileage and their lecture fee.• I was responsible for the reconciliation of supplier statements of all suppliers and to request further information from the suppliers if we were missing any invoices.• Responding to enquiries from suppliers, employees and visitors regarding a wide range of matters such as expected payment dates, grant/cost centre balance enquiries and advising on finance forms.• Liaising with other offices within the department to create a smooth process when performing these duties.• I was a member of the security team, ensuring that the building was secure, and I have had the relevant training for the alarm panel and the fire alarm panel.• Any other administrative duties i.e. filing, opening of post and audit preparation. Show less