Experience

Novia Global

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Services Executive, Pensions

  • Aug 2022 - Present

  Providing support to Financial Adviser firms, Trust Companies and clients with the management and administration of the SIPP Managing pension transfers on to wrap platform Anti-money laundering responsibilities Risk referrals Providing support to Financial Adviser firms, Trust Companies and clients with the management and administration of the SIPP Managing pension transfers on to wrap platform Anti-money laundering responsibilities Risk referrals



Soho House & Co

• United Kingdom
• Hospitality
• 700 & Above Employee

• Junior Finance Business Partner (trainee)

  • Jun 2021 - Aug 2022

  Producing monthly business intelligence based on reports obtained from FP&A, including analysis of actual vs target margins and cost trends, and analysis of pricing strategies and revenue trend across the group.Annual budgeting and quarterly reforecasting processesMonthly KPI reporting, focusing on management of key costsReview of management accounts pack to identify material variances to budget in P&L and Balance SheetActing as a Business Partner to drive revenue and reduce costs by improving processes and controls Show less

• Finance Assistant

  • Oct 2018 - Jun 2021

  Responsible for:Producing P&L and analysing variance to budget.Supporting Finance Business Partner with preparation of annual budgeting.Wage forecasting.Preparation of monthly management accounts.Balance sheet recs.Controlling overhead spend Vs budget and looking for cost savings.



Axle Group Holdings Ltd

• United Kingdom
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Credit, Cash & Banking supervisor

  • Nov 2015 - Oct 2018

  Day to day management of 8 members of staff, covering Credit Control and Cash & Banking teams. I was responsible for the collection of overdue debts in addition to all billing cycles and managed all Cash & Banking processes for the company. Act as main point of contact with external audit for all requests regarding Credit Control and Cash & Banking. Managing team performance and identifying training needs through regular one-to-one meetings and appraisals. Company Cashflow: calculating, reporting, and monitoring inter-company transfers of funds. Insurance Claims. Identifying billing and reporting requirements and liaising with Sales Managers to ensure smooth running of accounts and resolution of queries. Checking for accuracy of invoices and reconciliation back to Sales Ledger. Management of KPI reporting including presentation to Senior Management Acting as a point of escalation for all aspects of Credit Control and Cash & Banking. Producing detailed MI (using Lookups and pivot tables) to back up sales invoices ensuring prompt payment of key accounts. Dealing with customer disputes by developing relationships with customers and working closely with account managers to communicate and resolve queries. Reconciling payments received and allocation of payments to the Sales Ledger. Monitoring unallocated cash payments on accounts and setting priorities to ensure daily targets were met. Month End processes. Show less



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• Homemaker

  • Feb 2002 - Nov 2015

  time at home, raising our children time at home, raising our children



Hays

• United Kingdom
• Staffing and Recruiting
• 700 & Above Employee

• Team leader, key accounts

  • Sep 1995 - Feb 2002

  Responsible for all billing, reporting and MI requirements for clients. Responsible for all billing, reporting and MI requirements for clients.