Experience

Valuation Consulting

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Valuation Associate

  • Jul 2020 - Present

  Interim assignment. Role involved researching comparable companies and royalty rates and using this information to prepare draft valuations of unquoted companies and intellectual property using discount cashflows and other methods. Interim assignment. Role involved researching comparable companies and royalty rates and using this information to prepare draft valuations of unquoted companies and intellectual property using discount cashflows and other methods.



The Cambian Group

• Hospitals and Health Care
• 700 & Above Employee

• Group Accountant

  • Apr 2018 - May 2020

  CareTech Holdings plc acquired the Cambian Group in October 2018. Prior to the takeover, I was employed as the Group Accountant for Cambian Group plc. Following the takeover, in July 2019, I was identified as a key member of staff and appointed to an enlarged role as Group Accountant for the combined CareTech and Cambian Group.Group Accountant: ● Ensure the Group’s financial statements and annual report are delivered to a high standard with relevant disclosures in a timely manner. Responsible for preparing consolidated income statement, balance sheet, statement of changes in equity and cashflow statement as well as notes to the accounts. ● Responsible for co-ordinating the annual and interim audits and ensure that all auditor queries are satisfactorily addressed.● Prepared detailed workings for the disclosure requirements for IFRS16, the reclassification creating an additional c£70m right of use asset● Monthly Group Consolidation for the Board report.● Responsible for managing the preparation of each subsidiary’s financial statements (c150 companies).● Review of key balance sheet reconciliations on a monthly basis.● Manage the Financial Accountant. ● Maintain the Group’s consolidation ledgers and prepare monthly balance sheet reconciliations for that ledger.● Assist the Group Financial Controller and CFO on ad hoc projects as necessary.● Advise on technical accounting matters as required, including the adoption of new accounts standards IFRS 15 and IFRS 9, and other reporting requirements Show less

• Interim Financial Accountant

  • Feb 2017 - Mar 2018

  ● Initially brought in on a temporary basis, following strong performance was made permanent in a more senior Group Accountant role● Responsible for preparation of each subsidiary’s financial statements and to ensure that these are filed in advance of the deadline. ● To co-ordinate the annual audits for the Group and subsidiaries, and ensure that all auditor queries are satisfactorily addressed.● Preparation and analysis of final accounting for the sale of the adult business. ● To assist the Group Accountant and CFO on ad hoc projects as necessary. Show less



The Churches Conservation Trust

• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee

• Interim Assignment

  • Oct 2016 - Feb 2017

  Responsible for ad-hoc projects (involving charity VAT), reporting directly to the Director of Finance and Resources. Responsible for ad-hoc projects (involving charity VAT), reporting directly to the Director of Finance and Resources.



Scope

• United Kingdom
• Non-profit Organizations
• 700 & Above Employee

• Interim Financial Accounting Manager

  • Nov 2015 - Sep 2016

  • Responsible for management and statutory reporting. Responsible for preparing the financial statements section for Scope’s annual report and accounts and that of the subsidiaries MacKeith Press and Scope Central Trading Ltd. • FRS 102/SORP 2015 conversion- preparing of accounting papers to auditors on Scope’s conversion and preparing and posting journals to restate Scope’s financial statements under the new financial reporting framework. • Acted as main point of contact for the auditors during the audit and extra work required for the restatement of the accounts under FRS 102. • Responsible for financial control of the balance sheet. • Line management of 3 members of staff. • Responsibility for tax affairs including VAT and corporation tax returns. Identified overpaid VAT on media spend resulting in a recovery of £246k worth of VAT credit notes for prior years and savings of £68k in current budget year. Show less



Breast Cancer Now

• United Kingdom
• Non-profit Organizations
• 100 - 200 Employee

• Finance Consultant

  • Sep 2015 - Oct 2015

  4 week interim assignment. Review finance processes at Breast Cancer Now and suggest ways for improvement. 4 week interim assignment. Review finance processes at Breast Cancer Now and suggest ways for improvement.



Royal British Legion

• Non-profit Organizations
• 700 & Above Employee

• Year End Accountant

  • Sep 2014 - Sep 2015

  Providing support to the Head of Accounts in preparing the year end accounts. Delivered draft statutory accounts for 3 trading subsidiaries with a combined turnover of ca. £9m in 3 weeks. Assisting with Gambling Commisssion audit work. Providing support to the Head of Accounts in preparing the year end accounts. Delivered draft statutory accounts for 3 trading subsidiaries with a combined turnover of ca. £9m in 3 weeks. Assisting with Gambling Commisssion audit work.



Stroke Association

• United Kingdom
• Non-profit Organizations
• 400 - 500 Employee

• Finance Manager (promoted from Financial Accountant

  • Apr 2011 - Sep 2014

  • Responsible for preparing management accounts, preparing statutory accounts for Trading subsidiary and preparing notes and disclosures in statutory accounts including the investment analysis and grant reporting for Scotland and Wales. • Managed Stroke Association treasury position. • Business partnering with the Heads of Department for Fundraising (Legacies, Appeals, Events, Corporates, Major Gifts and Trusts), Research, Communications and Marketing teams for queries and advice. • Ad hoc variance analysis as directed by Director of Finance and Resources and Financial Controller. • Reconcile key balance sheet accounts (prepayments, accruals, income in advance) and bank accounts. • Line management of accounts payable officer and coaching of interns. • Responsible for VAT returns for both charity and trading company. • Responsible for checking Gambling Commission returns for UK and Northern Ireland. • Participated in recruitment interviews. • Responsible for reviewing supplier and employee expenses payment runs, prior to authorising them for payment via BACS. • Responsible for running payroll whilst the new system was being implemented and cross trained on new system as cover. • Responsible for uploading budgets into the ledger. Achievements: • Identifying £50k VAT savings through claiming charity VAT exemption on advertising, electricity and gas supplies. • Managing the management accounts process from start to finish. • Preparing statutory accounts for Trading subsidiary. Bank account reconciliation Account reconciliations Arranging new credit cards Financial Accountant Preparing month end accounts, managing treasury position, running payroll, supervising accounts payable, control account reconciliations, Just Giving, VAT, assistance with statutory accounts, acting as main point of contact for Fundraising, Research and Communications departments. Show less



PKF

• Supervisor

  • Aug 2010 - Mar 2011

  • Responsible for answering technical queries on auditing and accounting matters, providing advice on company filing requirements and adding guidance on auditing and accounting matters on the Audit and Assurance database. Achievements: • Answered over 100 technical queries on auditing and accounting submitted to the technical department. • Added updates to the Audit and Assurance Database on overseas company filing requirements and auditing matters. • Responsible for answering technical queries on auditing and accounting matters, providing advice on company filing requirements and adding guidance on auditing and accounting matters on the Audit and Assurance database. Achievements: • Answered over 100 technical queries on auditing and accounting submitted to the technical department. • Added updates to the Audit and Assurance Database on overseas company filing requirements and auditing matters.



London Stock Exchange

• United Kingdom
• Financial Services
• 400 - 500 Employee

• IT and Operational Audit Consultant

  • Nov 2009 - Oct 2010

  • Responsible for planning audits, performing fieldwork and testing, agreeing actions with the key stakeholders and delivering the report. Achievements: • Audited a £100m division of London Stock Exchange. Performed fieldwork and reported back to key stakeholders, including the Head of Real Time Data. • Performed work on behalf of external auditors. • Responsible for planning audits, performing fieldwork and testing, agreeing actions with the key stakeholders and delivering the report. Achievements: • Audited a £100m division of London Stock Exchange. Performed fieldwork and reported back to key stakeholders, including the Head of Real Time Data. • Performed work on behalf of external auditors.



Tesco

• United Kingdom
• Retail
• 700 & Above Employee

• Internal Auditor

  • Nov 2008 - Nov 2009

  Audited a £45m division of Tesco. Devised workplan, performed fieldwork and reported back to key stakeholders. Identified potential cost savings of 15% on property construction costs. Created a control index used to monitor performance at one of Tesco's divisions. Reported to the Director of Audit of this division. Feedback from Head of Audit indicated that this proactive monitoring added value to the role. Audited the governance process around Group Information Security and protection of customer data security at Tesco's Clubcard data mining operation. Identified areas of weakness surrounding protection of data during transfer and control over access to this sensitive data. Show less



PricewaterhouseCooper

• Executive

  • Sep 2001 - Oct 2008

  Achievements: • Seconded to Technical Department with responsibilities for answering technical queries and updating guidance. • Provided guidance for more than 150 queries raised by the business and assisted in updating PwC’s internal guidance to take account of the introduction of the Companies Act 2006 and IAS 11 Construction Contracts. • Passed ACCA with first time passes and was awarded PwC Internal prize for good exam performance. • Qualified ACCA under IFRS reporting standards. • Member of PwC proposal team for a Public Sector Local Authority. Enhanced the proposal document on IT audit and JD Edwards capability and presented to the client. This led to a successful win. • Constructed a business case to train staff in how to deliver technical IT audits of the JD Edwards suite of products and presented this to the Head of Business Unit. Case was approved and personally tutored on this course. • Tutored on PwC Internal Training courses. Key clients: FTSE 30 FMCG Manufacturer • Led team on auditing the Sarbanes-Oxley controls at their data centre and also over their consolidation process at Head Office. • Identified weaknesses in their control environment and made recommendations which were successfully implemented to allow the client to achieve Sarbanes-Oxley compliance. Major FMCG Manufacturer • Led team on the technical IT audit of a shared IT infrastructure platform. • Produced shared comfort paper which was relied on by 28 subsidiary audit teams around the world. Major Engineering Company • Led a team of 5 to audit the operations of a shared service centre used by an engineering business. Identified control improvements which were fed back to management and the audit team. Was responsible for file audit quality, coaching staff and reporting to the client. Major Shipping Company listed on the US Stock Exchange • Provided professional advice on controls needed to be implemented in order to comply with Sarbanes-Oxley. Show less



PwC

• Professional Services
• 700 & Above Employee

• Executive

  • 2001 - 2008

  IT/internal controls auditing for Sarbanes Oxley controls attestation JDE subject matter expert Seconded to PwC's technical department Audit of financial accounts IT/internal controls auditing for Sarbanes Oxley controls attestation JDE subject matter expert Seconded to PwC's technical department Audit of financial accounts