Financial Controller

• Sep 2023 - Present

Head of Finance & Controlling

• Nov 2022 - Sep 2023

Prepare monthly, quarterly and yearly financial statements (as of year end preparation of statutory financial statements including notes).Responsible for group reporting on a monthly basis, to enable reporting at year end in alignment with the services accounting and tax team. Prepare corporation tax in conjunction with tax service providers. Provide VAT related information to tax service provider To input and provide relevant supporting documentation for CZ Microscopy tax claims (e.g. patent box, R&D claim, claims relating to the tax super deduction scheme or other tax claims).To be the first point of contact for interfaces, e.g. ZEISS services accounting and tax, auditors, tax and SFS consultants, actuarial advisor, HMRC etc. Challenge tax & accounting related processes for optimization and compliance purposes. Prepare relevant documentation of tax & accounting processes to ensure compliance requirements are met. To adapt processes if required in alignment with the supervisor and main contact person for CZ Microscopy UK SAO and company secretary. Perform regular tax and accounting related process walk-throughs and test of controls. Perform cost centre planning and monthly controlling. Perform ad hoc analysis to Balance Sheet and P&L line items. Show less

Finance Manager

• Mar 2017 - Nov 2022

Running the whole sales ledger process from end to end, including all credit control and bank reconciliation for a turnover of £12m with circa 1000 customers. Payables, debt collection and assisting other accounting work as and when needed. My responsibilities include • Ensure accurate and timely processing of assigned financial transactions. • Bank reconciliations. • Accounts receivable and Payables. • Complete account reconciliations and account analysis, general ledger maintenance. • Research and resolve accounting discrepancies and irregularities. • Respond to internal and external customer inquiries. • Credit control • PVA accounting • Audit assistance Show less

Speech and Drama teacher and Franchisee

• Mar 2009 - Nov 2022

In 2009, following a short career break to start and raise my own family, I successfully pursued my passion for working with children; assisting them with their educational and personal development. These roles were instrumental in enhancing valuable relationship building skills already developed in previous positions in the finance industry as it was essential to be able to effectively interact with a diverse range of people. Not just the children and teenagers themselves, but close collaboration with parents and caregivers was vital in order to maximise positive results. Establishing and maintaining these strong professional relationships further enhanced the children’s motivation, productivity and determination to succeed. * As a LAMDA Teacher with Rough Magicke (2012-date) I have been tutoring 2-16 year old children in speech and drama, English, mathematics, creative writing and verbal reasoning at home and in a school environment. My excellent results in this position speak for themselves, with the motivation and encouragement I provide to the children resulting in a high success rate and many students achieving a distinction grade. * Previous to this I acted as Franchisee for Leaps and Bounds (2011-2014), providing fun and educational physical movement classes in nurseries and preschools. As the Franchisee I undertook all aspects of running a business, including financial management, which further enhanced skills and experience gained in financial services. * I have also taught reception at Neev International School (2009-2010), teaching children a curriculum based on the UK Jolly Phonics system and Growing with Maths. All of these roles provided the opportunity to develop or strengthen new and existing skills, including effectively managing time through the utilisation of advanced prioritisation and organisational abilities, with an emphasis on relationship building, strategic planning, problem solving, conflict resolution and decision making. Show less

volunteer

• May 2011 - Dec 2011

Worked as a volunteer supporting families with young kids Worked as a volunteer supporting families with young kids

Mother and main care giver

• Aug 2002 - 2009

As a full-time mother I further developed and improved various transferable skills, including budgeting and financial management, time management, relationship management, conflict resolution, administration and prioritisation. As a full-time mother I further developed and improved various transferable skills, including budgeting and financial management, time management, relationship management, conflict resolution, administration and prioritisation.

Valuations officer

• Jul 1999 - Aug 2002

As Valuations Officer I was instrumental in the management of CGT and non-CGT clients; liaising with colleagues to process and maintain client daily transactions and accurately calculate Capital Gains Tax, including indexation and tapering. It was vital that stock histories were built and stock file updates and pricing were accurately maintained to ensure available data was up-to-date, and I would carry out comprehensive research to ensure thorough completion of this task. Close collaboration and liaison with team members and other departments was essential to maximise efficiency and productivity across the organisation, including resolving queries from Account Managers. My advanced relationship building abilities and approachable nature assisted me in quickly becoming an integral member of this successful and innovative team. Other duties included processing Corporate Actions, such as rights issues, bonus issues, mergers and takeovers. One key achievement I was recognised for was to improve departmental effectiveness and minimise losses by acting as the department’s Chief Liaison with IT to identify system deficiencies and make recommendations for system enhancements; a responsibility I excelled at. Show less

CGT assistant

• Mar 1998 - Jun 1999

At Pershing Securities I worked in the Investment Services / Valuations Department processing daily transactions for CGT clients, including professionally and accurately managing client CGT enquiries. I also undertook other related tasks as required, such as building stock histories, generating yearly reports for distribution to stakeholders, managing tax reclaims for PEP clients, and overseeing transaction valuation for all clients, including data entry and checking reports. At Pershing Securities I worked in the Investment Services / Valuations Department processing daily transactions for CGT clients, including professionally and accurately managing client CGT enquiries. I also undertook other related tasks as required, such as building stock histories, generating yearly reports for distribution to stakeholders, managing tax reclaims for PEP clients, and overseeing transaction valuation for all clients, including data entry and checking reports.

Administrative Officer

• Nov 1997 - Feb 1998

In this role I managed daily financial transactions including clearing cheques, preparing fixed deposit deals, processing direct debits and Giro credits, and recording data on the computer. In addition I oversaw processing and recording of loans and foreign exchange deals, and assisted with establishing a database on the Bank’s new computerised system. In this role I managed daily financial transactions including clearing cheques, preparing fixed deposit deals, processing direct debits and Giro credits, and recording data on the computer. In addition I oversaw processing and recording of loans and foreign exchange deals, and assisted with establishing a database on the Bank’s new computerised system.