Experience

Sapphire

• United Kingdom
• Accounting
• 1 - 100 Employee

• SME Manager

  • Aug 2019 - Present

  Manager of the SME department, my main focus is to ensure that client relationships are maintained to the highest standards whilst ensuring that we are meeting all deadlines and company filings for our clients. A large part of my role is to engage with our clients, hold meetings and ensure the continued growth for the practice. In addition to working closely with the Directors on growth strategy, I also feedback and report to the company on the performance of the practice as we see the SME department being a big part of the future of Sapphire Accounting.



CloudAccountant.co.uk

• United Kingdom
• Accounting
• 1 - 100 Employee

• Practice Manager

  • Sep 2016 - Jun 2019

• Senior Accountant

  • Mar 2015 - Jun 2019

  • Working under CloudAccountant (a sister company of Umbrella Accountants LLP) I manage a portfolio of clients providing similar work and service as with Umbrella Accountant clients, however the clientèle consist of SME's and sole traders.• Clients using Xero, FreeAgent and Sage One• Creating, reviewing and filing company accounts and tax computations for all clients with Companies House• Submitting of end of year accounts, corporation tax figures, self-assessment figures and VAT returns• Pro-active tax planning advice for clients• Handling advanced PAYE queries and liaising with HMRC• Producing quarterly performance reports and management reports• Building strong client relationships and pro-actively responded to client requests• Dealing with issues or complaints• Providing clients with expertise and accounting advise• Sponsored by CloudAccountant to study ACCA at professional level



Umbrella Accountants LLP

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountant

  • Aug 2014 - May 2019

  • Managing a portfolio of 300 clients, consisting of subcontractors, freelancers and SME’s• Creating, reviewing and filing company accounts and tax computations for all clients with Companies House• Submitting of end of year accounts, corporation tax figures, self-assessment figures and VAT returns• Preparing reports as and when required; deal with issues or complaints. • Building strong client relationships and pro-actively responded to client requests• Dealing with expenses and account enquiries, bank reconciliation and creating invoices. • Creating general letters to external bodies on behalf of customers. • Troubleshooting day to day high level customer questions or issues. • Dealing with PAYE queries and liaise with HMRC for any queries• Providing clients with expertise and accounting advise• Sponsored by Umbrella to study ACCA at professional level

• Semi Senior Accountant

  • Nov 2014 - Mar 2015

  A promotion following my previous role at Umbrella Accountants

• Assistant Accountant

  • Aug 2014 - Nov 2014



USDAW

• Accounts Support

  • Apr 2014 - Aug 2014

  • Processing and balancing expenses in Purchase Ledger using Exchequer and reconciling to a tally roll and with any deductions paid• Processing central office invoices, requesting invoice authorisation where missing, setting up new suppliers• Setting up academy reps in Exchequer, processing advance payments and reclaims• Reviewing stand down rep applications and cross referencing with system details• PPI (cheque) processing, assigning correct GL code and cost centre, requesting bank details for regular claimers• Weekly bank deposit and balancing with tally roll• Processing legal premium payments and following up with legal for queries• Recording annual meeting expenses in centralised spreadsheet, record of attendees and expenses• Dealing with telephone and email queries regarding member’s expenses and supplier invoices



Experian

• Information Services
• 700 & Above Employee

• Finance Support

  • Jun 2011 - Aug 2012

  • Worked on statutory accounts for 47 entities• Assisted with producing and checking the annual report 2011 & 2012. • Managing month end duties using Oracle, involving monthly intra-group interest on intercompany accounts and ensuring there are no intercompany miss-matches• Producing monthly cost centre reports, budgeting sheets and forecasts, enhancing knowledge for management accounting• Great involvement in Corporate Social Responsibility, working alongside PwC with the audit process, producing numerous reports for the auditors• Reports included sample tests, variance analysis and trend analysis to support my findings• Delegated control of an entity for the year – Chatsworth Investments, prepared the statutory accounts from a trial balance, managed monthly rent and depreciation and monitored the fixed asset register• Enhanced my interpersonal skills in fortnightly team conference calls, regular visits to head office in Nottingham and meetings at Cardinal Place, London• My analysis on annual report 2012 was presented to the board• My work involved very close attention to detail, when analysing trial balances, reviewing line by line journal entries or even posting ad-hoc journals• My vision and knowledge of accounting standards has broadened, greater knowledge of IFRS requirements has developed my understanding of accounting