Finance Business Partner

• Sep 2021 - Present

Budgeting & Financial Reporting Manager

• Sep 2017 - Jun 2021

Expanded role to include additional primary and secondary school reporting. Developed month end close down processes, analysis and reporting for each location with the Trust for Headteachers and budget holders.BACS sign off, balance sheet reconciliation and Group monthly reporting.Dealing with externa and internal audit queries.

Senior Finance Officer

• May 2016 - Aug 2017

To set up the reporting structure for the primary and secondary schools within the Trust. Develop existing staff knowledge of PSF software and financial accounting processes.Document processes.Deputise for Finance Director when retired.Report directly to the Finance Director and Chief Exec.

Finance Adviser

• Jul 2015 - May 2016

Oxfordshire Schools finance service outsourced to Hampshire County Council. Oxfordshire Schools finance service outsourced to Hampshire County Council.

Senior Schools Finance Officer

• Nov 2013 - Jul 2015

Budget validation for Schools throughout Oxfordshire including, audit assurance work for multi Academy Trusts.Training of School staff on our bespoke Budget Planning Tool.Lead for Innovation within the Team.

Management Accountant for Mental Health and Physical Disability Pooled Budgets

• Feb 2004 - Nov 2013

Provides support, challenge and advice for Mental Health (£10M) & Physical Disabilites Pooled (£20M) budgets with Oxford Clinical Commissioning Group and Oxford Health.Service & Resource Planning - support in preparation of revenue budgets, ensure managers understand and sign off the budget. Write and present information to the management team.Finance Monitoring - ensuring forecasts are updated on SAP to forecast Year End position. Develop action plans to address issues. Statistical and Freedom Of Information on request.Management Information - attendance at Joint Management group meetings representing the CouncilFinal Accounts - ensure the deadlines are adhered to, for both the joint Pooled budgets and Council only budgets.Internal Control - ensure current Scheme of Delegation is updated on SAP. Budget transfers adhere to audit and Cabinet guidelines.

Group Accountant & Treasury Assistant

• Nov 2003 - Jan 2004

Supervise and operate the day to day maintenance of accountsPrepare budgets, final accounts for income and expenditureTreasury management - both Sterling and currency transactions. Supervise and operate the day to day maintenance of accountsPrepare budgets, final accounts for income and expenditureTreasury management - both Sterling and currency transactions.

Management Accountant for LEBC Group

• 2001 - Nov 2003

As a part of Sesame Financial Services. As a part of Sesame Financial Services.