Experience

Truro Cathedral

• United Kingdom
• Religious Institutions
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2019 - Present



Heartlands Trust

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Operating Officer

  • Dec 2013 - Jun 2019

• Chief Operating Officer (Acting)

  • Oct 2013 - Dec 2013

• Business Manager

  • Apr 2013 - Dec 2013

  Key responsibilities Set up and oversee the Trust’s financial and operational systems, including payroll, management information systems, the Sage accounts system, tenancy, lettings, hire and event agreements.Manage and develop the Catering and Hospitality team and function of the business ensuring KPI's are achieved and quality of service is maintained.Manage and develop the site Facilities team to ensure the best quality of visitor experience and safe and secure environment. To maximise the sites use of green solutions where efficient and prudent to do so.Manage and develop the financial and administrative functions and systems of the Heartlands Trust ensuring that Heartlands has legal, accurate timely and effective information on which to make decisions about its current and future operationsAct as Company Secretary and ensure the timely submission of annual accounts. Responsible for strategic planning and supporting fundraising activity in support of the CEO.To liaise with the technical staff about the management, development and replacement of office ICT systems, and review maintenance and other contracts in the context of office equipment, systems and supplies.To liaise and contract as required with external suppliers including Accountants and Solicitors in liaison with the CEO.Responsible for ensuring the administration of Trustee meetings, Management Team meetings etc.To establish and maintain an inventory of assets fixed and movableManage the administration and allocation of car parking permits and staff parking permits.Manage the work of the Administrator.Site Duty Manager as and when requiredAdminister tenancies, lettings, hires and other legal agreements

• Finance & Resources Manager

  • Aug 2011 - Apr 2013

  Key responsibilities Set up and oversee the Trust’s financial and operational systems, including payroll, management information systems, the Sage accounts system, tenancy, lettings, hire and event agreements.Manage and develop the financial and administrative functions and systems of the Heartlands Trust ensuring that Heartlands has legal, accurate timely and effective information on which to make decisions about its current and future operationsAct as Company Secretary and ensure the timely submission of annual accounts. Responsible for strategic planning and supporting fundraising activity in support of the CEO.To liaise with the technical staff about the management, development and replacement of office ICT systems, and review maintenance and other contracts in the context of office equipment, systems and supplies.To liaise and contract as required with external suppliers including Accountants and Solicitors in liaison with the CEO.Responsible for ensuring the administration of Trustee meetings, Management Team meetings etc.To establish and maintain an inventory of assets fixed and movableManage the administration and allocation of car parking permits and staff parking permits.Manage the work of the Administrator.Site Duty Manager as and when requiredAdminister tenancies, lettings, hires and other legal agreements



Carn Brea Leisure Centre Trust

• Wellness and Fitness Services
• 1 - 100 Employee

• Finance Manager

  • Oct 2008 - Aug 2011

  Duties include; Production of monthly Management Accounts, reporting weekly KPI, AnnualSOFA Accounts and audit material. Preparation of annual budget including cash flow andmonthly reporting against budget. Variance analysis and monthly reporting to the Board ofTrustees including attendance at Board meetings. Various monthly reports including sales,membership and retention. Management of a team of 2. Overall financial responsibility for theTrust. Systems analysis, development and implementation. Responsibility for IT & Telecoms.Preparation and submission of VAT returns using the partial exemption method. Overseeingthe payroll. Extensive use of Excel. Super-Administrator of the Gladstone MRM leisure centremanagement system. Assorted other duties & responsibilities.Main achievements; Completed a ground up review of our Sales team and the processesundertaken in a Sales office, made recommendations following discussion with staff whowould be affected by changes, implemented changes, continual monitoring reporting andreview with feedback to the team.



Pall Corporation

• United States
• Manufacturing
• 700 & Above Employee

• Accountant

  • Mar 2008 - Sep 2008

  Duties include; contributing to the production of monthly management accounts and monthlyreports package. Working as part of a team of 4 accountants reporting to the FinanceManager. Co-ordination with shared service centre relating to intercompany balances, AP &AR. Assorted weekly/monthly and quarterly bespoke reporting so management. Adherence toSOX controls. Systems experience; SAP, MAPICS and extensive excel spreadsheet use. Duties include; contributing to the production of monthly management accounts and monthlyreports package. Working as part of a team of 4 accountants reporting to the FinanceManager. Co-ordination with shared service centre relating to intercompany balances, AP &AR. Assorted weekly/monthly and quarterly bespoke reporting so management. Adherence toSOX controls. Systems experience; SAP, MAPICS and extensive excel spreadsheet use.



Independent Pharmacy Care Centres Plc

• United Kingdom
• Cosmetics

• Financial Controller

  • Sep 2003 - Mar 2008

  Duties included; production of monthly management accounts and reports package, managinga team of 5 accounts staff, daily reporting to finance director, extensive communication withall departments & branches, overall management of warehouse function, management of allaspects of IS within the company, authorisation of all non-CoS invoices and subsequentauthorisation of supplier payments, calculating quarterly bonuses.Main achievements; Effected a complete turnaround in performance, profitability & efficiencyof the warehouse function over a 6 month period, reversing downward trends. The warehousefunction continued to be a great success. Project managed changeover of IS systems during office relocation.



Andrew Jones Chartered Accountants

• Office Manager

  • Mar 2003 - Sep 2003

  Duties included; liaison with and visiting clients, production of accounts from incompleterecords, payroll, VAT services correspondence with HMRC, Inland Revenue & CompaniesHouse. Mentoring junior accounts team members. Duties included; liaison with and visiting clients, production of accounts from incompleterecords, payroll, VAT services correspondence with HMRC, Inland Revenue & CompaniesHouse. Mentoring junior accounts team members.



Kirkstone Galleries Ltd

• Finance Manager

  • May 2001 - Apr 2003

  Duties included; Management of accounts team, preparation and submission of VAT returns,weekly payroll, cash-flow forecasts, open and distribute post, deal with website enquiries, useof Sage Line 50, Entering orders onto EPoS system, matching deliveries to orders on EPoSsystem, matching invoices to delivery notes prior to posting invoices, communication with alldepartments to maintain effective working relationships, maintenance of in-house networkand computer system.Main achievements; managing and implementing changeover from spreadsheet basedaccounts system to Sage Line 50 system, in addition adapting all systems and controlsassociated to reflect the change. Project managed design, build and installation of bespokeEPoS system.



The Swan Hotel

• Hospitality
• 1 - 100 Employee

• Hotel Accountant

  • Jul 2000 - May 2002

  Duties included; Use of Sage Line 50, invoice entry, sales entry, reconciliation of daily salesfrom EPOS system to hotel software, banking, VAT return preparation and submission, PAYE,communicating with heads of department, paying suppliers, Using Microsoft, Lotus andOMEGA software on a daily basis, ad-hoc computer maintenance, general assistance whereverrequired, communicating with suppliers, petty cash, monthly stocktakes. Duties included; Use of Sage Line 50, invoice entry, sales entry, reconciliation of daily salesfrom EPOS system to hotel software, banking, VAT return preparation and submission, PAYE,communicating with heads of department, paying suppliers, Using Microsoft, Lotus andOMEGA software on a daily basis, ad-hoc computer maintenance, general assistance whereverrequired, communicating with suppliers, petty cash, monthly stocktakes.



Blenkarn, Shankley Scott Chartered Accountants

• Trainee Accountant

  • Jun 1998 - Jul 2000

  Duties included; Dealing with clients face to face and on the telephone, preparation of wagesand payroll using both manual and computerised payroll systems, VAT calculations andpreparation for submission to HMCE, books and records in procedures, preparation andanalysis of data to form final accounts and financial statements, book keeping, generaladministration duties. Duties included; Dealing with clients face to face and on the telephone, preparation of wagesand payroll using both manual and computerised payroll systems, VAT calculations andpreparation for submission to HMCE, books and records in procedures, preparation andanalysis of data to form final accounts and financial statements, book keeping, generaladministration duties.



Mt Services

• France
• Retail Office Equipment

• Delivery Person

  • Apr 1997 - Apr 1998

  Delivery person operating within 40 mile radius of depot.Goods ordering. Customer Service. Delivery person operating within 40 mile radius of depot.Goods ordering. Customer Service.



Pet City / Petsmart

• Various Roles

  • Jan 1996 - Apr 1997

  Worked through various roles from POS operator, Warehouseman, Livestock Sales & finally Warehouse Manager. Undetook Management training scheme. Duties at various stages included:Customer Service, telephone skill, goods in procedures, wasteage management, forklift operator, stock replenishment, livestock keeping & care, cleaning, goods ordering, keyholding. Worked through various roles from POS operator, Warehouseman, Livestock Sales & finally Warehouse Manager. Undetook Management training scheme. Duties at various stages included:Customer Service, telephone skill, goods in procedures, wasteage management, forklift operator, stock replenishment, livestock keeping & care, cleaning, goods ordering, keyholding.