Experience

Calder & Co
• United Kingdom
• Accounting
• 1 - 100 Employee
• Partner Designate

  • Mar 2023 - Present

3CS Corporate Solicitors
• Financial Director
• Group Financial Controller

  • Sep 2019 - Mar 2023

  3CS Corporate Solicitors is a boutique law firm based in the City of London, focusing primarily on Japanese, Korean and Chinese clients seeking legal advice in the UK. • Responsibility for managing the entire accounts process and supervision of one other Accounts Assistant • Oversight of sales invoicing, including liaison with Business Developers with invoicing requirements, queries on invoices from clients and providing fee earners and marketing with performance against target • Processing of purchase invoices and payments of suppliers • Meeting with directors on monthly management accounts and other issues • Monthly Reconciliations of control accounts, including bank reconciliations of office and client bank accounts • Compliance with SRA accounts rule, including recording breaches of SRA accounts rule • Creation of cash flow forecasting model and monitoring of cash balances • Treasury management of cash reserves and movements to optimize return against the short-term cash needs of the company • Liaising with external auditors for the annual statutory and SRA accounts audit • Production of monthly management accounts for main trading and separate PLC holding companies, and reconciliation of intercompany balances and transactions • Preparation of numbers for statistical purposes, including ONS and FT Statista, resulting in inclusion of company in the FT’s 1000 Fastest Growing Companies • Preparing budgets and updating for significant changes • Lock-up management; reviewing debt and WIP positions and Involvement in debt collection process, including chasing clients and review of old debts with litigation department • Company secretarial matters including minuting and payment of dividends and filing with Companies House • Preparation of payroll information for payroll bureau, including onboarding and off-boarding procedures, and uploading of pension and BUPA information • Quarterly VAT returns and EC sales lists Show less



Fieldfisher

• United Kingdom
• Legal Services
• 700 & Above Employee

• Management Accountant

  • Sep 2014 - Aug 2019

  Working as part of a finance team of 25, and reporting directly to the Head of Finance, responsibilities include: • Responsible for the production of monthly Management Information packs to all overseas and UK offices and supporting any ad hoc queries thereon • Involved in creation and production of monthly cost reports to UK business service centres, including ad hoc liaison with heads of centre and central management • Consolidation of the profit and loss accounts from all offices and distribution to Executive Committee and worldwide partners • Monthly involvement in the production of the UK P&L, including calculation of accruals, completion of other control accounts and calculation of overhead allocations • Assisting with the development of new KPI reporting system • Assisting tax department with calculation of transfer pricing model • Preparation of financial slides for firmwide/partner presentations • Preparation of periodic partner profitability dashboards • Preparation of client and matter profitability reports • Involvement in the preparation of the UK budget / forecast process • Monthly comparisons of actual spend against budget, including preparation of detailed cost & budget variance reports • Intercompany reconciliations between all offices • Liaison with UK and overseas HR to reconcile worldwide headcount data • Provision of profitability data for preparation of tender information, including calculation of staff costings • Working with the firm’s Finance Systems Accountant to improve the firm’s reporting • Preparation of various Office for National Statistics reports (annual business survey, international trade) • Quarterly and annual reporting of information to industry benchmarking surveys (PWC, CCW and Deloitte) • Sundry ad hoc reporting, including billing analysis, partner and fee earner KPI’s for internal staff reviews and promotion process, review of capital expenditures and overhead cost analysis Show less



Russell-Cooke Solicitors

• United Kingdom
• Law Practice
• 200 - 300 Employee

• Financial Accounting and Compliance Manager

  • Nov 2013 - Aug 2014

  Top 100 firm of solicitors, with 50 partners and 300 members of staff in total. Based in main office in Putney. • Involvement in delivery of monthly management accounts pack, including cash flow reporting • Provided monthly bank reconciliation reports • Prepared quarterly VAT returns and EC sales lists and monthly payments on account • Assisting the FD in ensuring compliance with Solicitors Regulation Authority regulations • Primary responsibility for preparation of annual accounts and LLP tax return, including liaison with auditors and tax advisors • Maintenance of Fixed Asset Register and depreciation calculations, as well as various other month end adjustments • Authorisation of bank payments, and liaising with bank and other third parties re allocation of unidentified receipts • Preparation of various Office for National Statistics reports (monthly turnover, annual business survey, international trade) • Reconciliation of payroll journals and updating record of staff members • Attendance at SRA interventions of firms under investigation, reporting thereon and “forensic” review of records • Sundry ad hoc reporting, such as fees analysis, interest calculations, review of expenses • Training of staff in financial systems and credit card facilities • Redesign of internal documentation and forms • Involvement in recruitment process Show less



Etrading Software Ltd

• United Kingdom
• Information Technology & Services
• 1 - 100 Employee

• Finance Manager (contract)

  • Jul 2013 - Oct 2013

  City-based company specialising in IT consultancy in capital markets to predominantly Tier 1 banks. • Sole finance manager responsible for managing financial information and compliance activities • Prepared management accounts and reported on regular intervals to COO and directors • Preparated of forecasting models – cashflow and profit and loss • Creating and updating project forecasts and variance analysis • Managed all day to day financial transactions, prepared VAT returns and recorded payroll journals • Delivered other ad hoc financial analysis reporting, including employee time cost reporting and expense analysis • Updated and recommended proposals for internal best practice processes and historical error correction Show less



Calder and Co

• United Kingdom

• Audit Senior/Manager

  • Oct 2002 - Aug 2012

  Small-medium size public practice accountancy firm, with 5 partners and 17 staff, based in the West End. • Prepared financial accounts and computed personal and corporate tax returns • Auditing of financial data of clients, typically ranging in turnover from £20 - £60m • Supervised small team (2-3 people) as audit supervisor off-site • Prepared monthly management account • Entered invoices, bank payments and receipts on Sage Line 50 • Maintained accruals and prepayments journals, fixed asset register and depreciation journals • Performed bank reconciliations and delivered actual v budget variance analysis • Liaised with director of overseas branch to determine turnover adjustments Show less



Larkings

• Accounting
• 1 - 100 Employee

• Semi Senior Auditor

  • Apr 2001 - Sep 2002

  Trainee semi-senior Trainee semi-senior



Williams Giles Ltd

• Junior Accountant

  • Jun 2000 - Mar 2001

  Junior accountant Junior accountant