Experience

Wiggin Osborne Fullerlove
• United Kingdom
• Law Practice
• 1 - 100 Employee
• Trust and accounting manager

  • Sep 2018 - Present

VISTRA
• United States
• Public Relations and Communications Services
• 1 - 100 Employee
• Head of Client Accounting

  • Nov 2017 - Jun 2018


Rawlinson & Hunter

• Singapore
• Financial Services
• 1 - 100 Employee

• Trust Manager R&H Jersey

  • Apr 2014 - Nov 2017

  • Managing the work of a team of three along with overseeing the day to day administration of a client portfolio including client contact or their personnel • Assisting the administrators with completing the year end accounts of trust, company and partnerships then reviewing the accounts ensuring they comply with a standard GAAP and to R&H’s high presentation whilst liaising with Co Sec and tax departments regarding annual compliance matters • Ensure my team receive all their internal training needs along with CPD requirements are met aswell as acting as an interface between staff and partners. • Appraisal of current staff and recruitment of new staff members. • Draft or update loan documentation, calculations of interest repayments and property schedules. • Monitoring Trust and Company cash flows and approving payments when requested, ensuring they meet all guidelines. • Client billing along with chasing of outstanding bills. • Ensuring Trust and Company law along with all Trust deeds and letters of wishes are followed. • Liaising with investment advisors and ensure compliance with the firms and clients investment guidelines. Show less

• Manager, Accounting Department

  • Jul 2010 - Feb 2014

  • As manager of the accounting department I was responsible for the accouting staff overlooking the production of accounts for a range of trusts, companies, partnerships, foundations and also investment vehicles ensuring all accounting are created to either US GAAP, IFRS or a general non specific GAAP. • Assisting with many clients onshore tax requirements.• Maintenance of computerized records and management and development of the general ledger system which we are currently introducing auto uploads to.• A proportion of the accounts preparation are for Trusts of which R&H are also administrators we also had an external client base for which we prepared accounts.• I was responsible for marketing the department, acquiring new business and dealing with the external clients along with preparing the due diligence for new business. • I ensured the department mets all required deadlines.• Reported directly into the partners of the firm and produce quarterly performance analysis as well as quarterly budgets and commentary thereof. Show less

• Senior Accountant

  • Jul 2007 - Jun 2010

  I was responsible for the provision of accounting services for a portfolio of clients consisting of trusts, companies, limited partnerships and investment vehicles under both US GAAP and IFRS. This includes the maintenance of computerized records and preparation of financial statements. I was responsible for the supervision and development of junior staff members. I acted up to manager of the Trust accounting department for 3 month which required the management of the department deadlines, being the main contact with partners and supervising the departments staff Show less



Diebold

• Germany
• Individual and Family Services

• Country accountant

  • Apr 2005 - Jun 2007

  I was the Financial accountant for the operations in Belgium, Netherland, Luxemburg and a small manufacturing plant in Belgium. I supervised junior staff and created the monthly account packs, reconciliations, dealt with the Swissco agreements, intercompanies etc. I was also responsible for calculating the product margins, working with good in transit, goods received not invoiced and inventory levels. I regularly traveled to the countries I dealt with and had a close relationship although working within different work cultures Show less



HBOS

• United Kingdom

• Accountant

  • Oct 2004 - Apr 2005

  This role involved working with premium and claims analysis, balance sheet reconciliations and FSA return preparation, systems investigation project due to imbalances between systems and also the integration of a purchase in to the current account structure. This role involved working with premium and claims analysis, balance sheet reconciliations and FSA return preparation, systems investigation project due to imbalances between systems and also the integration of a purchase in to the current account structure.


Aviva plc
• Sri Lanka
• Financial Services
• 1 - 100 Employee
• Accountant

  • 2000 - 2003