Director of Operations

• Jan 2023 - Present

Director of Technology and Innovation

• Oct 2019 - Feb 2023

Finance Manager, Client Accounting, Reporting and Systems

• Jan 2014 - Oct 2019

In late 2012 Touchstone was acquired by the Places for People Group which allowed the business to restructure and become fit for purpose, part of this restructure combined the client accounting functions from various offices and also across various business functions, by this time our clients were also evolving and now covered Student, Commercial, Lender Services and Investment clients. An appropriate structure was set up below to allow me delegate the management of the teams and concentrate on a more strategic and client focused role.The role is part of the companies senior management team reporting to the Finance Director. I am also responsible for the systems development and management team. Systems used include (C-series, QUBE and Pex) Show less

Client Accounting Manager, Bath Office,

• Jan 2010 - Jan 2014

In 2013 Touchstone won property manager of the year and continued to grow it was due to this success that my previous line manager left and I filled the position whilst retaining my previous responsibilities as the role was never back filled. Responsibilities included as pre previous role with the addition of RICS relations and legislation, departmental and system progression, client presentations, client liaison, maintaining industry standards, client set up including creation of bespoke reporting packages and consulting with the client to achieve this and banking relations / solutions. Show less

Residential Client Accounts Manager, Processing and Reporting teams

• Aug 2010 - Jan 2012

As per the previous year Paladin entered the Sunday Times fast track list this time at number 8. Due to the successful management of the reporting team the decision was taken to combine the 2 client accounting teams (which I has previously worked on). This role reported to the Client Accounts Manager, the 2 teams were directly line managed by myself and responsibility for the client accounts function start to finish fell with myself.

Client Accounts Reporting Manager

• Jan 2009 - Aug 2010

In 2008 Paladin (Touchstones parent company) was rated number 7 in the Times 100 Fastest Growing Companies due to the success of the business I was able to not only gain promotion to manage the team I was previously in but also expand it.

Reporting Accounts Assistant, Operational and Financial Reporting to Clients

• Jan 2008 - Jan 2009

Staying within Touchstone I moved teams to continue to grow my knowledge and experience in line with my AAT studies. Responsibilities include, adjustments to tenants accounts in the property managements system QUBE, bank reconciliations, producing various accurate operational and financial bespoke reporting to PRS clients and assisting with monthend processes which include payments to clients and internal commission transfers.

Accounts Assistant, Processing income and expenditure

• Jan 2007 - Jan 2008

Working for a small property management company with mainly corporate clients within the PRS sector (30 - 40 employees) processing the rent received and expenditure on the client accounts. Working for a small property management company with mainly corporate clients within the PRS sector (30 - 40 employees) processing the rent received and expenditure on the client accounts.

Purchasing Assistant

• May 2005 - Jan 2007

Working for a large luxury fashion brand in their UK offices, responsible for booking raw materials in and out of the warehouse, generating and checking goods received notes, maintaining, updating and tracking orders/shipments, liaising with foreign suppliers, shipment companies and customs in order to achieve the above responsibilities and other general office administration. Working for a large luxury fashion brand in their UK offices, responsible for booking raw materials in and out of the warehouse, generating and checking goods received notes, maintaining, updating and tracking orders/shipments, liaising with foreign suppliers, shipment companies and customs in order to achieve the above responsibilities and other general office administration.