Experience

BCRS Business Loans

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Apr 2020 - Present

• Finance Director

  • Aug 2015 - Mar 2020

• Financial Controller and Company Secretary

  • Jan 2014 - Aug 2015

  Provides loans of up to £150,000 to businesses in the Midlands who are unable to raise finance from mainstream lenders.



Responsible Finance

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Sep 2020 - Present



Comberton Primary School

• Chair of Governors

  • Sep 2017 - Present

• Governor

  • Sep 2015 - Present



Headway Black Country

• Trustee

  • May 2008 - Dec 2015

  Key responsibilities:•I prepare annual statutory accounts in SORP format for Headway Black Country for presentation to the Independent Examiners•I prepare quarterly management accounts, annual budgets, cash flows and three yearly projections for Headway Black Country•I have implemented and adapted accounting systems to improve financial management of the charity•Negotiating finance for the charity and preparing information for grant applications•Fundraising ideas, strategy and implementation•I am key to assessing the feasibility of new projects undertaken by Headway Black Country and monitoring overall costs and income of the charity•I attend regular board meetings where I have to report and explain to other trustees the current financial position of the charity and make commercial decisions regarding the charity’s future and development.



gbpartnerships

• Management Accountant

  • Sep 2012 - Jan 2014

  I was as a management accountant and business partner providing financial advice, planning and support to LSHP.Key responsibilities:•Preparation of management accounts for a group of 10 LIFT companies based in Liverpool•Preparation of a monthly finance report summarising key financial data which I then discuss with the CEO of the group•Meeting with the CEO based in Liverpool to discuss any financial issues he may have•Monitoring of construction costs against modelled costs for new LIFT buildings under construction•Accounting for small capital works and liaising with Projects Director on the financial progress of these works•Through discussion with the CEO production of the budget and forecast for the next 3 years and other financial information to be included within the business plan for the period•Preparation of 6 month operational models for LIFT buildings financiers to show they are adhering to the financial covenants in place•Preparation of 6 month reports showing how actual cash position differs from the modelled cash position for group companies•Preparation of IFRS adjustments and annual financial information to allow the auditors to draft the statutory accounts for the group•Liaising with auditors and their corporation tax department throughout the audit •Review of the statutory accounts prepared by the auditors•Supervising and updating the iXBRL tagging of accounts for the 30 companies that G B Partnerships represents•Purchase and sales ledger control•Monitoring the payments process and cash flow for the group companies•Payroll for the 5 employees of the Liverpool group•Filing VAT returns•Preparation of ad hoc financial reports for the CEO•Working with a trainee accountant based in Liverpool and acting as her mentor



Price Pearson

• Audit Manager

  • Jan 2009 - Jul 2012

  Key responsibilities:•Managing staff and reviewing the work they produce across a diverse portfolio of clients ranging from sole traders and small owner managed companies through to large groups of companies. Assignments include audits, accounts preparation for limited companies, partnerships and sole traders, preparation of management accounts, bookkeeping, preparation and filing of VAT returns and preparation and filing of EC sales lists and Intrastat returns as well as certain one off bespoke engagements.•For larger and high risk clients I act as the fieldwork manager/senior on site•For clients where I act as fieldwork manager I also prepare corporation tax computations•Dealing with any technical day to day issues raised by staff regarding client affairs and developing the skills of those staff members and appraising their performance•Managing the audit and accounts department and workload•Manager responsible for implementation and upkeep of the practice’s new audit automation software, CCH Audit Pro•Networking to raise profile and attract new business•I am fully conversant with UK GAAP•I have a good working knowledge of the requirements of the Charity SORP



Crowe UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit Senior

  • Apr 2006 - Dec 2008

  Key responsibilities:•I acted as an audit senior for a variety of different single entity and group companies including manufacturers, electrical contractors, retailers, charities, independent schools, academies, student unions and solicitors•I worked as an assistant manager on the biggest client held by Horwath Clark Whitehill’s Midland office•I attended client stock counts and am conversant with the testing required and control systems that should be in place•Preparation of limited company accounts



Burman and Co

• Trainee to qualified audit senior

  • Oct 2000 - Mar 2006

  Key responsibilities:•I was involved with a number of assignments for a variety of different single entity and group companies including manufacturers, contractors, charities, solicitors and a FSA audit•Preparation of sole-trader accounts•Preparation of limited company accounts•I assisted clients with problems they have encountered with using Sage Line 50 and helped to prepare accurate management accounts Key responsibilities:•I was involved with a number of assignments for a variety of different single entity and group companies including manufacturers, contractors, charities, solicitors and a FSA audit•Preparation of sole-trader accounts•Preparation of limited company accounts•I assisted clients with problems they have encountered with using Sage Line 50 and helped to prepare accurate management accounts