Experience

BSRIA

• United Kingdom
• Construction
• 100 - 200 Employee

• Financial Controller

  • May 2023 - Present

  Bracknell, England, United Kingdom BSRIA (owned by The Building Services Research and Information Association) is a non-profit, membership association providing a variety of specialist services within the construction and building industry such as testing, compliance, training, research, and consultancy. A medium size group with 3 foreign subsidiaries. The role is a fixed term contract to provide support to the Directors until the new Finance Director commences employment. Main Duties and Responsibilities • Oversee the… Show more BSRIA (owned by The Building Services Research and Information Association) is a non-profit, membership association providing a variety of specialist services within the construction and building industry such as testing, compliance, training, research, and consultancy. A medium size group with 3 foreign subsidiaries. The role is a fixed term contract to provide support to the Directors until the new Finance Director commences employment. Main Duties and Responsibilities • Oversee the operation of the Finance Department and team management of 6 accountants. • Supervise and participate in the preparation and reconciliation of the accounting records. • Overall responsibility, review and supervision of the monthly and annual financial reports process (UK GAAP) including management accounts, budgets, cash flow, variance reports and group consolidation. • Co-ordinate the preparation of the statutory accounts and manage the audit process with external auditors. • Support and liaise with internal Head of Departments and Directors on finance matters and participate in senior management meetings. • Attendance and reporting at board meetings and committees on finance matters. • Oversee and comply with the statutory filing requirements for HMRC and Companies House. • Maintain relationships and deliver financial information to professional advisors such as bankers, auditors, oversea accountants, pension scheme trustees etc. • Develop, monitor and review the financial and operating controls, processes and policy procedures and systems of the company. The group adhere to ISO9001 procedures and documentation. • Oversee the payroll and pension scheme of the company (140+ employees in total). Show less



Advisory and Business Consultancy Services

• Financial Controller

  • Aug 2022 - May 2023

  London, England, United Kingdom Temporary contract with an organisation that provides services and advice to various property companies. Sole charge of the finance function for the company and the client reporting under strict monthly reporting deadlines (IFRS and UK GAAP). The role includes support for the Managing Director in liaising and negotiating with key advisors and stakeholders such as the landlord, HMRC, property agents, lawyers, auditors and suppliers. Main Duties and… Show more Temporary contract with an organisation that provides services and advice to various property companies. Sole charge of the finance function for the company and the client reporting under strict monthly reporting deadlines (IFRS and UK GAAP). The role includes support for the Managing Director in liaising and negotiating with key advisors and stakeholders such as the landlord, HMRC, property agents, lawyers, auditors and suppliers. Main Duties and Responsibilities • Supervise and participate in the preparation of accounting records for the company and client companies. • Overall responsibility, review and supervision of monthly and annual financial reports process ( UK GAAP & IFRS) including management accounts, budgets, cash flow, variance reports and group reporting. • Review VAT compliance and reporting for multiple companies. • Co-ordinate the preparation of the statutory accounts and manage the audit process (multiple companies) with external auditors. • Support and liaise with Managing Directors on finance matters and strategy. • Support in ad-hoc projects for the Managing Director as required. • Oversee and comply with the statutory filing requirements for HMRC and Companies House such as income and corporation tax, ATED, P11D and PSA. • Maintain relationships including liaising and negotiating with key stakeholders such as landlord, HMRC, property agents, lawyers, auditors and suppliers. • Analysis & monitoring of expenditure to identify possible cost reductions and tax issues arising. • Develop and review accounting and compliance procedures, processes, reporting and policies for the company and clients. • Oversee the payroll and pension schemes. Show less



Advisory & Management Services Limited

• Financial Controller

  • Mar 2020 - Jul 2022

  London, England, United Kingdom Multi-site role for a service organisation that delivered and procured accounting, property and project management, IT, HR, procurement and administration services for companies and trusts owned by high wealth individuals. The clients primarily had interests in real estate (commercial, retail and residential) and Yachts in UK and Europe. The company also provided family office and lifestyle management services for family members of high wealth individuals. Main Duties and… Show more Multi-site role for a service organisation that delivered and procured accounting, property and project management, IT, HR, procurement and administration services for companies and trusts owned by high wealth individuals. The clients primarily had interests in real estate (commercial, retail and residential) and Yachts in UK and Europe. The company also provided family office and lifestyle management services for family members of high wealth individuals. Main Duties and Responsibilities • Management and development of the finance department (team of 4-5 direct reports). • Supervise and participate in the preparation of accounting records for the company and client companies and trusts. • Overall responsibility, review and supervision of monthly and annual financial reports process (UK GAAP & IFRS) including management accounts, budgets, cash flow, variance reports, project profitability reports and reports for group consolidation. • Review VAT compliance and reporting for multiple companies and multiple jurisdictions. • Co-ordinate the preparation of the statutory accounts and manage the audit process (multiple companies) with external auditors. • Support and liaise with internal Head of Departments and Directors on finance matters and participate in senior management team monthly meetings. • Support in ad-hoc projects for clients and Managing Directors as required. • Oversee and comply with the statutory filing requirements for HMRC and Companies House such as income and corporation tax, ATED, P11D and PSA. • Maintain relationships with external parties such as banks, auditors, insurers, clients and other large suppliers. • Analysis & monitoring of expenditure to identify possible cost reductions and tax issues arising. • Develop and review accounting and compliance procedures, processes, reporting and policies for the company and clients. • Oversee the payroll and pension schemes of seven companies (120+ employees in total). Show less



TAMARES REAL ESTATE INVESTMENTS (UK) LIMITED

• Real Estate
• 1 - 100 Employee

• Financial Accountant

  • Jan 2016 - Mar 2020

  London, United Kingdom Tamares Group is a global family owned private investment group with offices in London, New York, Las Vegas and Helsinki. The group has a variety of international interests in sectors including real estate, finance, technology, communications, manufacturing, leisure and media. I am based at the Mayfair office reporting to the UK CFO. My duties within the group includes the management/supervisory role of the accounting affairs of Tamares companies and trust based in Europe including the… Show more Tamares Group is a global family owned private investment group with offices in London, New York, Las Vegas and Helsinki. The group has a variety of international interests in sectors including real estate, finance, technology, communications, manufacturing, leisure and media. I am based at the Mayfair office reporting to the UK CFO. My duties within the group includes the management/supervisory role of the accounting affairs of Tamares companies and trust based in Europe including the chairman’s family philanthropic activities, art collections & dealings and personal finances. Main Duties and Responsibilities Accounting and financial management • Preparation/review of annual statutory financial statements including group accounts using multiple accounting standards. • Ledger/control account maintenance and review across multiple companies. • Management accounts Preparation/review with variance analysis (property/art dealing). • Preparation, review and submission of cash flow funding/financial budgets to CFO. • On-going cashflow, credit control and supplier payment run supervision and management. • Accounting support for the property department (re-financing, Investment appraisal calculations, property deals, service charges, tenancy completion/terminations). Taxation Review of direct and indirect taxes returns prepared by staff with occasional preparation when required or review of tax advisors’ work for the following taxes: • Corporation tax • Personal tax (non-resident landlords) • VAT • ATED • P11D/PSA Other relevant tasks • Compliance/covenant reporting for multiple banks and lenders. • Liaison point for auditors, tax, banks, tax authorities and other advisors. • Business partnering with non-accountants. • Other duties reasonably expected from an accountant. Show less



Wellden Turnbull

• United Kingdom
• Accounting
• 1 - 100 Employee

• Client Portfolio Manager

  • Aug 2014 - Jan 2016

  Cobham, Surrey, United Kingdom Wellden Turnbull is a top 100 firm based in London, Lincolnshire and Cobham employing 40 staff. I was initially employed as a senior accountant but was promoted as portfolio manager. Main Duties and Responsibilities • Portfolio management and practice management: I managed a portfolio of clients which included client facing and introduction, work planning, and fee management. The role included supervising, training and managing a team of senior and junior… Show more Wellden Turnbull is a top 100 firm based in London, Lincolnshire and Cobham employing 40 staff. I was initially employed as a senior accountant but was promoted as portfolio manager. Main Duties and Responsibilities • Portfolio management and practice management: I managed a portfolio of clients which included client facing and introduction, work planning, and fee management. The role included supervising, training and managing a team of senior and junior accountants. • Plan, conduct, supervise and review audit and accounts preparation assignments: Statutory audit work and accounts preparation work in a variety of industries including group accounts. Other work includes project audits and specialist reviews. • Business services: Review of senior and junior accountant work with preparation as required for services such as: • Book-keeping, including maintenance and reconciliation of ledger accounts. • Management accounts and reporting pack preparation. • VAT returns (including partial exemption). • CIS returns. • Internal control and accounting system reviews.

• Senior Accountant

  • Aug 2012 - Aug 2014

  Cobham, Surrey, United Kingdom



SHELTON FLEMING GROUP LIMITED

• United Kingdom
• Advertising Services
• 1 - 100 Employee

• Financial controller (secondment)

  • Dec 2014 - Aug 2015

  London, United Kingdom Maternity cover role for SME group in conjunction with my role as portfolio manager at Wellden Turnbull. The group’s principal activities were event management and property. Main Duties and Responsibilities • Monthly Management accounts preparation with variance analysis reporting to Owner/MD. • Maintenance and review of ledgers and control accounts. • Training/mentoring/developing the accounts assistants. • Business partnering, such as financial support for pitches… Show more Maternity cover role for SME group in conjunction with my role as portfolio manager at Wellden Turnbull. The group’s principal activities were event management and property. Main Duties and Responsibilities • Monthly Management accounts preparation with variance analysis reporting to Owner/MD. • Maintenance and review of ledgers and control accounts. • Training/mentoring/developing the accounts assistants. • Business partnering, such as financial support for pitches to new clients for the business development manager and project and cost analysis for project managers. • Cashflow and budgeting preparation and review with directors. • Supplier payment run management and credit control dealing with FTSE 100 companies. • Liaison point for external auditors for year-end statutory audit. • Preparation or review of work prepared by tax advisors such as corporation tax, VAT, P11Ds, EU VAT refunds. Show less



Dixcart UK Chartered Accountants and Tax Advisers

• Senior Accountant

  • Oct 2011 - Jul 2012

  Esher, Surrey, United Kingdom During my term of employment this company was operating under the name of Woolford and co.



Haines Watts

• United Kingdom
• Accounting
• 700 & Above Employee

• Senior Accountant

  • Nov 2008 - Oct 2011

  Kingston upon Thames, United Kingdom



K4P BURGESS LLP

• United Kingdom
• Accounting

• Semi Senior Accountant

  • Jun 2006 - Nov 2008

  Leatherhead, Surrey, United Kingdom



Gap year in Australia and Asia

• Gap Year

  • Aug 2005 - Jun 2006



Myrus Smith

• United Kingdom
• Accounting
• 1 - 100 Employee

• Junior Accountant

  • Nov 2001 - Jul 2005

  Sutton, United Kingdom