Vicki Owen
Business Development Manager at Sage & Company Chartered Accountants, Sage & Company Business Advisors- Claim this Profile
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Bio
Credentials
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ACCUK - Sage University Live - Sage 50c Certified Payroll Advanced Advisor 2022
SageMar, 2022- Sep, 2024 -
Managing Conflict, Negotiation Skills Training, Employer Compliance – HMRC Internal courses
HM Revenue & Customs
Experience
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Sage & Company Chartered Accountants, Sage & Company Business Advisors
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United Kingdom
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Accounting
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1 - 100 Employee
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Business Development Manager
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Jun 2016 - Present
Sage and Company is a firm of Chartered Accountants in North Wales with 5 principals, mainly dealing with family businesses. We help businesses of every size and every sector to maximise their business potential, create profitability and business growth along with planning their tax liabilities. That’s what we do best!We pride ourselves on being welcoming and reassuring. We do not use jargon or confuse you with technical terms, we will not make decisions for you, but help you understand the various tax and accounting issues facing you. This provides you with the information you need to make timely and informed decisions. Our team of accountants and business advisers includes experts in accounting, bookkeeping, tax planning, financial systems, financial planning, VAT, payroll and audit.We cover a wide variety of sectors being agriculture, tourism and hospitality, manufacturing, professional services, construction and property, retail, healthcare to name just a few.If you would like a friendly accountant who is interested in your needs and how best these can be met please do contact us. The first meeting is always free and without obligation.
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Retail Sales Executive
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Jan 2016 - May 2016
ResponsibilitiesSales Executive accountable for 350 lottery retailers, based in North Wales. Focusing on driving sales through excellent customer service, influencing retailers to promote the brand efficiently and to recognise key sales opportunities.Key Achievements• Delivery of full terminal training to 92 brand new retailers, achieving a training score of 100% customer satisfaction vs a 96% target.• Completion of 140 Lottery Essential’s calls, educating retailers on delivering increased sales, whilst maintaining a focus on exceptional instore standards. • Assisted in the roll-out of the Retailer website, converting 42 out of 50 non users into full sign ups, achieving an 84% successful sign up rate.
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Payroll Manager
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Jan 2010 - Dec 2015
Responsibilities Payroll Manager responsible for 250 client accounts. Key deliverables include managing client business operations, influencing clients on new products and services, processing vital financial information, calculating liabilities, maximising standards and implementing current legislation set by Income Tax (Earnings and Pensions) Act 2003. Key Achievements• Assisted in expanding client base in the past 6 years due to the creation of more cost-effective financial packages and demonstrating excellent customer/client working relationships. This has resulted in year on year increases from £20,000 to £25,000.• Selling the Auto Enrolment Work Place Pensions Module to 60 clients which resulted in a 100% conversion vs. an 80% target. This was achieved through developing a sound commercial argument and strong negotiation skills. • Successfully operated the enhanced Real Time Information Process across all payroll accounts with 100% accuracy delivered.
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HM Revenue & Customs
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United Kingdom
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Government Administration
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700 & Above Employee
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Tax Compliance Manager
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May 2005 - Dec 2009
Responsibilities Led risk analysis audits into employment agencies by conducting senior contact meetings with labour agencies and their accountants to establish PAYE irregularities and debts to be recovered. Key deliverables included educating employers on all aspects of Agency Legislation and key HMRC initiatives, enabling them to adopt and maintain tax efficient practices. Sold HMRC as a ‘client friendly’ service in order to build mutually trustworthy relations between both parties. Key Achievements• Successfully investigated a major employment agency, developed a case for referral to debt management which resulted in the recovery of a £1million debt.• 2006/07 I delivered the highest tax recovery of £250,000 which was the highest recovery across the North West region.• As group IT representative I assisted in successfully negotiating with HMRC IT leaders enhanced access to vital information sources, which resulted in improved case planning strategies, effective inter stream working and team growth.
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Benefit Compliance Manager
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May 2003 - Apr 2005
ResponsibilitiesTo monitor and examine non-compliant cases across the North Wales area. Educating individuals on best practice, building trust by leading face to face meetings and managing queries and financial hardship issues. Follow up meetings held to check progression and success of primary intervention. Oversaw compliance team performance in comparison with other business streams to prove departmental success and capability, and positively influence budget allocation going forward. Key Achievements• Nationally one of the first compliance managers to complete an inspection and prove non-compliance of the newly introduced tax credit system which resulted in the recovery of £1500. In addition to this the best practice that I developed and utilised was adopted across the North Wales area.• Represented HMRC in selling their compliance ideologies to other government departments, and assisted in creating new communication channels between all parties involved.• Instrumental in creating a training package to assist new department employees in how to manage challenging one on one situations, whilst actively seeking positive solutions for both parties.
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Countrywide Residential Lettings
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United Kingdom
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Real Estate
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1 - 100 Employee
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Letting Agent
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May 2002 - May 2003
ResponsibilitiesLetting Agent responsible for all aspects of the let. Arranging viewings for prospective tenants, educating on letting processes and establishing tenant specifications. Maximising property rental potential by marketing properties swiftly upon commission, influencing landlords, builders and suppliers to deliver standards required, and ensure up to date safety certificates in line with property letting legal guidelines. Delivering strong sales pitches by matching local market knowledge to tenant requirements. Negotiating deposits and rental fees.
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First Choice Holidays
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United Kingdom
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1 - 100 Employee
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Customer Services & Finance Manager
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Mar 1998 - Mar 2002
ResponsibilitiesResort Customer Services Manager responsible for providing the highest standards of quality and client satisfaction. Handling customer complaints and queries efficiently and courteously to obtain favorable conclusions to resort based issues. Promoting company brand and products to key local business leaders, creating strong working relationships by identifying and implementing superior service and marketing opportunities. Additionally responsible for resort finance, creating and maintaining accounts using financial data collated by resort representatives, managing resort budget.
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Tesco PLC
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Appliances, Electrical, and Electronics Manufacturing
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Retail Manager
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Jun 1996 - Mar 1998
ResponsibilitiesSection Manager responsible for Provisions department. Key deliverables included managing and motivating a team of 20 employees. Merchandising products to inspire customers and increase sales, handling stock control and quality issues. Monitoring and updating personal development and training plans, updating team on performance and new initiatives. Running department to allocated budget whilst ensuring services standards always delivered. Weekly analysis of sales figures to forecast future sales. Frequent consultation with senior management to discuss department and business performance, using positive results to negotiate superior promotional space in-store.
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Education
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1994 - 1996
University of Chester
Bachelor of Arts (Hons), Health & Community Studies -
1986 - 1993
Ysgol Bryn Elian, Colwyn Bay
A Level & GCSE, English, History and French A Level
Community
