Jason Cates Email & Phone Number

After the business was restructured I took on a role within the shared integrated procurement department supporting multiple NHS organisations.Key Responsibilities and Achievements- Managing company credit cards for three NHS organisations covering approx. 100 users including updating of budget codes on the credit card system.- With the onset of Covid-19 I became the team’s lead for PPE. I developed and implemented a new materials management system from scratch for two NHS trusts with the system used by over 670 users. The implementation of this was highly commended by the clients.- Provide support in the contract tendering process including; identifying potential savings, project management, minute taking, data analysis and resolving queries.- Development of reports within the Business Intelligence module of Oracle.- Organisation and minute taking of bi-monthly service review meetings with twelve clients.

Responsible for;- Performance management reporting- Departmental SME for multiple finance systems- AP statement reconciliations- Ad-hoc Projects- Supporting the wider AP functionThis role involved expanding the accounts payable reconciliation service we provided for one of our clients to another three and managing the work of another accounts payable clerk. I was alsoinvolved in projects to replace various financial IT software systems for all our clients (11NHS organisations) aimed at boosting service delivery and functionality for end users (internal and external). This included helping to design and test the functionality of the new IT systems as well as providing assurance of successful data migration. I also helped create, develop and produce reporting packs reporting on and analysing performance (internally and for clients), productivity and trends with the aim of improving efficiency, service quality and delivery. This required an inquisitive mind and the ability to liaise with stakeholders (internal and external) with an awareness of KPI’s and delivery metrics. Some of these reports where then embedded into the financial IT systems and rolled out to clients in the form of dashboards as well as monthly and live reports.

Responsible for;- Performance management reporting- Departmental SME for multiple finance systems- AP statement reconciliations- Ad-hoc Projects- Supporting the wider AP functionThis role involved expanding the accounts payable reconciliation service we provided for one of our clients to another three and managing the work of another accounts payable clerk. I was alsoinvolved in projects to replace various financial IT software systems for all our clients (11NHS organisations) aimed at boosting service delivery and functionality for end users (internal and external). This included helping to design and test the functionality of the new IT systems as well as providing assurance of successful data migration. I also helped create, develop and produce reporting packs reporting on and analysing performance (internally and for clients), productivity and trends with the aim of improving efficiency, service quality and delivery. This required an inquisitive mind and the ability to liaise with stakeholders (internal and external) with an awareness of KPI’s and delivery metrics. Some of these reports where then embedded into the financial IT systems and rolled out to clients in the form of dashboards as well as monthly and live reports.

This role involved delivering a new service to our clients focusing on resolving accounts payable discrepancies between system records and those of their suppliers. This included ensuring all invoices had been processed and GRNs reconciled to ensure accruals weren’t overstated. I also aided in reducing the processing time from receipt of a purchase order invoice to ready for payment for this client from an average of two weeks to less than three working days. This required a high degree of process and IT systems knowledge to identify and address process bottlenecks.

Huntingdon, Cambridgeshire

My first role involved processing and tracking accounts payable invoices including implementingaccounting controls and procedures designed to maintain an accurate, timely and secure accountspayable function. In practical terms this involved processing supplier invoices, dealing with supplier and client queries and twice weekly payment runs one of our clients (a large NHS Trust).

Nice Area, France

This role involved processing customer payments and coordinating the use of the business’s fixed assets. This included processing and recording customer payments and ensuring associated records remained up-to-date. In addition I helped to coordinate the work of the onsite representative in managing the business’s fixed assets and acted as a key point of contact for customers prior to their arrival. This required effective diary management as well as maintaining effective communication via email, telephone and in person.

Nice Area, France

This part time role during my year abroad in France involved managing the business’s account payables including utilities, council tax and rent. This role also included supporting the forecasting and budgeting process to aid overall business decision making. My other duties involved coordinating the use of fixed assets. This meant working with the owner and manager in closing the holiday homes at season end and ensuring they were fit for purpose come the following season. This was of vital importance after a serious flood caused significant damage. My duties here included liaising with the insurers in carrying out a damage assessment and ensuring repairs were carried out to required health and safety standards in time for customer arrivals.

Fully Qualified, Taxation And Performance Management

I took and passed the option exams in advanced taxation and advanced performance management having took the self study route highlighting.

Ba (Hons), Accounting And Finance With Study Abroad, 2:1

Activities and Societies: Involved in course governance, University Fencing Team, and attended enterprise events, MBA Masterclasses.

Bba (Diploma), International Business, 74.2%

Activities and Societies: Enrolled to attend IPAG Business School in Nice (France) on their international exchange programme. This.

A Levels, Business Studies, General Studies, Maths & Physics, A, A, D And E (Respectively)

Activities and Societies: 11 GCSE's, Prefect, Organisational Advisor, Student Business Advisor, Student Representative, Sixth Form Hockey.