Alan W. Email & Phone Number

London, England, United Kingdom

London, United Kingdom

Mitcham

Responsible for managing the financial, budgetary and estate management processes of a Catholic Primary School.Main responsibilities included:• To develop and manage the administration and site staff of the school to create a high performing, efficient team• Day-to-day accounting practices including PO origination, invoice payment, weekly pay runs, petty cash using SIMS FMS• Payroll management and reconciliation including overtime and additional… Show more Responsible for managing the financial, budgetary and estate management processes of a Catholic Primary School.Main responsibilities included:• To develop and manage the administration and site staff of the school to create a high performing, efficient team• Day-to-day accounting practices including PO origination, invoice payment, weekly pay runs, petty cash using SIMS FMS• Payroll management and reconciliation including overtime and additional payments• Coordinating new income streams which are supportive of the ethos of the school• Monthly and annual reconciliation of bank accounts and VAT returns• Prepare monthly management accounts for the Head Teacher and Governors• Undertake estate management responsibilities• Ensuring the school gets best value of goods and services through procurement• Maintenance of staff records and ensuring statutory annual returns are submitted to Local Authority• Premises management including Health & Safety and Risk Management• Website development Show less

London, United Kingdom

Responsible for introducing the role of School Business Manager to a special needs school in Newham. Main responsibilities include:• Giving strategic advice and guidance on all financial/HR matters to the senior leadership team• Managing and supporting the administration, finance and premises staff • Providing accurate financial information to senior management and governors• Budget monitoring and reporting• Identifying areas for cost cutting and improvement… Show more Responsible for introducing the role of School Business Manager to a special needs school in Newham. Main responsibilities include:• Giving strategic advice and guidance on all financial/HR matters to the senior leadership team• Managing and supporting the administration, finance and premises staff • Providing accurate financial information to senior management and governors• Budget monitoring and reporting• Identifying areas for cost cutting and improvement. • Ensuring that all financial controls for the school are met and adhered to at all times. Show less

London, United Kingdom

A Freelance School Business Management consultant specialising in the areas of finance, strategic planning, IT, premises management and staff development.I developed a consultancy package to be offered to schools in South-East and East London. In September 2012 I was approached by an agency to consider a medium term position as a School Business Manager for an East London Key Stage 1-4 school. This consultancy role was for 3 days a week which gave me a great opportunity to gain further… Show more A Freelance School Business Management consultant specialising in the areas of finance, strategic planning, IT, premises management and staff development.I developed a consultancy package to be offered to schools in South-East and East London. In September 2012 I was approached by an agency to consider a medium term position as a School Business Manager for an East London Key Stage 1-4 school. This consultancy role was for 3 days a week which gave me a great opportunity to gain further experience in a larger school environment and develop my consultancy brand. Show less

London, United Kingdom

Responsible for managing the financial processes of a successful Secondary School to ensure the school derives maximum benefit and value from its budget.Main responsibilities included:• Managing and supporting the finance team • Ensure accuracy of all day to day finance via FMS SIMS accounting system• Providing accurate financial information to senior management and governors• Budget monitoring and reporting• Payroll management for c250… Show more Responsible for managing the financial processes of a successful Secondary School to ensure the school derives maximum benefit and value from its budget.Main responsibilities included:• Managing and supporting the finance team • Ensure accuracy of all day to day finance via FMS SIMS accounting system• Providing accurate financial information to senior management and governors• Budget monitoring and reporting• Payroll management for c250 staff• Identifying areas for cost cutting and improvement. • Ensuring that all financial controls for the school are met and adhered to at all times.• Giving advice, guidance and support on all financial matters to the senior management team. Show less

London, United Kingdom

Responsible for managing the financial, budgetary and estate management processes of a Special Needs Primary School.Main responsibilities included:• To develop and manage the clerical and site staff of the school to create a high performing team• Coordinating new income streams which are supportive of the ethos of the school• Monthly, quarterly and annual reconcilliation of bank accounts• Prepare monthly management accounts for the Head Teacher and… Show more Responsible for managing the financial, budgetary and estate management processes of a Special Needs Primary School.Main responsibilities included:• To develop and manage the clerical and site staff of the school to create a high performing team• Coordinating new income streams which are supportive of the ethos of the school• Monthly, quarterly and annual reconcilliation of bank accounts• Prepare monthly management accounts for the Head Teacher and Governors• Undertake estate management responsibilities• Ensuring the school gets best value of goods and services through procurement• Fund raising for the school’s charity• Prepare annual accounts for submission to Charities Commission• Maintenance of staff records and ensuring statutory annual returns are submitted to Local Authority• Premises management including Health & Safety and Risk Management Show less

London, United Kingdom

Based in Pall Mall, Central London, and responsible for income generation through management of a portfolio of High Net Worth customers with complex financial needs, acquisition of new clients and retention of existing clients.Income and acquisition targets were successfully achieved through excellent relationship management, customer service, persistence and an understanding of my clients' financial requirements and needs.I continued to grow my portfolio income 20-25% year on… Show more Based in Pall Mall, Central London, and responsible for income generation through management of a portfolio of High Net Worth customers with complex financial needs, acquisition of new clients and retention of existing clients.Income and acquisition targets were successfully achieved through excellent relationship management, customer service, persistence and an understanding of my clients' financial requirements and needs.I continued to grow my portfolio income 20-25% year on year, in addition to successfully introducing my clients to a 'tied' Financial Planning Manager and/or IFA, where appropriate, which led to sales investments of c£3m per year. I also facilitated c£5m of new mortgage business per annum. Show less

London, United Kingdom

Responsible for day-to-day management of branch operations and ensuring customers enjoyed a high standard of service.This involved leading, coaching and developing my staff, managing the sales floor, monitoring customer feedback, dealing promptly with customer complaints and queries and generating business from new and existing customers.Through leadership and management turned around a ‘static’ service branch into successful sales branch with highest footfall in North London… Show more Responsible for day-to-day management of branch operations and ensuring customers enjoyed a high standard of service.This involved leading, coaching and developing my staff, managing the sales floor, monitoring customer feedback, dealing promptly with customer complaints and queries and generating business from new and existing customers.Through leadership and management turned around a ‘static’ service branch into successful sales branch with highest footfall in North London region. Show less

London, United Kingdom

Commercial Manager responsible for portfolio of SME customers, focusing on sales and risk management.

o Data Preparationo Cashiero Returns Clerko Control Clerko Customer Services Representativeo Foreign Exchangeo Chief Cashiero Senior Clerko Commercial Officer