Christopher Doak (Acma, Cgma) Email & Phone Number

East Kilbride, Scotland, United Kingdom

Glasgow, United Kingdom

Main responsibilities in my current role are • Monthly cost centre reviews• Reconciliation of forecast to Axiom forecasting system• Administration of purchase orders (7-8 per month)• Preparation and posting of journals (around 30 per month)• Preparation of month end-processes such as recharges• Providing weekly & monthly reports to assist finance and cost centre managers with budgeting, ad-hoc analysis and query resolution.• Completed a monthly invoice to third-party companies for IT related work, working alongside Project Managers, to verify project charges, rates per worker and any issues around the contract. Key Achievements:• Prepare monthly revenue billing for the BAU and Change areas for billing onto the Client• Support the monthly forecasting and annual budget exercises for BAU & Change cost centres• Chaired monthly forecast meeting with cost centre managers and updated monthly forecasts• Perform month end including variance analysis and commentary, production of the account MPR feeding into the consolidation for the Regulated Services reporting• Produce reporting to local management and division• Balance sheet management – accrual and prepayments• Exception reporting and investigation• Proactively identifying and resolving financial issues• Create and post journals within the area and across company divisions• Business partnering with the operational team on all aspects of Client Driven Change from project inception to billing including production of monthly reporting to aid decision making

Glasgow, United Kingdom

Worked for Capita under the Royal London contract, as a Customer Service Assistant in the Claims Department. Main responsibilities in the role were processing transfer and retirement claims and updating/answering pension queries from IFA’s or pension holders by letter or email. Completed a two hour per week voluntary role in finance forecasting department which led to present role.Key Achievements:• Outsourced to Standard Life for four months to provide support to Standard Life for excessive workload due to new pension legislation.• Provided workload to colleagues via management information system.• Provided management information figures to departmental manager.• Compiled weekly Direct Debit run dates for Direct Debit process and involved in year-end documentation.• Consulted by system analysts with regards to updating computer system and highlighting system problems.• Provided improvements to processes and completed checklists for business processes within team• Investigated problems in internal holding refund accounts, sorted data via v-lookup tables, improved process of how holding account records are compiled and refunded overpayments to customers.• Investigated and completed customer complaints

Glasgow, United Kingdom

• Coded and batched invoices and credits on to company system• Contacted suppliers to query invoice amounts/request copy invoices creditsReconciled statements, general administration

Glasgow, United Kingdom

• Coded and batched invoices and credits on to company system• Contacted suppliers to query invoice amounts/request copy invoices creditsReconciled statements, general administration

Paisley, United Kingdom

• Coded and batched gas payments via system.• Liaised with departments/companies about outstanding payments/issues• Prepared monthly accruals and prepayments on gas, electricity and telephone invoices.

Accounting

CIMA Professional Qualification.

Accounting

Completed Level 2 of AAT Accounting Qualification in 2011. Completed Level 3 of AAT Accounting Qualification in 2017. Completed Level 4.

Basic Computer Skills

Completed modules and standard and advanced level in: • Microsoft Word • Excel • PowerPoint • Access

Bachelor'S Degree, Business And Information Management, 2:2

• Business degree with elements of Accountancy, Economics, Insurance, IT and Business Theory.

Education record

• 4 Scottish Highers – Accounting and Finance, English, Economics, Secretarial Studies