In my role as a Costs and Charges Analyst, I support data management, reporting, and process improvements for Legal & General’s funds operations:1. Prepare and validate data for fund reporting, ensuring accuracy and distribution across business units.2. Enhance reporting processes for existing funds and drive continuous improvement initiatives.3. Review, document, and refine processes to support operational efficiency.4. Develop complex yet intuitive VBA macros, including automating a previously five-day manual task into a 30-minute process, significantly optimizing workflow.

Supported the financial operations and project forecasting through:1. Managing project accounts, including accruals, transactions, and journal entries for compliance and accuracy.2. Leading FOO reviews with project managers to refine contract forecasting.3. Updating TM1 and COGNOS to support data modeling and Business Intelligence.4. Assisting in delivering In-Year Budget and Forecast, including detailed reporting for specific projects.5. Overseeing large budget forecasts of up to £30M and collaborating with project managers on financial alignment.6. Working towards tight deadlines.

As a Finance Assistant at NHS North Bristol Trust, I contributed to effective financial operations, stakeholder communication, and data-driven reporting:1. Facilitated effective communication with stakeholders, managing debt inquiries and financial correspondence professionally via phone and email, ensuring clear issue resolution and strong relationships.2. Produced accurate monthly financial reports using Business Intelligence tools and advanced Excel functions (pivot tables, VLOOKUP, and INDEX matching) to optimize data accuracy and efficiency in financial tracking.3. Collaborated with team members to streamline workflow and enhance departmental operations, contributing to improved efficiency across the finance team.

In this role, I supported the Diocese of Bristol’s financial operations by ensuring accurate and timely reporting, compliance, and transaction processing. Key contributions included: 1. Managed monthly financial cash forecasts, delivering precise and timely insights to support informed decision-making. 2. Conducted thorough bank reconciliations and maintained the paying-in book to uphold financial accuracy. 3. Processed weekly payment runs and obtained invoice approvals, recording approximately 80 transactions daily with close attention to detail, maintaining VAT compliance and accurate general ledger entries. 4. Recorded key journals—such as Capital Expenditure, year-end, and reversing journals—to ensure financial integrity and facilitate accurate reporting.