Promoted to role forming part of the Institute’s newly formed executive team. Reporting directly to the CEO and deputising for CEO in their absence.Additional responsibilities in this role have included:-Responsibility for the Quality, Assurance, Risk and Performance section.-Chair of capital and investment committee, ERP working group and contributing member/rotating chair on other internal working groups (Finance and Resources, Digital Initiatives, Performance Review Board, Risk and Compliance).-Working with executive to grow income and develop supporting systems, processes and procedures and monitoring mechanisms.-Tendering and onboarding of new external auditors.-Director of wholly owned trading subsidiary.

Role reporting directly to Institute Director responsible for all finance and public procurement activity. c£35m turnover, 3 UK sites, registered charity in receipt of both public and private funds.Responsibilities in this role have included:- Member of Directors Advisory Team, the senior management team at the institute.- Financial sustainability workstream lead in the institute’s transformation programme.- Chair and contributing member to strategic internal working groups on future funding models, capital committees, pricing, transformation and new business enquiries.- Management reporting and forecasting.- Institute wide ERP implementation (finance workstream lead)

In addition to responsibilities as Finance Director I took on full responsibility for the operations department which comprised the client services, accommodation, front of house (visa compliance) and restaurant functions. This comprised 13 staff of whom I directly managed 8.I was a member of the senior management team of four working closely with the Chief Executive, Sales and Marketing Director and the Director of Courses.Successes in the role included:- Organisational restructure resulting in cost savings of £250k as targeted.- Leading in negotiations on a change of student residence provider resulting in a 15% cost saving and associated increase in margin on resale. - Promoting a wider sense of departmental comradery and instigating more effective training and cover internally, saving costs, improving morale and the customer experience.

Title changed to Finance Director within months of joining (previously Financial Controller). Responsibilities in the role include but not limited to the following:- Management reporting (statutory accounts, budgeting, monthly management accounts) for the school and four associated companies.- Pricing and modelling- Treasury management- Tax and governance (including VAT, Corporation Tax, PAYE & NI, Companies House).- Payroll.- Credit controlInitially responsible for two finance staff.FInance related successes to date in the role include:- Discovered a six figure "hole" in the accounts within months of joining due to previous mismanagement which had been undetected by the auditors. Reported findings to owner and auditors with a restatement being made in the following set of financial statements.- Managed retendering and appointment of new auditors. - Set up an auto enrolment compliant pension scheme ahead of the school's staging date including moving all weekly paid staff to the monthly payroll. - Resolved the school's long standing VAT issues including deregistration (EFL is exempt) and resolution of reverse charge obligations.- Redesigned school's chart of accounts and upgraded accounting software allowing for an improvement in both processes and reporting.

Manage finance function of the RSA ensuring a timely and accurate service is provided to all internal and external stakeholders. Line manage three staff.Prepare annual statutory accounts for the society, its subsidiary company and associated trusts in accordance with Charity SORP and Companies Act.Manage annual budgeting exercise from timetable and underlying assumptions through to an overall consolidated budget for the RSA trustees to approve. Communicate budget verbally and in writing to senior mangement team and trustees. Assist and advise buget holders on their submissions.Supervise production of monthly management accounts and lead on quarterly forecast reviews accross each of the RSA's departments. Ensure the RSA complies with all VAT, gift aid, corporation tax and payroll legislation. Administration of payroll.

Prepare statutory accounts for the hospital and associated companies.Prepare annual budget and monthly management accounts.Determine annual prices for room rates, theatre fees and procedure specific fixed price packages. Monitor costing information and margins on all package prices offered to insurers and self pay patients. Prepare monthly operational statistics analysing admissions by speciality, consultant, procedure and insurer.

Management, supervision and development of sales and purchase ledger officers.Management of general/nominal ledger and all balance sheet code reconciliations.Manage the production of monthly management accounts.