Reporting to the Finance Manager working in a team of 12 supporting Somerset primary, secondary and academy schools with financialControls. Preparation and monitoring of multiple school budgets. Quarterly reporting and audit of funds. Preparation of financial accounts/year end data. IT system support, technical research and advising with major projects. Analysis of procurement and networking to save costs and helpline support.

Reporting to the Finance Director, working in a team of 3, company comprising 20 employees with a current turnover of £7 million• Maintaining all financial records to a high standard to optimise audit trail and maximise efficiency• Payment of suppliers within payment terms, invoice to order authorisation and solving disputes• Providing 250 customers with correct documentation to gain timely payment• Uploading documentation through Electronic Data Interchange system for large supermarkets• Using Sage Line 50: reconciling sales and purchase ledgers, bank accounts and petty cash• Management of employee holiday/absence through Sage HR• Processing monthly expense, mileage and credit card claims• Ad hoc reporting for management, sales and finance analysing spreadsheets• Procurement: office supplies and travel • Cover for customer services, orders, logistics, point of sale and keg installation procedures

Reporting to the Headteacher and Board of Governors popular Ofsted Outstanding village primary school with 20 employees and 160 pupils.• Setting/Monitoring school budget• Financial monthly reconciliation, VAT reports and day to day operations• HR administration of employment contracts and payroll • Property management: Buildings, contracts and leases• Procurement, benchmarking and stock control• Monitoring pupil funding and school policy updates• Asset Management, management of inventory• Reports for Somerset County Council, Board of Governors and Values Committee• School funding raising coordinator for two annual running races in aid of the school. Achievements:• Attainment of Certificate of School Business Management • Active member of Values Committee providing current financial reports to Headteacher and Specialist Governors to enable decision making on school budget• Member of Area School Business Management Network gaining collective purchases and services• School representative at Parent, Teachers Association meetings• User of FMS system common to schools• Raising additional funding - assisting to organise two running events annually • Full analysis of benefits/disadvantages of Academy Status delivered to Board of Governors

Responsible for annual reporting to the Financial Services Authority preparing and submitting reports, investment fund research and paraplanning for suitability reports for investment, mortgage and general insurance, policy safe coordination. Preparing fundamental company accounts using Sage Line 50 and carrying out payroll duties. Full support role to IFA including communications with insurance/mortgage companies and secretarial support.• Achieved first level of financial planning certificate• Qualified in Mortgage Advice and Practice

Customer services: completion of factfinding documentation for clients on behalf of Area Manager, collection of premiums.

Paralegal: Management of 200 debt recovery files. Court appearances and dealing with clients.Legal Secretary: Senior secretarial position for Litigation Partner with management of two other secretaries. Preparing court proceedings and all secretarial support.

Paralegal: Coordination of 600 files for large court case, evidencing bundles and liaison with opposing law firms.Legal Secretary: Secretarial support for solicitor including note taking for clients.