Transferring from a project team created in December 2018 I followed the natural path and joined a newly created team to manage and monitor three preferred service providers across the portfolio. My role includes;• Effective and efficient management of the relationship, including the contractual processes with the new providers.• Monitoring the service delivery by conducting and collating regular internal feedback and KPI production• Review and approval of fees both contractual… Show more Transferring from a project team created in December 2018 I followed the natural path and joined a newly created team to manage and monitor three preferred service providers across the portfolio. My role includes;• Effective and efficient management of the relationship, including the contractual processes with the new providers.• Monitoring the service delivery by conducting and collating regular internal feedback and KPI production• Review and approval of fees both contractual and adhoc. Monitoring discount mechanisms.• Creating and embedding a new ‘Change Order’ process to monitor requests and fees and to centralise the process. • Drive continuous improvement and standardisation. Creating and promoting a service orientated culture.Achievements• Standardising reporting deliverables across the European portfolio with two Corporate Managers by creating a ‘Pack’ that meets the needs of all our internal clients. Subsequently working with consultants to build this in Yardi.• Assisting with a second RFP process to reallocate service provision for over 180 entities in Europe and an additional 106 in the Nordics. From questionnaires, to interviews to contracts, fee negotiation and implementation. Show less

My responsibilities included:• Preparation of annual, semi-annual and quarterly reporting on financial and investment performance.• Ensuring accuracy, completeness and timeliness of relevant data from external providers, statutory accounts of both UK and European entities, VAT and NRLs.• Management of the audit of a number of Funds.• Coordination of the fund / asset planning process including budgets and commentary on portfolio results.• Reinforcement of risk management,… Show more My responsibilities included:• Preparation of annual, semi-annual and quarterly reporting on financial and investment performance.• Ensuring accuracy, completeness and timeliness of relevant data from external providers, statutory accounts of both UK and European entities, VAT and NRLs.• Management of the audit of a number of Funds.• Coordination of the fund / asset planning process including budgets and commentary on portfolio results.• Reinforcement of risk management, including risk controlling at Fund level, risk ratio and investment monitoring.• Key contact for property manager in the UK within the FMCG team.Achievements• Being asked to join a project team to co-ordinate a transfer of Accounting, Tax and Company Secretarial services for over three hundred entities, across seven countries in Europe to three preferred providers. This initiative was part of a wider business transformation to improve efficiency and standardize of processes. I split my time between the project and my role as a Financial Controller. Show less

My responsibilities expanded to include:• Reviewing of the monthly packs prepared by other team members prior to submission to the owner.• Leading meetings with onsite teams and asset managers to better monitor results and improve communication between our teams and the client's.• Training and supporting new team members.• Taking ownership of more complex properties, new acquisitions and sales.• Generating and executing ideas supporting Business Process Improvement… Show more My responsibilities expanded to include:• Reviewing of the monthly packs prepared by other team members prior to submission to the owner.• Leading meetings with onsite teams and asset managers to better monitor results and improve communication between our teams and the client's.• Training and supporting new team members.• Taking ownership of more complex properties, new acquisitions and sales.• Generating and executing ideas supporting Business Process Improvement initiatives.Achievements• Promotion to Senior Property Accountant within six months.• Initiating and leading regular meetings with the client and property managers to improve communication and information sharing. Show less

Transferring from Dexus to a permanent role with CBRE working on the Dexus contract my responsibilities included:• Preparation of monthly Income and Expenditure Reports with analysis of month to month movements and actuals-versus-budget.• Maintenance of monthly Balance Sheet reconciliations, including detailed review of incentive schedules.• Preparation of annual outgoings reconciliations.• Preparation of weekly Cashflow forecast for the client.• Attending client… Show more Transferring from Dexus to a permanent role with CBRE working on the Dexus contract my responsibilities included:• Preparation of monthly Income and Expenditure Reports with analysis of month to month movements and actuals-versus-budget.• Maintenance of monthly Balance Sheet reconciliations, including detailed review of incentive schedules.• Preparation of annual outgoings reconciliations.• Preparation of weekly Cashflow forecast for the client.• Attending client meetings to present and discuss monthly results in relation to budgets and forecasts. Show less

On a contract role I assisted the Senior Finance Manager in the preparation of the annual budget packs and monthly reporting requirements for submission to the Funds. My additional responsibilities included:• Calculation of leasing fees in line with monthly deadlines and Fund requirements.• Migration of balance sheet reconciliations from the old system (Spreadsheet Server) to TM1.• Preparation of annual tax calculations, SOTI and Tax Base cost for properties.

A short term contract role in which I was responsible for the preparation of three sets of financial statements from SAP including the consolidation of the holding company. An autonomous role where I prepared working papers, typed accounts and supporting documentation ready for audit.

After a travel break I resumed my role as Statutory Accountant as a more senior team member within the Statutory Accounts Team. My responsibilities included:• Timely production of statutory accounts for subsidiary companies for external reporting requirements.• Internal liaison with the tax department, company secretariat, rent accounts and service charges teams.• External liaison with auditors and investors.• Production of management accounts with commentary for Directors’… Show more After a travel break I resumed my role as Statutory Accountant as a more senior team member within the Statutory Accounts Team. My responsibilities included:• Timely production of statutory accounts for subsidiary companies for external reporting requirements.• Internal liaison with the tax department, company secretariat, rent accounts and service charges teams.• External liaison with auditors and investors.• Production of management accounts with commentary for Directors’ review and analysis.• Variance analysis for Joint Venture parties comparing statutory accounts to management accounts.• Training of new team members.• Preparation of the group VAT reconciliation.• Assisting in the preparation of the interim and final annual Group accounts.• Monthly balance sheet reconciliations for Group reporting.Achievements• Assisting in the conversion of 100 sets of formerly UK GAAP statutory accounts to the new FRS101 structure.• Reconciling of old brought forward balances in the VAT reconciliation.• Actively introducing steps to migrate to online work papers, saving time and increasing accuracy.• Testing and validating of new accounting software prior to implementation, to make for a smoother transition.• Working as part of a team responsible for producing and filing over two hundred sets of statutory accounts.• Taking ownership for JV accounts and being the point of contact both internally and externally for this reporting. Show less

Tonstate Group Limited is a privately owned medium sized property investment company with a portfolio of £100m+ and turnover of £10m+. Initially employed as an accountant I was able to progress to Group Accounts Manager and gained experience in a wide range of accounting areas including financial accounts, management accounts, interest rate SWAPS and investor reporting.Responsibilities • Full responsibility for preparation of subsidiary accounts from trial balance to final… Show more Tonstate Group Limited is a privately owned medium sized property investment company with a portfolio of £100m+ and turnover of £10m+. Initially employed as an accountant I was able to progress to Group Accounts Manager and gained experience in a wide range of accounting areas including financial accounts, management accounts, interest rate SWAPS and investor reporting.Responsibilities • Full responsibility for preparation of subsidiary accounts from trial balance to final accounts.• Dealing with auditors at all stages, from audit planning through to final approval and sign off.• Point of contact for all Joint Venture parties, preparation of annual statements and any ad hoc reports as required. • Preparation and filing of VAT returns for all group companies. • Preparation of management accounts for financiers review.• Preparation of the Group cashflow.• Regular monitoring of the cash position and effective use of cash balances.• Involvement in all stages of new acquisitions and/or sales. Achievements• Growing in my role to take full responsibility for the consolidated group accounts and eight active subsidiaries.• Supporting the CEO in meetings with the principal joint venture partner. • Implementing procedures for continuity and standardisation going forward, including process notes and templates. Show less

• Initially employed on a specific project for the clearing up old USA debts.• Subsequent responsibility for accounts payable.

• General control of sales ledger, monitoring and pursing debts, setting up of new accounts. • Dealing with customer queries, inputting and raising of invoices and credit notes. • Calculations of cash target and monthly credit control report.• Preparation and completion of VAT for two companies.• Management of one subordinate.

• Accurate and timely processing of unit bookwork to assist Management Accountants.• Production and distribution of monthly client trading summaries. • General admin/office duties.