Providing Mortgage and Financial Advisors, Independent Consultants, Entrepreneurs, Small Business Owners and Individuals with Project Management and Administration Support.With over 14 years experience in administration support and project coordination, plus a Prince 2 Foundation qualification in Project Management and Diploma in Financial Services Management I offer the following services:• Project Management • Administration support for Mortgage and Financial… Show more Providing Mortgage and Financial Advisors, Independent Consultants, Entrepreneurs, Small Business Owners and Individuals with Project Management and Administration Support.With over 14 years experience in administration support and project coordination, plus a Prince 2 Foundation qualification in Project Management and Diploma in Financial Services Management I offer the following services:• Project Management • Administration support for Mortgage and Financial Advisors• Administration• Proofreading • Diary organisation and scheduling• Online product and services research• Customer Engagement• Invoicing and quotesSee my website for further details: https://www.gvva.co.uk Show less

As the Investor Relations Programme Manager I successfully managed the IR programme for the Head of IR and C-Suite team, overseeing a comprehensive schedule of meetings, roadshows and conferences. My responsibilities included:• Coordinating and ensuring the inclusion of all relevant meetings and logistics in the diaries of the Head of IR, CEO & CFO.• Creating and maintaining all Roadshow schedules and travel arrangements for the IR Team and C-Suite Management.• Spearheading the… Show more As the Investor Relations Programme Manager I successfully managed the IR programme for the Head of IR and C-Suite team, overseeing a comprehensive schedule of meetings, roadshows and conferences. My responsibilities included:• Coordinating and ensuring the inclusion of all relevant meetings and logistics in the diaries of the Head of IR, CEO & CFO.• Creating and maintaining all Roadshow schedules and travel arrangements for the IR Team and C-Suite Management.• Spearheading the maintenance and enhancement of the Investor Relations website.• Project managing the development of a new website, ensuring it was completed on time and to budget.• Efficiently maintaining the CRM system, ensuring details are accurately updated and consistent.• Conducting research and providing recommendations for a new CRM system, collaborating with the Head of IR to optimise processes.• Leading the smooth implementation of the new CRM system, ensuring seamless integration into daily operations.• Completing the review and enhancement of written presentations and video communications, providing valuable insights and edits to optimise content quality.• Project managing the Capital Markets Day working with the event team to ensure the day runs smoothly for all stakeholders.• Proofreading and enhancing the Investor Relations sections of the Annual Report.• Liaising with Financial PR company and Brokers. Show less

As PA to the Head of Investor Relations:• Efficiently handled diary management and scheduling for the Head of Investor Relations, ensuring seamless coordination of investor meetings. • Expertly managed the global travel arrangements and logistics for roadshows and conferences. • Collated, filed and submitted monthly expense reports.• Efficiently organised events for Capital Markets Day and product demonstrations.• Liaised with Financial PR company and corporate brokers as… Show more As PA to the Head of Investor Relations:• Efficiently handled diary management and scheduling for the Head of Investor Relations, ensuring seamless coordination of investor meetings. • Expertly managed the global travel arrangements and logistics for roadshows and conferences. • Collated, filed and submitted monthly expense reports.• Efficiently organised events for Capital Markets Day and product demonstrations.• Liaised with Financial PR company and corporate brokers as required.• Oversaw the meticulous formatting process of the Preliminary and Interim results presentations, coordinating publishing of final materials.Support to the Head of Internal Audit and Risk:• Coordinated internal audit meetings and organised sessions with risk owners.• Recorded detailed minutes during quarterly risk meetings and submitted comprehensive write-ups for review.Finance Coordinator:• Liaised between external auditors and the internal team during annual and interim reporting, organizing meetings, room bookings and proactively following up with team members for deliverables.• Collaborated with the finance team to streamline monthly reporting processes.• Coordinated annual report processes with creative agency, external auditors and internal teams to ensure effective execution. • Acted as project manager for the Interim report in PM’s absence.• Played a pivotal role in the reverse merger with the Schneider Electric Software Business, overseeing the coordination and tracking of finance team deliverables. Liaised with department heads to ensure timely updates to weekly presentations.• Participated in finance meetings, recorded minutes, and circulated comprehensive write-ups, with action points. Show less

As a Finance Coordinator I undertook the following responsibilities:• Coordinated and supported the finance team, Head of Investor Relations & Company Secretary.• Managed team coordination for annual and interim financial reports and submission of accounts to Companies House.• Managed the finance team's SharePoint.• Coordinated internal audits and provided assistance to senior members of the finance team with meeting organisation, room bookings, and travel… Show more As a Finance Coordinator I undertook the following responsibilities:• Coordinated and supported the finance team, Head of Investor Relations & Company Secretary.• Managed team coordination for annual and interim financial reports and submission of accounts to Companies House.• Managed the finance team's SharePoint.• Coordinated internal audits and provided assistance to senior members of the finance team with meeting organisation, room bookings, and travel arrangements.• Completed RNS submissions to the London Stock Exchange.• Assisted with the administration and coordination of employee share options.• Created the Company Secretary handbook.• Provided support to the Head of IR with diary management, travel arrangements, and Investor meetings.• Liaised with corporate brokers and financial PR company to arrange interim and year-end meetings.• Edited and formatted investor presentations and RNS documents for printing and release. Show less

As an Account Support Associate I undertook the following responsibilities:• Managed the coordination of audit processes for various key clients at EY, ranging from FTSE 50 corporations to smaller Limited companies.• Project-managed the audit planning and logistics throughout the year.• Managed engagement economics, including budget management, fee schedules, and generating fees for timely billing, maintaining Work in Progress (WIP) in a negative position.• Built strong… Show more As an Account Support Associate I undertook the following responsibilities:• Managed the coordination of audit processes for various key clients at EY, ranging from FTSE 50 corporations to smaller Limited companies.• Project-managed the audit planning and logistics throughout the year.• Managed engagement economics, including budget management, fee schedules, and generating fees for timely billing, maintaining Work in Progress (WIP) in a negative position.• Built strong relationships with key client contacts, focusing on non-technical aspects of the audit.• Communicated effectively with global internal teams to ensure adherence to deadlines.• Facilitated completion of deliverable trakers ensuring all documents were correctly completed before sending to management.• Championed the offshore initiative of the coordination teams, mentoring to increase their skills and accuracy of work.• Coordinated the production of documents required for re-tendering existing clients, ensuring accuracy through meticulous proofreading to maintain high standards of quality.• Assisted managers to ensure compliance requirements were met across the audit.• Arrange team events, ranging from finding venues for audit meals for the team after the completion of the audit to booking events for the team when internal awards were achieved.• Mentor lead for Smart Futures program, facilitating work experience for underprivileged students during the summer. Coordinated DBS checks, presented the program, and mentored successful applicants. Show less

As the Retailer Support & Proactive Executive I undertook the following responsibilities:• Completed testing and implementation of a new booking system and program across the Volkswagen fleet retail network.• Collaborated closely with the project lead to identify and log issues, reporting findings to the system designer.• Planned, developed, and delivered training courses to the fleet dealer network, serving as the first-line support on the system.• Proactively generated… Show more As the Retailer Support & Proactive Executive I undertook the following responsibilities:• Completed testing and implementation of a new booking system and program across the Volkswagen fleet retail network.• Collaborated closely with the project lead to identify and log issues, reporting findings to the system designer.• Planned, developed, and delivered training courses to the fleet dealer network, serving as the first-line support on the system.• Proactively generated bookings for demonstration vehicles across Volkswagen fleet operators, working to agreed targets and achieving 133% bookings.• Managed the monthly payment schedule for the completed demonstrations, ensuring accurate payment.• Gained customer feedback and input to customer satisfaction reporting. Show less

As the Senior Finance Administrator for Ford Rental, I undertook the following responsibilities:• Oversaw the credit control process, successfully implementing a solution to address customer late payments.• Analysed trends for invoicing statistics and prepared reports.• Supervised a team of 3 administrators, motivating them to achieve their objectives.• Ensured completion of team one-to-ones and appraisals, identifying training areas as needed.• Chaired productive and… Show more As the Senior Finance Administrator for Ford Rental, I undertook the following responsibilities:• Oversaw the credit control process, successfully implementing a solution to address customer late payments.• Analysed trends for invoicing statistics and prepared reports.• Supervised a team of 3 administrators, motivating them to achieve their objectives.• Ensured completion of team one-to-ones and appraisals, identifying training areas as needed.• Chaired productive and relevant team meetings to enhance communication.• Managed and developed procedures to ensure team adherence.• Presented performance, proposals, and improvements in meetings with management.• Assumed responsibility for month-end tasks, including bank reconciliation and VAT returns in Sage Line 50. Show less

Inputting subcontract payments provided by surveyors; ensuring VAT receipts and CIS details wereup to date; setting up customer accounts and cleansing when required

I Worked in the retail banking sector, providing excellent customer service to both personal and business clients face-to-face and over the phone. Undertaking the following responsibilities:• Supported Financial Advisors by handling administrative tasks, contacting mortgage customers for follow-up documents, scheduling appointments with mortgage and financial advisors.• Ensured all required documents were received for processing applications and coordinated congratulatory cards and… Show more I Worked in the retail banking sector, providing excellent customer service to both personal and business clients face-to-face and over the phone. Undertaking the following responsibilities:• Supported Financial Advisors by handling administrative tasks, contacting mortgage customers for follow-up documents, scheduling appointments with mortgage and financial advisors.• Ensured all required documents were received for processing applications and coordinated congratulatory cards and gifts for customers on moving day.• Built customer relationships to identify customer needs, to offer the right products and services for these needs. • Rejuvenated the cashiering teams processes, by delegating workloads, creating a team timetable and list of tasks so workload was shared, motivated the team by giving them more • Accurate inputting of overtime figures to ensure staff members were paid on time.• Organised and ran the sub-branch to the main office. Organised the days timetable and workload of the team, completed the administration tasks required for running a sub-branch.• Assisted in planning successful marketing campaigns for the branch.• Coached and trained fellow staff members, empowering them to achieve individual sales targets and confidently discuss products with customers. Show less