Supporting the Managing Director with monitoring the financial performance of the portfolio and making strategic decisions for the business.

Management of group finances including financial and business strategy.Member of group executive team involved in strategic planning, 5 year business plans, growth committee and the IT strategy committee.People and performance management, responsible for head office, Finance, IT and Insurance. Empowered teams to provide the business with high quality analysis and support.CAPEX control, budgeting and forecasting - management of annual CAPEX budget, control of budget process and preparation of the cashflow forecasts for the group.Review and update of group financial policies and internal controls to ensure a consistent approach across the group.Reviewed Insurance program, changed brokers, recruited internal insurance risk manager and worked with them to change the groups risk appetite and restructured the insurance program.Corporate governance - ensuring the board were appropriately advised on all regulation changes, providing updates on audits and management letter points.Company Secretary - held the role of company secretary for the group managing the annual share dealing process, companies house filing, quarterly dividends and shareholder communications.Banking – maintained relationships with existing and prospective banks, renewing facilities annually and reviewing potential funding options for projects.Review of contracts and terms and conditions for tendering, customer and supplier contracts, leases and NDA’s.

Process review – reviewed existing team structures and processes, highlighting inefficiencies and over staffing. Reduced the team through restructures and redundancies. Training and development - Developed and cross trained the team to manage during peak reporting periods, absence and holiday more efficiently. Cashflow management and control of banking facilities including invoice financing facility.Integration of acquisitions – responsible for integrating new subsidiaries into the systems and processes of the group, including the banking facility changes.Year end - Preparation of statutory accounts for 8 group companies and consolidated group accounts. Carried out complete overhaul on the year end process, improved reconciliations and information provided to the auditors. Introduced CCH central software to produce the financial statements which streamlined the year end process.Responsible for filing of statutory returns, including VAT, Landfill tax returns, P11ds, Payment Practices Reporting, Gender Pay Gap.Improved, maintained and evaluated the company’s internal control system to ensure strict compliance to policies and procedures. Introduced measures to close any gaps that existed.Improved collection of receivables and reduced the debtors’ collections days which improved cashflow. Worked with team to improve processes and introduced credit card payment facility to improve cash collection.Year end audit - liaison with the auditors and control of the audit process. Provided feedback to the audit partner and board regarding the process and control deficiencies. Carried out a review of audit firms and managed change of auditors due to poor performance of previous audit firm.

Managed a portfolio of 50 clients generating in excess of £400,000 of fees, consisting of owner-managed small businesses to large consolidated groups with turnover up to £60 million. Groups include exposure to multi-currency subsidiary consolidations.Preparation and review of financial statements, reviewing audit files and ran client meetings to discuss audit findings and management letter points.

Planning, implementation and completion of audit assignments for presentation to the audit manager and partner including consolidated accounts and management letters.

Preparation of income and expenditure accounts and partnership accounts specialising in the preparation of doctors and medical centre accounts. Working at clients premises to carry out the preparation of the accounts and answer questions on the accounts.

Joined the company as a trainee accounts clerk. Preparation of income and expenditure accounts, partnership accounts and small limited company accounts under the audit threshold.Completing AAT qualification through day release at college.