Providing bookkeeping and management account services to clients.Ranging from "simple bookkeeping" for sole traders to monthly management accounts, and ensuring the accounting department procedures are working properly,for larger entities.

Financial ManagerRunning a team of 3 reporting to the new owners• Provide financial advice, guidance and support for the 2 new non financial owners• Production of monthly management accounts for the company and presentation to the monthly board meetings.• Production and updating of 5 year projections using Sage 50 forecasting.• Weekly cash flows• Treasury control including Fixing international currency rates• Reports to potential investors and financial organisations• Continue to plan and implement improvements to the accounting systems• Production of yearly statutory accounts for the group under IIFRS and liaison with the auditors• Ensuring compliance with statutory obligations e.g. Companies house, HMCE and Inland Revenue• Overseeing, training and reviewing work of accounts staff and reporting to the owners.• Motivating staff to meet deadlines• General ad hoc problem solving• Setting up and implementation of staff SSIP and EMI schemes• Development of accounting procedures and reports

A new company set up following an MBO of the previous company. Financial ManagerRunning a team of 3 reporting to the new owners• Provide financial advice, guidance and support for the 2 new non financial owners• Production of monthly management accounts for the company and presentation to the monthly board meetings.• Production and updating of 5 year projections using Sage 50 forecasting.• Weekly cash flows• Treasury control including Fixing international currency rates• Reports to potential investors and financial organisations• Continue to plan and implement improvements to the accounting systems• Production of yearly statutory accounts for the group under IIFRS and liaison with the auditors• Ensuring compliance with statutory obligations e.g. Companies house, HMCE and Inland Revenue• Overseeing, training and reviewing work of accounts staff and reporting to the owners.• Motivating staff to meet deadlines• General ad hoc problem solving• Setting up and implementation of staff SSIP and EMI schemesDevelopment of accounting procedures and reports

Finance Manager

A Chartered Accountant, in commerce for the last 5 years as a financial manager/controller, but with over 20 years experience in practice, in giving accountancy, corporation and personal tax, Vat and statutory advice to businesses, as well as producing both statutory annual accounts (including consolidations) and monthly management accounts for various clients. Moved to industry as a financial controller/manager, consolidating practice experience in industry. Self-motivated and used to working and organising his own and others workloads, reviewing and training staff, flexible, competent in completing ad hoc assignments, with extensive experience of reporting to all levels of organisation, liaising with government bodies, implementing, setting up and nurturing new accounting systems, as well as improving existing systems. Extensive experience in producing budgets, monitoring actual to budgeted results, analysing and explaining variations. Extensive experience in Navision, Sage line 50 and 100, Tas Books, Quickbooks, Forbes, CCH, Iris, Excel and Word, Power Point.

• 6 month contract to produce international group consolidated statutory accounts (5 company’s) and audit pack, compliant with IFRS. Accounts department now moving to Australia.

A fast growing and innovative medical groupGroup Financial ManagerRunning a team of 5 reporting to the Chief Finance Officer• Production of monthly management accounts for the group consisting of Limited companies, Associated companies, Partnerships and Joint Ventures.• Planning and organising transfer from Sage accounting package to Navision• Planned and implemented transfer of 11 bank accounts with over 100 DD/SO’s • Production of accounts for the individual practises (11 to date)• Production of yearly statutory accounts for the group and liaison with the auditors• Ensuring compliance with statutory obligations e.g. Companies house, HMCE and Inland Revenue• Overseeing, training and reviewing work of accounts staff and reporting to the CFO.• Motivating staff to meet deadlines• General ad hoc problem solving• Development of accounting procedures and reports• Represent DMC Healthcare in discussions and negotiations with suppliers

Financial ManagerRunning a team of 5 reporting to the Finance Director• Production of monthly management accounts for the group consisting of 4 group companies, 4 50% associated companies (including C4 and the BBC) and accounting for 4 foreign joint ventures, comparing actual to budget and explaining variations• Production of accounts for the individual events after the show anticipating and agreeing actual vs. budget with the event director• Production of yearly statutory accounts for the group and liaison with the auditors• Ensuring compliance with statutory obligations e.g. Companies house, HMCE and Inland Revenue• Overseeing, training and reviewing work of 3 accounts staff and reporting to the financial director• Motivating staff to meet deadlines• General ad hoc problem solving• Production of 6 month consolidated accounts pack for the companies investor• Development of accounting procedures and Management reports• Represent Brand Events in discussions with government bodies and “on site” at shows, and in negotiations with suppliers

• A company specializing in supplying accounting services to SME’s• Production of monthly management accounts, cash flow forecasts and budgets

Manager• Responsible for the Management Accounts Department that produced monthly management accounts, cash flow forecasts, and budgets, comparing actual to budget variance analysis for discussion with clients. Introduced and Installed TAs books for management accounts production• Completion of Company Secretarial work to ensure compliance with statutory obligations.• Production and review of business plans to help clients raise finance• Production and agreement of statutory accounts of Limited Companies (audit and non-audit) with Directors, Partners and Sole Traders• Preparation of corporate and personal tax returns, correspondence with the Inland Revenue and tax planning advice• Vat advice including the preparation and review of Vat 1 returns• Payroll – review weekly/monthly payroll and advise payroll department• Staff supervision and training• Motivation of staff to meet deadlines• Preparation of solicitors client accounts audit report to the law society• Preparation of reports to investors of West End shows showing the progress of the shows and the returns due to them• Review and implementation of accounting systems and improving existing systems• Ensure assignments are completed in a timely manner and within budget• Liaise with external bodies (e.g. Inland Revenue) on behalf of clients• Preparation of accounts from incomplete records• Ad hoc assignments

Manager• Independently managing the practice’s audit and management accounts portfolio• Client generation – developed recurring fees of £30,000 p.a. for the practice• Created and responsible for the Management Accounts Department that produced monthly management accounts, cash flow forecasts, and budgets, explanation of actual to budget variance for discussion with clients. Introduction and implementation of new accounts package.• Completion of Company Secretarial work to ensure compliance with statutory obligations.• Production and review of business plans to help clients raise finance• Production and agreement of statutory accounts of Limited Companies (audit and non-audit) with Directors, Partners and Sole Traders• Preparation of corporate and personal tax returns, correspondence with the Inland Revenue and tax planning advice• Vat advice including the preparation and review of Vat 1 returns• Brought Payroll in house, installed software, ran it initially, but eventually training and delegating to another staff member• Staff supervision• Review and implementation of accounting systems, and improving existing systems• Ensure assignments are completed in a timely manner and within budget• Liaise with external bodies (e.g. Inland Revenue) on behalf of clients• Preparation of accounts from incomplete records• Ad hoc assignments

Manager at a small chartered accountancy practice

Manager in a chartered accountancy practice

Manager in a large chartered accountancy practice

Junior to senior/manager in training company