James Pellowe Email & Phone Number

Poulton-Le-Fylde, Gb

Poulton-Le-Fylde, Gb

Poulton-Le-Fylde, England, United Kingdom

• Provide account and tax management services to a diverse client portfolio. • Services included account preparation, tax return preparation, payroll, VAT, company secretarial duties, MTD compliance software support and budget assistance for academy schools.

Preston, England, United Kingdom

Poulton Le Fylde

• Accountable for the financial management of this private equity backed nursery chain, consisting of several limited companies.• Established a robust governance framework. Spearheaded the definition and implementation of internal control policies, guidelines and procedures for all financial activities including budget administration, cash and credit management, accounting and reporting.• Following significant acquisitive growth, created a high performing finance team and head office administration team via astute recruitment, training and development.• Led post-acquisition restructuring activity to seamlessly integrate acquired companies, assets and personnel.• Oversee all financial reporting activity including accounting, billing, collections, payroll and budgeting, to ensure optimal standards of accuracy and efficiency.• Monitor KPIs for each site and supervise management account preparation and group consolidation for monthly reporting.• Produce and present weekly and monthly cashflow forecasts for the group.• Accountable for the preparation of annual financial information for external accountants and auditors.• Continuously identify opportunities and areas for improvement via financial analysis of past, present and anticipated operations.• Drive exceptional standards of performance through robust performance management of the financial, administration and management teams, identifying areas for improvement and delivering aligned training and interventions.• Support growth and capital expenditure projects through arranging finance and refinancing.• Liaise with a wide range of stakeholders on all deals, including vendors, acquirers, solicitors, banks and accountants.• Spearheaded a successful adaption to the impact of the pandemic. This included astute cashflow management, insurance claims, utilisation of the Furlough Scheme and grant applications.• Led due diligence activity ahead of the company's recent acquisition by Kids Planet Day Nurseries Ltd.

• Provided robust financial oversight, oversaw a significant restructuring of the school's governance framework and drove optimal performance across trust schools. • Significantly enhanced reporting and ensured astute utilisation of financial resources.

Blackpool

• Held comprehensive management responsibility for a portfolio of small to medium-sized clients. This included accountability for the delivery of account preparation, audit management, VAT and Payroll services and the provision of personal and corporate tax advice. • Led and coordinated a team of 20 accountants and auditors, consistently ensuring full adherence with regulatory requirements, service level agreements and client specifications. • Led a range of successful tenders and managed audits on several newly established academy schools. • Spearheaded the implementation of robust internal controls and managed budgeting, forecasting, CVA exit plan development and board-level reporting. • Managed communications with a wide range of stakeholders on behalf of clients, including finance providers, solicitors and HMRC. • Ensured optimal performance through coordinating targeted and effective training and staff development.

Education record

ACCA Practising Certificate with Audit (2016) ACCA Certificate in International Financial Reporting (2005) ACCA Qualified (2000)

Bsc (Hons) Computer Science & Accounting