Jason Burman Fcca Email & Phone Number

Ipswich, England, United Kingdom

AIMS is the UK's largest national association of local business accountants. All AIMS Accountants hold professional accountancy qualifications and whilst operating locally work within a framework supported by a London-based Head Office Team.I work with clients to help them develop their business and reach their goals. I take time to understand their business and challenges to enable me to add value through a more personalised service.At AIMS Accountants for Business I take care of clients' accounting and tax issues to allow them more time to run their business.

Ipswich, England, United Kingdom

Basildon, Essex, United Kingdom

Specialising in Personal Pensions, Finance and Regulatory Change. Project based role providing technical advice on system architecture for a UK Platform proposition working closely with Programme and Project Stakeholders internally and externally.Role encompassing requirements gathering, functional specification reviews, business process mapping, testing, procedure updating & reviews, training plans & delivery and operational readiness with internal and external stakeholders. Experienced in facilitating and leading workshops and meetings with multiple stakeholders.Operational Readiness Workstream Lead for Training, MI, Offshoring, FTE Model. Created and delivered pension training material, plans and success measures Onshore and Offshore as part of Operational Readiness work prior to migration onto new software.Post migration led team responsible for Business Readiness of all Operational Change and Regulatory Change working with Project Managers, Business Analysts, Developers and Operational teams to assess business impact, document benefits, prioritise and roll out change, ensuring that operational teams were prepared and ready for each delivered.

Colchester, United Kingdom

Managing, refining and developing all aspects of the day to day SIPP Administration and Client Accounting Operation;Responsible for all aspects of PIRAS return submissions of monthly (APSS105) and annually (APSS106 and APSS107)CF10a of the company, ensuring Client Money rules adhered to including submission of Client Money Asset Return (CMAR) reporting to FCA;Completion and submission of Pension Scheme Data reporting to the FCA;Member of the Executive Management Team.

Ipswich

Client ReportingSet up and lead team responsible for ensuring that all pension annual statements and ad-hoc drawdown valuations for clients and advisers delivered on time, accurately and to a high professional standard;Accounting for and reconciling complex property transactions between multiple SIPP policies;Researched, designed and implemented new "annual reporting pack" giving the customer and the IFA a simplified but still detailed record of their SIPP policy.SIPP AdministrationHandling new business enquires; Processing new SIPP applications, pension contributions and all aspects of pension transfers; Taking and placing investment instructions on behalf of clients; Handling Income drawdown requests, calculating and paying out tax free cash and pension income;ManagementAttending and contributing to regular board meetings and operational management meetings to develop and grow the business;Part of the Operational Management Team responsible for developing the TOM of the business ensuring that services provided delivered a high customer focused service.Additional ResponsibilitiesProject Lead for A-Day Pension Simplification changes;Business Continuity Manager setting up and implementing the Business Continuity Plan.

Felixstowe

Responsible for all aspects of accounts from Purchase Ledger, Sales Ledger, Bank Reconciliations, Payroll, VAT, Budgeting, Cash Flow forecasts, Management Accounts and Financial Accounts

Ipswich, Colchester & Lowestoft

Responsible for all aspects of accounts from Purchase Ledger, Sales Ledger, Bank Reconciliations, Payroll, VAT and Management Accounts

Stowmarket

Responsible for Purchase Ledger, Sales Ledger, Bank Reconciliations, Payroll, VAT, Budgeting, Cash Flow forecasts, Management Accounts and Financial Accounts

Colchester

Preparing accounts for sole traders and partnerships from their bookkeeping records.Leading and managing audits of small to medium sized companies. Managing the practice payroll bureau. Preparation and submission of VAT Returns

Ipswich, United Kingdom

Preparing accounts for sole traders and partnerships from their bookkeeping records. Assisting on audits of small to medium sized companies. Preparation and submission of VAT Returns

Accountancy And Finance

Prince2 Foundation, Project Management

PRINCE2 Foundation

Cf9 - Pension Simplification

Financial Planning Certificate I, Ii & Iii

Aat, Accounting And Finance

Diploma, Business And Finance