James South Email & Phone Number

Norwich, Gb

Easton

Since joining the Diocese, my role has expanded and I feel that I am a key reference point for both internal and external contacts in areas covering financial queries as well as queries on other topics outside of my department, with a strong focus on customer support.Key achievements include :- Creation and ongoing maintenance of an Excel accounts workbook, which can be used by volunteer treasurers to prepare receipts and payments accounts in the required statutory format, as well as automatically completing a supplementary form which is required by the national church. Currently 110+ treasurers are registered to the associated mailing list. The workbook has also been rolled out to Google Sheets which allows automatic submission of data, making a minimum five minute job take about five seconds- Preparation of reports for executive and senior staff meetings and occasional presentation at these- Creation and maintenance of system for measuring statutory parochial fees received by the Diocese and supporting detailed procedures document to provide clarity to interest parties- Delivered presentations on financial topics relevant to the particular audience covering topics such as Gift Aid/Gift Aid Small Donations Scheme and Statutory Fees- Deal with various queries from volunteers on a broad variety of topics both finance and non finance related demonstrating excellent customer service skills- Production of spreadsheets which assist with the creation of annual parish share requests, a key component of Diocese income- Prepare accounts to draft stage for an associated grant issuing charity as well as a growing Community Interest Company- Responsible for one other member of staff, overseeing workload and providing mentoring support both for work and study

Norwich, United Kingdom

Worked in various teams across the Fiduciary Accounts Department, dealing with both market (insurers directly) and clients (via branch offices).A key part of my role included the preparation of clear technical explanations in relation to reconciliation differences (usually due to incorrect interpretation of the agreed brokerage paperwork or tax rates applied) to allow either the branch or local office brokers to amend transactions to ensure companies clients paid the correct premium, ensuring that insurance coverage was in place.Duties included:- Spent time both in the UK and India training offshore colleagues on a one to one basis and also through the preparation of detailed workflow documentation which could walk them through certain tasks.- Accounts reconciliation and settlement. When dealing with branch offices, full reconciliation of inter-company account balances through access to local offices accounting systems and reports. - Resolving outstanding queries, including aged queries over three years old, which required detailed review of technical files, insurance agreements, endorsements (where coverage had been amended), tax schedules and then liasing with the necessary parties.- Communicating with colleagues in London, New York, Australia and Canada to ensure prompt and accurate collection of receivable balances to ensure clients insurance coverage was unaffected.

Acca, Accounting

Education record