Katherine Lambert Email & Phone Number

Guildford, England, United Kingdom

As a Finance Business Partner, I leverage a variety of software tools, including Adaptive, Alteryx, PowerBI, MySQL, and Dynamics, to meet the company's reporting requirements. I play a crucial role in forecasting and preparing revenue models, building dashboards, and generating reports to facilitate informed decision-making across the business.Key.

Camberley

Nov 17 - July 18 and Oct 18 - May 19Management accountant and key point of contact for 23 leisure centre sites regarding budget and actual spend. Preparing accruals and prepayments across all 100+ sites, including being the key contact regarding prepaid revenue and electricity.Key Contributions:- Created new reports looking at the efficiency of staffing.

Sydney, Australia

• Promoted to Revenue Analyst, this involved covering the maternity leave of the Senior Revenue Accountant for 4 months and being the main point of contact for the business for revenue enquiries. As well as preparing end.
• Creation of new KPI report, by liaising with all the key stakeholders and presenting it in a format to be discussed in monthly executive team meetings, as well as displayed around the office
• Prepared the revenue budget for 2016
• Improved sales performance reporting, including meetings with the Sales EGM, CEO and Finance Manager to discuss findings and provide insights where necessary
• Learnt to develop in TM1 and built 2 cubes to automate current manual processes (cash flow forecasting, sales pipeline)
• Won the company High Achievers Award for 2016 and attended the prize trip to Hawaii

Sydney Area, Australia

• Owned the commission process for over 100 people over 35 unique commission plans and across 4 companies. Business partnered with the Sales EGM providing monthly reporting on the department P&Ls, as well as working.
• Streamlined the commission process allowing a reduced headcount in the team
• Standardised and offshored many manual process allowing a greater focus on analytical and value add reporting
• Created the sales performance report to give the Sales EGM and unbiased view of his teams performance

Wollongong Area, Australia

• Maternity cover. Assisting with the management accounting and administration for the office.Key Contributions:
• Creating and maintaining the management accounting for the company

Farnham, Surrey, United Kingdom

• Maintained the bank reconciliations for the 5 commission accounts. Owned the broker commission process, ensuring broker were paid inline with agreed SLAs and also became the key point of contact for any external broker.
• Wrote all the formal procedures for the commission process
• Reconciled historic broker accounts and cleared old balance from a 5 year period
• Maintained the bank reconciliations across 5 different currencies (USD, THB, GBP, EUR, CNY)

Farnham

• Promoted to accounts assistant, this involved managing the bank reconciliations for the claims accounts, keeping in close contact with claims to ensure accurate and timely reporting to the company accountants. As well.
• Supported an increase in productivity levels by streamlining accounting process through excel
• Prepared and delivered accurate monthly reconciliations under quick turnaround timelines

Farnham, Surrey

• Ensured claims were correct and paid out within service level agreements, ensured all payments were correctly entered into the system and correct any claims submission errors. Dealt with queries from claims department.
• Assisted with large projects throughout the year aimed at clearing historic items.

Farnham, Surrey

• Collecting early arrears on mortgage accounts primarily via telephone, but also through mail. Dealing with customer queries regarding payments and ensuring all information is accurately logged onto the system..
• High collection rate, with promised funds consistently coming in when stated.
• Good customer service and repayment plans that consistently kept customers out of arrears.

Fleet, Surrey

• Collecting arrears on credit cards and negotiating with customers on payment dates and payment plans over the telephone. Dealing with queries in relation to the defaulting accounts and subsequent payments, and updating.
• Obtaining the highest success rate of payments received and value collected in 3 out 6 months

Professional Qualification, Accounting

Full Member of ACCA

Bachelor Of Science - Bs, Computer Science

Level 4 Diploma In Accounting, Accounting

Completed level 4 diploma to become a member of the association of accounting technicians (superseded by ACCA membership)

As Levels, 5 As Levels B-E

Gcse, 11 Gcses A-C