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 Contributions- Rebuilt the billing system for scan fee calculations, implementing a full-stack solution using MySQL, Alteryx, and a bespoke Node web application front end. Using more sustainable and future proofed technologies.- Integrated multiple systems to create PowerBI dashboards from diverse data sources for the executive team, for example utilizing APIs within Adaptive and Dynamics CRM.- Developed basic machine learning models with Python to enhance income forecasting.- Constructed a comprehensive forecasting model in Workday Adaptive, managing the migration of Excel files and logic into the new platform.- Automated numerous manual processes using Alteryx, significantly improving efficiency and accuracy.

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 costs against revenue and long term revenue/expenditure trend analysis.- Streamlined the prepaid revenue process resulting in a significant time saving and improved clarity.- Introduced macros into several lengthy processes to improve the month end timeline.- Created the budget working papers for 2019 and 2020 to be used across all 100+ sites.- Created the tax packs used in both the preparation of the stat accounts and the tax return.- Improved the process regarding bench marking to improve clarity

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 of year forecasting and the revenue budget for the following year, by liaising with product managers and the sales team. Key Contributions:• 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 closely with the department during budgeting and forecasting.Key Contributions:• 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 queries. Key Contributions:• 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 as approving and managing all payments made outside the system, processing refunds and booking manual journals to reflect the transactions.Key Contributions:• 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 with regards to payments and providing confirmations and trace for paymentsKey Contributions:• 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. Assisting customers with setting up repayment plans for the long and short term, mainly through preparing income and expenditure statements.Key Contributions:• 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 and maintaining the RBS accounts system.Key Contributions:• 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