Katie Ensor Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

Systems used - MS Dynamics 365 (Business Central & CRM), QuickBooks, Zoho CRM, MS Power BI, MS SQL, MS Office SuiteDefined the finance target operating model; conducted comprehensive reviews of various finance departments to provide team structure and bridge operational gaps. Creation of reporting for deferred and accrued revenue calculations, streamlining day-to-day and month end processes for AR, AP, and management accounting. Automation of existing processes using a combination of technologies including SQL, MS PowerBI, API links and MS Excel. Active role in the reconciliation of accruals, prepayments, accrued and deferred revenue, depreciation / amortisation and intercompany recharges.Prepared justifications for external auditors to explain year-on-year variances in the general ledger across EMEA, including accured revenues, taxation and commissions. Defined the finance requirements for the ERP change proposal including the chart of accounts, required API links and .csv data mapping. Designed the P2P, R2R and O2C processes and laid out a 6 phased proposal for integration. Lead third-party conference calls on the required software customisation.Root cause analysis of discrepancies in the revenue booking model. Performed audit and reconciliation of revenue and expense accounts, including working with IT using MS Power BI to implement automated reconciliations and provide reporting oversight to senior leadership. Performed a cost benefit analysis of the outsourced revenue function. Recommendation to the CFO to onshore the team which has resulted in cost savings, and increased data accuracy. Managed a team of 10 employees, combination of outsourced and in-house. Comfortable in presenting to senior leadership. Preparation of material for the board, creation of business proposals and presented at weekly meetings with C-suite senior leadership.

London, England, United Kingdom

Software used - Xero, HubSpotPreparation of financial reports for the management team, including commentary and profit growth recommendations. Creation of month-end journals for accruals, intercompany recharges and royalty payments. Implementation of transactional finance procedures, including full standard operating procedure documents for P2P and O2C, training of current staff and streamlining finance month-end schedule. Reconciliation and correction of historic errors in royalty payments, intercompany transfers and sales ledger.Cash flow forecasting across multi currencies (GBP, USD & EUR), organised large FX transfers when required.

London, England, United Kingdom

Systems used - Oracle NetSuite, Salesforce, MS Office SuiteRe-defining the operational processes across the revenue function to resolve historic errors and drive cashflow recovery. Prepared all SOPs and templates for the billing, AR, and credit control function, including the resolution of complex indirect tax issues across multiple jurisdictions. Audited the bad debt provisioning process, identified a number of historic issues. Established new processes, including resolving issues with the booking model and training all management accountants and financial controllers. Continued ongoing management and improvement of the new procedure.Identified a large discrepancy in the calculation of a sublease profit share and rent-free accruals (FRS 102) that would have led to a significant expense. Reviewed 5-years’ worth of rent increases, worked alongside Legal in interpreting the lease agreement and performed calculations to reconcile the correct profit-share, drastically reducing the calculated outlay.

London, United Kingdom

Systems used - Cargowise, AzyraTreasury management across multiple currencies (GBP, USD, EUR, RON, AED, DKK, HUF &ZAR), discussions with vendors to ensure minimal loss to currency exchanges. Ran 14-week cash flow forecasting process to ensure adequate supply of each currency.Audited the 14 entities intercompany ledgers, created a reconciliation spreadsheet utilising Microsoft excel formula to simplify future intercompany reconciling.Enhanced reporting and transparency for senior management / C-Suite by designing visual dashboards through API links between SmartSheets and CargoWise (ERP).Project lead on large AR project to target significant historic overdue balances – resulted in reducing the largest clients' 120+ days debt by 99% (from €13m to less than €20K).Developed great relationships with clients and implemented operational processes to ensure continuation of timely repayments.Engaged with the software development team to create a cloud platform for clients,operational specialists, and finance to track freight forwarding milestones, import/export tax duty documents and track invoice payments. Implementation of the new software resulted in a reduction of the outstanding debtor’s ledger by 65% and a reduction in the DSO by 41 days.

Newmarket, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Perth, Australia

Auckland, New Zealand

Auckland, New Zealand

Cambridge, United Kingdom

Education record

Ba(Hons) Open Degree, Strategic Business Management & Medicinal Science, 2:1

Bachelor Of Science - Bsc, Microbiology & Organic Chemistry

High School, Biology, Calculus, Chemistry, Classical History, English, Maths, Physics And Statistics, Level 3 (A Level Equivalence) - Awarded Excellence

Activities and Societies: Long Bay Football team, Oxygen Football team, Stage Challenge (Dance), Curling, Maths tutoring for struggling.