Keeley Todd Email and Phone Number

My technical accounting skills, coupled with my experience performing various different roles in order to achieve my current level, makes me an ideal person to take on a Financial Controller position or a project role review processes, systems implementations, improvement to reporting and controls in any organisation.

Voluntary and community led organisation working with many local groups and statutory bodies. Our aim is to enhance the quality of life for the benefit of the people of Sandbach and the surrounding area.

Day to day management of the finance departmentImprovement of sales forecast modelImprovement to accounting for projects

Member of larger team implementing Oracle FusionProcess MappingLiaising with Oracle Consultants and internal customersTraining and UAT Testing

Implementation of new P2P system (Documation).Finance lead on the implementation of the Documation Invoice Management System.Development of interface controls within the Infor M3 ERP system (1 transaction = 2 interface files) Project managed phase 1 of the purchase order module of the system.Defined test scripts for different scenarios and validation of results. Developed user notes and training sessions for employees.Formalised delegated approval structure in order to achieve electronic coding and approval in line with new approval structure through the new system - addressing the much needed reduction in GL account previously used.System maintenance, user maintenance and first line support.Assisted in accounting duties when needed - providing emergency accounting support for short notice staff changes.Developed a new more streamlined month end reporting for group consolidation to be rolled out and address inconsistencies with mapping and reporting between different legal entities.

After a short period of staff changes, the company accounts required bringing up to date and validating. Provided assistance in recruiting a new permanent resource for the business.

The company was implementing NetSuite across the different business units. The different modules cover CRM, Project Management, Project Accounting, Financial Accounting and reporting. There was no documents available on current processes being implemented or detailed reports on how the functionality has already been implemented for one business unit. Therefore learning the system functionality and trying to understand the structure already implemented was the key initial task.Review the set up in one test environment for one business unit CRM implementation, document structure, review custom v standard. Review changes to master data structure and impact on business units already using NetSuite.Review changes in functionality and impact on current and historic data Create a field issues report and recommend changes where risks and inconsistencies were identifiedCreation of work packages for the correction and final migration processReview the set up in a second test environment for a different business unit CRM implementation, document process requirements, structure, review custom v standard and against the other CRM system in development.Make recommendations on inconsistencies between the business unit requirements to ensure company level reporting is fit for purpose.

The project related to company restructure and the implementation of Salesforce, replacing MSG (Media Services Group). The MSG system had no documentation and there were no procedures available on current processes.Investigation of current data and structure to understand the business and process necessary for the new system.Definition of necessary tables for the Salesforce system structure.Creation of new structure, based on previous structure, incorporating legal entity, publications, licensed publications, issue codes, events and digital.Creation of new product structure based on the different business segments, relevant products and pricing structure.Proposal for changes on VAT control for customer invoicing – customer location with over-ride on specific products.Remapping historical transactions to be migrated to incorporate the new structure and changes to the business model to enable function reporting from go live.Prepared a detailed document on the new structure and product basis.Highlighted issues with inconsistent exchange rates used for fixed currency pricing.Suggested areas for process improvement and areas for additional control – reduction of free text fields, monthly reporting to ensure all orders are either closed, cancelled or invoiced.

SAP was already implemented, so this role was a reconciliation project with legacy system (Sage and Exchequer) from a parallel run.Reconciliation of opening balances.Correction of opening balances due to mapping issues and missing transactions from legacy systems.Correction to migrated fixed assets data due to company policy not being implemented correctly and revalued assets where key data needed to be different to normal acquisitions. to ensure monthly depreciation was correct.Highlighted issues with the implemented cost structure and assisted in the design of a revised, less complicated cost structure, that would fit the business reporting requirements (management and statutory).Assisted in the design of a new monthly report from SAP.Highlighted issues the migration process. Lack of controlled mapping files. Manual input not using mapping files. Local currency amounts for currency transactions not fixed when the data was migrated, impacting Revenue, Costs, Debtors, Creditors and VAT control accounts.Lessons learntAssistance with day to day processes in SAPAssistance with UK statutory accounts and general queries

Set up company and planned for the next stage in my career.

Implement Group projects in within finance, ensuring group consistency, alignment and control of riskKey Responsibilities and achievements:Senior User on implementation of new Group consolidation system (SAP BPC) – reviewing issues and advising on group consistent enhancements to improve the system or resolve issues. Working closely with external consultants internal key users across the group and project stakeholders. Development, agreement and issue of the first Group intercompany accounting policy and assisting in resolution of intercompany balance disagreements. Ensuring a consistent approach is maintained at group levelProject Management and study for Corporate Head Office transfer pricing review.Review and validation of costs for Corporate Head Office and the new European Head Office based in The Hague – including set up and control of cost base structure to ensure suitability for the transfer pricing process (€10m).Review of China office reporting at year end (identify and correct issues). Subsequent set up of revised reporting process for the China officeIdentification of inconsistencies across the group and proposal of solutions, taking into account the different IT implications, costs, benefits and any political sensitivities. Identified a more efficient way of accounting for a material pension cost with regard to corporation tax.Identification of risk involving control of costs and subsequent proposal to increase control. Monthly and Annual accounting for UK parent company.

Management of all finance related activities for a number of different legal entities (registered in across Europe).Key Responsibilities and achievements:Financial accounting, group and local reporting for a number of different legal entities (Aviation operational, Head Office, Property management and Financing) and co-ordination of all audits.Key user for the UK for the implementation of new Group consolidation system (SAP BPC). Involved in system spec covering different requirements for different legal entities. Testing of system and training of local staff.Revenue accounting ($2.5 billion +) and accounts payable function for a number of different legal entities.Developed a customer query log to monitor issues, identify improvements and maximise customer satisfaction.IAS19 and FRS 17 Final Salary Pension Scheme Accounting & allocation basis for top up payment.Designed and implemented new Tender to Contract tool for Sales & Marketing (200 customers, approx. 400 tenders per annum).Developed and implemented a new control process for UK based tax equalised employees. UK Super user for SAPChange of functional currency for a number of different legal entities (GBP/EUR to USD)Design and implementation of a new employee expenses claim form.Design, implementation and training of admin staff for a new business travel approval system after a key issue was raised by internal audit.Design, implementation and training of credit control staff on a more automated solution for debtor allocation across the Aviation group, including a control reconciliation back to SAP.Staff: 3 Direct reports with 4 indirect reports.

Consolidated Management Reporting for Q8 Aviation including performance review of resultsConsolidated Annual Budget and 5 year planManagement of IT department