As of July this year Wilson Henry has been acquired by Sedulo, The future looks bright.

Partnership manager (2004 to 2006)- Preparation of monthly management accounts from bank recs to commentary- Tidy up time & fees ledgers- Introduction of rolling monthly cashflow control sheet- Production of yearly budgets- Payroll- Management of IT equipment- Source and setting up on a rolling basis of computers for team members- Oversee installation of document management system- Maintain all software systems used within the company and liaising with the relevant support.- Regular upgrade of accounting software when releasedCorporate finance & advisory (2006 to current)A varied role, covering aspects of corporate finance, computerised accounting systems advice, training, installations and customisation. At the same time continuing to manage the firm's internal IT systems.Corporate Finance- Assist with production of business plans and applications for funding- Set up and production of monthly and yearly forecasts for clients- Integration of forecasts into management reporting packs.- Set up of internal reporting sheets on debtors for management team, integrated into Sage for considerable time savings.Training - Sage training (main products)- Internal training of team on most software packages used including advanced Excel and best practicesOther- Design of integrated MIS reporting pack (linked into accounts software)- Customisation of the above to meet clients specific needs- Sage installations (local and network)- Customisation of Sage installations to meet clients reporting requirements.- Sage report writing - Advice to clients and purchase of Sage software to installKey achievements to date• Creation of excel Sage reporting packs for use by clients - Standard - Departmentalised - Charity reporting• Installation and management of paperless office system• Management of all IT systems• Personally accredited with Sage for the firm to become a Sage Partner

Maintenance of IRIS Time & Fees LedgersMonthly management accounts preparationCashflows VAT returnsPayrollForecasting (weekly, monthly & yearly)Sage training and implementation for clients

Initially joined to help directors setting up the company and provide due diligence/forecasts on potential investments, part of the role involved maintaining the companies own books accounts, VAT, Payroll etc.• Monthly Management accounts• Preparation/Reporting on management accounts of investments• Payroll• VAT• Forecasting (yearly and weekly)

Temporary work through Hays Personnel while looking for the next job to take forward.

Followed one of the partners from Jacksons to fill this role, the task was to devise and implement a monthly management reporting pack for the board, this information was also to be used to find investment to repay some loans and continue with the company’s expansion, at its peak we had 100 stores operating throughout the UK. Ultimately the investments could not be found and the company was put into administration during this period my role changed to provide information to the administrators with a view to selling the business. A consortium did take over the company but they could not find the money to invest in the IT and stock to allow the company to compete in the market place.Key roles over the time included:• Implementation of new management accounting system• Production of monthly management accounts for the board • Debtors collection from the major mobile phone operators• Company payroll for over 300 staff with commissions and store bonuses• Cashflow control• Planning and forecasting for company store by store and globally.• Liasiing with internal auditors over stock in stores and valuations etc• Control of annual audit, liaising with PKF in all aspects up to sign off• Management of team responsible for creditor ledger, branch bankings and other stores management.• Put in place controls to recognise non cash sales and loan repayments typical with the industry at the time (loan repayments by contract sales volumes)Other achievements• Investigation and ultimately negotiations with HMRC for a £120,000 VAT refund in relationship to past overstated VAT returns by previous financial controller.• Part automation of income stream approx. 8,000 transactions per month into our database where previously all hand keyed, freeing up 1 full time job to be allocated elsewhere in the business.• Dealing with administration with all financial information required allowing them to keep hold of a significant property which had a charge held over it.

Accounts preparation, Audit work (including The Phone People) and supervision of a small team.

The formative years of my accountancy career, I was given lots of hand-on experience preparing accounts from computerised and paper records along with audits, VAT returns and charity accounts for audit by the ESF.

Pets Pleasure was the and offshoot of the trading arm of the world wildlife foundation (but not linked),Assisted with setting up the office and a bespoke computer system to deal with order processing, picking lists and data collection. Using SuperCalc to create a reporting platform for catalogue stock and sales.