Lucy Beecroft Email & Phone Number

Penrith, GB

Penrith, GB

Sheffield, England, United Kingdom

Penrith, England, United Kingdom

• A Chance for Life Limited is a specialist in Rehabilitation Support Work, Case Management, Physiotherapy, Occupational Therapy and Medico-Legal Reports. It operates across the north of England and Scotland, employing.
• Participation in Senior Management meetings, reviewing company strategy and plans. This includes presenting financial information to my peers in the team.
• Preparation and presentation of timely and accurate management accounts, KPIs and financial forecasts to tight deadlines. Development and implementation of KPI reporting for the fee earning members of staff.
• Working with external accountants and the Company Secretary to ensure that the statutory reporting and tax filing deadlines are met, including producing annual reports and information for external accountants.
• Overall responsibility for IT and Office Management functions, including the provision of the ACFL “external IT department” and software procurement.
• Overseeing the processing of purchase invoices including managing supplier accounts and setting up supplier payments.

Carlisle, England, United Kingdom

• In this role I was a member of the Finance Head Office team responsible for:
• Preparation of annual budgets, quarterly forecasts & monthly management accounts (P&L, Balance Sheet, Cash Flow & Sales Analysis) for 4 companies within the Carr’s Engineering group.
• Review of actual performance against budget and forecast providing analysis for any variances identified.
• Preparation of a fortnightly cash forecast for each business.
• Preparation and review of capital expenditure proposals.
• Quarterly preparation of the VAT returns for 4 companies within the Carr’s Engineering group.

Dovenby, Cockermouth, Cumbria

• In this role I was a member of the senior management team running the Cumbria Community Foundation on a day-to-day basis and supporting the Board of Trustees. I attended quarterly Trustee meetings where I presented.
• Production of management and statutory accounts.
• Act as Company Secretary responsible for completion and submission of due returns to Companies House and to the Charity Commission.
• Internal management of invested funds and support to the Investment Committee.
• Overall responsibility for the payroll and pension scheme arrangements.
• Support and participation in meetings concerned with the governance of the Foundation.

Kendal

• In this role I worked for an SME manufacturing organisation supervising three members of staff covering purchase ledger and sales ledger. In the short time I was with the company I implemented many improvements and.
• Regular interpretation and communication to the Board and relevant senior managers of the company’s financial performance and financial position.
• Input to / preparation of financial forecasts. (Sage 50 Forecasting 2007)
• Providing accurate and timely management information, including monthly management accounts and reports to inform management decision-making.
• Design and maintenance of an appropriate system of financial controls.
• Design and maintenance of the company’s accounting records.

Field Based

• Project management of a strategic cross business initiative: Transfer Pricing
• Change management
• Effective communication
• Process design
• ERP system integration

Field Based

• Project management of ERP implementation projects into manufacturing, sales, and head office sites
• Development & delivery of the Business Intelligence reporting solution for Infor SyteLine ERP
• Facilitation & documentation of business process mapping for all areas of the business
• Education & training for end users in Infor SyteLine ERP

Cumbria

• Lead, build and develop the financial accounting team (6 team members) to ensure accurate and timely reporting of financial information to a variety of end users (board, group holding company, management team, shop.
• Quarterly forecasts and annual budgets
• Management Accounts
• Capital Expenditure Proposals
• Maintenance of cash position in line with forecast, with particular responsibility for creditor days.

Cumbria

• Successful development of newly created role
• Supporting the board of directors by providing commercial and financial analysis to ensure business success
• Supporting the sales force, especially the sales director, in providing commercial analysis and advice on new contracts, tenders and ongoing business
• Developing reporting mechanisms to show sales & margin performance against forecast and budget that were used as tools for improvement.

Basildon

Manufacturing Business Office (Planning & Finance), Europe & South America

Trading Control (Buying And Merchandising): London

New Business Team: Taunton

Fcma, Cgma, Accounting And Business/Management

Bsc (Hons), Chemistry

Activities and Societies: Explorers