Leading the Charity’s finance team (4 team members). Development of budgets on organisational and team levels. Implementing process changes with team leaders to enhance efficiency. Business partnering role within teams to improve quality and accuracy of management accounts and financial understanding across management team. Providing advice and assistance on the future financial direction of the organisation, including the use of reserves, and viability of bids for new work. Working with fundraising team. Overseeing operation of ICT within the organisation including management of relationship with third-party consultants and CRM, including development of IT plan and budget. Management of audit process and agreements with third-party suppliers.

Providing oversight on financial matters. Leading the development and delivery of financial strategy and annual finance planning. Responsibility for the HR function (100 employees). Managing the charity’s risk register, insurance, pensions arrangements and all contractual and legal matters. Reporting to the CEO, board of trustees, and sub-committees on all aspects of finance & HR matters. Leading on financial aspects of project to implement new CRM and related systems and advising on successful re-tender bid for contract worth £10m with local authority.

Managing a portfolio of external audit and accounting clients (up to £30m in incoming resources) with a focus on education. Leading on finance aspects of project to carve-out of music service from local authority into an independent charity. Preparing and presenting reports to management and audit committees/boards. Mentoring audit teams and acting as internal lead on project to move to Sharepoint.

Finance lead in project for setting up of new academy school with responsibility for the preparation of financial information for the academy and sponsor principal, senior management team, local authority and department of education. Implemented new accounting system and oversaw external audit process. Responsibility for overseeing management of non-teaching staff.

Audit Senior Manager for not for profit and owner managed businesses at BDO Canada and Deloitte Canada. Clients included provincial bodies (Calgary Economic Development Authority, Calgary Parks) and car dealerships with turnover up to $200m. Canadian Reciprocity exam for CA designation passed at first attempt (September 2008).