Contract role leading the Accounting team of a tech-enabled homebuilder start-up during a period of hypergrowth. Key responsibilities• Doubled the size of the team to support rapid business scaling, and upleveled experience and skillset of team members. • Hands-on leadership of the month-end close process, including close collaboration with external administrators and JV partner. Delivered monthly financial close meetings reporting results to the CFO and finance team.• Worked with Procurement, project managers and tech team to improve efficiency of the AP process.

Contract role leading the day-to-day operations of the Accounting department of an $8bn credit union including GL close, financial reporting, regulatory reporting and accounting operations.Key responsibilities• Stabilized the team including recruitment of an Accounting Manager• Worked with team of external advisors and internal audit to critically assess functions & identify control weaknesses• Formalized balance sheet account reconciliation process & worked cross-functionally to remediate long-term issues.

Led a team of 12 managers and analysts responsible for the production of the bank’s highest profile regulatory reports during a time of considerable change.• 170 reports filed on time with the Federal Reserve Bank and other regulatory agencies every quarter, including: FFIEC 031, FR Y-9C/LP, FFIEC 009, Y-8, Y-11, 2644, 2900, 2420, TICs and BEA reports.• Performed in depth reviews of reports in line with tight deadlines, ensuring strong controls, including reconciliations and variance analysis• Collaborated with business unit controller teams, to accurately report new banking products and to implement regulatory reporting changes• Interpreted regulatory guidance, to ensure compliance• Collaborated with project teams working to automate report production process

Headed up a team responsible for reports including the FR Y-9C and Call Report (FFIEC 031).

Relocated to the San Francisco Bay Area in July 2014. Subsequently obtained work permit (Employment Authorization Document), permitting me to work for any employer.

Led the Group Reporting team and oversaw the financial reporting process on a group and individual entity basis, in support of the Group Financial Controller.Key achievements• Managed the quarterly Group consolidation process, providing high quality information for the associated results presentations and Annual Report.• Oversaw the completion of all individual entity financial statements (IFRS and UK GAAP). All submissions were filed on a timely basis despite the increasing complexity of the group’s structure.Key responsibilities• Directed the consolidation, preparation and review of quarterly group results for presentation to all external and internal stakeholders.• Provided technical support and advice on financial accounting matters for Board and auditor approval.• Co-ordinated the risk reporting process, including identification procedures, standardization and reporting.• Liaised with partners, ensuring accurate consolidation and reporting of internally- and externally-managed JVs.• Managed relationships with external and internal auditors, Company Secretariat and Tax.

Reporting to the Group Financial Controller, led the management accounting team, who were responsible for the production of quarterly management accounts, monthly capex reporting and group budgets and forecasts.Key achievements• Developed an automated capex reporting process, used for monthly executive team review meetings.• Comprehensively redesigned the Group Management accounts pack, introducing KPIs to enhance clarity of reporting.• Streamlined quarter-end and year-end processes to speed up reporting.• Designed and produced a detailed new monthly reporting pack for a new JV partner.Key responsibilities• Co-ordinated the annual budget and quarterly reforecast process to update an integrated income statement, balance sheet and cash flow statement model.• Liaised with external stakeholders including capex budget holders, externally managed businesses and JV partners to provide a detailed analytical review.• Provided a detailed weekly cash flow forecast to assist with borrowing, acquisition and disposal decisions.

Led a team responsible for management reporting and transactional processing for the Covent Garden estate, reporting directly to the Finance Director. Co-ordinated preparation of budgets and forecasts, as well as reporting of actuals and KPIs for the diverse property portfolio. Key achievements• Built strong working relationships with the business’s external finance teams and partners, significantly improving communication flows.• Established a remote team to transition responsibility for the Covent Garden estate’s transactional processing from an external managing agent.

Managed a team responsible for ensuring first time compliance with SOX 404 (internal controls over financial reporting), reporting directly to the European CFO and UK CEO of lending division CitiFinancial Europe. Developed a cohesive suite of documentation, employing a risk-based approach to map operational and reporting processes. Established a network of contacts spanning all UK business sites.Key achievements• Recruited and managed a team of five qualified contractors.• Successfully met all deadlines associated with the project, achieving satisfactory audit sign-off.

Oversaw a team responsible for producing UK and US GAAP monthly management accounts and financial statements, and for co-ordinating self-assessment testing of internal controls, as well as monitoring issue resolution.Key achievements• Devised and continuously developed a new monthly reporting pack with comprehensive analysis for senior management, which became a key part of the control environment.• Managed a high-profile project to correct historic consolidation adjustments through to a successful conclusion.• Implemented a new consolidation system, which was used for all types of reporting.

• Managed audit teams, which entailed planning and budgeting, in-charging the fieldwork and auditing of the financial statements.• Clients included a listed property company and a science/engineering plc.• Secondment to the corporate tax department, involving the preparation of tax computations, and provision of audit clearance for tax in the financial statements.