Prepared weekly management reports and KPI dashboards for the Senior Partners of the firm: realisation, utilisation, and collection rates; accounts receivables; billable hours vs collected hours; and a complete financial summary of all open cases – work in progress, outstanding balance, recurring revenue, etc.Drafted SCCO (Senior Courts Costs Office) compliant Detailed Statute BillsPrepared Costs Budgets (Precedent H), Budget Discussion Reports (Precedent R), and Statement of Costs (N260)Worked with Specialist Costs Lawyers to draft Bill of Costs for Assessment by the SCCO in order to recover Clients’ Costs from the Other Side after successful Litigation or Alternative Dispute Resolution

Enhanced management reporting by automating specific reports and preparing auto-updated dashboards. This reduced man-hours spent and generated useful insights for the businessPerformed working capital analysis to identify potential costs savings that can be obtained through improvement projects, such as reducing credit days provided to clientsMaintained close relationships with the client base, communicated with them on a regular basis, and acted as aliaison between the company and the clientIdentified employee onboarding as a key business problem via turnover analysis; led the development of training guides for entrants in the finance department; and collaborated with HR in implementing pilot programmes for new recruitsLed the team in the preparation of annual budgets; monthly cash flow forecasting; and management reporting dashboards during the normal course of the financial year

Supported the preparation of the annual budget for the business and obtained budget inputs from relevant departments. Prepared templates for tracking budget versus actuals and obtained monthly actuals dataDeveloped monthly cash flow forecasts by liaising with relevant department headsPrepared and presented reports requested by senior management on a monthly basis: sales reports, expenditure analysis, employee statistics etc., analysed performance data trends and detected anomaliesProduced key accounts summaries for the CEO by identifying top clients and key metrics to be included for reporting such as sales volume, number of monthly orders, on time delivery etc.

Developed an understanding of the business and operating modelCatalogued the management reporting requirements of the CEO and key stakeholdersDocumented and presented financial processes and systems through working closely with relevant departmental stakeholders