Responsible for the day to day finance of the sister company providing property insurance (CLS PI)Preparation of Annual Budgets and heavily involved in the Annual Strategy Document with the Board of Directors.Submission of insurance bordereau, monthly payments and weekly review of all monies received to ensure that these are segregated correctly for compliance.Providing weekly and monthly sales figures to the Senior Management Team to review live performance against BudgetMaintain financial ledgers and accounting processes, as well the preparation of quarterly VAT returnsCalculating monthly rebates for our large reseller clientsProviding monthly tracker of performance against targets for the BoardPreparation of monthly Finance Board PackMaintaining the function part of our website backend and ensuring this continues to integrate with our Accounting Software

Responsible for the management of the finance function, overseeing the finance team, and directly reporting to the Managing Director.Maintaining financial ledgers and accounting processes, as well the preparation of monthly group VAT returns.Preparation of Quarterly Company & Consolidated Management Accounts, and Consolidation Annual Forecasts for the Group and also for potential acquisitions.Managing the auditor relationship by being the main point of contact for the auditors.Responsible for maintaining the relationship with banks, as well as producing Monthly and Quarter Financial Information packs. Oversee all tax and regulatory compliance issues, and the preparation and submission of information to statutory authorities including HMRC.

Reporting directly to the Audit Manager and Audit Partner and I was responsible for leading the audits for a portfolio of clients covering Plcs, AIM Listed, Limited Companies, and FSA regulated companies.Man management of up to three staff, supervising, mentoring, training and appraising junior part qualified staff after the audit.Lead audits and managed the audit team to ensure audits are of the highest quality for a wide variety of clients encompassing: Financial Services, Insurance Underwriters, Services Companies, Pensions, Telecoms, Engineering, Technology, Pharmaceuticals, and Charities (SORPS).Planning of and undertaking analytical review, control based and substantive audit, setting budgets, identification of risk issues to both UK GAAP and occasional IFRS reporting standards and attendance at closure meetings.Drafting an audit findings report, summarising control weaknesses and problems found within the audit, and making adjustment to the accounts and preparation of management letter.Design and implementation of control systems to highlight deficiencies in internal controls, making recommendations in the management letter, advising what the implications were and what to do to improve them and to mitigate risk.Operating and Effectiveness performing detailed walkthrough tests on the controls both prior to and after the firm’s year end to see if controls are operating correctly and whether they are effective in what they do.Focal point of contact for client stakeholders, liaising with Financial Controllers and Financial Directors.Researching and resolving audit issues and providing support on technical matters to trainees.Preparation and analysis of annual financial reports for client firms.