Samuel Lee Email & Phone Number

London, England, United Kingdom

• Preparation of month end management accounts and posting of journals.• Built an Excel based SOPL reviewer that integrates with existing management account working papers. This reviewer provides a predicted SOPL after adjustments. It allows myself and my peers to check the P&L on the fly and better control the accuracy of adjustments while working on month end accounts.• Provided breakdowns and analysis of month end P&L for the purposes of board and operations meetings.• Maintained tracking of CAPEX and exceptional costs for the purposes of meeting covenant criteria.• Built an Excel based business rates tracker for the purposes of recording business rates costs prepaid in the financial year, tracking costs accrued on multiple empty trader units and applying discounts/relief where eligible. My supervision of this area of the business has allowed us to clear down historical rates costs and improved cashflow projections via application of rates relief. • Monthly credit card reconciliation for 8 to 10 individual cards with an average volume of 100 transactions per card per month. • Reconciliation of bar sales and additional POS sales entries.• Raising and processing payment runs as well as ad-hoc payments.• Training and co-ordinating workflow with new staff with regards to the finance function and how it integrates with the rest of the business.

London, England, United Kingdom

• Utilized DEXT invoice processing and Xero accounting software to perform daily bookkeeping for SME and Freelancer clients, ensuring accurate and timely financial reporting.• Demonstrated expertise in compliance accounting, including preparation of VAT Returns and assisting with financial reports to help clients meet regulatory requirements.• Provided specialist bookkeeping services and reconciliations, acting as an outsourced finance function for the independent and artisanal coffee shop sector within the hospitality industry. Consistently solved problems with a focus on improving financial performance and increasing profitability.• Contributed to the preparation of management reports, providing key insights and recommendations to improve financial decision-making.• Proactively managed company secretarial responsibilities, including initiating and receiving professional clearance requests, setting up MTD for clients, and obtaining HMRC authorizations for agent access.• Demonstrated leadership skills by mentoring a new AAT trainee and assuming a leadership role in the absence of the Line Manager, ensuring the successful completion of tasks and efficient operations.

London, England, United Kingdom

• Assisted in preparing year-end accounts using Iris Accounts Production software, ensuring accuracy and compliance with relevant accounting standards.• Skilled in using Excel for preparing working papers, including advanced features such as filters and conditional formatting to enhance data analysis and presentation.• Effectively communicate with clients, partners, and HMRC via email, letters, and phone calls to obtain necessary information for accounts production and maintain client records in accordance with GDPR regulations and industry best practices.

Salisbury, England, United Kingdom

• Successfully managed a team responsible for the daily operations of swimming pool, gym, studio, and treatment room facilities, ensuring the highest standards of health and safety, as evidenced by positive results in audits and inspections.• Collaborated with intra and inter club management staff to develop effective strategies for driving sales and revenue growth.• Fostered a culture of continuous learning and development among staff, setting and achieving SMART objectives and conducting regular performance reviews. Implemented team building and training days to improve communication, teamwork, and productivity.• Established and maintained productive relationships with external stakeholders such as treatment room licensees, fitness instructors, and personal trainers, resulting in increased bookings and revenue for the club. Developed creative partnerships and promotions to attract new business and retain existing clients.

United Kingdom

• Taught functional strength and techniques using calisthenic training principles to individuals and groups.• Conducted energizing spin, Tabata, and circuit classes with proficiency and enthusiasm.• Demonstrated expertise in providing personalized one-on-one training sessions and engaging group sessions.

Southampton, United Kingdom

• Collaborated with the management team at Holiday Inn Southampton to provide outstanding service and hospitality to hotel guests and external members of the health club.• Led a team of five individuals in daily operations, including managing swimming pool, gym, Jacuzzi, and sauna facilities, conducting regular health and safety audits, filling out COSHH forms, and completing risk assessments.• Worked closely with marketing consultants to design and implement strategies aimed at increasing club membership, sales, and retention.• Fostered relationships with external stakeholders such as the Ministry of Defence and fitness instructors who use the club's facilities to conduct their services.• Ensured that junior staff members were trained to meet company expectations and adhered to health and safety audits.• Provided personalized one-on-one training services to club members and created exciting and engaging fitness plans to help them achieve their fitness goals and maximize their membership benefits.

Hong Kong

• Collaborated with cross-functional teams to build and support multiple departments within the organization.• Facilitated on-the-job training and provided personal development support for new and existing team members to ensure a smooth transition and promote growth.• Led a high-performing team to consistently deliver exceptional service on the restaurant floor, as well as for corporate and private events.• Organized and executed team-building and self-development events to foster a positive and cohesive work culture among internal staff.

London, United Kingdom

 Fitness instruction for one to one and group classes. Daily engagement with customers/clients to ensure that they have a pleasant experience when using the training facilities. Engagement with company personnel like General Manager, Assistant General Manager and other Trainers to assist in running the daily gym schedule as well as executing marketing strategies.

 Online Marketing of retail clothing using social media platforms and interpersonal influence within a niche market. Pioneering ambassador in representing the brand in the Calisthenics fitness community. I helped to liaise with influential members of the calisthenics community to further market the brand and spread interest for athletes to become ambassadors.

Stoke-On-Trent, United Kingdom

Keele University, Newcastle-U-Lyme, Staffordshire, United Kingdom

Responsible for assisting the duty pharmacist with dispensing of prescription drugs.

Aat Level 2 Certificate In Accounting, Distinction

Certificate Of Higher Education, Pharmacy

Activities and Societies: Fencing, Asian Culture Society, Hong Kong Society

A Level

A-Levels in Maths, Biology and Chemistry (BBB)