Sandra Howard Email & Phone Number

Projects included:- a review of trust charging clause issues- review of anti-money laundering and KYC documentation and implementation of new procedures - the physical move of the trust business to Canary Wharf- as part of a small team the sale of the trustee businessOther Responsibilities:- monthly analysis of company financials- supervision of the administration function

Projects included:- transfer of accounting and support duties to another group office along with provision of support and training- implementation of scanning procedures and a time recording system.

Management of the accounting and secretarial functions including supervision of the production of annual accounts for each trust, and supervision of the trustee fee calculation and collection process. Preparation of the annual budget, monthly financial reporting and analysis. Projects included:- design and implementation of new fee charging and collection systems, - improvement of the annual accounts processes including increasing the number of accounts produced from… Show more Management of the accounting and secretarial functions including supervision of the production of annual accounts for each trust, and supervision of the trustee fee calculation and collection process. Preparation of the annual budget, monthly financial reporting and analysis. Projects included:- design and implementation of new fee charging and collection systems, - improvement of the annual accounts processes including increasing the number of accounts produced from 20% of trusts to 100%. Show less

Responsible for two staff in respect of accounting, regulatory and statutory reporting and adherence to the client money regulations for the unit trust management company. Preparation of annual budget.Provision of management and statutory accounts for the UK and French marketing and sales companies, project costing and cost allocation within the group. Calculation of fee and cost division between group companies.

Responsible for the preparation of management and statutory accounts, variance analysis, regulatory and statutory returns for two international investment companies. Also the consolidation of the accounts for the international investment group of approximmately ten companies.