Steven Herrington-Trueman Email & Phone Number

Wallingford, Gb

Secondment covering leave

Crowmarsh Gifford, Oxfordshire, United Kingdom

• Producing regular reporting dashboards for our senior leadership team• Producing ad hoc reports• Maintaining our systems and databases ensuring data accuracy• Providing assistance to the Compliance team with regards to the data they work with• Providing technical assistance to the Marketing team with digital media projects• Providing insight to help drive business decision making• Using NetSuite to administrate, report on and control our customer data

Abingdon, Oxfordshire, United Kingdom

• Producing weekly reports/management information for our core customers • Using Tableau to produce reporting dashboards for our customers • Auditing data and providing feedback to customers• Producing one off reports for customers about specific areas of focus• Providing administrative assistance as needed to the Managing Director

Oxford, United Kingdom

• Producing weekly reports/management information to product and management teams• Producing accurate forecasts for internal service delivery teams• Extensive use of advanced excel to analyse/manipulate data from a variety of sources• Creating dashboards to display data in easy to understand fashion using VBA and advanced formulae• Identifying issues with data and taking appropriate steps to correct them• Being solution focused, and working with various teams to resolve difficult queries about our data

Oxford, United Kingdom

• Liaison between the call centre supplier and the charities internal teams.• Ensuring that all briefing documents prepared for the supplier are correct and delivered on time• Holding the supplier to account for any KPIs not met through the analysis of supplied reporting• Assisting in any tender or RFI process• Paying approved invoices and keeping a tracker of expenditure against budgets.• Analysing data from the supplier for ad hoc reports as and when required• Adhering to the charities Contract Management framework

Abingdon

• Monthly Invoice Production & Distribution• Submission of direct debit file to bank and reconciliation• Customer statements and queries• Credit control • Producing monthly KPI’s for management • Monthly reporting for the Management Accounts pack• Manual and ad hoc invoicing • Month end journals and balance sheet reconciliations • Process documentation and Improvements

Oxford

• Liaison between the payment processing supplier and the charities internal teams.• Ensuring that all briefing documents prepared for the supplier are correct and delivered on time• Holding the supplier to account for any KPIs not met through the analysis of supplied reporting• Assisting in any tender or RFI process• Paying approved invoices and keeping a tracker of expenditure against budgets.• Analysing data from the supplier for ad hoc reports as and when required• Adhering to the charities Contract Management framework• Being a subject matter expert in the data transfer protocols between the charity, the supplier and other 3rd party companies who provide us payment data.

Oxford

• Producing weekly reports/management information to product and management teams• Extensive use of advanced excel to analyse/manipulate data from a variety of sources• Creating dashboards to display data in easy to understand fashion using VBA and advanced formulae• Identifying issues with data and taking appropriate steps to correct them• Working with various teams to create process flows for their processes to achieve maximum efficiency• Being solution focused, and working with various teams to resolve difficult queries about our data

Oxford, United Kingdom

• Raising invoices for the sales ledger team• Reconciliation of our accounts between the supporter database and the cash book• Managing queries from supporters pertaining to their donations and acknowledgements• Scheduling the daily workload for the team, and managing their productivity ensuring we meet our strict service levels• Working closely with the ledger teams to make sure donations are being coded correctly, and are reflected accurately on our financial database.• Streamlining our processes to make them more efficient• Managing refund requests from supporters• Authorising reversals and corrections on our supporter database• Updating various spreadsheets with information relating to incoming work volumes• Quality checking any acknowledgements the team produce

Oxford, United Kingdom

• Providing support to queries relating to their donations and acknowledgements• Processing bank statements for BACS and giro donations, and coding them correctly to the right cost centres/product codes• Performing reversals and corrections of gifts that have been incorrectly processed• Filing and administration of paper based batches• Acknowledging donations

Oxford, United Kingdom

• Member of the senior team, with focus on ensuring the smooth operation of organising activities for the students• Managing the 'EF Club' area - setting up the grounds and equipment• Managing the "EF Cafe" - including managing stock, taking payments and counting cash• Supervising staff and students whilst they are using the club