Family owned, entrepreneurial group of business based in the Northwest. Operating in the Energy, Land & Property, Care and Hospitality sectors. Annual turnover of c£100m.Key achievements and responsibilities;• Restructured the businesses into two separate legal groups for tax planning purposes.• Number one in Finance within the group, right-hand to the Group CEO and owner. • M&A Experience leading the acquisition of an ice cream manufacturing business. • Strategic tax planning, working with external tax consultants (Ernst & Young).• Member of the Board of Directors.• Overall responsibility for a finance team of 40, with 7 direct reports. • Working capital and cashflow planning for strategic planning purposes.

Key achievements and responsibilities; • Oversaw the financial element of a due diligence process with a US company. I coordinated the completion of the due diligence information list, liaised with solicitors over the heads of terms and responded to queries from the acquiring business. • Oversaw financial element of the acquisition of Preston Guild Hall from Preston City Council.• Led changes in finance function at CQM to update financial processes.

Key achievements and responsibilities;• Nominated and a shortlisted finalist for Finance Controller of The Year Award at the 2013 North West Finance Awards. • Successfully negotiated a large insurance settlement claim following the theft of £120k of solar systems. • Negotiated several lines of finance into the business including asset financing and general business loans.

Key achievements and responsibilities;• Financially responsible for 5 SME start-up business, taking them from financial plan stage through to incorporation including, share issues, incorporation, data protection register, VAT registration, accounting system setup, nominal structuring and financial processes.• Ran Solargen Plus in full – lead the day to day operational & financial management of the company. • Widely recognised as the start-up specialist of the group• Head of HR for all companies under my remit

Yodel is one of the largest delivery companies for B2B and B2C orders, serving many of the UK's leading retailers.Key achievements and responsibilities;• Monthly group management accounts pack reporting • Reporting developments including processes and presentation• Weekly group flash reporting and development • Holiday cover for other management accountants within the team, e.g. Sort and Transport • Development into revenue stream P&L reporting• Integration and exceptional item accounting and reporting• P&L production and development.• Review and sense check of financial performance reports before submission due to detailed business understanding and experience.• Working with business partners and other key stakeholders to improve the management accounts service and information available to them in order to make key business decisions.

• Leading finance conference calls to challenge poor weekly performance in the flash reports• Providing training and financial mentoring to depot managers where needed• Working with under-performing depots to reduce their cost base and maximize operational efficiency• Responsible for all depots within the north half of the UK, Scotland and Northern Ireland • Attending regional meetings, presenting financial performance updates • Field based role with extensive travel• Financial mentoring to non-financial minded depot managers / staff• Implementation of new financial processes / models• Financial analysis of flash reports and P&L variances• Financial model / process development• Budgeting and re-forecasting with depot managers in workshop type sessions

Places for People is one of the largest property management, development, regeneration companies and leisure companies in the UK.Key achievements and responsibilities;• Report creation / writing via data manipulation on excel and business objects• Participation in business decisions – Pricing models, NPV’s and cost analysis for sales initiatives• Analysis of costs and preparation of analytical reviews to be presented to Senior Management.• Performance and Commercial Analysis.• Variance analysis and trend graphs.• Preparation of management accounts.• Budgeting and forecasting including presentation to executive level.• KPI reporting for monthly performance packs.• Project team work – created and lead on several process review projects • Presentation of financial commentary for periodic reviews with Senior Management.• Tender contract writing, pricing and review panel participation and recommendation.• Integral in the integration of schemes brought back in-house.• Integration of a new subsidiary into the group accounts.• Involved in the bidding process for management of properties on behalf of local governments, including completing a PQQ (Pre-Qualification Questionnaires)• Implementation of new coding structure.• Preparing and maintaining accounting records

Responsibilities included;• Budget preparation and presentation to Senior Management.• Preparation of Management Accounts and variance analysis.• Financial accounting advice to non finance staff, including coding, treatment and VAT guidance. • Preparation of Statutory Accounts including compiling audit files for review and dealing with auditor queries (UK GAAP)• Involved in keeping up to date with current IAS / IFRS integration developments within industry• Creation of a payroll authorization internal control.• Internal Audit Controls• GL code structuring.• Balance sheet reconciliations (inc bank, inter company, accruals & prepayments)• Inter company recharges for corporate offices, postage and salaries.• Payroll posting and reconciliation• Period end closure and control.

• Cash flow projections.• Cashflow management.• Performance reports.• Data analysis for year end accounts.• Maintenance of accruals and retentions.• Implementation of year end accruals.• Reconciliation of long term investments.• Appraisals – including NPV.• Responding to audit queries.• Transactional level accounting

NCO is a leading debt recovery, collections and outsourcing partner.Responsibilities and achievements include;• Integral in the merger of two companies, from assisting with the pre-acquisition audit to merging the balance sheets of both companies into a single entity on a new system (SAP).• Creation of financial reports for American parent company.• Introduced SAP to the business by becoming a trainer.