Wayne Schofield Acma, Cgma Email & Phone Number

Cardiff, Gb

Cardiff, Gb

• Developed a financial strategy that turned a forecast deficit of £300k in 2025 into a £50k surplus.• Implemented bespoke forecasting methodologies to enhance revenue forecasting accuracy.• Redesigned management accounting process, saving 3 days per month and improving financial transparency.

Cardiff, Wales, United Kingdom

Cardiff, Wales, United Kingdom

Lead the financial planning and analysis functionScaled an under-resourced finance fuction from a team of 3 to 13 in 3 yearsDevelopment and implementation of new processes to drive scalability, accuracy, efficiency and timeliness of reporting.Manage month end reporting, including revenues, costs, accruals, prepayments and reconciliations.Improvement and distribution of management reporting, including commission reports, margin analysis, variance reporting and sales performance.Manage debtors, accounts payable and company cash management.Delivery of timely and accurate management accounts.Working closely with sales directors to facilitate reporting, forecasting and KPI reporting to drive performance.Manage and development of the finance team.Oversee implementation of new CRM system and integrate into financial processes.

Cardiff, United Kingdom

♦ Work with BI team to produce reports for the management accounts pack♦ Manage fixed asset, prepaid and accruals ledgers♦ Prepare month-end journal entries, balance sheet reconciliations, and support schedules for assigned general ledger accounts♦ Work with various partners and internal operations to develop Excel reporting systems♦ Investigate errors and their root causes. Take corrective actions to fix the issues♦ Prepare balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position♦ Establish, modify, document, and coordinate the implementation of accounting and accounting control procedures♦ Prepare monthly and quarterly financial statements – balance sheet, P&L♦ Liaise with the firms auditors and assist with the production of statutory financial statements using UKGAAP♦ Assist in budget planning and forecasting activities

Cardiff, United Kingdom

♦ Accountable for account analysis and reconciliations, financial statement preparation and consolidation, annual budgets preparation and forecasting, audit preparation, and internal control maintenance.♦ Prepared monthly management accounts for several business units including variance analysis♦ Managed month-end and year-end closing cycle. Ensured accuracy and integrity of accounts♦ Participated in annual budget process and quarterly business review, worked with various department heads to review historical activities, trends, and future obligations♦ Preperation of annual accounts for charitable trust

Cardiff, United Kingdom

♦ Created new business unit and implemented financial policies for the unit♦ Managed expenditure budgets and ensured all financial regulations are adhered to♦ Managed administration team and accountable for development of financial policies for the newly created business unit♦ Demonstrated ability to maintain composure and make quick decisions while working in a high-stress, fast-paced environment♦ Reviewed communications for conformance with policies, correspondence regulations, or negotiation agreement formats♦ Made strategic recommendations for policies, procedures, and processes for organizational and operational improvements

Cardiff, United Kingdom

♦ Allocated daily income to relevant profit centres♦ Prepared and processed monthly journal entries with supporting documentation into SAP♦ Assisted with month-end close process, including preparing journal entries and Bank reconciliations ♦ Analyzed accounting business processes and performed ad-hoc analysis that aided strategic planning by increasing cost saving and reducing inefficient tasks♦ Maximized office productivity through proficient use of appropriate software applications

Education record

Aspiring Fd'S

Aspiring FD's is a 6 month programme for high potential finance leads running finance teams in growth recruitment businesses.

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