Goal driven and ambitious with expertise in business networking; formed robust partnerships with clients and managers. Proven success in delivering excellent financial planning and sound strategies ensuring clients’ expectations are vastly exceeded. Aptitude in coaching and mentoring employees; molded strong and diligent workforce. Highly accomplished in providing swift process improvements and accelerating company productivity and growth. Technical proficiency in SAGE 1000, Dynamics NAV, Infor Enspire and iTrent Payroll.
Joined to support re-structure of finance department and manage transition during existing FD's resignation. Oversaw accounts finalization for 2022-year end ensuring schedules and reconciliations are up to date. Prepared weekly Budget for 2023. • Prepared monthly Board Packs with Management Accounts, Commercial, H&S and HR reports with KPI and analytical review. • Reviewed financial and operational reporting and accounting systems and recommended improvements. • Understanding of iTrent payroll system at Buffaload and trained staff to independently work with a systematic approach to ensure control and compliance. • Evaluate and submit Capex requirements to the Board for approval with detailed commentary and cashflow. • Worked on auditor selection process and compliance with timely submission of required schedules and information for statutory audit. • Working relationships with banks, insurers, HMRC, pension providers and regulators
Oversaw financial planning and developed sound strategies in order to facilitate achievement of objectives. Mentored accounting staff in finance policies, best practices, and processes. Assisted with audit assessments and year end accounts finalization; ensured audits and accounts were completed on time in line with statutory requirements. Formulated monthly management accounts and reports with details such as expenses and budgets and details on causes of significant variances. • Advanced understanding of system set up at Waterline and offered recommendations to improve. • Re-wrote terms and conditions of trade; altered return policies and credit terms which reduced credit note values significantly. • Operated closely with loss assessors, when fire destroyed entire stock and building at subsidiary, ensured insurers were satisfied with figures of loss to get claim pay out. • Updated Waterline's stock purchase policy in 2015 working closely with IT department, this ensured purchase department had precise information of stock requirements at any time reducing overstocking. • Initiated setting up paying suppliers electronically moving away from cheque payments saving time and costs. • Designed and implemented time saving MI reporting model for daily reporting of operational and financial summary to the board.
• Secured quotes from multiple energy suppliers for fixing utility contracts for the factory ensuring best rates are secured optimising cost savings. • Maintained raw material stock level and ensured rebate offers were utilised with balancing approach. • Initiated improved methods for optimisation software used for board cutting on panel saw to ensure optimum use of board content on cutting patterns saving costs. • Supervised with systematic approach and suggestions for smooth transition when ERP system changed from SAGE to Microsoft Dynamics. • Reduced audit process time from three weeks to one week with efficient organisation of documents and records including financial schedules and reports.