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Finance Manager

  • Ref: KR/CB/071020
  • Bolton
  • Posted: 2 weeks ago
  • Salary Expectation: £37,000

Availability/Notice Period: 4 weeks


  • 2012 – AAT Technician (Qualified by Experience)
  • ABFA Foundation and ABFA Certificate
  • 2005 – 4 A Levels, Bury College
  • 2003 – 5 GCSEs and GNQ in ICT, Little Lever College

IT Systems

  • Excel – Intermediate / Advanced and Word
  • Sage 50 and Sage Payroll
  • Access Dimensions
  • Bespoke systems

Career Summary

Current Employer – Calibration Industry with t/o circa £8m

Position – Finance Manager

Dates – January 2018 – present

Spent 2018 covering maternity leave as the Finance Manager – expanded knowledge and gained valuable experience; taken on in the role permanently in 2018 

  • Reporting to the Managing Director – full ownership of Finance team of four, Purchase Ledger, Sales Ledger and Payroll
  • Responsible for managing and maintaining Sage 50 and Sage Payroll systems – daily use of Word and Excel
  • Year End – responsible for full preparation of Year End Accounts up to and including Audit – is an integral part of the Audit function and works closely with External Auditors
  • Monthly Management Accounts – responsible for preparation of full Management Accounts pack including Accruals and Prepayments / Journals / Balance Sheet – including Nominals / Profit and Loss and extensive Reconciliations including Stock / Salary and Bank Recs.
  • Works with the MD for review Monthly Management Accounts
  • Also responsible for preparation of details Cash Flow Reporting and Forecast
  • Responsible for Monthly Overhead Reporting and Analysis year on year
  • Responsible for processing and filing of Quarterly VAT returns also responsible for the completion of a range of HMRC returns
  • Responsible for overseeing of Payroll for over 50 Staff – P11Ds, P60s, pensions & processing timesheets
  • Daily overseeing Cash Position / Reporting and Bank Reconciliations across 6 Accounts in Sterling and US Dollars
  • Full Control of Group Purchase Ledger – overseeing team function including processing 1000+ invoices a Month, producing and authorising Monthly Payment run
  • Managing Credit Control to ensure reduction in DSO and dealing with any queries regarding unpaid Invoices
  • Stock Reporting – Monthly meets with the Stock Parts Manager to reconcile Stock in v Sage Reporting
  • Monitoring Staff Expenses to ensure no unauthorised spending and deduct where necessary
  • Employee management – interviewing, employing and staff appraisals
  • Insurance – Renewing company insurance policies and dealing with all insurance claims from start to conclusion
  • Other ad-hoc reporting and tasks at the Managing Director’s request


Previous Employer – Financial Services Industry with t/o circa £20m

Position – Financial Controller / Accounts Manager

Dates – 2009 – July 2017


Position – Financial Controller / Accounts Manager

Dates – 2009 – July 2017

Undertook several roles within the Finance Team – mainly dealing with the day-to-day running of the Invoice Finance and Business Cash products. Gaining valuable knowledge on how each of the products work, also carrying out Office Manager Duties

  • Managed the Accounts Team and ensuring all deadlines were met and all work was completed to a high standard
  • Preparation of Monthly Management Accounts to strict deadlines and dealing with any anomalies that department heads raised
  • Reported to the Financial Director & Head of Finance, on a daily & monthly basis, providing up-to-date statistics on the progress of the company
  • Dealing with Monthly Commission payments to existing brokers, building up a relationship with brokers to ensure any queries they had were dealt with promptly
  • Responsible for the daily Cash flow of both Commercial Finance & Business
    Cash facilities, ensuring enough funds are available to cover client payments made
  • Responsible for the day to day running of the Office, dealing with Furniture, Printing, and other Office manager duties
  • Oversaw Purchase Ledger function
  • Monitored and reviewed Staff Expenses, making sure all staff adhered to guidelines set
  • Developed new processes to smooth the Accounts Function
  • Managed Both Sage Line 50 & Access Dimensions Account Software
  • Identifying potential problems & providing solutions


Position – Accounts Assistant

Dates – 2009 – 2013

  • Assisted the Account Manager
  • Day-to-Day Processing of Daily Receipts
  • Dealt with Daily Client Payments
  • Handled Banking & Petty Cash Reconciliations


Previous Employer – Financial Services Industry

Position – Data Inputter / Senior Data Inputter

Dates – 2005 – 2009

Based in the Data Entry team working way up from an Office Junior to being in control of the team. Attained basic knowledge of the industry and gained invaluable confidence in dealing with Clients and customers daily

  • Managing the Data Entry team, ensuring staff were motivated and keeping to strict deadlines
  • Tasked with reducing the On-Account Cash Value, by designing new procedures & processes to increase speed & accuracy of the team
  • Dealing with Clients daily to Resolve Allocation Issues
  • Weekly meetings with department Managers, to identify any potential problems, and provided solutions
  • Ad Hoc Tasks for Accounts Manager
  • Distributing Post
  • Posting Client Schedules & Invoices
  • Processing Bank Receipts
  • Daily Cash Reconciliations between bank & C3 System