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Financial Controller – ACA Qualified

  • Ref: LCDP150920
  • Didsbury
  • Posted: 2 weeks ago
  • Salary Expectation: £50,000

Availability/Notice Period: 3 Months

Education

  • 2013 ACA Qualified
  • 2007 AAT Qualified
  • 2004 A Levels in Accountancy and Business Studies / AS Level in Economics and Physical Education
  • 2002 9 GCSE’s achieved including Maths and English

IT Systems

  • Microsoft Word and Excel including V Look Ups / Pivot Tables
  • Sage Line 50, Sage Payroll / Accounts Production
  • Tax Suite
  • Viztopia Accounts Software
  • Digita Personal Tax
  • Corporation Tax Software

Career Summary

Current Employer – Steel Manufacturing

Position – Financial Controller

Dates – August 2019 – Present

  • Manages a Team of five and reports to the Managing Director
  • Responsible for Annual Budgeting and Forecasting – this is reported to the Managing Director, Management Team, and the Group (goes through a formal process of reporting each month)
  • Has Operational duties across all renewals for the business and is currently implementing a new System (SAP) for Operational and Financial Reporting
  • Monthly oversees the Management Accounts that are prepared by the Management Accountant / Analyst
  • Reviews all trends and reviews any variances to plan – ensures all commentary is provided and works with the Management Team to identify and inefficiencies
  • Acts as the main point of contact for the Audit – ensures all requirements are met and that all questions / queries are resolved
  • Oversees all ICT across the business and liaises with the 3rd Party Supplier

 

Previous Employer – Skincare Clinic

Position – Finance Director Designate

Dates – January 2019 – August 2019

  • Based in a Team of two and reported to the Managing Director – was brought into a struggling business
  • Remit was to rationalise the business, and prepare for the Owners exit plan
  • Implemented vast savings across the Clinic portfolio
  • Introduced annual VAT saving of over £100k- Other savings achieved including circa £250k on an annualised basis
  • Recommended and managed closure of a loss-making Clinic
  • Introduced Staff utilisation reporting, to identify overstaffed locations, and managed Staff cost control taking final decision on all recruitment requirements
  • Introduced revenue stream reporting to enable Management to assess specific gross profit margins, and have greater control over cost control
  • Successfully negotiated reduced rents with Landlords, and early exit of the head office premises lease saving £65k per annum in rent and associated premises costs
  • Introduction of interest free finance offering for Customers, and roll out over 7 Clinics
  • General implementation of improved financial control systems, such as daily bank reconciliation and daily sales ledger process, previously done monthly

 

Previous Employer – Support Group

Position – Financial Controller

Dates – April 2015 – December 2018

  • Management of accounts team of 6 people – reported to the Finance Director
  • Production of monthly management accounts, reported to the Finance Director, and RBS
  • Responsible for a rolling monthly cashflow – updated weekly and monitored
  • Quarterly submissions to CQC, as part of Market Oversight initiative, as one of the top National Care providers
  • Preparation of internal statistics on company performance over 25 branches
  • Liaised with Regional Directors/Registered Care Managers to resolve branch level issues
  • Financial appraisal of Local Authority Contract tenders
  • Financial review of branch performance, and review of ongoing viability
  • Control of Key lines of expenditure, and negotiation with suppliers regarding contracted prices
  • Lead on increase across the business in respect of private client rates
  • Involvement in Local Authority annual uplifts in contracted prices
  • Involvement in preparation of annual budgets, and bank forecasts
  • Various other day to day ad hoc tasks

 

Previous Employer – Claims Assistance Service

Position – Forensic Analyst

Dates – April 2014 – March 2015 (FTC)

  • Drafted claim letters to Banks for Consequential Loss (CL) Claims in respect of mis-sold Interest Rate Hedging Products (IRHP’s) – worked in a sole role and reported to the Financial Controller
  • Conducted Client meetings and conference calls to assess potential claims
  • In depth analysis of Business’s financial history
  • Maintained client relationships and case managing
  • Corresponded with major banks and liaising with them to resolve queries on CL Claims
  • Responded to and challenging Bank determinations on CL claims
  • Liaised with external forensic experts
  • Liaised with Barristers and solicitors to assess the litigation potential of claims
  • Meetings with Bank Representatives, Independent reviewers, and clients to discuss redress outcomes and alternative IRHP’s
  • Drafted claim letters to recover monies on mis-sold Tailored Business Loans

 

Previous Employer – Accountants

Position – Senior Accountant / Auditor

Dates – September 2013 – March 2014

  • Preparation of Limited company, sole trader, and trust accounts for Partner review – reporting to individual Managers on a Client by Client basis
  • Responsible for Corporation Tax computations
  • Audit activities for review by the Audit Manager
  • Preparation of Ministry of Justice Accountants reports

 

Previous Employer –Accountants

Position – Senior Accountant / Auditor

Dates – March 2012 – August 2013

  • Responsible for the preparation of Limited company, sole trader, and partnership accounts for Partner review
  • Completion and submission of self-assessment tax returns for individuals including employment, dividend, savings, and property income
  • Responsible for full accounts preparation including periodic management and annual accounts for sole traders, partnerships, and limited companies
  • Responsible for audit activities including statutory audits and involvement in property certification – companies up to £40m t/o
  • Prepared income tax computations and calculations; Capital Gains calculations
  • Prepared Self-Assessment Tax Returns for Sole traders, Partnerships and Directors
  • Responsible for the preparation and submission of quarterly VAT returns – Including overseas aspects
  • Preparation of periodic payroll and all relevant correspondence and forms (P45s, P11ds)
  • Preparation of P35 Employer Annual Returns
  • Compliance with CIS regulations, preparation, and submission of monthly returns
  • Referral point for new and junior staff and review of their work
  • Sage installation and training junior staff and clients
  • Corresponding with clients (at all levels from administrative staff to board level), HMRC and Companies House (and any other relevant bodies) via email, letter, telephone, and face to face meetings

 

Previous Employer –Accountants

Position – Semi-Senior Accountant

Dates – November 2011 – March 2012

  • Reported directly into the practice owner
  • Responsible for accounts preparation for sole traders, partnerships and limited companies including the production of monthly and quarterly management accounts
  • Involved bookkeeping and preparation of VAT returns

 

Previous Employer – Accountants

Position – Semi-Senior Accountant

Dates – June 2005 – November 2011

  • Reported directly into the Managing Partner
  • Responsible for accounts preparation for sole traders, partnerships and limited companies including the production of monthly and quarterly management accounts
  • Payroll duties, bookkeeping, and preparation of VAT returns
  • Worked with both manual records produced by the client and computerised bookkeeping systems
  • Responsible for the review of VAT prepared by junior staff and completion of statutory records and all relevant forms required for completion and submission to HMRC and Companies House
  • Responsible for the review of the bookkeeping work by junior staff
  • Involvement in several statutory audits
  • Competent in both Corporation and Income Tax computations and calculations and preparation of relevant tax returns to HMRC
  • Interaction with clients daily and attended client meetings to discuss final accounts and tax position of the clients
  • Regular liaison with employed staff of clients along with proprietors, company directors, HMRC and any other relevant bodies