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  • Ref: LCSW100920
  • Manchester
  • Posted: 3 weeks ago
  • Salary Expectation: £45,000

Availability/Notice Period: 4 Weeks


  • Qualified by Experience Finance Professional with experience of both practice and industry, commercially orientated decision maker – using numbers to drive financial performance of the business
  • Operated at Audit Senior, Practice Manager, Financial Controller and Finance Director level


  • 1998 AAT – Southport College
  • 1995 BTEC National Diploma in Business and Finance – Runshaw College
  • 1993 10 GCSE’s achieved including Maths and English- Tarleton High School

IT Systems

  • Microsoft Word and Excel
  • SAP
  • Oracle
  • Sage
  • Iris
  • Quickbooks
  • Season Accounts Suite
  • Accord
  • Business Objects
  • Kashflow

Career Summary

Current Employer – Accountants / Business Advisor Company

Position – Senior Practice Manager

Dates – January 2020 – Present

  • Responsible for management of a portfolio of over 100 clients varying from Sole Trader, Partnership and Limited Companies – turnovers up to around £17m
  • Production of Management Accounts for clients both quarterly and monthly – meeting with clients (Owners/MDs) to discuss financial performance and tax implications
  • 12-month forecasts with clients to project financial performance
  • Audits and VAT for a wide and varied client base
  • Practice management – management role in terms of managing a team of Accountants and Assistant Accountants – reviewing jobs for Partner review, liaise with clients and manage and develop a very young Accounts team, with the addition of working with 2-3 senior Accounts staff
  • Planning workflow to ensure there is the work in to be carried out by the team and producing monthly Billing along with projections
  • Experience in Industry – Cashflow work for clients, which is particularly relevant with the Covid situation
  • Main Accounts package is IRIS for the Accounts prep, CCH is also used for some of the clients
  • External packages – Kashflow, Sage, Quickbooks and Xero


Previous Employer – Supply & Distribution

Position – Finance Director

Dates – January 2018 – December 2019


Position – Management Accountant

Dates – 2015 – 2018

  • Reporting into to the Group FD and CEO – responsible for the management of a team of 17 finance staff across 3 depots – ranging from Qualified to Accounts Assistants
  • Preparation of the monthly management accounts, with full control over the P&L expenditure and Balance sheet reconciliations, along with Variances and Commentary to budget and overseeing all the daily business financial functions
  • Attendance at the monthly Board meeting and production of the Board meeting pack
  • Authorisation of all P&L expenditure
  • Preparation of the annual Budgets, both internal and external
  • VAT returns
  • PAYE authorising and annual PSA returns
  • Internal Audit and annual external Audit and the controlling thereof, along with some BRC Audit input
  • Authorisation of payment runs via online banking circa 2 million per month.
  • Intrastat reporting
  • Capex expenditure approval and the updating of the FAR
  • Foreign Currency purchasing
  • External reporting for customers on a monthly, half yearly and annual basis
  • Control of the retrospective customer discounts circa 400k per month and supplier rebate income circa 100k, along with monthly overview of price baskets and mark ups
  • Management of the implementation of the oracle system  – this was to enhance the split stock at multiple depots and the way it was reported – involved from a data transfer point of view through to accounts mapping and financial report building, cloud based system
  • Involved with the actual stock count on a monthly basis (high value items), overseeing all inventory costings (on the FIFO basis) along with monthly overview of the warehouse procedures i.e. racking and bin locations to minimise pick time, and involvement in the removal of out of date and damaged stock, and overseeing waste logs which is a critical part of the industry, turns over the full fresh stock in both depots in 5 days
  • Customer credit apps and credit score approval (Credit safe service) and liaising with Atradius (Credit insurance) when required
  • Monthly review of the Debtor ledger with Credit Control team and implemented strategies, and where appropriate payment plans
  • Part of the Risk Committee Management, covering all aspects of the business i.e. Cash management, transport, working hours and Warehouse operations
  • Monthly operational and sales KPI reporting and business critical reports and analysis, along with relevant analysis for the BDM’s by region
  • Worked closely with the sales reps and BDM’s to ensure customer service levels are maintained at high standards, as well as costing up new business in terms of human resources, delivery windows and produce supply increases, whilst still achieving profit
  • Cross-utilization of group resources, particularly from the logistics point of view and purchasing/sales strategies to maximise profitability and maintain service levels
  • Maintained Capex/Fixed Asset Register
  • Whilst working as the Management Accountant, undertook the finance function for another 2 depots, one being a smaller fresh produce depot based in Stockport with circa 13 million annual turnover and a new acquisition based in Wales


Previous Employer – Accountants

Position – Audit Senior

Dates – 2006 – 2015

  • Following 2 years in industry moved back into practice and was employed by a well-established and respected firm of Chartered Accountants,  based in hometown of Southport – was employed as A Audit Senior
  • Sole Trader, Partnership and Limited Companies Accounts preparation for a wide and varied client base upto Final review stage by the Senior Partner
  • VAT Returns, both monthly, Quarterly
  • Undertake annual audits and stock takes
  • PAYE preparation and end of year submissions and reconciliations
  • Corporation Tax computations
  • Liaised with clients
  • Thoroughly enjoyed time working for the above, this expanded accounts experience further, particularly with regards to Audits and larger entities accounting, as well as using a variety of integrated accounting systems, particularly Sage and IRIS
  • Industry experience also allowed to move into the budgeting and planning for clients on a short- and long-term basis


Previous Employer – Accountants Firm

Position – Company Accountant

Dates – 2004 – 2006

  • Responsible for the full preparation of the annual accounts, Payroll, all statutory company returns and taxation, as well as overseeing a small finance team of 3, reporting directly to the Director

1998 – 2004 Various Roles – Junior Accounts Assistant