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Work Background
True Potential LLPSenior Finance Transformation Manager
Nov. 2023Newcastle Upon Tyne, England, United KingdomWork closely with Finance Transformation Lead to design and implement new group chart of accounts to stream line reporting Leverage technology with existing Finance ERP to remove manual excel exports to improve efficiency of monthly consolidated and entity level management accounts production Nominated by colleagues and shortlisted for North East Accountancy Awards 2024 Rising Star award Major role in new ERP selection process Major role in implementation and successful deployment of Workday Financials and Workday Prism & Accounting Centre Worked with Data Engineers to design and structure revenue data from operating sources ready for ingestion into Workday Prism Worked with Workday Implementation Partner to design, build and test detailed and summarised revenue journals in Workday Accounting Centre Review of internal system process around cash collection and recommending opportunities for improvements to assist cash reconciliation Administrator course for Workday Financials completed Administrator course for Workday Prism and Accounting Centre
True Potential LLPGroup Reporting Accountant
Aug. 2022 - Nov. 2023Newcastle Upon Tyne, England, United KingdomOversee production and review of group consolidated monthly management accounts Oversee and provide training of a team of management accountants preparing monthly management accounts for individual entities within the True Potential Group Primary contact for liaison with tax advisers for preparation of Group tax submissions and payments Liaise with technical accounting consultants on conversion of financial statements from FRS102 to IFRS M&A accounting for Public Interest Entity, Jersey holding companies, following Private Equity transaction Preparation of information for external auditors Hedge accounting of cross currency swaps on Eurobond Production of audited annual and non audited quarterly financial statements to comply with bond covenants Successful application and business plan submission to FCA to increase capital requirement headroom by £8million Prepare and present financial results to the Boards of True Potential Investments LLP and True Potential Wealth Management LLP FCA compliance reporting for regulated entities within the Group
True Potential LLPManagement Accountant Supervisor
Dec. 2019 - Aug. 2022Newcastle Upon Tyne, England, United KingdomProduction of group consolidated monthly management accounts Oversee and provide training of a team of management accountants preparing monthly management accounts for individual entities within the True Potential Group Group Consolidated monthly variance analysis Reporting monthly results to Head of Finance and Financial Controller Prepare and present financial results to the Boards of True Potential Investments LLP and True Potential Wealth Management LLP FCA compliance reporting for regulated entities within the Group Prepare quarterly corporation tax payments on account for HMRC Preparation of annual statutory accounts under FRS102 Preparation of information for external auditors Interviewing and onboarding new junior accountants into the True Potential Finance Team Heavy involvement in the due diligence process of Group transaction to Private Equity firm
True Potential LLPAssistant Management Accountant
Jan. 2019 - Dec. 2019Newcastle Upon Tyne, England, United KingdomProduction of group consolidated monthly management accounts as well as multiple entity level management accounts Monthly variance analysis Balance sheet reconciliation Bank reconciliations Daily cashflow monitoring Reconcile daily data for fund revenue and cost calculations, prepare invoice and self billing for sub investment managers FCA compliance reporting preparation for customers that are directly authorised advice firms Annual retention reviews for advisers operating as True Potential Wealth Management Partners Payroll 100+ employees Assist with annual statutory account preparation Preparation of information for external auditors
Orwin LtdAssistant Management Accountant
Apr. 2018 - Jan. 2019Washington, Tyne & WearAssisting with month end management accounts Posting prepayments and accruals Balance sheet Reconciliation Cashflow monitoring and forecasting Reviewing POs against project budgets Commercial review of hours of existing projects with key internal stakeholders against budget hours
Ian Farmer Associates (1998) LimitedAccounts Assistant
Mar. 2016 - Apr. 2018
Consett Fountain F.CTreasurer/Assistant Secretary
Aug. 2015 - May. 2017Consett, County Durham UKTreasurer/Assistant Secretary of Consett Fountain FC, which is a voluntary position. My duties are to take care of all the club's financial transactions, such as subscriptions from members, league fees, pitch fees, referee fees. Necessary expenses, equipment etc. I attend monthly league meetings and the annual general meeting for the Consett and District Sunday Football League.
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