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Work Background
Halsbury Homes LtdFinance Director
Mar. 2021 - Dec. 2022Loddon, England, United Kingdom
Halsbury Homes LtdFinancial Controller
Feb. 2020 - Mar. 2021
Gray & Co Accountancy LtdPortfolio CFO
Oct. 2018United KingdomI work part-time as a CFO across a portfolio of clients, allowing me to share my senior Board-level Finance experience, at a fraction of the cost of a full-time CFO. I specialise in the housebuilding, construction and property sectors but cover all industries. I am available on a consultancy basis anywhere from 1 day per quarter to 2 days per week to suit your business needs.
R G CarterFinance Manager
Oct. 2017 - Feb. 2020Norwich, United KingdomManagement team member for RG Carter Projects, Carter Homes, John Youngs & Central Trades Annual turnover in excess of £50m, forming part of a Group turnover of £250m Strategic and commercial business partner support to the General Manager & Directors Bi-annual detailed turnover, profit, overhead and cashflow forecasting for Board approval Monthly rolling forecasts with variance analysis against the Board-approved forecast Identifying and implementing business process improvements Preparation of management business plans on a six-monthly basis Experienced in relaying complex financial information to non-financial colleagues Year-end accounts preparation and assistance with annual corporation tax computation Monthly financial reporting with full profit & loss and detailed analysis Investment appraisal proposals for capital expenditure Oversight of accounts payable, credit control and treasury functions for the subsidiaries with direct line management of a team of five
Gray & Co Developments LtdDirector
May. 2017United Kingdom
JLLClient Accounts Team Leader
Nov. 2016 - Oct. 2017Norwich, United KingdomManagement of a team of five people, both day-to-day operational management and individual coaching/development/appraisals Responsible for a key, high-profile institutional investor client with total assets under management of over £300bn Liaising with clients to manage the implementation of new property portfolios & accounting systems Reviewing financial reporting & management reports prepared by my team before submission to client Management of the improvement of KPI results & forward planning Development of client relationships through networking events & face-to-face meetings Ensuring compliance with current legislation & internal controls Excellent Client Service recognition award winner
JLLClient Accountant
Aug. 2015 - Oct. 2016Norwich, EnglandManagement accounts role Preparation of monthly/quarterly client financial reporting & management accounts VAT returns & account reconciliations Preparation of cash flow projections & expenditure budgeting Preparation of journals & accruals
JLLClient Accounts Administrator
Jun. 2014 - Jul. 2015Norwich, United KingdomAccounts assistant role Invoice raising, tenant refunds, cash flow management, bank reconciliations & resolving ad-hoc tenant & client queries JLL Platinum Award Nominee 2014 - 'Most Valuable Mentor' for training and mentoring colleagues in the role
Dawsongroup plcBusiness Analyst / Purchasing
Jul. 2012 - Jun. 2013Milton Keynes, United KingdomTwelve month industrial placement. Analysing the commercial activities of the group to identify areas where improvements and/or cost savings can be made. Managing projects to further investigate, and implement these improvements. Purchasing items used across the group, both on a regular and ad-hoc basis. Negotiating with suppliers to achieve the best deal for the group, both from a price and quality perspective. Notable experience includes document management, renewable energy, waste management, stationery, printers, toners, lighting and electricity procurement. I have also taken on work within the Management Accounts department ranging from fixed asset, capital invoice, road fund licence and fuel administration, to nominal ledger account reconciliations.
BootsOperations Assistant
Oct. 2008 - Jul. 2012First job working at weekends while at sixth form, and working during the holidays at university. Receiving deliveries and putting stock to shelf. Resolving customer queries on the shop floor.
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