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Work Background
Elephant Roots BookkeepingFinance & Operations Director | Founder
May. 2025Antigua and BarbudaImplemented cloud-based accounting systems (Xero, QuickBooks, FreeAgent) to streamline client reporting. Delivered accurate monthly accounts, reconciliations, and tax submissions, ensuring on-time compliance. Key Achievements: Transformed a sole trader’s paper-based receipts into a real-time reporting system, improving visibility and efficiencys. Seamlessly transitioned payroll from partnership to limited company with zero disruption. Enabled a charity to secure grant funding by building a tailored reporting system. Overhauled chaotic bookkeeping for multiple clients, restoring clarity and compliance. Successfully defended a client during VAT inspection, avoiding penalties.
Elephant Roots BookkeepingRemote Operations & Administration Manager
May. 2025Antigua and BarbudaImplemented cloud-based accounting systems (Xero, QuickBooks, FreeAgent) to streamline client reporting. Delivered accurate monthly accounts, reconciliations, and tax submissions, ensuring on-time compliance. Key Achievements: Transformed a sole trader’s paper-based receipts into a real-time reporting system, improving visibility and efficiencys. Seamlessly transitioned payroll from partnership to limited company with zero disruption. Enabled a charity to secure grant funding by building a tailored reporting system. Overhauled chaotic bookkeeping for multiple clients, restoring clarity and compliance. Successfully defended a client during VAT inspection, avoiding penalties.
StoneX Group Inc.Daily Accounts Executive
May. 2022 - Feb. 2023London, England, United KingdomAutomation of Daily Profit and Loss reporting
SmartPASmart PA Partner
Jul. 2020Sittingbourne, England, United KingdomSmartPA are the leading experts within the PA, Secretarial and Administrative sector. Through industry expertise and experience, SmartPA deliver the very best in outsourced back office support and Managed Services to the business community. SmartPA’s solutions are highly effective and flexible to your needs, whilst being cost effective. At SmartPA we work on a package based model. Providing you a fixed figure for cash flow with no hidden costs. Our packages include: • A dedicated account manager – fully SmartPA Accredited • Access to a team of over 200 professionals, with a variety of specialist skills • Immediate access to assistance at any time between the hours of 09:00 - 17:30 (evenings and weekends by prior arrangement with your account manager) • Holiday, sickness and maternity cover • Built in flexibility, handling small bursts or temporary fluctuation of support levels. • We offer both standard and tailored packages, prices for which are tailored to the individual. https://smart-pa.com https://twitter.com/Smart_PA https://www.facebook.com/SmartPA1/
Growfair LtdFinance & Operations Director | Founder
Mar. 2020 - Apr. 2025Sittingbourne, England, United KingdomDirected full-cycle bookkeeping and financial reporting for multiple clients, ensuring UK accounting standards compliance. Assisted clients through VAT inspections, delivering full compliance and preventing penalties. Integrated financial systems to enhance transparency and efficiency. Mentored franchise partners on operational best practices, strengthening service delivery.
Growfair LtdOperations & Administrative Manager
Mar. 2020 - Apr. 2025Sittingbourne, England, United KingdomDirected full-cycle bookkeeping and financial reporting for multiple clients, ensuring UK accounting standards compliance. Assisted clients through VAT inspections, delivering full compliance and preventing penalties. Integrated financial systems to enhance transparency and efficiency. Mentored franchise partners on operational best practices, strengthening service delivery.
StoneX Group Inc.Senior Accounts Executive – Financial Operations & Compliance
Jan. 2010 - Dec. 2020London, England, United KingdomProduced daily segregation and P&L reports for executive decision-making. Coordinated quarterly audits and compliance reviews with external auditors. Developed robust financial reporting frameworks and tested new accounting systems to improve operational reliability.
StoneX Group Inc.FX Operations Assistant Manager
Sep. 2007 - Dec. 2011London, England, United KingdomKey responsibilities: Ensuring all funds are delivered on time within compliance and respecting country specific requirements. Investigations: Reconciling settled payments in several currencies on a daily basis Liaising with INTL’s banking network Liaising with Front and middle office for both client and financial issues Confirm currency outflows and investigate trade breaks Settlements: Produce or review daily client money segregation reports Keeping all settlement instructions up to date Ensuring all trades are released in a timely manner Ensuring that currency requirements are adhered to Applying currency and compliance requirements to all trades Confirming currency positions and rates on a daily basis Allocating trades to team members for settlement Performing call-backs to confirm settlement instructions Confirming trades Paying settlement amounts to a wide variety of counterparties Reconciliations: Completing daily, weekly and monthly cash nostro Reconciliation. Querying and resolving breaks Produce and review break reports Creating position sheets Updating position sheets to indicate hedging amounts Running end of day checks Confirming trades Performed netting for clients Reporting: Providing management with currency reports Responding to front office and back office queries Raising system improvements to management Responding to and sending queries to counterparties and front office Implemented internet banking with our banks worldwide.
StoneX Group Inc.FX Operations Assistant Manager | Senior Operations & Administrative Coordinator
Sep. 2007 - Dec. 2011London, England, United KingdomKey responsibilities: Ensuring all funds are delivered on time within compliance and respecting country specific requirements. Investigations: Reconciling settled payments in several currencies on a daily basis Liaising with INTL’s banking network Liaising with Front and middle office for both client and financial issues Confirm currency outflows and investigate trade breaks Settlements: Produce or review daily client money segregation reports Keeping all settlement instructions up to date Ensuring all trades are released in a timely manner Ensuring that currency requirements are adhered to Applying currency and compliance requirements to all trades Confirming currency positions and rates on a daily basis Allocating trades to team members for settlement Performing call-backs to confirm settlement instructions Confirming trades Paying settlement amounts to a wide variety of counterparties Reconciliations: Completing daily, weekly and monthly cash nostro Reconciliation. Querying and resolving breaks Produce and review break reports Creating position sheets Updating position sheets to indicate hedging amounts Running end of day checks Confirming trades Performed netting for clients Reporting: Providing management with currency reports Responding to front office and back office queries Raising system improvements to management Responding to and sending queries to counterparties and front office Implemented internet banking with our banks worldwide.
Westfoods GroupAccountant
Apr. 2007 - Aug. 2007Harare, ZimbabweCompiled year end accounts for tax departments and the banking sector. Updated different Company division accounts. Trained new staff members.
Westfood GroupSenior Accountant
Feb. 2006 - Sep. 2006Harare, ZimbabweSet up, up-dated and maintained accurate accounts for three separate Divisions. The Companies were in their infancy and the accounts needed to be set up from the start of the business in Oct'05. Set up and managed the accounting systems and checked that they worked satisfactorily before handing them over to other staff members. Additionally - Monthly Management Accounts, VAT Returns, Salaries and Wages for Division Level, Debtors and Creditors Control, Stocck Control Once systems were running to the Chief Executive Officers satisfaction I was promoted to Head Office Accounting and compiled all Division documentation for the Finance Manager. I was also given the responsiblities of looking after Imports Control, Cash flow and budgets. Salaries and Wages for all Executives, Insurance, Imports Control.
PAMA HOLDINGS LIMITEDFinance Manager
Mar. 2004 - Jan. 2006Zimbabwe and ZambiaMaintained accounting system for four Zimbabwe Companies and two Zambian Companies. Computerized company accounts and saved four positions per company. Office administration for Zimbabwe Head Office and Personal Assistant to Zambian Director. Monthly Management Accounts, cash-flows and budgets. VAT returns for Zambian Companies on monthly basis. Monthly Variance reports for the Bank. Monthly Analysis Graphs and maintaining accurate butchery records. Collate income/expenditure statistics and forward to relevant departments. Ordering and supply of equipment to and from Zambia. Import and export for Zambia and to make sure items arrive in a timely manner. Packing and shipping the entire restaurant to Zambia and closing restaurant books.
PAMA HOLDINGS LIMITEDFinance and Operations Manager
Mar. 2004 - Jan. 2006Zimbabwe and ZambiaMaintained accounting system for four Zimbabwe Companies and two Zambian Companies. Computerized company accounts and saved four positions per company. Office administration for Zimbabwe Head Office and Personal Assistant to Zambian Director. Monthly Management Accounts, cash-flows and budgets. VAT returns for Zambian Companies on monthly basis. Monthly Variance reports for the Bank. Monthly Analysis Graphs and maintaining accurate butchery records. Collate income/expenditure statistics and forward to relevant departments. Ordering and supply of equipment to and from Zambia. Import and export for Zambia and to make sure items arrive in a timely manner. Packing and shipping the entire restaurant to Zambia and closing restaurant books.
TAP Garden IrrigationOffice Administrator
Jun. 2003 - Mar. 2004Harare, ZimbabweBusiness Administration and garden irrigation desgin. Preparing quotations for clients. Advertising and emailing. Computerised accounts. Wages and Salaries. Generate invoices to clients and make sure money received in a timely manner. Creditor payments and banking. Paying of accounts. Liasing with clients and suppliers. Filing.
TAP Garden IrrigationExecutive Office Administrator
Jun. 2003 - Mar. 2004Harare, ZimbabweBusiness Administration and garden irrigation desgin. Preparing quotations for clients. Advertising and emailing. Computerised accounts. Wages and Salaries. Generate invoices to clients and make sure money received in a timely manner. Creditor payments and banking. Paying of accounts. Liasing with clients and suppliers. Filing.
Plowcon IrrigationExecutive Administration
Jun. 1998 - Nov. 2000Harare, ZimbabweMy duties were Office Administrator, Personal Assistant to Managing Director and Sales Manager. Preparing quotations for local and international clients, liaising with clients and suppliers, stock control (ordering and re-supplying), banking, reception, houseeeping, filing.
Plowcon IrrigationSenior Executive Administrator
Jun. 1998 - Nov. 2000Harare, ZimbabweMy duties were Office Administrator, Personal Assistant to Managing Director and Sales Manager. Preparing quotations for local and international clients, liaising with clients and suppliers, stock control (ordering and re-supplying), banking, reception, houseeeping, filing.
Contact Real EstateAccount Executive
Jan. 1996 - Apr. 1998Harare, ZimbabweTyping, payout of rentals, computerised accounts, preparing and posting of statements and accounts, opening new accounts, banking.
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