Emma Stirk

Experience

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  Hbos Plc

  Nov 2002 - May 2011

  Cashiered all ISA transaction cases taken between 8 and 5 on the same day.Arranged statutory training for the department.Ensured all Over 50's Guaranteed Life Plan cases were keyed and received by a third party and informed the project manager of any problems.Gained extensive knowledge of the ISA product and regularly help my peers with any issues they had.Won the department award for outstanding customer service every year I worked in the department.Supported a team recruitment drive. Provided relevant documents to HR to enable them to vet the candidates and booked rooms for the interviews, storing details centrally to aid management.Documented all team processes to support training of new team members. Produced quizzes to aid their product knowledge. Broke the admin process into sections so as not to overwhelm the news starters when training. Show less Processed Secured Personal Loans and Re-mortgages ensuring they were correctly registered and actioned any queries received.Produced Deed of Postponements for customers, consulted with solicitors in a professional and confident manner via letter and phone to request the information required, to ensure that sufficient funds were available before sealing the documents.Acted as deputy team manager, assisting my manager when he was unavailable such as allocating work, dealing with referred phone calls, daily stats, and holiday/absence sheets. Show less

  • Service Delivery Assistant - Bancassurance

    Jul 2010 - May 2011

  • Administration Assistant - Regulated Telephone Sales

    Mar 2007 - Jul 2010

  • Registrations Case Worker - Legal Product Operations | Halifax

    Nov 2002 - Mar 2007
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  Lloyds Banking Group

  May 2011 - Sept 2022

  Provided insightful MI to the wider General Insurance and Stockbroking team and monitor risks and controls to ensure efficiency.Rewrote report code in SAS EG from SAS and parallel ran both versions of the report to make sure the data was pulled through correctly and investigated any anomalies. Took ownership of Compliance for my team. Performed risk assessments on all the reports produced by the team and suggested controls to reduce any identified risks. Reviewed the controls at least annually.As part of the compliance role, I review the reports produced, consulting with recipients to check for obsolete reports. I also review the contents within the reports, checking for duplication and merge them where possible, reducing team workloads. So far this has led to a saving of over 130 hours over a year. Show less Produced Annual and Interim accounts for fourteen different Open Ended Investment Companies (OEICs).Collated and reviewed the details within the Annual and Interim accounts to ensure all data was accurate and challenged any discrepancies. Produced summaries on the OEIC funds commenting on performance and suggesting events that influenced the results. These then formed part of the Head of Function signoff.Performed rigorous checks on the distribution payment letters and made sure that enough funds were available to pay the dividends suggested else challenged management.Reviewed all aspect of the Investment Accounting role and made time saving improvements. Automated processes where possible leading to a saving of 30 hours over the year. Created a year plan for the team highlighting periods where we were at full capacity and addressed issues in a timely manner to minimise impact. Show less

  • MI, Data and Reporting Team - Senior MI Analyst

    Nov 2019 - Sept 2022

  • Investment Accounting (Secondment) - Accounts Analyst

    Oct 2018 - Nov 2019

  • MI, Data and Reporting Team - Senior MI Analyst

    Nov 2016 - Oct 2018

  • Small Scale Delivery Team - Project Analyst

    Jan 2015 - Nov 2016

  • Data Governance Team – Data Governance Analyst

    May 2011 - Jan 2015
• 

  Archbold Group

  Oct 2022 - Jan 2023

  Finance Manager

  Conducted stock takes on the inventory to compare with system figures and identified an issue whereby stock was being incorrectly allocated and composite products were not linked to raw material.Reviewed and standardised the products inventory system and removed duplicate items. Correctly matched up the composite items with the raw materials required to produce them to improve data flow though the system. The product inventory system was connected to the sales system by a static table and I systematically reviewed the customer accounts to update them with the new product data minimising the impact on the customers.Produced a planning document to support the product production. By understanding the order numbers expected and production time (allowing for downtime) I was able to allocate work to ensure sufficient stock was produced. This was rolled out and enabled the production manager to see any potential shortfalls in a timely manner. Observed and documented the Puffin and Archbold Holdings account processes in preparation for producing the accounts for year end. Updated the spreadsheets to automate sections of the process and reduce the risk of errors. Reviewed payments relating to tenants that lease the offices and yard space using prior year figures as an estimate and allocated the funds where needed to the different renters based on square footage.Managed Purchase and Sales Ledgers and actioned all emails within the deadlines set, reconciling all transactions to the bank statement.Produced a fixed assets register for 2022 in excel and formulated it to automatically allocate the funds throughout the year reducing the risk from manually calculations. Compared these figures with the trial balance to ensure depreciation had been calculated correctly.Chased outstanding payments for the aged receivables to maximise the amount of money received by the company in preparation for month ends. Show less

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  Unipol Student Homes

  Jan 2023 - now

  Finance Assistant

  Responsible for the purchase ledger systems chasing approvers as required to ensure all invoices are paid promptly.Regularly review statements received from the different vendors to ensure that all invoices have been received, request duplicates if any are missing. Monitored credit card spends and allocate money to correct TB accounts.Complete weekly payment runs, checking all payments are completed within the relevant timescales. Send weekly remittance to the vendors outlining the bill that have been paid. Produce cash book journals and apply income to relevant accounts, reconciling payments back to the bank statement. Show less

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  University of Leeds

  Jun 2024 - now

  Finance Officer