Lisa Bowkett

Lisa Bowkett

Management Accountant

Followers of Lisa Bowkett197 followers
location of Lisa BowkettGreater Cardiff Area

Connect with Lisa Bowkett to Send Message

Connect

Connect with Lisa Bowkett to Send Message

Connect
  • Timeline

  • About me

    Founder at Excelp

  • Education

    • Heart of England School

      -
    • University of Wales, Cardiff

      2000 - 2003
      Bachelor of Science (BSc) Accounting
  • Experience

    • Cardiff and Vale Health Board

      Sept 2006 - Aug 2011
      Management Accountant

      I looked after the budgets for Therapies including Physiotherapy, Podiatry, Dietetics and Speech and Language Therapy. I developed strong relationships with the Heads of Service and provided advice and guidance on financial matters.

    • Aneurin Bevan Health Board

      Aug 2011 - Apr 2013
      Decision Support Accountant

      Budget management and forecasting for Torfaen Local Health Board, including GP's, Dentists, Continuing Healthcare, Community Hospital.Regular meetings with budget managers to discuss budget forecasts and savings plans

    • National Assembly for Wales

      Apr 2013 - now
      Management Accountant

      In my current role I am responsible for monitoring the in-year financial position and reporting on available funding. This involves working with budget managers to ensure they remain within the delegated budget limits and helping them to write business cases for additional funding.I also write the budget plan for future years using the individual service plans to map proposed expenditure.I have successfully completed the Agile Project Management qualification and have extremely good Microsoft Excel skills and knowledge. Show less

    • Excelp

      Apr 2019 - now
      Founder

      Founder of Excelp, specialising in supporting small businesses with their use of spreadsheets including re-design of existing workbooks or tailor made new workbooks to help improve efficiency and make better use of their time.

  • Licenses & Certifications

    • CIPFA

      CIPFA
      Oct 2009