Experience

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  Horbury group

  Jul 2008 - Sept 2010

  Labourer

  Worked as a labourer for Horbury Group for 3 summers Planning and organisational skills➢ Took orders from large number of people to meet supply demands, whilst working to strict time limits

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  Unilever

  Jul 2011 - Jul 2012

  For the 3rd year of my degree completed an industrial placement at Unilever where I worked as part of a multi-disciplinary team to develop a novel sustainable moisturiserSynthesis➢ Small molecule and polymer synthesis➢ Familiar with using a number of synthetic techniques and equipmentData analysis➢ Identified lead compounds from analysing previous data and design of experiments Planning and time management skills➢ Responsible for creating my own work plan with minimal supervision, working across two sites on both projectsCommunication skills➢ Had regular 1:1 feedback with project leader and line manager to discuss progress➢ Gave many oral and poster presentations to science area leaders, structured materials team anddifferent categories➢ Carried out literature searches and compiled a review of current work in the moisturisation fieldfor internal publication, as well as submitting a final report on my work on moisturisers throughout the year Team leadership skills➢ Lead a team in designing a Facebook page to promote the Year in Industry and Summer Internship programmes➢ Lead a team in designing an ‘Introduction to Unilever’ booklet for new students. Worked with different departments, to get the booklet to a high standard, each team member a specific task to contribute to the final booklet for external publicationPatents➢ Introduced to the law department of Unilever➢ 2 patents from moisturisers’ project are looking to be filedCreativity➢ Lead a project creating a short film to highlight the achievements of the CMD in Liverpool overthe past 5 years, shown to over 800 Unilever staff. I was commended for my effort and the qualityof the video that was produced. Team Building➢ Planned an induction day for the following year’s year in industry students by arranging transport, accommodation, evening entertainment and the following day’s full site induction Show less

  • Polymer Research Scientist

    May 2012 - Jul 2012

  • Industrial Placement Year

    Jul 2011 - Jul 2012
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  Five d

  Aug 2013 - Feb 2014

  Facilities management client service representative

  Facilities management for international company➢ B2B communications, handling inbound and outbound calls to clients and contractors and recording them in database, developing professional verbal and written communication skills➢ Contract champion for 3 contracts managing over 15 sites, processing invoices, insurance and finance for each ➢ Visited sites to see where works are taking place and how they’re progressing➢ Find best contractor for each job and issue specific work orders to carry out, then monitor jobs to make sure work is progressing efficiently➢ Review, track and manage work orders for accuracy and completeness, requiring a good work ethic and high attention to detail➢ Use SAP database along with Outlook and Excel regularly Show less

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  Nhs

  Jul 2014 - Sept 2014

  Medical records clerk

  Located, organised and updated patients medical records, then arranged delivery to consulting doctor for specific clinic patient was attending

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  Sykes cottages

  Sept 2014 - Sept 2015

  This role focuses on looking at current processes within the business, finding any weaknesses then look to implement a solution to the issue, helping the business develop and move forward; mainly focused on increasing the number of properties we have in our portfolio by attracting new owners.Some of the projects I have been involved in include:➢ Visiting under-performing areas of the country, in regards to property recruitment, with company owner Clive to find out the difficulties that the regional managers there face and prepared a report for the board of directors highlighting issues and possible solutions➢ Working closely with external consultancy firm to help them conduct their work, a lot based on the findings from the report on under-performing areas➢ Working to improve the proposition to owners, so we can rapidly grow the number of properties we manage as currently the limiting factor in the businesses expansion➢ Working as a regional manager covering North Wales and the Peak district to meet demand, visiting potential new owners who want to use Sykes’ service, evaluating the property, taking photographs, writing descriptions and selling the services that Sykes can offer to help rent their properties, as well as handling any objections or questions they may have➢ Worked with Key Accounts manager to help bring a few owners live on our system, whom I had built a relationship with after meeting them during visits, as well as covering the role during their absence. Involved working with a number of departments to make sure properties went live smoothly, dealing with any issues that arose➢ Leading an ongoing project with a colleague to look into the effectiveness of our Windermere office, how it can be improved and could we open more in other areas of the country. Involved a lot of data analysis previously collected by office, creating a new system to better analyse & report footfall in the office, as well as looking at why we lost potential leads to rivals Show less

  • Project manager – Owner's department

    Feb 2015 - Sept 2015

  • Graduate Management Trainee

    Sept 2014 - Feb 2015
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  Pwc

  Sept 2015 - Jul 2019

  I have experience across a number of corporate and personal tax areasMy role includes:- - Maintaining and growing client relationships; ensuring our corporate tax compliance goes smoothly, as well as being the first point of contact for any tax advisory questions that may arise- Completing ad-hoc pieces of advisory work across a variety of areas; including tax due diligence and corporate structuring- Ensuring necessary risk and compliance procedures in place for clients- Working in tandem with domestic and overseas teams to deliver an efficient client experience, utilising global expertise- Utilising my assurance knowledge and relationships to work across lines of service to deliver a more efficient service to clients- Focusing specifically on BD of potential new clients in Liverpool and the surrounding regions Show less

  • Senior Tax Associate

    Nov 2018 - Jul 2019

  • Senior Assurance Associate

    Jul 2017 - Nov 2018

  • Assurance Associate

    Sept 2015 - Jul 2017
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  Moneysupermarket group

  Jul 2019 - Jan 2021

  Group financial accountant

  As part of the transactional finance team for a FTSE250 group, I look after after the group’s transaction processing, management and financial accounting, reporting, tax and treasury.Monthly management accounts:- Production of monthly management and financial accounts packs to include analysis and commentary on all areas of the P&L, Balance Sheet and Cash flow- Control and reporting of Capex spend, particularly around intangible assets from capitalising tech spend and related R&D tax rebates- Ensure that all processes, procedures and controls have been applied, including the maintenance/development/improvement of internal controls reporting and all associated documentation- Ensure all Balance Sheet reconciliations are prepared, reviewed and any issues dealt with promptlyStatutory reporting:- Production of Group consolidated (IFRS) and individual statutory accounts (FRS102) and drafting of associated press releases, presentation materials, Annual Report, Audit Committee papers etc.- Liasion point with external auditors- Review and analysis of accounting regulation changes and preparation of technical papers to propose and support accounting treatmentsTaxes:- Preparation, review and delivery of corporate and deferred tax calculations for statutory reporting.Budgeting and forecasting:- Assisting the Opex & Headcount Manager and Commercial Finance teams in the process for producing annual budgets and rolling forecasts. Projects/Systems:- Working with the Systems team to continually develop use of Board and Workday functionality and continue to migrate away from Excel based inputs/outputsCommercial finance:- Regularly meet with commercial finance business partners to understand weekly trade updates and their impact on the financial accounts- Feed back with technical accounting, a knowledge, as to how new business and contracts should be accounted for in line with IFRSM&A- Responsible for intergrating M&A transactions into the group accounts Show less

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  Universities superannuation scheme (ltd)

  Jan 2021 - now

  Financial planning & performance manager

  Strategic Planning and Financial Management Specialist with extensive experience translating organizational purpose and strategy into actionable medium-term and annual objectives. Proven ability to align business strategy with financial planning to deliver insightful, comprehensive business plans for Executive and Board-level audiencesKey Contributions:• Strategic Planning Leadership: Directed the development of the 3-Year Plan, Defined Contribution (DC) Business Plan, Annual Business Plan, and Budget. Collaborated with business leaders across segments to create objectives aligned with corporate purpose and strategy• Business Plan Development: Produced compelling narratives for Executive and Board committees, aligning purpose, strategy, and financial plans, supported by in-depth analysis and actionable insights• KPI Framework Creation: Co-ordinated the development of KPIs to demonstrate business control and the stakeholder impact of strategic objectives• Value for Money (VfM) Framework: Led the creation of the Group’s VfM framework using benchmarking insights to showcase stakeholder value and drive improvement. Delivered the annual "Review of the Year" with high-impact narratives• Performance Reporting: Enhanced management reporting frameworks with deeper insights to support better decision-making. Conducted analytical reviews to ensure accurate and insightful performance commentary• Continuous Improvement Advocate: Partnered with leadership to embed a culture of continuous improvement within FP&A and supported strategic and ad hoc projects with high-quality outputs• Business Partner: Worked with stakeholders to deliver financial insights, manage budgets, and monitor performance, ensuring transparency and accountabilityThis combination of strategic planning, financial acumen, and communication excellence supports my ability to deliver impactful business planning and value-driven financial strategies Show less

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  Uss investment management

  Jun 2023 - now

  Finance business partner (secondment)

  As a Finance Business Partner within USS’s Investment Segment, I support strategic planning, financial oversight, and process improvement to enable the business to achieve its objectives. I work closely with stakeholders to provide actionable insights and ensure robust financial management across the segment.Key Contributions• Strategic Planning & Insights: Delivered detailed financial analysis and forecasting for management information (MI), Executive Committee, and Board presentations, enhancing decision-making.• Stakeholder Collaboration: Partnered with stakeholders to provide financial insights, manage budgets, and monitor performance, ensuring accountability and transparency.• Cost Efficiency & Change Initiatives: Led sustainable cost-saving initiatives, identified value-for-money opportunities, and modeled financial impacts of key business changes.• Performance & Reporting: Managed monthly and quarterly performance reporting, including headcount and expenditure analysis, while identifying trends and addressing budget variances.• Process Controls & Documentation: Oversaw month-end processes, ensuring strong controls and continuity while supporting external benchmarking and cost transparency initiatives.Skills & Expertise• Qualified accountant (ACA) with strong business partnering experience.• Advanced Excel modeling and PowerPoint skills, including working with large, sensitive datasets and integration with UpSlide for improved efficiencies. • Experienced in financial planning, variance analysis, and board-level reporting.• Knowledge of investment-related financial products and concepts.By fostering collaboration between Finance and the Investment Segment, I have enhanced financial planning, improved forecasting accuracy, and supported strategic decision-making to drive long-term success. Show less