Tamsin White

Experience

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  Accountancy Services (Active AS)

  Aug 2006 - Sept 2008

  Accounts junior

  Preparing and drafting final accounts for Sole traders, Limited companies and Partnerships to completion stage along with their appropriate tax computations, tax return schedules and computerised tax returns. Monthly and weekly payrolls, holiday pay, SSP, SMP, PAYE and end of year returns.Answering the telephone and transferring calls, banking, incoming and outgoing post.Calculation of CIS, verifying new subcontractors and companies for payment. General book-keeping, entering purchase invoices, sales receipts, journals, cash, bank and credit card reconciliations and quarterly VAT returns both manually and computerised together with online submission, registration process both online and manually.Competent using software such as Microsoft Office, Word, Excel, Outlook, QuickBooks, Money Manager and Microsoft Express Accounting software. Show less

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  Alexander & Co

  Oct 2008 - Nov 2011

  Client Manager

  Client manager to a portfolio of roughly 50 clients including Sole Traders, Partnerships and Limited Companies with a focus on client care.Preparing and drafting final accounts to completion stage for the Accounts Manager review along with appropriate tax computations, tax return schedules, computerised tax returns and personal balance sheets.General bookkeeping for quarterly VAT returns both manually and computerised together with online submission and the registration process.Holding accounts review meetings with clients and managers.Experienced in organising and prioritising my workload to meet strict deadlines whilst also working around the clients needs. Drafting fees, fixed price agreements and extra work agreements.Confident when answering the telephone and transferring incoming/outgoing calls.Providing holiday cover for payroll.Competent using software such as Microsoft Office, Word, Excel, Outlook, QuickBooks, Iris, Kashflow and Openbooks cloud accounting. Show less

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  Crest Accountants LLP

  Nov 2011 - Mar 2014

  Client Manager

  A varied role as the client manager, to also include the day to day running of the practice during the directors’ absence until the recent partner’s appointment. (Human resource matters such as recruitment, health, safety and security).Management of a wide ranging portfolio of 100+ clients including Sole Traders, Partnerships, Limited Companies and assuming responsibility for 4 members of staff.Meeting with potential new clients to assess their accounting requirements, timings and resources and preparing the necessary handover documents and engagement letters.Putting in place Iris software, standardised templates/ working papers, job costing and fee estimates.Responsible for preparing accounts to final stages for review by the accounts partner.Planning and scheduling portfolio work load for the practice to ensure client timing requirements and monthly targets are met.Holding monthly management meetings with partners to discuss work in progress, and continually looking for ways to improve job efficiency and recoverability.Accountable for the day to office administration of the Limited company and Limited Liability Partnership (LLP), invoicing, monthly credit control and debt collection, set up and initial responsibility for our social media networks, banking, events co-ordination and processing the monthly payroll to include statutory sick pay (SSP), statutory maternity/ paternity pay (SMP/ SMP), monitoring time off in lieu (TOIL), authorising annual leave and ensuring the holiday chart is complete and up to date.Maintaining strong client relationships and ensuring client needs are efficiently met as well as maintaining strong colleague relationships providing them with mentoring and a trusted confidante. Show less

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  Treverbyn church: St.Peter the Apostle

  Mar 2012 - Nov 2014

  Treasurer

  Preparation of annual accounts ready for independent examiners review and for submission to the relevant bodyBill paymentsGift aid

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  PKF-Francis Clark Chartered accountants & business advisers

  Apr 2014 - Sept 2017

  Senior

  Responsible for preparing accounts to final stages for review by a variety of managers and partners for a range of clients including Sole Traders, Partnerships and Limited Companies.Management of a small portfolio of VAT clients to ensure the returns are prepared and submitted with HMRC on a timely basis, also to include the preparation of monthly, quarterly and six monthly management accounts. In the latter months undertaking responsibility for the review of client and junior staff prepared VAT returns for submission to HMRC and the supporting management accounts.Providing bookkeeping assistance both in house and at client premises on a regular basis, maintaining sales and purchase ledgers along with the reconciliation of balance sheet accounts. Monthly CIS return preparation, verification of subcontractors and submission to HMRC, the preparation and distribution of monthly CIS statements.Mentoring of junior members of staff and assisting with queries.Point of contact for cloud accounting software including Xero, QuickBooks and Sage for both members of staff and clients including software training and regular ongoing support.Competent using the following additional software: Digita, DAPA, Alphatax, CCH Interactive Checklist, Market Experian, First Order and Sage. Show less

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  Freelance Blogger

  May 2017 - now

  Blogger
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  NHS Cornwall and Isles of Scilly

  Oct 2017 - now

  Working within the commissioning finance team my current main responsibilities include the monitoring of core Primary Care with a focus on Prescribing along with prior and continuing experience of monitoring the Acute provider contract finances and activity. Developing monitoring reports to analyse the data to forecast to full year position as well as against prior year and plan, provide an automatic accrual formula for activity, monthly reconciliation to internal reports and contracts. Liaising with providers at contract meetings, negotiation meetings and querying invoices/activity.Recently taken the lead on redeveloping the Finance scoring system for use in Procurements with a tight turnaround I managed to implement a new scoring matrix, update the Financial Model Template and provide a handbook to assist potential providers in the completion of the FMT.I attend regular monthly internal meetings with budget holders, directors and SROs.I currently line manage 2 members of staff at band 5 level.Assisting in achieving Future Focused Finance level 1+2 accreditations, HFMA FSD lead, responsible for actively promoting the training courses and e-learning modules, encouraging participation across the organisation, booking training courses and e-learning for colleagues, facilitating the annual renewal of membership with the Director of Finance, sitting on the initial team to develop a new system Finance newsletter. Active member of OneNHS taking on the roles of value maker and Health & Wellbeing champion.One of the Finance representatives in CIP/ PID development meetings, contributing and uploading data for forecasting and reporting on the Power BI dashboard. Show less Working within the commissioning finance team my main responsibility was to provide assistance to the Head of Commissioning Finance in the monitoring of the Acute provider contract finances and activity. Developing monitoring reports to analyse the data to forecast to full year position as well as against prior year and plan, provide an automatic accrual formula for activity, monthly reconciliation to internal reports and contracts. Liaising with providers at contract meetings, negotiation meetings and querying invoices/activity.I was also tasked with the lead of monitoring NCAs (Non-Contract Activity) and the development and implementation of a new tracker spreadsheet. This involved liaising with the NCA team along with BI. This tracker monitored all stages of the NCA process as well as capturing FRP which could then be captured at the monthly budget holder meeting.Attending monthly finance meetings to report/feedback on monitored areas.Recently taken the lead on redeveloping the Finance scoring system for use in Procurements.I attend regular monthly internal meetings with budget holders and finance colleagues.I currently line manage 1 member of staff at band 3 levelI have been involved with the preparation, analysis and submission of programme budgeting, developed a template for the mental health forms so that we can populate these on a monthly basis and this can be used when preparing the monthly Mental Health Investment Standard return.Assisting in achieving Future Focused Finance level 1+ 2 accreditation, HFMA FSD lead, responsible for actively promoting the training courses and e-learning modules, encouraging participation across the organisation, booking training courses and e-learning for colleagues and facilitating the annual renewal of membership with the Director of Finance. Active member of OneNHS taking on the role of value maker.Organising regular staff breakfasts/ lunches to boost morale and bringing us together as a team. Show less

  • Finance Manager

    Oct 2021 - now

  • Finance Officer

    Oct 2017 - Sept 2021