Chris Lloyd

Experience

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  Lloyds TSB

  Nov 2002 - Aug 2004

  Home Claims Handler

  To assess claims, within a busy environment. A decision of whether the claim is valid or invalid is required. If a claim is valid accurate judgement is needed to determine the monetary value of the claim. I have needed to keep emotionally uninvolved whilst dealing with all customers, whilst offering any appropriate sales upgrades and offering an excellent customer service.

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  GMAC UK Plc

  Aug 2004 - Dec 2004

  Purchase Ledger Clerk - Temporary

  Distinguish between several different purchase ledgers and distribute internal and external post accurately. The responsibility of coding up invoices accurately and inputting these into the SAP accounting package within strict vendor number order. Updating excel spreadsheets and reconciliation of statements, while working independently and with little supervision.

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  Tesco

  Dec 2004 - Feb 2007

  Senior Finance Clerk

  Control of 11 Balance Sheet reconciliation’s such as, RS control, Cash Liability, shrinkage and Delivery Note Control. Analysing and reconciliation of several different system adjustments on a weekly basis. Responsible for completing periodic and weekly journals, also investigation work and close communication between team members and several other departments. Extracting data via ad hoc reporting and SQL queries and reporting back to both financial and non-financial managers.

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  Greggs PLC

  Feb 2007 - Oct 2008

  Accounts Assistant

  Preparing and reporting ‘weekly account’ to the director to assist with the budgeting of the company. Weekly reconciliation of the company’s bank account, credit card statements, expenses and wastage usage. Also general accounting duties such as, coding of cheques and invoices, prepayments and accruals. Analysing oracle / in house computer reports.

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  Arriva Trains Wales

  Oct 2008 - Dec 2008

  Purchase Ledger Clerk - Temporary

  Key and code invoices to ensure costs are correctly allocated. Reconcile outstanding accounts to assist in Creditor reports.

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  M4 Systems Ltd

  Dec 2008 - Aug 2011

  Customer Support Consultant

  • My main role at M4 was supporting ERP applications Dynamics GP, Reqlogic, frx and vision but recently has adapted to include CRM, and Earnie payroll managers in a confident and effective manner. Several customers have integrations between GP and CRM and multiple third party products which I support within a team.• Within my role there is a requirement to customise Dynamics GP and Reqlogic forms and reports which has led to knowledge with SQL database management and queries, creating views, tables, SQL jobs and modifying stored procedures. • Managing goals and case queues efficiently while communicating clearly to customers on a regular basis.• Problem solving using skills and tools available to troubleshoot customer issues in a quick and professional manor. • Using accountancy knowledge and experience to provide advice on financial queries in order to understand the customer’s requirements and carry these out within the system. Show less

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  Crimson Consultants Ltd

  Aug 2011 - Jul 2023

  IT Customer Service Manager

  As a manager of Crimson’s technical and application support desk, my responsibilities are split into three key areas:• Managing customer cases and providing proactive support to 60+ organisations - Including managing workloads for myself and the support team; Management of strict SLA metrics and escalation management whilst ensuring excellent customer service levels are provided.• Remote and on-site consultancy – offering training, application and technical services for Dynamics 365 (CRM) and integrated applications.• Internal technical architecture – Planning, and managing the process of internal systems, including Exchange, Skype for Business, CRM, Jane HR. Management of internal hardware budget and renewal cycle.Key management consultancy responsibilities include:• Leading customer facing consultancy processes:o Management and delivery of Dynamics 365 technical responsibilities as part of Project launch.o Provision and management of Cloud based applications to include Dynamics 365, and Azure services.o Providing financial consultancy services, including upgrades of multi-tiered Dynamics CRM and GP systems; third-party modules and integrations.o Facilitating data enrichment and migration services through Dynamics 365, Dynamics GP, Integration manager, SQL and Excel.o Creation of SQL stored procedures, SQL fixes and database performance management.• Producing monthly customer based reports through power BI of Support SLAs and customer support performance. Show less

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  Tribal Group

  May 2019 - Jul 2023

  Customer Service Support Manager
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  Infinity Group UK

  May 2023 - now

  Dynamics CE and BC Implementation team leader

  • Resource and Operations Manager

    Nov 2023 - now

  • Business Apps Team Leader (D365 CE & BC)

    May 2023 - Nov 2024