Sam Jones

Experience

• 

  RSM UK

  Sept 2014 - Sept 2018

  Financial Reporting Supervisor/Assistant

  Reported to Partners and local senior management, responsible for project teams.Guided and supervised junior team members through statutory and management accounts preparation, VAT returns, and bookkeeping. Prepared more complex company, LLP, charity, and partnership financial statements. Coordinated teams of up to three people providing bank covenant reporting and internal reporting for clients in multi-national groups. Managed client portfolio for a variety of compliance assignments, providing additional assistance to the senior management team during peak times. Internal secondment within corporation tax team, preparing statutory returns plus research and development claims with HMRC.Further financial reporting secondments with London, Belfast, and Bristol offices. Show less

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  Synergy Vision

  Sept 2018 - May 2020

  Finance Manager

  Reported to Finance Director, accountable for three direct reports.Full month and year end ownership including complete balance sheet control and group cross-charges, taking the lead on the annual financial audit. Leadership team representative for finance, driving a culture of continuous improvement within and between business functions. Supervision of three direct reports, providing direction on day-to-day working capital operations, finance team communications, and personal and career development. Prepared monthly leadership team and quarterly board meeting packs with analysis and supporting narrative, business partnering with department heads. Weekly and monthly project reporting, with emphasis on revenue recognition and budget variance analysis. Sales tax and payroll lead for group entities in the UK, Ireland, and Australia. Show less

• 

  Vaioni Group Limited

  May 2020 - Apr 2022

  Financial Controller

  Reported to C-Suite, head of operational finance with accountability for three direct reports.Maintained strong financial controls through improvements in process documentation and regular reviews with growth mindset. Owned of all internal and external financial reporting, including preparation of management information, board packs with analysis, and internal sales/performance reports. Key risk adviser in the business, monitoring internal process change pipeline to mitigate adverse financial impacts. Management of working capital, with strong emphasis on building and maintaining key external relationships (customers, suppliers, advisors) and automating routine elements. Finance lead on new product development, process creation and improvement, and coordinator for all other ad hoc department requests to improve resource allocation.Delivered payroll processing, R&D claim coordination, and VAT compliance and reporting. Show less

• 

  Bexley Beaumont

  Apr 2022 - Mar 2024

  Head of Finance

  Direct report to CEO, with responsibility for quality and output of outsourced finance function.Guided the business's finance operations through more than triple growth in two years.Professionalised the finance function in the business, bringing scalability to repeat activities, plus durability through process-improvement, documentation, and training systems.Full ownership of all typical financial reporting, control, accounting, and compliance activities.Automated and future-proofed a multi-stage process, reducing a key month end process from two days' work to under two hours, with similar smaller projects business wide.Lead the biannual budgeting and forecasting processes, building the tools for better resource allocation, accountability within the team, and departmental ownership of results.Supported board decisions through evidence-based analysis and commercial insight, regularly writing board papers for new proposals. Show less

• 

  TAQA Transmission

  Jul 2024 - now

  Financial Reporting Manager

  Reporting to the Financial Controller, responsible for all financial reporting.Ensuring all financial reporting deliverables are completed on time and comply with entity and group policies and standards, including monthly, quarterly, annual, SBA (regulatory), and ad hoc reporting.Coordinating external and internal audit reporting queries, tracking any audit discrepancies or weaknesses discovered for resolution and improvement.Responsible for coordination with the group tax function for compliance on Corporate Income Tax and VAT, managing submissions, timeline, and the resultant impact on entity-level reporting.Accountable for financial reporting risks and controls, including ownership of the reporting risk control matrix to identify, assess, and mitigate related risks in coordination with the internal audit team.Leader of internal training sessions on reporting for the wider finance team, enhancing the understanding of financial reporting processes, updates to regulations and standards, and promoting policy compliance.Responsible for regulatory financial reporting, including project-managing extensive Separate Business Accounts for the Department of Energy, proposing reporting changes, and handling ongoing queries.Engaging with and supporting other business departments and coordinating process-improvement initiatives, and providing ad hoc group support for reporting needs. Show less