Experience

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  Cara pay

  Nov 1997 - Mar 2001

  Payroll administrator / accounts assistant

  • Basic AR, AP & Credit Control functions• Processing payroll for agency nurses

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  The marketing store, europe

  Mar 2001 - Apr 2004

  Management Accounts for TMSW CPE & IPMC• Month end close• Annual Budget & monthly forecast• Working capital management - cash flow statements• Financial Statements• Tax computations for the Financial Statements• Reconciliation of VAT accounts and preparation of VAT returns for Belgian, EU & UK authorities respectively• Reporting of Royalty liabilities for Shell & Warner Brothers products• Contributed to use of Financial Instruments for managing currency risk (Currency hedges, IR Swaps) Show less

  • Project Controller

    Jan 2004 - Apr 2004

  • Management Accountant

    Jun 2002 - Dec 2003

  • Finance Co Ordinator

    Mar 2001 - May 2002
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  Direct entertainment

  May 2004 - Oct 2004

  Management accountant
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  The marketing store, europe

  Oct 2004 - Aug 2007

  Management accountant

  The Marketing Store Worldwide Ltd (TMSW) is a sister company to TMSW CPE and its principal activities are those of marketing consultants.A complex organisation with a lean finance team. My role lent itself to producing the Management Accounts & work packages/tasks that would traditionally fall under a Financial Accountant (complex VAT legislations, GAAP reporting) or Commercial Analyst.My biggest accomplishment at TMSW was my cost accounting which resulted in penalties foregone.I was instrumental to the company filing Consolidated Financial Statements across 3 year ends in quick succession. Key Responsibilities:• Management Accounts for TMSW ~ 6 European locations• Annual Budget & monthly forecast• Gross margin & client profitability analyses• Working capital management - cash flow statements.• Financial Statements.• Tax computations for the Financial Statements• Reconciliation of VAT accounts and preparation of VAT returns for Belgian, EU & UK authorities respectively• Reporting of Royalty liabilities for Shell & Warner Brothers products• Contributed to use of Financial Instruments for managing currency risk (Currency hedges, IR Swaps)Key Achievements:• Process Improvement: I created a month end task dependencies schedule to improve month end reporting, this cut reporting time by 10% (1 day).• Cost Savings: My lead in the filing of the Financial Statements resulted in penalties foregone ~£10k.• I was instrumental in recouping an old VAT debtor of €1.6m• My insight into the French ledgers saved the company €12k p.a. in penalties foregone.• I solely led two successful VAT inspections from HMRC Show less

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  Big yellow self storage

  Aug 2007 - Jan 2009

  Management accountant

  Big Yellow Group PLC is a a leading self-storage brand in the UK.Responsible for the Management Accounts of Big Yellow Self Storage (major focus on operational efficiency) & its Joint Venture (Armadillo) in 2008.A diverse role with lots of capacity to grow, in addition to providing financial expertise across the Management Accounts I also contributed to the preparation of the Statutory Financial Statements.Key Responsibilities:• Management accounts for Big Yellow & partnership• Month end reporting & variance analysis• Annual Budget & monthly forecasts• Maintenance of Fixed Asset register• Reporting - Monthly result packs to senior department heads• Data Analytics - Post completion audit for newly opened stores• Support Financial Statements, interim & annualKey Achievements:• Efficiencies: Created reports which would provide 'live' reads on the ledgers (by utilising the jet reports functions & writing my own formulae), cutting month end reporting time from six to three days.• Process Improvement: I adapted the reports to create efficiencies across all finance reporting requirements. This cut reporting time by 1 day & improved control on budgets.• Cost Savings: My reporting strategies of cost control (custom reports, due diligence) saved the company ~£50k• Leadership: I was an influential part of the Joint Venture parallel system Steering Committee Show less

• 

  Agl energy

  Mar 2009 - Mar 2010

  Management accountant

  Responsible for producing the Management accounts for OPEX AGL Business unit(s).Also responsible for project accounting as part of the Retail Transformation Projects.With a strong focus on providing insights to help drive efficiencies across the business unit by identifying key metrics, trends and areas of cost control.Driving clarity of understanding of financial results by engaging stakeholders and addressing their needs.Ensuring financial results comply with approved accounting policies.Key Responsibilities:• Management accounts for AGL Opex Business units• Month end reporting & variance analysis• Annual budget & quarterly forecast• Provide financial expertise• Project Accounting. Manage & control project related costs.• Set up & manage CATS - contractor timesheet function.• Business Opportunity Evaluation i.e. Capex funding.Key Achievements:• Cost Savings: The correct allocation of labour costs via CATS enabled the company to identify & account for contractor costs, resulting in a ~$800k write off to significant items.• Process Improvement: Detailed set up of contractor costs resulted in 7% to 18% improvement in margin of error from rounding.• Operational Efficiencies: The Company was able to understand contractor costs better once CATS had been set up.• Operational Efficiencies: The CATS system also had a clear audit trail, reducing audit related queries by 25% Show less

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  Woodbine road playgroup

  Jan 2013 - Dec 2013

  Treasurer

  A voluntary position as the Playgroup is run by its members. I managed the finances & running costs of playgroup.

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  Infoready

  Sept 2018 - Mar 2019

  Provide commercial and operational insight to help improve the efficiency of the company's operations. Reporting to the Client Director I supported the Commercials on the Statement of Works with reports that analysed the financial impact.Key Responsibilities:• Forecasting revenue projections• Budget, Resources & SOW trackingKey Achievements:• Mitigate Loss of revenue. I set up custom reports to automate revenue & resource forecasting. The savings these reports created by mitigating the risk of lost revenue ranged from $2.5k - $20k per day.• Process Improvement. These reports combined three existing manual reports removing duplication of information & created process efficiencies in the circa of 1 day.• Strategic Alignment. Aligning our consultants with the strategic vision of the client by contributing to the Induction Pack & On Boarding.• Operational leadership. I led the operational organisation for a Tableau training workshop. Show less Telstra - Senior Commercial AnalystSept 18 - Oct 18A short term contract to build strong Financial & Commercial Models to improve operating procedures. The key criteria being models that were easy to use & future maintenance automated.These models were to report and analyse KPI's for labour and provide insight into labour utilisation. The statistics then formed the basis of dashboard reporting.Key Responsibilities:• Build Financial & Commercial Models via Excel. Models to report/analyse labour variances• Financial Analysis of data - i.e. labour utilisation & project burn rates• Data Analysis via Spreadsheet analytics, process mass data & analyse for metrics & trends.Key Achievements:• Cost Savings: 80% improvement in timesheet completion as reports highlighted non-compliance translating to a cost saving of ~$80k per day.• Process Improvement: I utilised the SharePoint function to centralise the teams file sharing, improving information sharing processes & securing sensitive data. This reduced inefficiencies of version control cutting reporting time by 0.5 days.• Efficiencies: Improved the Asset reporting by combining data sources, automating reporting & further combining files into one Binary file, removing duplication of processes & therefore cutting processing time by 1 day. Show less

  • Consultant - Senior Commercial Analyst

    Oct 2018 - Mar 2019

  • Consultant - Senior Commercial Analyst

    Sept 2018 - Oct 2018
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  Latitude financial services

  Jun 2019 - Apr 2023

  The Controllership function is to provide Financial Control & ensure the integrity of the Balance Sheet.The role was to provide Financial & Management Accounts for Insurance (Hallmark) products. A matrix reporting role which leveraged effective cross functional business partnering for success.Acting as the financial SME for Insurance products the BAU of the role was to account for the manual entries into the GL & perform the month end close. Cash management was an integral part & became a critical metric in response to the pandemic & AFCA scrutiny.Tasks included but not limited to:• Financial & Management Accounts for Insurance (Hallmark) products.• Perform month end close (across the full suite of Latitude products, CARDS, Opex & Insurance)• Operational Controllership• Assisted with the preparation & delivery of the Financial Statements• Daily Cash management (Premiums, Remediations, Re-Insurance & Claims) • Maintain Balance Sheet Models• Balance Sheet reconciliations• RAS Metrics• VISA/Mastercard reconciliations - chargebacks & scheme/Loyalty fees• Cash Matching (RNET)Key achievements within the role included:• Efficient collaboration across the business functions (Insurance Ops, Insurance Finance & Shared Finance)• Trusted finance business partner• Successfully re-designed and automated a core customer cash management process (implementation of Work Day Miscellaneous Payments). • Streamlined month end close by automation and simplification initiatives. Show less FP&A - OpexThe role supported business in providing financial advice, OPEX management, and insight into areas of risk and opportunity. Business partnering to Technology, InfoSec & EGM OfficeObjectives of the role included:• Month end close by Day 1 (post Covid this moved to the Controllership function)• Annual Budget• Reforecasts• Cashflow forecast• P&L Management to achieve Opex targets• Business case valuation• Project timesheet accounting (set up perms in ERP & FTE recs for time tracking)• Identified OPEX risk ~$100k where timesheets were not being submitted. Successful collaboration with the business resulting in this risk being resolved in time for EOY.• Identified several process improvements which resulted in a significant reduction in hours spent on reporting. Show less

  • Financial Accountant - Controllership

    May 2020 - Apr 2023

  • Finance Business Partner - Technology

    Jun 2019 - Apr 2020
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  Defence health ltd

  May 2023 - Oct 2023

  Finance business partner

  A newly created role to partner with the ELT and drive the calibration of a key KPI, post introduction of IFRS17, namely the Management Expenses Ratio (MER).Leveraging a hybrid skill set to manage cross functional deliverables in bridging the gaps between Financial Accounting and Management Reporting. The role straddled the Management & Financial Reporting teams with exposure to a recent high profile transformation (new PHI system).Key achievements in this transient role include:• End to end Management Accounting (month end close, Management reporting, Variance analysis & commentary, Board reporting)• Quarterly reforecast & Annual budget• Management of Management Expenses (monthly packs, education & partnering with the business)• Financial Modelling (Budget walk throughs, FTE recs and consolidation models)• Interactive Dashboard on MER (Management Expense Ratio). This allowed for faster slicing of information allowing hands-on decision making from executives.• IFRS17 - operationalise the rollout of the new standard• Restated Financial Statements for IFRS17 standards• Manual delivery of GL by interfacing daily files post implementation of new ERP• Pioneered the ESG research for the investment committee workshop.• Process mapping and improvements Show less

• 

  Victoria legal aid

  Apr 2024 - now

  Finance business partner

  Reporting to the Manager, Finance Business Partnerships, this role is to support a range of financial support functions whilst providing strategic, high-level advice to SLT and EGM ensuring commercial and business outcomes are met within legislative and regulatory frameworks.• Finance Business Partnering• Business case evaluation• Cost modelling (FTE, Case Expenditure and Opex Projects)• Financial reporting to support strategic decisions• Risk and trend analyses to support decision making (e.g. Bad debts, Client Contributions, Cost recoveries)• Project financials (tracking, monitoring & reporting risks/opportunities)• End to end Management Accounting (month end close, management reporting, variance analysis & commentary, Board reporting)• Quarterly reforecast & annual budget• Advancing the financial capabilities of managers Show less