
Charlotte Beesley
Graduate Trainee in Audit

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About me
Helping your business to become more profitable | Saving you time | Taking the stress out of your cash flow | Chartered accountant | Xero certified
Education

Kaplan Financial
2011 - 2014ACA Accounting15/15 exams passed first time

The University of Manchester
2008 - 2011Bachelor of Science (B.Sc.) 1st in Mathematics 1stActivities and Societies: Mathematics Society

The English College Dubai
2002 - 2008A Level 3 A'sMathematics, Physics and Biology
Experience

KPMG UK
Oct 2011 - Oct 2014Graduate Trainee in Audit• Assisted in all aspects of audits for a number of clients in the service, real estate, construction and Private Finance Initiative (PFI) industry, always ensuring a consistent and efficient approach. Clients included: G4S PLC, Berkeley to Chelsfield Properties. • Successfully managed, developed and coached a team of four within my department and a team of two in India.• Effectively managed the completion of a number of audits using financial models and complex accounting processes.• Acted as a key point of contact for technical queries on the Audit Champions team by facilitating regular monthly calls to highlight important issues and changes in the accounting standards. • Assisted in the bidding process whilst on the targeting team for Galliford ensuring timely and accurate preparation of information. Show less

Deloitte Middle East
Sept 2015 - Jun 2017Transaction Services• Carried out detailed analysis and research in a range of companies from a financial, operational, competitive and industry perspective in an efficient and timely manner. Analysis included reviewing of companies in the historical period, analysis of forecast income statements, budgets and cash flows. • Successfully performed financial due diligence on a number of transactions including interviews of both Target management and owners of Client business for acquisition and vendor due diligence. • Effectively manage and develop a team of three analysts and a team based in India ensuring that they are competent in the preparation of offering memoranda, engagement letters and presentations to obtain new business engagements.• Liaised with key stakeholders to prepare detailed analysis within excel to tight deadlines and under high pressure.• Assisted partners in the accurate and timely analysis of financial data and the preparation and completion of client report.• Successfully Led meetings at Target sites and Client sites ensuring all agenda items addressed and all parties satisfied with the process. Show less

Yum! Restaurants International
Jun 2017 - Dec 2021Financial Analyst• Partner with senior management across all departments for development of annual budgets, longer term market growth plan and quarterly forecasts in line with company strategy and objectives.• Prepare monthly and quarterly reporting packages for senior management focusing on Key Performance Indicators and detailing financial performance relative to plan.• Lead and support the business in the collection, consolidation and reporting of sales, financial and other information, working closely with internal and franchisee teams, understanding their data requirements and gaining knowledge of their business and issues. • Partner across departments to prepare annual budgets for three funds (marketing, digital and supply chain). Detailing monthly performance versus plan to advise teams on balance of year forecast to assist on decision making.• Lead and engage in business through analytics, highlighting and aligning on key actions and recommending solutions. Engage with marketing to monitor new product development to ensure business decisions are based on reliable information and the correct pricing strategy is in place.• Perform financial modeling to support on franchisee incentives. • Successfully supported Operations team in creating a dashboard to display customer metrics (Operation team saved 5 hours a week)• Integrated sales data with delivery tracking fleet data and customer feedback for operations and development teams: - Identifies operational improvements by store - Helps development team to identify market maps for new sites Show less

Kyero.com
Apr 2022 - nowFinancial Controller
CB Armstrong
Dec 2024 - nowBusiness Owner
Licenses & Certifications

Xero Advisor Certified
XeroDec 2023
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