In today’s fast-paced business environment, strong financial controls are essential to safeguarding assets and ensuring accuracy.
My corporate consultancy specializes in implementing robust financial controls tailored to your company’s unique needs, by building upon and optimizing existing processes.
I also provide thorough balance sheet reconciliations to identify discrepancies early, giving you clear insights and peace of mind.
Partner with me to strengthen your financial foundation and support sustainable growth.
During my role at Marlowe Environmental Services, I led the team in implementing the new expenses platform (SAP Concur) and rolling out the updated expenses policy to approximately 1,700 employees across 11 active entities. I played a key role in training both end users and managers on the software, as well as on how to review expense claims effectively.
In addition, I developed the underlying accounting processes for recording expenses and credit card spend. This enabled the team to accurately track which credit card transactions had been processed and identify those requiring follow-up. I collaborated closely with other finance departments to resolve initial challenges and establish a streamlined, efficient workflow.
I also played a pivotal role in automating commission calculations, providing finance with greater control over data accuracy. This automation reduced the commission review process by several days and improved understanding across the company’s 30 different commission schemes.
Furthermore, to support ongoing learning beyond my contract, I created training videos and user guides for my colleagues to ensure the new processes were properly documented.
As the European Financial Controller at Probo Medical, I was required to be knowledgeable, organised and compassionate to enable the business to run smoothly.
Being the head of a multi-location, multi-function, team of 5 has provided the opportunity to develop my management skills and adaptability to different working styles to help achieve the best from each person.
This role brought together all my experience as a tax consultant, senior management accountant and business partner as well as a senior financial accountant. I was able to:
Develop and maintain tight controls over the balance sheet, including historic data reconciliations
Improve month end processes to ensure greater scrutiny and validity of the data, whilst promoting efficiency
Build strong relationships between finance and the rest of the business
Manage the accounts payable and receivable departments to ensure processes are followed and positive relationships between customers and suppliers were nurtured
Grow the skills in the team to help staff achieve their personal and professional goals
Work towards an easier audit for FY24, after helping the business pass the audit for FY23
Lead the hive up and integration of acquired businesses
Cooperate with an external payroll provider to secure accurate payroll which captures all of the required nuances in the month
Ad hoc projects as requested by the Financial and/or Managing Director.
After moving to a permanent contract at Portman Dental as a Financial Accountant my responsibilities shifted from integrating practices to process improvements, completion account review and internal training management.
As an example, after joining the team I created more automated balance sheet reconciliations using Excel and Sage to save both: time at month end and provide more data about the transactions which make up the balance sheet. Improving their validity, usefulness and timeliness.
Also, whilst coordinating with both the integration and group financial accounting team, we developed a robust step by step guide for the bookkeeping associated with the 3 different purchase modes. This was particularly helpful during my project of hiving up nearly 100 practices following the Dentex merger in April '23.
Moreover, within Portman, there was a training vacuum for CPD. As I am passionate about CPD, I took up the mantle by creating and running my own monthly sessions for the whole finance team. This helped to build a community of learners at Portman, especially for those studying towards professional qualifications.
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