Finance Integration Manager at OCS Group UK Ltd (2024-11 – Present)
- Support with the transformation roadmap
- Lead the delivery of weekly senior reporting
- Manage projects and mitigate risks
- Cash flow forecasts and cash sweeping integration
- Daily collaboration with Group Treasury, AP & AR Managers for accurate transition of data and colleagues
- Work with project leads to achieve full governance and synergies across all business units
- Cross divisional communications
- Travel nationally to meet with newly acquired businesses and teams
- Set up banking platforms and integrations, including Kyriba, MT940, MT942, and CAMT.052, CAMT.053
- In regular contact with bank RMs for relationship retention
- Develop and manage multiple complex projects with associated tools for sufficient delivery
- Communicate with internal and external stakeholders at a senior level
- Drive travel and expense harmonisation across divisions
- Divisional and corporate team synergies
- Lead finance integration across M&A projects, aligning acquired entities with central functions
- Legal hive up deadlines, balance sheets, Trial Balance data migrations
- Understanding the hive-up date and working to its deadlines
- Monitor integration, hive-up, and transition tasks and work to deadlines
- Liaise with CFDs to ensure they have BS/TB and any supporting documents to achieve their synergy trackers
- Include and move acquired business onto OCS insurance providers
- Deliver senior reporting and manage cross-divisional communications to ensure governance and synergy
- Facilitate internal and external stakeholder meetings to monitor hive-up and transition milestones
Interim AP Processing Team Leader at CVS Vets Ltd (2024-09 – 2024-11)
moved county
- Managing the team of AP Processors (10) including offshore
- Liaise with all departments for improved processes and begin an automation process cross-divisionally
- Ensuring that the work completed by the members accurately by regular data monitoring
- Oversee the full AP lifecycle Monthly 1:1 meetings, team meetings with 2 direct reports (20 indirect reports)
- Monitor team workload
- Manage team KPIs and set team objectives
- Monitor and forecast cashflow
- Ledger reconciliations
- Debt management/collection
- Telephone and electronic communication with internal and external stakeholders
- International processing and payments: AUS | NI | ROI
- Statement of accounts
- Staff training and coaching
- Approving and releasing vendor payments
- Design welcome packs, training guides, and policies
- Cross-divisional communication with senior leaders
- AP Solutions and automations
- Making changes to processes and systems and embracing organisational growth
Interim Finance Manager at Jack Richards Ltd (2024-04 – 2024-08)
moved county. Responsible for all transactional finance functions besides payroll – Accounts Payable, Accounts Receivable, Credit Control.
- Manage a team (4)
- Create weekly KPI, revenue P&L reporting to Directors
- Monthly 1:1 meetings and yearly appraisals with 3 direct reports
- Monitor team workload
- Manage team KPIs and set team objectives
- Monitor daily cashflow and manage the banking approvals
- Ledger reconciliations
- Client Surcharges
- Manage office stationery and purchases
- Approve HPOs for workshop invoicing
- Telephone and electronic communication with internal and external stakeholders
- Statement of accounts
- Approving and releasing supplier and subcontractor payments
- Design welcome packs, guides, and policies
- Manage data cleansing
- Cross-divisional communication with senior leaders
- Make changes to internal processes and systems
- Part of the senior decisions for system automations
- Responsible for sustaining invoice processing to minimum for month end
- Close year end and support auditors with financial audits
Field Team Accounts Manager at Ground Control Ltd (2022-10 – 2024-02)
PTP Process Leadership & Strategy
- Managing the team of AP Processors (8)
- Head up invoice processing
- Control checks & Audit Compliance
- Analyse and monitor data for accuracy
- Process automation management and "No PO, No Pay" enforcement to align with company policy
- Performance management: monthly 1:1 meetings, appraisals, team meetings with 4 direct reports and 2 indirect reports
- Monitor team workload
- Manage team KPIs and set team annual objectives
- Ledger reconciliations
- Raise monthly recharges to subcontractors
- Telephone and electronic communication with internal and external stakeholders
- Internal and external relationship building and retention
- Statement of accounts
- Approving and releasing subcontractor payments
- Payment reconciliation
- Manage payments outside approved runs
- Design welcome packs, guides, and policies
- Extract daily bank statements and process banking transactions
- Manage data as a Data Stewart across multiple systems
- Update IMS system
- Cross-divisional communication with senior leaders
- AP Solutions and automations
- Making changes to processes and systems and embracing organisational growth
- Part of the senior decisions for system automations
- Responsible for sustaining invoice processing to minimum for month end
- Assist with closing year end and responsible for covering FTA audits end of year
Field Team Accounts Team Leader at Ground Control Ltd (2018-04 – 2022-10)
- Ledger reconciliations
- Raising recharges
- Debt collection
- Telephone and electronic communication with internal and external stakeholders
- Daily queries
- Financial reporting
- Statement of accounts
- Matching POs against company credit cards receipts
- Reconciling credit card statements
- Bank recs
- Accruals
- Creating subcontractor reporting for payments
- Design welcome packs, guides and policies
- Process and approve expenses for payment
- Monthly 1:1 meetings, appraisals, team meetings with my direct reports
- Extract daily bank statements and process the bank
- VAT returns
- CIS returns
Field Team Accounts Assistant at Ground Control Ltd (2016-10 – 2018-04)
- Invoice processing with accuracy
- Processing of subcontractor payments
- Ledger reconciliations
- Raising recharges
- Debt collection
- Telephone and electronic communication with internal and external stakeholders
- Daily queries
- Financial reporting
- Statement of accounts
- Matching POs against company credit cards receipts
- Reconciling credit card statements
- Accruals
Senior Personal Assistant at Hood Group Ltd (2016-06 – 2016-09)
- Managing 2 directors and 2 heads of diaries and working closely with them to support them daily
- Scheduling meetings with internal and external stakeholders
- Preparing meeting rooms
- Minute taking
- Document processing
- Scheduling events and appointments
- Senior reporting
- Reception duties
- Stocking up on cleaning and stationary
Office Concierge & Reception at Evolve Telecoms Ltd (2014-05 – 2016-06)
- Reception and administrative duties
- Organizing events
- Scheduling meetings and setting up boardrooms
- Manging office stock/stationary levels and ordering
- Managing office housekeeper
- Mail merge letters to clients
- Raising cheques
- Confidential responsibilities
- Reconciling bank statements
- Petty cash
- Data and invoicing entry into Sage and Salestar
- Senior financial reporting
Finance/Quality Assurance Assistant at Evolve Telecoms Ltd (2011-04 – 2014-05)
- Data entry
- Word mail merges to clients
- Quality assurance checks
- Complains handling
- Credit control debt chasing
- Communication with internal and external stakeholders
- Excel reports to senior management
Customer Service Assistant at Evolve Telecoms Ltd (2009-06 – 2011-04)
- Processing upgrades via internal and external portals
- Organising ports for clients
- Handling complaints
- Supporting Account Managers
- Communication with internal and external stakeholders
- Daily email and telephone queries
- Managing filing system of contracts
- Administrative ad-hoc tasks
Data Entry Clerk & Stock Assistant at Evolve Telecoms Ltd (2008-05 – 2009-06)
- Data entry
- Supplier pricing
- Ordering stock
- Recording deliveries
- Stock quality checks
- Weekly stock takes
- Internal & external telephone/electronic communication regarding purchases and deliveries
