Financial Analyst, LCR Property
Sep 2022 – Present
Duties
- Collaborating across the business to enable submission of strategic plans, budgets and forecasts for P&L & working capital.
- Producing the models of commercial options for strategic and operational decision making using various techniques, e.g. NPV
- Delivering insightful P&L reporting with relevant KPIs, in line with internal and external requirements.
- Reviewing, developing and improving Finance and Reporting processes to create
efficiency and reduce non-essential workload, using Excel, Dynamics, PowerBi and Power Query.
Property Accountant, Landsec
Jun 2021 – Sep 2022
Duties
- Responsible for accounting for service charges, property related costs and non-rental income.
- Assisting in the preparation of annual budgets and monthly P&L reporting.
- Billing service charge, utility recharges, the timely completion of service charge reconciliations and providing relevant information for completion statements.
- Work with the Business Unit finance partners, being the point of contact for service charge related issues for properties in my responsibility.
Property Finance Administrator, CBRE
Mar 2020 – Jun 2021
Duties
- Key stakeholder in the CBRE’s relationship with the client's on-site team at the Walkie Talkie (20 Fenchurch Street) & Eastcheap Estate.
- Manage relationships with suppliers ensuring payments are up-to-date, so expenditure is correctly reported as part of the Monthly Reports provided to the client.
- Track site service charge expenditure from purchase orders to budget, identifying any potential issues.
- Work with FM and PM team on budget for the portfolio, setting in advance of commencement of year and communicating budgets to external stakeholders.
- Assist General Manager and property managers with monthly reporting, annual budget preparation and projects, as needed.
Finance Officer (Service Charges), Poplar HARCA
May 2017 – Mar 2020
Duties
- Budgeting service charges worth £10m+ for forthcoming year, using analysis from various data sources within the organisation.
- Using software, such as OpenAccounts and Orchard, to collaborate effectively with other departments and answer their queries.
- Ensuring costs are charged correctly to residents to recover 100% of monies spent by organisation.
- Posting journal entries, including monthly prepayments and accruals
Service Charge and Rents Analyst, One Housing (Fixed-Term Contract)
Jul 2016 – Mar 2017
Duties:
- Accurately calculating service charge and rents for 3,000 properties in the East London region.
- Providing an excellent customer-focused service to residents and ensuring all legal obligations are met by analysing tenancy agreements and customer accounts information.
- To be responsible for undertaking all statutory consultation in relation to service charges, including collaboration with other departments to maintain resident satisfaction.
- Proactively updating databases and mapping, so the calculation of service charges and rents are kept up to date.
