Fund Accountant - Aztec Group - London, United Kingdom
(2025-11)
- Project Cost MI & Reporting: Developed insightful management information, including comparison reports across historical project cost categories and waterfall charts for board reporting, enhancing project evaluation and decision-making.
- People Management: Served as line manager for three team members, providing regular coaching, performance feedback, and development support, resulting in consistent delivery of high-quality work and improved team capability.
- Investment Transactions & Distributions: Prepared and processed investment transactions and investor distributions with strict adherence to fund documentation and control frameworks.
- Portfolio & Risk Reporting: Delivered high-quality quarterly and annual portfolio and risk reports, providing financial insight to support client investment decisions.
- Valuations: Reviewed and performed fair market valuation analysis across client investment portfolios.
- Client Portfolio Management: Managed a portfolio of private equity clients, ensuring consistent delivery against service-level agreements and maintaining strong stakeholder relationships.
- Statutory Reporting: Reviewed statutory accounts for UK, Luxembourg, Jersey, and Guernsey SPVs, preparing financial statements under FRS 102 and IFRS prior to client issuance.
- Board Reporting: Worked with company secretarial teams to prepare and deliver MI packs for board meetings, supporting effective governance and decision-making.
- Team Leadership & Review: Reviewed work prepared by junior staff across bookkeeping, management accounts, and year-end audit files, ensuring technical accuracy and compliance with internal quality standards.
Researcher - The Unlikely Alliance Podcast - London, United Kingdom
(2025-03)
Travel Break - Travel Break / The Unlikely Alliance Podcast - London, United Kingdom
(2025-03 - 2025-10)
Assistant Finance Manager - Lloyds Banking Group - London, United Kingdom
(2021-10 - 2025-03)
- Led Preparation of Statutory Accounts: Successfully managed end-to-end preparation of statutory accounts for Scottish Widows Group and its subsidiaries, ensuring compliance with IFRS, FRS 102, and HKFRS 102 standards. Acted as the primary liaison for internal and external stakeholders throughout the audit cycle.
- IFRS 9 Financial Instruments Analysis: Conducted monthly reviews of IFRS 9 Financial Instruments across entities and delivered insightful management information (MI) reports highlighting key variances and financial impacts.
- SONIA Rate & Investment Performance Review: Performed regular analysis of the SONIA interest rate and assessed expected versus actual gains on investments, contributing to improved financial forecasting accuracy.
- Subsidiary Onboarding & BAU Integration: Played a pivotal role in the onboarding of a newly acquired subsidiary, designing and implementing a seamless Business-As-Usual (BAU) process adopted by the accounting operations team.
- Cross-System Reporting Process Implementation: Developed and implemented a robust reporting process to align financial data across entities with disparate finance systems, ensuring accurate and consistent reporting for half-year and year-end results.
- Data Visualisation & Performance Monitoring: Leveraged Power BI to design dynamic dashboards, enabling effective visualisation of entity performance and enhancing decision-making across finance teams.
- Introductory Python for Data Handling: Began leveraging Python to sort, structure, and analyze transactional data across entities, supporting improved data accuracy and workflow efficiency.
- Was the Finance business partner between a newly acquired subsidiary and internal group divisions. This providing information to internal Group tax, Group Internal Audit, Capital liquidity reporting, and other internal reporting divisions. Providing them with monthly and quarterly substantiation.
- Being the mentor to those on the Graduates and Apprentices schemes in our team.
- Carrying out analytical reviews of entities and providing MI and commentary to the Head of Department.
- Undertook monthly reconciliations of entities and providing substation of any variances.
- Production of quarterly analysis of companies for Group SOX & Solvency 2 control compliance.
- Preparation of the group's Intercompany positions, reviewing and ensuring correct settlement.
- Undertaking the year impairment model for the subsidiaries within Scottish Widows Group.
Group Financial Accountant - Hendy Automotive Group - Hampshire, United Kingdom
(2020-10 - 2021-10)
EMEA Finance Analyst - Merlin Entertainment Group - Dorset, United Kingdom
(2018-09 - 2020-09)
