Finance role - Barlows UK Limited
(2025-07)
- Prepare and present quarterly management accounts for heads of department
- Take ownership of year-end processes and liaise with external auditors and accountants
- Prepare and submit additional reports to other regulatory bodies
- Drive efficiencies and improvements within financial systems and reporting processes
- Working closely with senior leadership to support business growth and strategic projects
- Negotiating new contracts with cost reductions where possible, a notable example of this was a 40% reduction in insurance premiums
- Assisting payroll department where required and making improvements to processes
- Partner with operational teams to improve costs and efficiencies
- Develop and support the finance team, making myself available for any technical queries
Senior Audit Manager - Mitchell Charlesworth
(2023-10 - 2025-06)
- Lead and manage audit function, including arranging, planning and communicating all aspects of work to clients and staff
- Management, supervision and training of staff from juniors through to other managers. This has led to an increasing amount of HR related duties and resolving issues
- Provide audit, accountancy, and corporation tax services for a diverse portfolio of clients, including small to large limited companies, charities and corporate groups in industries such as construction, property investment/management, farming, manufacturing, recruitment and academies
- Acting as component auditor, and compliance with group audit instructions for a number of large internationally owned corporate groups, some with complex reporting requirements
- Presentation of statutory accounts and audit findings to team, partners and clients with varying ranges of financial knowledge
- Mostly reviewing work done by seniors, however, also able to produce statutory individual and consolidated accounts, and bespoke deliverables
- Submission of accounts to Companies House and CT600s to HMRC
- Overseeing VAT return and accounts preparation for smaller companies and high net worth individuals
- Providing assistance on technical queries to colleagues and clients
- Client and deadline management
- Working closely with partners, assisting with any miscellaneous tasks required. Assisting with tender process
- Experience with FRS 102, FRS 105 and IFRS reporting
Manager - Mitchell Charlesworth
(2020-12 - 2023-10)
Assistant Manager - Mitchell Charlesworth
(2017-10 - 2020-12)
Audit and Accounts Senior - Mitchell Charlesworth
(2014-11 - 2017-10)
Dental Accounts Assistant - Morris & Co
(2008-06 - 2014-11)
- Preparing accounts and business tax computations for sole traders and partnerships
- Preparation of personal tax returns for portfolio of approximately 100 clients, and providing tax advice to clients
- Assisted in training and supervision of colleagues
- Helping clients implement new bookkeeping systems, converting to Xero
- Payroll experience including preparing weekly and monthly pay runs, MTD submissions and year end procedures
- Presenting to nearly qualified dentists to win new business
