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Steven Owen

Steven Owen

Financial Control and Review Officer

Talent
ChippenhamMember since June 30, 2026
Bank account reconciliationsCASS regulationsMacintosh operationStaff trainingMentoringClient servicesBanking and reconciliations
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Bank account reconciliationsCASS regulationsMacintosh operationStaff trainingMentoring

About

I am looking for the opportunity to start a new career. For the past 13 years I have worked in the finance industry within an office environment, but now I feel it is time for me to start fresh and develop a career in something I can get passionate about. I am very keen to learn new skills and to see how the skills I have learnt over my years in finance and client services can transfer to a new role and industry.

My current job requires me to perform well under pressure, to have a good eye for detail and to be well organised. I feel I am easy to get along with and work well within a team. I am hard working and very determined to succeed in the next step of my career.

Experience

Financial Control and Review Officer - Hargreaves Lansdown Plc

(2007-01)

  • Daily bank account reconciliations against cashbook
  • Daily external and internal reconciliations
  • Ensuring that client money is held within CASS regulations
  • Daily deposit checks to ensure that Fix term deposits and treasury accounts match the trial balance
  • Preventing and Investigating fraudulent activity in relation to cash withdrawals
  • Investigating integrity issues and insuring that the control and review team correct these issues
  • Testing and reviewing any changes or updates to internal software for the bank reconciliation team
  • Liaising with the software development team to discuss further improvements to internal software
  • Liaising with the CASS oversight team to discuss possible issues
  • Compiling reports on any CASS issues for the CASS oversight team
  • Liaising with external auditors
  • Insuring that all procedures are documented and up to date
  • Training and mentoring new members of staff

Client Services Representative - Computer Share Plc

(2005-01 - 2007-12)

  • Dealing with shareholders' queries and complaints in relation to their shareholdings.
  • Providing support to stockbrokers, dealing with shareholders' accounts queries, share certificates and trades that have been placed.
  • Using internal databases and intranet to locate company and shareholder's information.
  • Keeping up to date with company corporate action and related changes.
  • Staff coaching and mentoring.

Client Services - Kall Kwik Print

(2003-01 - 2004-12)

  • Meeting with clients
  • PC and Macintosh operation
  • Chasing invoices
  • General printing and finishing
  • Staff training
  • End of day banking and reconciliations.

Education

Cabinet Making - Bristol City Council (2013-01 - 2013-12)

HND - New Media and Multimedia - City of Bristol College (2004-01 - 2005-12)

GNVQ IT Intermediate - City of Bristol College (2002-01 - 2003-12)

GNCQ IT Foundation - City of Bristol College (2001-01 - 2002-12)

Graphic Design & Print Finishing - YMCA Training (1999-01 - 2001-12)

Skills

Financial Control and Review Officer

Reviews