Steven Owen
Financial Control and Review Officer
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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)

