Senior Management Accountant - Travel Counsellors
(2025-06 - 2026-06)
International franchise business with over 2,200 independent travel advisers. Private equity backed and expanding into new markets through acquisitions.
- Prepared and distributed monthly management accounts for external and covenant reporting
- Led monthly P&L budget to actual variance review meetings with senior stakeholders
- Supported the acquisition of a Canadian entity, integrating its chart of accounts into the group structure, establishing new nominal accounts and designing and updating reports within the D365 reporting editor
- Owned the month end timetable and reporting calendar, controlling closure of the P&L and balance sheet to ensure accuracy and consistency across internal and external reporting
- Supported the annual audit process, responding to auditor queries and ensuring timely delivery of requested information
Finance Business Partner - PTSG
(2025-02 - 2025-06)
Group of 50 Construction companies working on projects across the UK
- Prepared and presented board reports across four divisions
- Acted as key finance business partner to four operational directors
- Owned revenue recognition and monthly cost of sales reporting, ensuring accuracy and compliance with accounting standards
Interim Management Accountant - SysGroup Plc
(2024-06 - 2024-10)
AIM-listed IT cybersecurity and AI SaaS business expanding through acquisitions
- Rolled forward and updated a first draft of the Group's annual report
- Designed and implemented internal KPI reporting packs for sales ledger and purchase ledger, improving visibility over credit control performance and supplier payment
- Worked alongside colleagues on accruals, prepayments, fixed assets and revenue recognition to support accurate month end and statutory reporting
- Contributed to establishing processes and workflows within a newly formed finance function
- Trained the incoming management accountant before leaving for extended travel
Management Accountant - Costello Medical Consulting Ltd
(2018-05 - 2024-03)
Costello Medical Ltd is a consultancy firm specialising in healthcare industry support with a turnover of £36m in 2023
- Led the successful implementation of SAP Concur across global offices, improving efficiency for finance and non-finance staff
- Managed monthly management accounts, including trial balance checks, accruals and prepayments
- Produced board packs, staff productivity reports and budget-to-actual analysis for division heads
- Oversaw the fixed asset register, including depreciation and disposals
- Prepared corporation tax calculations for the UK entity
- Engaged department heads to provide financial insights and support for non-financial leaders
- Supported year-end audits, ensuring compliance with no major findings
- Significantly improved time taken to produce divisional budget to actual analysis
- Transitioned the team from manual data entry to automated imports/exports, saving significant time on credit card processing
- Supported month-end close processes, ensuring accurate and timely reporting
- Managed ONS regulatory submissions and other compliance-related tasks
