Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Affiliations
References
Timeline
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Alison Hancocks

Pershore,Worcestershire

Summary

Experienced professional with extensive knowledge of various computer software, including Vebra Alto, CFP, MUS, Sage, TAS, and Re-Leased. Demonstrates exceptional attention to detail and expertise in setting up and improving procedures for Client Money Regulations. Proven ability in team leadership, training new and existing employees on systems and procedures, and creating comprehensive training guides. Skilled in managing team workloads, ensuring seamless operations during staff absences, and maintaining financial records such as cashbooks and bank reconciliations. Proficient in Excel, Word, Outlook, Teams, and PowerPoint. Adept at communicating with multiple departments to cover all aspects of Estate Management.

Overview

19
19
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work History

Client Finance Supervisor

Sheldon Bosley Knight Ltd
Evesham, Worcestershire
12.2013 - Current
  • Played pivotal role in successful mergers and acquisitions through astute analysis of target companies' financials.
  • Prepared monthly, quarterly and annual finance reports to facilitate management's strategic planning.
  • Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
  • Consolidated comprehensive management accounts, integrating income statements, cashflow and balance sheets.
  • Worked to scale and enhance finance function, implementing new processes and refining existing ones.

Lettings administrator

Timothy Lea & Griffiths Ltd
Evesham, Worcestershire
05.2009 - 12.2013
  • Handled property viewings for potential tenants, resulting in increased occupancy rates.
  • Liaised with external contractors to facilitate efficient property maintenance.
  • Prepared tenant contracts and renewal documents, ensuring legal compliance.
  • Conducted property inspections, identifying necessary repairs and improvements.

Account manager

Rotec Engineering
Evesham, Worcestershire
09.2006 - 08.2008
  • Built rapport with new and existing customers to boost client retention.
  • Maintained excellent knowledge of industry trends to remain ahead of competitors.
  • Provided customers with price information and handled financial transactions.
  • Enhanced customer satisfaction by efficiently managing all front desk enquiries.
  • Directed visitors and clients to appropriate staff, ensuring efficient service delivery.
  • Managed phone calls, resulting in effective communication flow within the company.
  • Coordinated office supplies orders to keep necessary materials available at all times.
  • Managed timesheets, ensuring accurate reflection of employees' working hours.

Education

A-Levels - A's Level

Prince Henry's High School
Evesham
09.2005 - 05.2006

GCSEs -

Prince Henry's High School
Evesham, Worcestershire
09.2002 - 05.2005

Skills

Extensive knowledge with several computer software, including:

  • Vebra, Alto
  • CFP
  • MUS
  • Sage
  • TAS
  • Re-Leased


Attention to detail and procedures

Setting up and improving procedures for Client Money Regulations

Team Leadership

Training new and existing employees on systems and procedures and setting up training guides for employees to refer to following this training

Managing team work loads and covering staff members annual leave so that there is no disturbance within the other departments

Maintaining cashbooks, bank reconciliations, paying Landlords/suppliers/tenants

Computer skills include Excel, Word, Outlook, Teams and PowerPoint

Ability to communicate with multiple departments covering all aspects of Estate Management


C


Certification

Certificate of Attendance "The Complete Letting Agents Training Course" - Landlord Advice Line - 2011

Certificate of Attendance "Inventories Training Course" - Landlord Advice Line - 2012

Certificate of Attendance "CFPwinMan Ultimate Guide to Accounts" - CFPwinMan 2014

Certificate of Attendance "Intermediate Microsoft Excel" - Herefordshire & Worcestershire Chamber of Commerce - 2016

Webinar "TDS Academy Foundation Course" - The Dispute Service 2021

Webinar "TDS Academy Adjudication Workshop" - The Dispute Service 2021

Annual Online Training - "Anti-Bribery"

Annual Online Training - "GDPR"

Annual Online Training - "Money Laundering"

Accomplishments

Designed and distributed throughout the company "help sheets" for Alto

  • Basic everyday use of Alto ideal for Property Managers
  • Everyday use of Alto for Client Finance
  • How to run the Month End practises
  • How to generate fees and report the commission

Languages

English
Native

Affiliations

  • I enjoy walking and spending time with my family and Dachshund

References

References available upon request.

Timeline

Client Finance Supervisor

Sheldon Bosley Knight Ltd
12.2013 - Current

Lettings administrator

Timothy Lea & Griffiths Ltd
05.2009 - 12.2013

Account manager

Rotec Engineering
09.2006 - 08.2008

A-Levels - A's Level

Prince Henry's High School
09.2005 - 05.2006

GCSEs -

Prince Henry's High School
09.2002 - 05.2005
Alison Hancocks