Anna Middleton

• Core member of the Finance Team at The Harbour House Trust - ensuring monthly accounts, budget reports and cashflow are all maintained and presented to the CEO, Treasurer & Trustees on a regular basis, answering financial questions as needed to ensure smooth running of Charity.
• Integral in designing and implementing financial processes to ensure compliance, approvals and controls in place, meeting audit requirements.
• Key account holder for five banks, responsible for the transfer of funds between accounts, payroll and employee company cards.
• Additional book-keeping duties include raising invoices, credits, purchase orders & bills, reconciling account transactions using Xero Software, reviewing financial accounts to ensure correct coding & allocations set up, adjusting ledgers, liaising with accountants to ensure all transactions sound before VAT submission.
• Collaborated with Retreat Manager at Bala Brook to design & manage spreadsheets & processes for bookings, petty cash and the day-to-day running of the retreat. Liaised with all contractors and retreat hirers to ensure invoices paid on time and kept within budget.

• Recommended to work with a private client changing the structure of their business. Being trauma informed and having an understanding of anxiety and neurodivergence was essential for this role.
• Created financial processes and systems including book-keeping and accounts support for a Harley Street Practitioner dealing with high profile clients requiring impeccable data sensitivity.
• Created a state of safety and autonomy for business decisions so that client felt in control moving business forward and able to hire an accounts assistant to manage day-to-day tasks.

One week per month residential role at a Personalised Retreat open every day of the year. Health programs tailored in length and content to meet client requirements.

• Collaborated with Doctor, Health Director, a team of practitioners and chefs supporting thousands of clients through detox. Daily multidisciplinary health team meetings to assess client progress and requirements.
• Conducted client entry consultations to evaluate client goals and determine appropriate health programme and client exit evaluations.
• Monitored nutritional status of programme participants, measuring health stats at periodic intervals to track individual progress. Recorded updates on client software system accessible only to the health team.
• Provided information on health-related challenges and offered evidence based treatment strategies.
• Empowered clients to implement sustainable lifestyle and nutrition changes leading to meaningful improvements in health.
• Regular onsite training, assessments and support.
• Supervised preparation and serving of meals, making suggestions for improvements based on client objectives.
• Monitored food intake and quality to provide nutritional care in food service settings.
• Food Intolerance Testing - live blood test, assessing results and supporting clients navigate options to improve health.
• Coached clients around mindset changes & emotional wellbeing
• Daily educational nutrition and wellbeing talks to clients on retreat
• Food demonstrations to support health - specialising in fermentation, raw food, medicinal mushrooms, low glycemic impact and detox.
• Preparing gourmet meals for clients eating raw food on retreat, designed health snacks for clients post-retreat and trained resident retreat chefs.

• Founded raw vegan chocolate and cake company in UK, creating delicious nutritious sweets for customers following gluten-free, sugar-free, dairy-free diets.
• Sold products in local health shops and directly to customers via online website. Celebrity clients included birthday cakes for entrepreneur Simon Cowell, founder of television show X-factor
• Designed food workshops teaching attendees about fermentation, medicinal mushrooms, raw food, chocolates & cakes, superfoods, dehydration and diet specific approaches.
• Catered on health retreats in UK, Spain and Portugal for group size between 20-40 people. Involved recipe design, ingredients lists prep, logistics, kitchen management.
• Able to cater for varied health requirements including raw vegan / detox & juicing / Diabetes & blood sugar management / Metabolic fasting / Keto Cancer.
• Annual health talks and food workshops at Vegfest in Bristol, largest vegan festival in Europe. Ran food food stall at Vegfest feeding hundreds of people organic vegan wholefood.
• Set up and managed all business & accounts requirements from book-keeping, website design, marketing, sales and production.
• Built up social media following with over 4000 followers and mailing list with 2000 subscribers.

• All financial aspects of day-to-day running of a small computer games studio (14 staff): raising invoices, chasing payments, monitoring & recording all purchases, recording petty cash, maintaining all book-keeping, completing & filing all VAT & end of year forms.
• Managed monthly payroll using HMRC system, designed pay slips, paid salaries & PAYE. Implemented systems to ensure accuracy & compliance.
• HR & Recruitment duties: monitoring sickness, attendance & holiday records, implementing operating policies, placing adverts & liaising with candidates.

• Design and installation of new processes to ensure smooth running of joint venture business between Bank of Ireland and Post Office Limited.
• Responsible for all HR and recruitment administration within Post Office Financial Services.
• Monitored employees on secondment ensuring ex-pats completed correct paperwork for tax and legal purposes.
• Initiated recruitment process for vacancies in London office; organised candidate tests, interviews, offer letters, reference checks, raised contracts & updated line managers throughout process.
• Liaised with Payroll and Finance departments to ensure new employee details were registered and any changes to employee details were updated.
• Responsible for setting up and monitoring Pension & Healthcare policies for all staff

• Responsible for CATS (Cross Application Timesheet System) module of SAP accounting software. Monitored new starts and departures in Company & updated system accordingly.
• Tracked personnel movements to ensure costs charged correctly. Prepared affiliate reports to analyse and comment on variances of plan-v-actual day rates.
• Trained all personnel, designed training manual & provided help-desk support. Provided on site help-desk support to 250 users within the UK.
• Other duties included entering Journal Vouchers and month end accruals for the onshore support functions, preparing documentation to assist Joint Venture auditors and assisting the Business Support group during the annual Planning & Budgeting cycle.

• Day to day management of a £1 million p/a centre providing room space, dedicated telephone answering, conferencing, video conference and support services to clients.
• Assisted set-up of new centre, managed contractors & deliveries whilst preparing for client arrivals
• Responsible for all telecommunications - setting up lines and management of software systems (AT&T Definity & Audix System / Tiger Call Management System).
• Frequently conducted sales tours at Director level - assessed client requirements, toured Centre detailing facilities, negotiated prices, dealt with contract and finance.
• Centre filled to capacity ahead of target.
• Rental & service income consistently 20% ahead of budget, even after upward budget revision.
• Set up supplier accounts, negotiated competitive prices & managed a client billing system.
• Responsible for training and managing a team of five people.
• Zero staff turnover and high client renewal rate maintained throughout first three years.