Accomplished finance professional with expertise in financial reporting, account reconciliation, and bookkeeping. Demonstrates exceptional proficiency in Excel and database administration, ensuring accurate management accounts reports and seamless payroll processing. Skilled in business correspondence and meeting organisation, enhancing office administration efficiency. Adept at customer relationship management and bank reconciliation, with a strong focus on reporting and documentation. Career goal: to leverage financial acumen to drive organisational success.
Overview
27
27
years of professional experience
2025
2025
years of post-secondary education
1
1
Certification
Work history
Receptionist /PA to the Partners
Hornbeam Accountancy Services Ltd
Norwich, Norfolk
09.1998 - 04.2004
Enhanced customer satisfaction by efficiently managing all front desk enquiries.
Handled appointment scheduling to ensure smooth daily operations.
Facilitated prompt issue resolution through careful tracking of complaints until they were fully addressed.
Directed visitors and clients to appropriate staff, ensuring efficient service delivery.
Streamlined communication channels by promptly forwarding messages and post to relevant departments or personnel.
Assisted with administrative tasks, improving overall functionality of the office.
Administered mail distribution process, ensuring each department received its correspondence in a timely manner.
Served as initial point of contact for guests; providing warm greetings and helpful assistance upon arrival.
Maintained an organised reception area for a professional business environment.
Upheld confidentiality with sensitive information handling procedures.
Prepared meeting rooms before and after use, maintaining a neat appearance at all times.
Managed phone calls, resulting in effective communication flow within the company.
Coordinated office supplies orders to keep necessary materials available at all times.
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Office and Finance/HR/Sustainability Manager
Milltech Precision Engineering Ltd
Rackheath, Norfolk
04.2004 - Current
Utilised risk assessment tools for better investment decisions.
Maintained up-to-date financial records with meticulous record-keeping practices.
Collaborated with senior management on strategic planning initiatives, aided in decision making.
Coordinated meetings to facilitate team communication and collaboration.
Managed payroll for timely disbursement of employee salaries.
Liaised with external auditors during annual financial reviews, safeguarded company interests.
Improved office efficiency with streamlined administrative procedures.
Implemented new accounting software for improved bookkeeping accuracy.
Monitored company expenditures, ensured proper allocation of resources.
Streamlined invoice processing to expedite payment cycles.
Conducted regular financial audits to uphold accountability standards.
Negotiated vendor contracts for more favourable terms of service.
Ensured accurate tax returns by diligent review and submission of paperwork.
Developed office policies, ensured compliance across all departments.
Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
Directed budgeting and forecasting activities to align financial goals with organisational objectives.
Oversaw financial reporting processes, maintaining accuracy and compliance with regulatory standards.
Consolidated comprehensive management accounts, integrating income statements, cashflow and balance sheets.
Monitored and reviewed financial controls, processes and procedures to enable best practice development.
Administered payroll processes for accurate, timely salary disbursements.
Conducted variance analysis to identify discrepancies and implement corrective actions.
Managed daily finance services for smooth business operations.
Reviewed bookkeeping and management accounts to achieve clear and correct reports.
Finalised VAT returns with rigorous transaction checks.
Collaborated with business management to set and control annual budgets.
Centralised personnel records, made data access easier and quicker.
Implemented an effective onboarding programme, ensured smooth integration of new hires.
Oversaw redundancy procedures to ensure fairness and legality adherence.
Communicated HR updates to staff, keeping employees operating under consistent framework across organisation.
Delivered consistent and reliable service through overall administration, planning, coordination and evaluation of HR functions.
Monitored in-house HR trends to assess company performance against KPIs.
Reviewed and renewed company policies, ensuring strict legal compliance across all business activities.
Addressed employee conflicts, following corporate procedures for timely resolution.
Implemented behavioural changes for improved sustainability and reduced carbon footprint.
Spearheaded the development of a comprehensive sustainability reporting system, promoting transparency and accountability.
Drafted and presented environmental impact assessments to inform upper management.
Education
CSE's
Level 7 Certificate in Leadership & Management - Leadership & Management Through Enquiry
ILM
Great Britian
12.2024
Accountancy Level 3
AAT
Great Britian
Skills
Financial reporting
Account reconciliation
Bookkeeping
Excel proficiency
Business correspondence
Meeting organisation
Database administration
Payroll processing
Office administration
Bank reconciliation
Customer relationship management
Exceptional communicator
Reporting and documentation
Management accounts reports
Affiliations
Gardening, Cooking, Active member of Girl Guiding
Certification
First aider and mental health first aider.
Full clean driving licence
Undertaken Carbon Litracy Training
References
References available upon request.
Timeline
Office and Finance/HR/Sustainability Manager
Milltech Precision Engineering Ltd
04.2004 - Current
Receptionist /PA to the Partners
Hornbeam Accountancy Services Ltd
09.1998 - 04.2004
CSE's
Level 7 Certificate in Leadership & Management - Leadership & Management Through Enquiry