BETH MORGAN
Caerphilly,Caerphilly
Summary
Highly skilled professional with expertise in communication, people management, and financial reporting. Demonstrates strong capabilities in data analysis, account reconciliations, VAT preparation, and management accounting. Adept at leveraging advanced computer literacy to streamline processes and deliver accurate financial insights. Self-motivated and time-driven with a proven ability to manage tasks effectively while fostering collaboration. Committed to utilising analytical skills and leadership abilities to drive organisational success.
Overview
34
34
years of professional experience
5994
5994
years of post-secondary education
Work History
Accountant
BBC
Cardiff
09.2016 - Current
- Provided information, analysis and commentary on monthly actuals to a variety of stakeholders
- Investigated variances to budget and forecast and communicated results to Finance Business Partners
- Advised management on financial details related to business operations, inventory levels and budgets
- Devised data collation to enhance analysis
- Produced annual budgets and quarterly forecasts
- Reviewed, analysed and updated forecasts, and communicated reasons for changes
- Organised and carried out month-end, quarterly and year-end processes
Assistant General Accountant
BBC
Cardiff
09.2014 - 08.2016
- Met with Heads of Department and Cost Centre Managers within Television to set annual budgets and prepare monthly forecasts
- Monitored costs against budgets and investigated variances in order to provide information to the Management Accountants
- Provided analysis and ad hoc reports to assist non-finance managers effectively manage their cost centres
Management Accountant
The Number UK Limited
Cardiff
01.2008 - 04.2014
- Managed five staff within the accounting team in both the UK and the Philippines, providing training and support
- Conducted annual staff performance reviews
- Coordinated, reviewed and reported the monthly management accounts including Balance Sheets, Cash flows and Consolidations for five British and European companies
- Prepared annual statutory accounts for British and European countries
- Provided senior management with month-end reports, including commentary and analysis for global meetings
- Liaised with Global Reporting team to ensure accounts were prepared in accordance with US GAAP
- Coordinated the annual internal and external audits
- Provided ad-hoc support to other European accounts functions
- Analysed cost variances for presentation to the Global Financial Planning team
- Transitioned accounting tasks to the Philippines
Commercial Analyst
Buy As You View Limited
Llantrisant
12.2006 - 11.2007
- Improved regional reporting process to provide more timely information
- Analysed data for Gross Margin and Stock reporting
- Performed variance analysis
- Communicated KPI's to regional and departmental heads
Project Financial Analyst
WRVS
Cardiff
05.2005 - 12.2006
- Reviewed and reconciled balance sheet accounts
- Liaised with divisional Finance Managers to provide reporting information
- Improved current processes to improve accuracy of information
- Trained junior staff
- Communicated with non-finance staff
Accounts Assistant – Management Reporting and Control
Tesco Stores Ltd.
Cardiff
08.2004 - 05.2005
- Managed the workload and development of 2 junior members of staff
- Reviewed balance sheet reconciliations related to duty/freight accounting
- Analyzed large volumes of data from numerous IT systems to identify underlying causes of under/over accruals
- Communicated with internal customers to resolve issues related to accruals and profitability
Financial Analyst – Trinidad branch
IBM World Trade Corporation
Port of Spain
04.2001 - 07.2004
- Co-ordinated the input of data and compiled the branch's financial statements for submission to Canada
- Investigated variances from budgets for costs and provided feed-back to management
- Analysed gross profit margins for sales and marketing team to identify causes of the differences and recommended solutions
- Winner of a team award for having investigated and successfully resolved issues in an inventory management system
- Initiated a more flexible format for reporting which could accommodate changes as requested by Canada
General Accountant – Trinidad branch
3M Interamerica Inc.
Port of Spain
12.1997 - 04.2001
- Generated financial statements for transmission to Puerto Rico and the USA
- Managed the daily functioning of the Accounts department and reorganised the workflow
- Improved upon balance sheet control through organisation and review of timely reconciliations
- Training of junior members of staff
- Also held the posts of Assistant Accountant and Accountant I
Accountant
Various
Trinidad
01.1991 - 01.1997
- Worked for small and medium sized service and manufacturing organizations in Trinidad with full responsibly for the companies' accounts and administration functions
- Reported directly to the Managing Directors/owners as well as liaised with external auditors, bankers and Board of Inland Revenue
- Implemented computerised accounting and payroll systems
Education
Certified Public Accountant - Accounting
American Institute of Certified Public Accountants
DelawareCourses in Foundation Spanish III and Spanish for Business I - Business Spanish
National Institute of Higher Education, Research Science and Technology
Port of SpainBSc - Tourism Management
University of the West Indies
NassauSkills
- Effective communication
- People management
- Self-motivation
- Time-management
- Financial reporting
- Management accounting
- VAT preparation
- Data analysis
- Account reconciliations
- Bank reconciliations
- General ledger accounting
- Profit and Loss Analysis
- Cash flow management
- Balance sheet management
Custom
- Excel
- Word
- Power Point
- Principles of Project Management
Timeline
Accountant
BBC
09.2016 - Current
Assistant General Accountant
BBC
09.2014 - 08.2016
Management Accountant
The Number UK Limited
01.2008 - 04.2014
Commercial Analyst
Buy As You View Limited
12.2006 - 11.2007
Project Financial Analyst
WRVS
05.2005 - 12.2006
Accounts Assistant – Management Reporting and Control
Tesco Stores Ltd.
08.2004 - 05.2005
Financial Analyst – Trinidad branch
IBM World Trade Corporation
04.2001 - 07.2004
General Accountant – Trinidad branch
3M Interamerica Inc.
12.1997 - 04.2001
Accountant
Various
01.1991 - 01.1997
Certified Public Accountant - Accounting
American Institute of Certified Public Accountants
Courses in Foundation Spanish III and Spanish for Business I - Business Spanish
National Institute of Higher Education, Research Science and Technology
BSc - Tourism Management
University of the West Indies
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