
Fully qualified finance professional with a proven track record of partnering with executive leadership and Boards to deliver robust financial management, strategic planning, and sustainable organisational growth. Expertise spans IFRS-based financial reporting, budgeting and forecasting, treasury, procurement, risk management and compliance, with a strong focus on driving value for money and continuous improvement.
Adept at managing financial systems to drive organisational success and ensure robust compliance frameworks. Committed to leveraging skills for enhancing financial operations and achieving long-term business objectives.
Passionate and inspirational leader committed to personal growth and challenge. Demonstrates exceptional analytical thinking and problem-solving skills.
Key Responsibilities:
To ensure the long-term financial health of community leisure provision while balancing public service delivery with commercial viability, achieved through:
Key achievements:
Key responsibilities:
· To provide operational leadership, financial management, support and advice to the 12 individual academies within the region
· To be a significant member of the senior finance team and contribute to the Trust decision making process
· To lead on financial planning, budgetary control and internal and external audit processes
· To be accountable for the effective management of the region’s financial resources and the provision of technical expertise on financial and commercial matters to the senior management team and local academy governing bodies
· To provide coaching, guidance and support to staff within academies, particularly those with financial responsibility
· To support with opportunities to expand the number of academies within the Trust and carry out financial due diligence for potential new academies
Key achievements:
· built, developed and managed a stable and effective finance team in the Stoke area
· led on the implementation and roll out of new budgeting software across the Trust
· built excellent working relationships across the region with Head Teachers, Academy Governors and other key stakeholders
· acted as finance lead on the onboarding of 3 new academies in Stoke, plus led on the development of a pre-opening 3 year Business Plan for a new free school academy, due to open in September 2024.
· led on the development of all regional academies’ 3 year business plans, and delivered to extremely tight deadlines in exceptionally economically challenging times.
Key responsibilities:
· To lead the preparation of monthly management & annual statutory accounts
· To work closely with the FD to prepare financial reports for Board & SLT
· To manage and co-ordinate annual budget and re-forecast processes
· To work closely with business partners and key stake holders
· Preparation & submission of quarterly VAT returns (partial exemption)
· To manage finance team and work closely with business management team
· To manage and oversee the purchase and sales ledgers (Sage 200c)
Key achievements:
· Facilitate improved efficiency of monthly financial reporting and all financial processes
· Build positive and effective relationships with business partners and stakeholders
· Manage smooth running of year end process and highly successful external audit
· Improve processes of data integration between financial systems
Key responsibilities:
· Managing the VAT team and workflow, ensuring all work is carried out to deadline
· Reviewing work, supervising and mentoring junior members of the team
· Resolving more complex VAT issues
· Preparation of statutory accounts, corporation tax and personal tax returns
· Bookkeeping and management accounts for a range of key clients
Key achievements:
· Facilitate improved practice efficiency through introduction of a work flow management system
· Improve processes within the VAT department to ensure deadlines are always met and improved workflows