Charlie Lockyer
London,ENG
Summary
Detail-oriented professional with over a decade of experience in office environments, adept at managing multiple projects simultaneously through exceptional organisational and time management skills. Proficient in account reconciliation, P&L expertise, and leveraging Power BI for data analysis. Demonstrates strong communication abilities, both written and verbal, honed through extensive collaboration with vendors and customers. Skilled in Microsoft Office applications, including Excel, Word, and PowerPoint, supported by a BCS Level 2 certificate in IT user skills. Committed to delivering accurate results under tight deadlines while maintaining high standards of efficiency and precision.
Overview
11
11
years of professional experience
Work history
Assistant Finance Business Partner
CBRE Ltd
2022.06 - 2026.05
- Monthly revenue forecasting by reviewing current WIPs with stakeholders and team leads.
- Assisting with annual budgeting and monthly P&L reviews.
- Analysing variance against budgeted number and expected costs.
- Preparing and approving month end accruals.
- Collating complex financial information and building user friendly financial packs for key stakeholders.
- Review disbursements and investigate these costs to manage whether we can claw back costs from clients.
- Communicating with the credit control team and fee earners to escalate any debts that may cause risk.
Transactional Finance Assistant
CBRE Ltd
2018.05 - 2022.06
- Daily priority payments.
- Daily journal recording for payments
- Managing the Treasury query inbox.
- Weekly follow ups with the accounts payable team in Poland to make sure all payment runs are correctly recorded as to not cause problems with bank reconciliations.
- Investigating the company suspense account for allocations or incorrect payments received.
- Monthly update meetings with CFO to explain reasoning behind items in suspense and what has been resolved
- Liaising with clients, credit control and fee earners (within and outside of the country) for remittance advices.
- Coding of invoices on Peoplesoft as one of the main IRC coders for UK finance
- Training of colleagues and temp staff to assist with day to day tasks when cover is needed.
- Billing
- Dealing with the approval of 150+ daily foreign VAT invoices in a timely manner so invoices can be sent out to within 2 working days.
- Processing IDAs for movements of disbursements
Accounts Payable/Banking control/Ebilling and VCC support team
Miki Travel
2017.02 - 2018.05
- On-boarding and training suppliers
- Vendor account management
- Monitoring transaction completion
- Monthly reconciliation processes
Invoice Processing Clerk
Miki Travel
2015.09 - 2017.02
- High levels of invoice processing, between 1000 and 3000 per week, dealing with a multiple countries and currencies
- Matching, Batching and coding invoices through Basware document management system
- And posting into MS Dynamics AX
- Accounts Payable/Banking control/Ebilling and VCC support team (February 2017 – May 2018)
- On-boarding and training suppliers
- Vendor account management
- Monitoring transaction completion
- Monthly reconciliation processes
Education
BCS, level 2 certificate - IT user skills
Langley Park School For Boys
LondonAAT Level 2 - Certificate in Accounting
Skills
- Attention to detail from multiple roles with manual input
- Good communication skills, both written and verbal
- Ability to manage several projects simultaneously due to excellent organisational skills
- P and L expertise
- Excellent time management due to dealing with month end deadlines and daily payment cut off times
- Power bi utilisation
- Account reconciliation
- Deep understanding and good skill level in using all areas of Microsoft Office, including Excel, Word and PowerPoint from completing a BCS level 2 certificate in IT user skills
References
References available upon request.
Timeline
Assistant Finance Business Partner
CBRE Ltd
2022.06 - 2026.05
Transactional Finance Assistant
CBRE Ltd
2018.05 - 2022.06
Accounts Payable/Banking control/Ebilling and VCC support team
Miki Travel
2017.02 - 2018.05
Invoice Processing Clerk
Miki Travel
2015.09 - 2017.02
BCS, level 2 certificate - IT user skills
Langley Park School For Boys