Summary
Overview
Work history
Education
Skills
References
Timeline
Generic

Charlotte Durrant

Kensworth,Central Bedfordshire

Summary

Diligent and driven professional with strong analytical thinking and problem-solving skills, coupled with ability to communicate clearly and collaborate effectively. Experienced in developing and implementing policies and procedures, ensuring compliance with regulations, and fostering culture of accountability and continuous improvement. Ready to bring proactive mindset to drive sucess in the SEND Administrator role.

Overview

20
20
years of professional experience
5998
5998
years of post-secondary education

Work history

Trust Compliance Manager

Diocese of St Albans Multi Academy Trust
Dunstable, Central Bedfordshire
2023.03 - 2024.08
  • Undertake administrative duties and provide administrative support to the senior executive team.
  • Trust DPO - supporting schools with GDPR queries or advice from day to day management, cyber security, FOI/SAR requests whilst also working with IT provider to look at ways to mitigate risks.
  • Reviewing and ensuring the Trust/Academy information is correct with our Academies/Central team and Trust board with the Department of education(GIAS)
  • Responsible for all the Trust Admission policies from drafting them, getting board approval, completing consultations within the legislative key dates.
  • Trust Complaints -working closely with schools to support and manage complaints within policy, advising on best practice and key learning points for development.
  • Using Arbor to provide statistical analysis and reports for the Board Support an effective feasibility process for new schools wishing to join the Trust.
  • Supports an effective due diligence process and helps with the on boarding of new schools
  • Website compliance and managing the Trust website, ensuring the newest information is added or updated within a timely manner
  • Policy Management Review Statutory legislation /compliance needs
  • Maintain an effective relationship with all stakeholders in all areas off the Trust from the board to academy level.
  • Suggest improvements in policy and processes with all our schools.

Finance assistant

Diocese Of St Albans Multi Academy Trust
Dunstable, Central Bedfordshire
2021.09 - 2023.03
  • Streamlined financial processes by maintaining and updating filing, inventory, mailing and database systems.
  • Improved financial reporting standards for increased accuracy in business decision-making.
  • Completed monthly bank reconciliations to ensure financial accuracy.
  • Process purchase orders to support the schools, central and Trust when required.
  • Email approved purchase orders to suppliers, when required Register purchase invoices against approved purchase orders, in accordance with financial procedures Investigate and address invoices that do not match an approved purchase order.
  • Identify purchase invoices for prepayment and notify Finance Business Partners before processing Address queries from suppliers, academy staff and other parties as is necessary, in a professional and efficient manner Regular review of open purchase orders.
  • Investigate and resolve any purchase orders that have been open for more than 30 days.
  • Reconciliation of supplier statements against the supplier account on the creditors ledger
  • Process credit card transactions and payments
  • Process staff expense claims and ensure claims are in accordance with the staff expenses policy
  • Preparation of sales invoices as directed by the Finance Business Partner
  • Other ad hoc duties including administration as requested by the Finance Business Partners/Head of Finance
  • Finance Work as the administrative/finance assistant for Kensworth CE Academy 1 day per week to support the school office manager.

Clerk to the Trust Board and Academies

Diocese of St Albans Multi Academy Trust
Dunstable, Central Bedfordshire
2021.04 - 2022.04
  • Provide professional advice to the governing body on governance, constitutional, and procedural matters.
  • Offer effective administrative support, including minute-taking and convening meetings.
  • Ensure the governing body is properly constituted.
  • Manage all governing body information in accordance with legal requirements.
  • Take minutes at full governing body and committee meetings, circulate them to board members, and produce draft agendas for meetings.

Area Sales Manager

TSB Bank
Harrow
2012.06 - 2014.04
  • Trained new team members for enhancing their product knowledge, thereby increasing overall productivity.
  • Organised promotional events, resulting in increased brand awareness.
  • Delivered exceptional customer service which resulted in high customer satisfaction ratings.
  • Facilitated successful product launches that significantly boosted brand visibility.
  • Conducted regular performance reviews to inspire staff motivation and drive for success.
  • Increased sales in assigned region by developing and implementing strategic plans.

One Best Way Manager

Cheltenham & Gloucester
Watford, Hertfordshire
2010.06 - 2012.06
  • Learn, coordinate and deliver an new way of bank to all branches in area ( 24)
  • Support and embed new culture with group and individual training 4 Check all branches against One Best Way standards and RAG rate with support action plans.
  • Monitor and feedback to Area Managers
  • Compliance with banking regulations

Bank Manager

Cheltenham & Gloucester
Watford, Hertfordshire
2007.06 - 2010.06
  • Enhanced customer satisfaction by developing strong relationships and understanding individual needs.
  • Conducted risk assessments for the bank's financial stability.
  • Improved efficiency with innovative banking processes.
  • Organised team meetings to enhance communication amongst staff members.
  • Increased client base through targeted marketing strategies.
  • Developed, implemented new policies for smoother operations in the bank.
  • Managed and resolved customer complaints promptly, ensured higher client retention rates.
  • Coordinated staff training programmes, promoted professional development within the team.
  • Ensured compliance with all banking laws and regulations during operations management.
  • Established performance goals for each department, improved overall productivity levels at the bank.
  • Monitored daily transactions to ensure accuracy and prevent fraud.
  • Managed daily branch operations and supervised team of banking staff.
  • Coached and developed banking staff to consistently meet and exceed performance objectives.

Registered Mortgage Advisor

Cheltenham & Gloucester
Uxbridge, Hillingdon
2004.06 - 2007.06
  • Increased client satisfaction by providing clear, concise mortgage advice.
  • Conducted in-depth financial analyses for optimal loan solutions.
  • Offered comprehensive support to clients with complex mortgage queries.
  • Simplified complex financial terms for better client understanding.
  • Developed personalised mortgage plans, enhancing client trust and loyalty.
  • Maintained up-to-date knowledge of industry trends for superior service delivery.
  • Ensured compliance with regulatory standards throughout all procedures.
  • Managed high-volume case loads efficiently whilst maintaining attention to detail.
  • Produced accurate documentation promptly, minimising delays in the lending process.
  • Provided exceptional level of customer service at all stages of mortgage loan process.
  • Adhered to all compliance guidelines for retail mortgage lending.

Education

Accredited Data Protection Officer - UK GDPR and Data Protection

IBITG

CeMAP Certificate of Mortgage Advise and Practice -

Institute of Financial Services
2004.03 - 2004.11

Bachelor of Science - Sociology

University of Portsmouth
Portsmouth

A-Levels -

Sir Henry Floyd Grammar School
Aylesbury, Buckinghamshire

GCSEs -

Sir Henry Floyd Grammar School

Skills

  • Attention to Detail
  • Financial reporting
  • Client account management
  • Project Management
  • Invoicing
  • Customer relationship building
  • Operational support
  • Regulatory compliance
  • Policy implementation
  • Highly organised
  • Reporting and documentation
  • Written and verbal communication
  • Database administration
  • Record-keeping
  • Strong IT
  • Administrative procedures

References

References available upon request.

Timeline

Trust Compliance Manager

Diocese of St Albans Multi Academy Trust
2023.03 - 2024.08

Finance assistant

Diocese Of St Albans Multi Academy Trust
2021.09 - 2023.03

Clerk to the Trust Board and Academies

Diocese of St Albans Multi Academy Trust
2021.04 - 2022.04

Area Sales Manager

TSB Bank
2012.06 - 2014.04

One Best Way Manager

Cheltenham & Gloucester
2010.06 - 2012.06

Bank Manager

Cheltenham & Gloucester
2007.06 - 2010.06

Registered Mortgage Advisor

Cheltenham & Gloucester
2004.06 - 2007.06

CeMAP Certificate of Mortgage Advise and Practice -

Institute of Financial Services
2004.03 - 2004.11

Accredited Data Protection Officer - UK GDPR and Data Protection

IBITG

Bachelor of Science - Sociology

University of Portsmouth

A-Levels -

Sir Henry Floyd Grammar School

GCSEs -

Sir Henry Floyd Grammar School

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Charlotte Durrant