Craig North

Prepare P&L and balance sheets, then upload to Group Cube.

Produced monthly management accounts to enhance ongoing performance tracking.

Support annual budget process and run monthly reforecasting models.

Managed accounts payable, accounts receivable, and payroll processes to ensure accurate financial operations.

Produce weekly cashflow forecasts for near-term liquidity planning.

Managed and mentored team of 3 accounts assistants to improve skills and operational effectiveness.

Participated in monthly senior management reviews, providing financial performance updates and actionable insights.

Manage 2 sites for HR and health and safety, including annual audits.

• Prepared and presented monthly management accounts for decision support.
• Produced monthly balance sheet reporting and conducted reviews.
• Implemented financial controls to reduce fraud and mismanagement risk, enhancing overall financial integrity.
• Optimised cash flow to strengthen overall financial health.
• Built sustainable budget plans to support long-term organisational growth.
• Coordinated cross-department communication for accurate budgeting and forecasting, improving financial planning processes.
• Led a team of four accounts clerks in accounts payable and receivable functions.
• Streamlined invoice processing using automated tools for faster turnaround.
• Controlled the company invoice discount facility to minimise exposure.
• Managed payroll administration to support staff morale and satisfaction, contributing to a positive workplace culture.

• Produced and overseen group management accounts for informed decision-making by stakeholders.
• Consolidated group accounts for more accurate financial representation.
• Strengthened financial control by improving budgeting and forecasting processes.
• Prepare annual budgets, maintaining assumptions and aligning plans to priorities.
• Coordinated annual budget preparation, aligned with organisational goals.
• Oversee month-end balance sheet preparation and reconcile key accounts.
• Manage and oversee fixed assets and capital expenditure records.
• Check and process VAT returns to maintain accurate tax reporting.
• Oversee monthly payroll operations, checking calculations and payment schedules.
• Manage day-to-day cash flow, timing receipts and payments to reduce pressure.
• Oversee overseas transactional processing departments to meet payment and compliance timelines.
• Manage e-commerce transactions, monitoring processing accuracy and order flow.
• Drove process improvement through streamlined controls, optimised workflows, and minimised rework.
• Implemented finance inventory and CRM systems to enhance accuracy and efficiency within the finance function.
• Report performance to business owners, highlighting variances and next actions.
• Deliver staff development and training to improve finance process capability.
• Led training sessions for team members to enhance their skills and knowledge., improved employee performance.
• Prepare for annual audits and assist auditors with requested evidence.

• Produce monthly management accounts for board review and follow-through.
• Prepare annual budgets using agreed assumptions and schedules.
• Forecast quarterly performance using updated trading information and management inputs.
• Provide overall financial support to group directors for decision-making.
• Manage cash flow by monitoring receipts, payments, and working capital needs.
• Reconcile monthly balance sheet items and analyse variances for clarity.
• Reconcile the fixed asset register monthly and update supporting records.
• Appraise CAPEX proposals, reviewing returns, risks, and funding implications.
• Led cost-saving initiatives by coordinating continuous improvement team activities, identifying areas for financial efficiency.
• Develop a pricing matrix that supports consistent pricing decisions.
• Prepare and submit the quarterly VAT return within statutory timelines.
• Implement finance department procedures and ensure team adherence to standards.
• Chair the monthly finance meeting and report results and actions.
• Developed and reported sales information via sales dashboard, providing insights for strategic decision-making.
• Coached and developed 2 junior finance assistants, enhancing their skills through regular one-to-ones.
• Reconcile multi-currency revenue across online marketplaces to confirm accurate totals.
• Oversee monthly and weekly payroll processing and exception follow-ups.

• Prepare and upload budgets and forecasts for review and approval.
• Report performance against budget, prior year, and re-forecasts monthly.
• Managed open-book and closed-book contract finance arrangements, ensuring compliance and accuracy.
• Reconcile monthly balance sheet accounts and report variance analysis.
• Prepare and oversee weekly management accounts for 3 contracts.
• Review weekly management accounts with shift, warehouse, and DCM leads.
• Prepare and reconcile the general ledger weekly with journal oversight.
• Produce monthly Cube reporting including non-financial data.
• Oversee monthly and weekly payroll processing.
• Prepare and oversee monthly customer statistics packs.
• Presented customer packs with financial and non-financial variance commentary, facilitating informed decision-making.
• Provide financial support to site DCM and customer finance manager.
• Provide financial support to CI team activities.
• Manage 4 finance clerks day-to-day and coach career development.
• Reconcile and report fixed asset register monthly.
• Attend monthly senior management meetings and present site results.
• Represent finance in H&S BRC and voice meetings.
• Submitted annual insurance policies for three contracts, ensuring compliance with company requirements.
• Produced and presented BUC packs monthly to Wincanton directors, providing insights on financial performance and strategic direction.

• Preparation/submission of the monthly group accounts pack, which included a reconciled balance sheet, revenue analysis, profit margin analysis and a re-forecast for the next accounting period.
• Monthly preparation of the management accounts
• Preparation/Assisting/uploading budgets & forecasts.
• Monthly cashflow forecasting
• Preparation and posting of journals, prepayments, accruals, depreciation
• Key balance sheet reconciliations
• Managed group inter-company transactions and reconciliations to ensure accurate financial reporting
• Analysis of general expenses for P&L production
• Oversee and provide cover for the purchase ledger department.
• Management of the Fixed Asset Register
• Training and development of staff within the Finance department
• Identified cost-saving opportunities within the business and proposed practical solutions to enhance financial performance
• Developed and implemented new procedures across departments to improve operational efficiency
• Managed various ad hoc projects to support departmental objectives.
• Performed general administration tasks to ensure smooth office operations.
• E.surv Chartered Surveyors is a large surveying firm based in Kettering. The business turns over £approximately £43m and is the country’s largest provider of residential valuation services. The accountancy function consists of 21 employees split between the Management accounts function and the Financial accounts function.
• Reporting to: Management Accountant