Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Emma Simpson

Huddersfield,West Yorkshire

Summary

Trustworthy Finance Manager with several years of practical experience working within the education sector. Dedicated work ethic and self-motivated to consistently provide first-class results in line with stringent targets and deadlines.

Overview

29
29
years of professional experience
1
1
Certification

Work history

Finance Manager

Kirklees Council, North Huddersfield Trust School
Hudderfield, West Yorkshire
04.2020 - Current
  • To ensure the smooth financial management of the school in compliance with regulations
  • Oversee and manage the finance team
  • Manage and sign off the school budget, including the staffing budget
  • Prepare and submit monthly accounts to the Local Authority
  • Process Year End, dealing with all accruals and prepayments, process any required virements
  • Produce monthly monitoring reports to enable accurate reporting to the Governors and Headteacher
  • Report the school's financial position to the Governors at regular Governor meetings
  • Work closely with the Senior Leadership Team and Premises Manager advising them financially, regarding any new projects or capital expenditure
  • Authorise the reconciliation of all bank accounts each month
  • Authorise all BACS runs, ensuring all suppliers are paid in a timely manner and best value is obtained
  • Authorise all Purchase Orders
  • Create all sales invoices and manage collection of fees
  • Enter contract amendments and additional hours for accurate processing of payroll
  • Investigate all payroll queries
  • Lead annual audit
  • Mentor the Finance Apprentice and attend all reviews at the college they attend
  • Assist with break/lunch duties throughout the day
  • Ensure the safeguarding of pupils.
  • Managed a finance apprentice, promoting professional development.
  • Trained staff/budget holders on finance-related matters improving overall understanding and performance.
  • Streamlined invoice processing reducing errors and delays.
  • Identified areas for improvement and enhancements in financial processes and reporting mechanisms.

Senior Finance Officer

Kirklees Council - Woodley School
Huddersfield , West Yorkshire
06.2019 - 04.2020
  • Management of the school finance function
  • Oversee cash management
  • Complete a full reconciliation of all bank accounts monthly
  • Submit a monthly SEA return to the Local Authority
  • Download all central transactions from SAP (LA's accounts package) then examine to determine accuracy before inputting into Money Manager - our accounts system
  • Manage income from ParentPay
  • Responsible for Petty Cash
  • Manage and monitor Sports Premium
  • Responsible for all Bursaries; advise parents/carers of eligibility, collect supporting documentation and process successful applications
  • Then support leadership to produce a budget plan for qualifying bursaries
  • Preparation of all sales invoices and collection of fees
  • Ensuring all suppliers are paid in a timely manner
  • Monitor College finances, ensuring all purchases are recorded with relevant documentation
  • Provide administrative support when necessary; advising agency staff where cover is needed, signing pupils in and out, recording pupil absences on School Pod, signing in medication and assisting with general day to day enquires
  • Ensure the safeguarding of pupils
  • Woodley School is for pupils with Autism, it covers primary, secondary and college.

Jnr Management Accountant

John L Brierley
Huddersfield, West Yorkshire
11.2017 - 06.2019
  • Month end reporting and monitoring, to enable the production of the monthly Management Accounts for the CEO of the organisation
  • Close the Sales Ledger, revise accruals and prepayments, reconcile petty cash, close the Purchase Ledger, internal reporting, trial balance, analyse costs each month in the profit and loss and complete the balance sheet reconciliations then investigate any discrepancies and produce commentary to report to the CEO
  • Reconcile each bank account monthly and revalue the euro account
  • Oversee the fixed asset register
  • Oversee the Purchase Ledger clerk - checking expenditure costs were correctly coded to the nominal codes.

Accounts Assistant

Vivimed Labs EU Ltd
Huddersfield, West Yorkshire
01.2017 - 11.2017
  • Prepared month-end closing entries to maintain detailed reporting and recordkeeping.
  • Managing the purchase ledger
  • Paying suppliers by cheque and processing the payment run
  • Managing the cash book for three currencies
  • Working with spreadsheets and reports
  • Assisting with month end accounts
  • Managing petty cash transactions and reconciling the petty cash account
  • General admin duties: answering the telephone, filing and sorting of daily post.

Volunteer

West Yorkshire Accountancy Service Ltd
Huddersfield , West Yorkshire
09.2014 - 04.2015
  • Whilst studying for my AAT qualification I volunteered with this firm to gain experience
  • I worked mainly assisting with accounts preparation for sole traders
  • Working to deadlines and assisting in the management of client files.

Assistant Manager

USC - Designer Clothing Store
Huddersfield , West Yorkshire
01.2001 - 01.2011
  • Key holder; opening and closing the shop.
  • Cashing up each day.
  • Interviewing job applicants.
  • Organising staff rotas and duties.
  • Attending area meetings.
  • Management reporting on sales and targets.
  • Overseeing the general running of the shop duties, such as delivery, stock checking, replenishing, customer service.
  • Health and Safety training and other staff training.

Taxation Department Assistant

Halifax Building Society Ltd
Halifax, West Yorkshire
12.1996 - 01.2001
  • Inputting data
  • Filing
  • Dealing with customer queries regarding their bank accounts.

Education

Higher Diploma AAT - Accountancy

Kirklees College
Huddersfield, Kirklees

Skills

  • Financial data analysis
  • Team management and mentoring
  • Invoice management
  • Month-end close management
  • Variance analysis
  • Time management
  • Well-organised
  • Flexible worker
  • Confidentiality and discretion
  • Polite and friendly
  • Fast learner
  • Highly responsible and reliable

Certification

  • AAT Level 2 Certificate in Accounting
  • AAT Level 3 Diploma in Accounting
  • AAT Level 4 Diploma in Professional Accounting

Timeline

Finance Manager

Kirklees Council, North Huddersfield Trust School
04.2020 - Current

Senior Finance Officer

Kirklees Council - Woodley School
06.2019 - 04.2020

Jnr Management Accountant

John L Brierley
11.2017 - 06.2019

Accounts Assistant

Vivimed Labs EU Ltd
01.2017 - 11.2017

Volunteer

West Yorkshire Accountancy Service Ltd
09.2014 - 04.2015

Assistant Manager

USC - Designer Clothing Store
01.2001 - 01.2011

Taxation Department Assistant

Halifax Building Society Ltd
12.1996 - 01.2001

Higher Diploma AAT - Accountancy

Kirklees College

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