Jane Lobban
Mymms,United Kingdom
Summary
Highly skilled in accounting software including Xero, Sage Cloud, Quickbooks, and Absolute Accounting. Proficient in Microsoft Word and Excel, with extensive experience in Sage Accounts Line 50. Adept at managing financial records and ensuring accuracy in all transactions.
Knowledgeable finance professional with background in financial forecasting, budget administration and cash-flow management.
Overview
36
36
years of professional experience
Work history
Self Employed Finance Manager
Jane Lobban Financial Services
North Mymms, Hertfordshire
05.2015 - Current
- Set up own business in May 2015 in order to work with a number of present and past clients
- Provide flexible and cost efficient finance roles for clients
- Setting up tailor-made finance functions within businesses to provide peace of mind to business owners
- Bookkeeping services including maintaining banks, sales ledger, purchase ledgers, payroll, pensions
- Filing of accurate and timely statutory returns avoiding penalties
- Management Accounts to provide timely information so business owners can make informed decisions
- Working with a number of cloud based systems and technology appropriate to each business
- Working with accounts practices to assist both them and the client with preparation of statutory accounts
- Assisting with auditors when required for statutory year end accounts
Finance and Development Manager
YRH Finance Team Ltd
12.2009 - 05.2015
- Built a client portfolio with a number of clients to provide part-time finance functions within businesses.
- Provided finance tasks such as bookkeeping, payroll, reporting
- Production of Management Accounts for each business
- Analysis of balance sheet and profit and loss
- Preparation of quarterly reports including VAT returns, CIS reporting and other adhoc duties
- Development Manager - assisting with the development of principals new to the business wishing to develop portfolio careers
- Train and support principals once in their role
- Mentor and asses the principals and help with ongoing training
Management Accountant
HwCg Ltd
Bishops Stortford, United Kingdom
03.2008 - 12.2009
- Set up procedures to enable the following:
- Produce Monthly Management Accounts
- Balance Sheet Reconciliations
- Analysis of P&L
- Prepare quarterly Vat returns
- Involved with the preparation of budgets & forecasts
- Monthly meetings with both directors & managers
- Ad hoc reports for Finance Director including, cost reports, payment schedules, cash flow forecasts
- Monthly returns completed for bank
- Cover for holiday, including posting of invoices, cash & credit control
- Reason for leaving: Temporary position & due to the stability of the company no guarantee of secure position in near future
Management Accountant
Brocket Hall International Limited
Welwyn
03.2001 - 03.2008
- Setting up range of procedures & controls in all parts of the estate to enable the smooth running of the company finance
- Supervision of 3 staff
- Produce Monthly Management Accounts
- Prepared Budgets & Forecasts
- Quarterly vat returns on line
- Attend weekly management meetings with Heads of Departments
- Reconciliation of all control accounts
- Bank Reconciliation
- Analysis of costings/sales
- Provide cover for other members of accounts staff when on holiday
- Dealt with all aspects of yearly audit
- Reason for leaving: The position had no variations & was unable to develop role any further
Account Assistant to Accountant
Information Internet/CMC Plc
Hertford
07.1999 - 03.2001
- Role started off as an assistant to the Financial Controller who was subsequently made redundant, therefore role changed.
- Produce monthly management accounts
- Prepare forecast & budgets
- Daily bank reconciliation to ensure correct cash flow
- Both sterling & foreign bank accounts
- Produce sales invoice & all billing
- Responsible for all outgoing payments
- Produce cash flow reports both present & future
- General banking duties
- Quarterly vat returns
- Cashbook maintenance for all accounts
- Prepare monthly payroll information for bureau
- Monthly accruals & prepayments
- Maintain fixed asset register
- General office duties, purchase stationary, petty cash, recruitment, holiday & sickness records, post, general queries
- Dealt with auditors
- Reason for leaving: to further my career
Payroll Clerk/Trainee Accountant
Smith & Williamson
Whetstone
07.1996 - 07.1999
- Started off as part-time payroll clerk
- Carried out payroll duties for approx 60 clients
- Full Knowledge of SSP, SMP, issuing of P45's, P60's etc
- P11 duties
- Use of Paysense payroll system
- Then went full time to become Trainee Accountant
- Studied AAT
- Prepared accounts from incomplete records for partner review
- Tax computations
- Vat review
- Payroll duties for clients
- Company secretarial duties
- Audit visits to various clients
- Reason for leaving: After doing so many audits I felt that I wanted to go out of practise & into industry to make the changes needed for smooth running of accounts depts.
Bookkeeper
Self Employed
, United Kingdom
06.1989 - 07.1996
- Company Overview: Worked for Sole Practitioner
- Bookkeeping duties up to trial balance for small & medium sized businesses
- Analysis of cash books
- Sales & Purchase ledger duties
- Payroll for 80 weekly staff on Sage payroll system
- Liaised with clients regarding accounts queries
- Worked for Sole Practitioner
- Reason for leaving: Children at school - wanted to start career
Skills
- Xero
- Sage Cloud
- Quickbooks
- Word
- Excel
- Paysense
- Sage Accounts Line 50
- Absolute Accounting
Personal Information
- Hobbies: Love outdoors & try to spend as much time outside as possible
- Nationality: British
Custom
Available on request
Timeline
Self Employed Finance Manager
Jane Lobban Financial Services
05.2015 - Current
Finance and Development Manager
YRH Finance Team Ltd
12.2009 - 05.2015
Management Accountant
HwCg Ltd
03.2008 - 12.2009
Management Accountant
Brocket Hall International Limited
03.2001 - 03.2008
Account Assistant to Accountant
Information Internet/CMC Plc
07.1999 - 03.2001
Payroll Clerk/Trainee Accountant
Smith & Williamson
07.1996 - 07.1999
Bookkeeper
Self Employed
06.1989 - 07.1996
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