Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joanne Roach

Liverpool,Merseyside

Summary

Capable accounting professional with 15 years of experience in all aspects of local government accounting. Takes pride in paying attention to detail in order to accurately monitor budgets and forecast spend whilst maintaining excellent working relationships with collogues.

Overview

15
15
years of professional experience
4
4
years of post-secondary education

Work History

Business manager

New Build Joinery Limited
Liverpool, Merseyside
08.2023 - Current
  • Maintained smooth-running business operations by delegating priorities to staff.
  • Scheduled regular team meetings to discuss business updates, issues and recommendations.
  • Implemented effective customer service procedures to encourage positive feedback.
  • Increased new business connections and future work opportunities by improving networking strategies.
  • Established clear budgets and cost controls strategies to meet objectives.
  • Streamlined processes to improve and optimise office operations.
  • Reduced financial discrepancies by improving documentation and reporting accuracy for budget and operational controls.
  • Liaising with the company Accountant

Accountant

Knowsley Metropolitan Borough Council
Knowsley
08.2020 - 07.2023
  • Monthly / Quarterly budget monitoring and reporting.
  • Budget setting.
  • Closure of accounts.
  • Treasury Management.
  • Supervision of staff.
  • Assisting budget holders/senior management with making financial decisions.
  • Assisting with Delegated Powers reports and briefing notes.



Finance Officer

Knowsley Metropolitan Borough Council
Knowsley
06.2014 - 07.2020
  • Monthly/Quarterly budget monitoring.
  • Journals
  • Budget setting.
  • Closure of accounts.
  • Sundry debtor production.


Finance Assistant

Knowsley Metropolitan Borough Council
Knowsley
09.2009 - 05.2014
  • Data entry.
  • Journals.
  • Supporting team with budget monitoring tasks.
  • Supporting team with budget setting tasks.
  • Supporting team with closure of accounts tasks.

Education

B - Accounting and Finance

Liverpool John Moores University
Liverpool
09.2004 - 06.2008

Skills

  • Leadership skills
  • Customer relationship building
  • Financial planning
  • Financial management
  • Staff training and development
  • Decision making

Timeline

Business manager

New Build Joinery Limited
08.2023 - Current

Accountant

Knowsley Metropolitan Borough Council
08.2020 - 07.2023

Finance Officer

Knowsley Metropolitan Borough Council
06.2014 - 07.2020

Finance Assistant

Knowsley Metropolitan Borough Council
09.2009 - 05.2014

B - Accounting and Finance

Liverpool John Moores University
09.2004 - 06.2008
Joanne Roach