Summary
Overview
Work History
Education
Skills
Timeline
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Joshua Morris

Leicester

Summary

CIMA-qualified finance professional with expertise in advanced Excel use, financial analysis, and data reporting. Skilled in financial reporting, monthly cash flow forecasting, and budget preparation and management. Adept at delivering accurate insights through data analysis to support strategic decision-making and drive organisational success.

Overview

10
10
years of professional experience

Work History

Management Accountant

Marks Electrical PLC
Leicster
06.2021 - Current
  • Deliver accurate and insightful monthly management accounts in a high-growth e-commerce retail environment, ensuring compliance with UK GAAP and IFRS.
  • Played a key role during Marks Electrical’s IPO on the London Stock Exchange AIM market, supporting the preparation of financial disclosures, statutory accounts, and audit requirements.
  • Lead annual budgeting and rolling forecast processes, collaborating with commercial and operational stakeholders to align financial plans with strategic objectives.
  • Provide detailed variance analysis and performance reporting across key areas such as sales, gross margin, logistics, and marketing spend.
  • Oversaw finance-related aspects of the successful implementation of Microsoft Dynamics 365 Business Central, including data migration, process mapping, and testing — improving reporting accuracy and efficiency.
  • Manage end-to-end month-end processes including journals, accruals, prepayments, and reconciliations, ensuring timely and accurate close.
  • Support audit processes and liaise with external advisors to ensure regulatory and compliance requirements are met post-IPO.
  • Partner with department heads to enhance financial understanding across the business and drive informed decision-making.
  • Mentor junior finance team members and contribute to continuous improvement initiatives across the finance function.

Trainee Accountant

Rowleys Partnership
Leicester
08.2019 - 06.2021
  • Collaborated effectively in team projects, achieving seamless coordination across departments.
  • Maintained accurate accounts payable and receivable records, ensuring clear financial tracking.
  • Assisted with annual audits, ensuring compliance with statutory requirements.
  • Kept up-to-date with changes in financial regulations and legislation, ensuring company's compliance at all times.
  • Delivered timely tax returns to HM Revenue and Customs, avoiding late penalties.
  • Liaised with clients on account queries, demonstrating excellent customer service skills.
  • Employed Microsoft Excel skills to organise and manipulate large data sets.
  • Supported bookkeeping activities to maintain accurate and up-to-date records.
  • Prepared and submitted VAT returns ahead of deadlines.

Production Contoller

Key Parker Ltd
04.2015 - 08.2019
  • To produce estimates for clients based on detailed specific job briefs
  • To ensure that all pricing estimated is competitive whilst still maintaining the highest quality of work · To work within specific given budgets as well as making sure we hold the correct profit margin
  • To liaise with current and new suppliers and maintain strong working relationships allowing for consistent work quality and cost
  • To run reports for clients to show monthly and yearly activity.
  • To produce all invoices and/or credit notes to clients accurately and correctly within the correct timeframe to ensure the best possible cash flow
  • To create purchase orders to suppliers giving perfect detail to avoid discrepancies and to therefore avoid any errors with final produced work

Education

Chartered Global Management Accountant - Accounting

CIMA
United Kingdom
04.2025 -

Skills

  • Advanced excel use
  • Financial analysis
  • CIMA Qualified
  • Financial reporting
  • Monthly cash flow forecasting
  • Budget preparation and management
  • Data analysis and reporting

Timeline

Chartered Global Management Accountant - Accounting

CIMA
04.2025 -

Management Accountant

Marks Electrical PLC
06.2021 - Current

Trainee Accountant

Rowleys Partnership
08.2019 - 06.2021

Production Contoller

Key Parker Ltd
04.2015 - 08.2019

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Joshua Morris