Karen Yates
Bury
Summary
An experienced Financial Accountant looking for a change whilst still utilising the many skills and techniques that have been learned and developed over a 20 year career.
Experienced in implementing new controls and process whilst still maintaining a strong focus on organisation and attention to detail.
A proactive person who always strives to learn and develop in new areas of any business whilst building and strengthening partnering relationships with other departments and stakeholders.
Overview
14
14
years of professional experience
Work history
Financial Accountant
Wireless CCTV Limited
Rochdale
2018.12 - 2026.06
- Developed robust financial models to aid in strategic planning and forecasting in relation to Capital Expenditure.
- Monitored asset records and depreciation schedules closely, keeping records updated and accurate at all times with an asset base value of over £50m.
- Prepared quarterly actual vs. budgets, contributing to cost management and forecasting of business capital expenditure.
- Enhanced transparency in financial transactions with monthly balance sheet reviews held with the management teams of the UK and US businesses.
- Liaised with external auditors during annual audits, ensuring smooth process flow and no recorded errors.
- Streamlined operational procedures for improved business clarity in relation to a high value, high moving asset base.
Practice Manager
Cowgill & Holloway (Ramsbottom)
Ramsbottom
2018.02 - 2018.11
- Increased patient engagement with key customers and developed improved working relationships
- Implemented new scheduling and filing systems for data retention (in line with minimum 7 year policy)
- Fostered an inclusive culture within the practice, promoting a positive change (including staff collaboration) in the ways of working.
- Fostered strong relationships with clients and staff through excellent communication skills.
Management Accountant
Wireless CCTV Limited
Rochdale
2012.12 - 2018.02
- Management of transactional finance team (including purchase ledger and credit control)
- Produced monthly finance information packs for Board Level review
- Assisted in preparation of annual budgets, aiding business planning.
- Coordinated month-end close procedures for timely reporting.
Education
Higher National Diploma - Accounting
Association of Accounting Technicians
Skills
- Implementation of Inventory control practices (including defining new ways of working and record keeping)
- Preparation of Year End accounts alongside external audit partners, developing a shared information flow to support all financial records kept
- Balance sheet management including preparation, reconciliation and documentation of all supporting information
Accomplishments
Nominated as part of 'Finance Team of the Year' award in 2026, playing a key role in the sale of the business to a new private equity partner.
Chairperson of St Andrews CE Primary School PTFA for 5 years. During this time we raised funds to support significant investment in the school whilst also developing the reputation of the PTFA to welcome new members to the team.
Timeline
Financial Accountant
Wireless CCTV Limited
2018.12 - 2026.06
Practice Manager
Cowgill & Holloway (Ramsbottom)
2018.02 - 2018.11
Management Accountant
Wireless CCTV Limited
2012.12 - 2018.02
Higher National Diploma - Accounting
Association of Accounting Technicians