A highly motivated ACA Qualified Accounting Manager with over 8 years experience in an accountancy practice and a further 2 years in industry. Ability to produce quality financial information to aid the decision making of senior management to assess ongoing and potential projects. Experienced in building strong relationships with both clients and colleagues and strives to ensure those individual's needs are considered and met. Genuinely enjoys problem solving and working as part of a team to achieve a shared goal.
Work history
Financial Control & Reporting Manager
NHS Supply Chain
Jul 2024 - Current
Manage a team of 2 accountants and 1 graduate to deliver timely financial reporting to internal and external stakeholders as required (including month end management accounts, quarterly financial accounts, quarterly forecasts and year start budgets)
Streamlined and improved data analysis and reporting processes, particularly during a period of financial system change, to increase efficiencies and boost confidence in the data
Liaised closely with other teams (financial and non-financial) to build relationships and improve data sharing, leading to a deeper understanding of issues, changes and solutions
Lead the process for delivering the quarterly numbers to the parent company (NHS England) and streamlined the process to deliver the figures faster than had been achieved previously, whilst still maintaining accuracy.
Providing technical guidance in all discussions and assisting the FC and CFO in decisions by providing technical reports, as requested
Improve the company's understanding of lease accounting (IFRS16) and calculate the lease adjustments required for both forecasting and month end accounts
Remain the Subject Matter Expert for the Fixed Asset Oracle Module and maintain the register as required
Review project plans and documentation with the Estates and the Projects team to ensure compliance with accounting standards and ensure correct lease and fixed asst identification and treatment
Collaborate across finance to ensure balanced and relevant training for the new accounting graduate intake as well as ensuring my team is keeping up to date with company training and policies and encouraging colleagues to seek out developmental coaching in areas of particular interest
Financial Control & Reporting Accountant
NHS Supply Chain
Jun 2023 - Jul 2024
Month end balance sheet reconciliations including posting of month end journals
Collaborating with other departments to resolve financial and processing issues
Providing narrative on nominal ledger balances to assist in the preparation of the consolidated balance sheet required for monthly and ad hoc reporting
Being the Subject Matter Expert for Fixed Assets, tasked with calibrating and launching the Fixed Asset Module for the move to the Oracle Fusion reporting suite
Worked closely with the payroll team to ensure accurate employee benefit deductions are being made
Assist the delivery of timely reporting to internal and external stakeholders, as required
Identifying weaknesses in processes and systems and making recommendations for improvement
Management Accountant
Duncan & Toplis Limited
Outsourced Finance Services - Sep 2020 to May 2023
Managing a portfolio of 10+ clients with 1 junior direct report
Preparation of periodic management accounts including detailed written analysis, variance explanation, KPI reporting and comparison to budgets and targets to drive discussion and aid business decisions
On site face to face discussions with clients to understand their business and identify pain points to be addressed by new systems or revised processes
Liaise with the software team to implement clients into new finance systems to aid financial reporting and improve stock awareness
Training the direct team and members of the wider company on software and processes used by the Outsourced Finance team and how that could potentially help their teams and clients
Periodic supplier pay runs, payroll processing and VAT returns
Accounts & Audit Senior
Duncan & Toplis Limited
Aug 2014 to Aug 2020
Trained as an accountant within an accountancy practice environment
Preparation of year-end financial statements and tax returns for various business types and sizes, from retail sole traders up to farming partnerships and manufacturing companies
Leading audits of limited companies across the manufacturing, retail and farming sectors
Meetings with clients to discuss audit findings and provide recommendations for improvement
Education
Management Level 3
2001.04 -
ACA Qualification
2001.04 -
AAT Levels 3 & 4
2001.04 -
Bachelor of Science - Mathematics and its Learning
2001.04 -
3 A-Levels
2001.04 -
11 GCSEs
2001.04 -
Skills
Organised and self-motivated
Ability to work under pressure to tight deadlines
Experience in implementing IFRS and UK GAAP accounting standards
Proficient with Microsoft Office including Excel, Word and Teams
Oracle E-Business Suite
Experience using various bookkeeping applications including Xero, DEXT and Sage
Timeline
Management Level 3
2001.04 -
ACA Qualification
2001.04 -
AAT Levels 3 & 4
2001.04 -
Bachelor of Science - Mathematics and its Learning
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
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