Lisa Billsberry
Keynsham,Bristol
Summary
Finance and administration professional with over 15 years finance/administration experience within the Public sector and Education. Proven track record of supporting senior leaders with the full accounting cycles' predominantly in the month finance cycle and year end/audit.
Excellent communication skills both oral and written with the ability to explain complex finance information to non-finance managers
Able to use a range of IT & financial systems including: PSF financials (general ledger); IMP (Forecasting/budgeting); Microsoft Excel; EPM (payroll & HR system); Sage Accounts, SIMS, Outlook and Teams.
Adaptable and resourceful professional with strong communication skills, a proven ability to solve problems effectively, and a demonstrated willingness to learn. Thrives under pressure while maintaining a calm and focused approach. Committed to leveraging these core competencies to contribute meaningfully in dynamic and challenging environments.
Overview
15
15
years of professional experience
9
9
years of post-secondary education
Work History
Systems Accountant
Diocese of Bristol Academies Trust
Bristol
01.2022 - 02.2025
- Support Central Directorate Functions (Chief Exec, Estates, HR and Education functions) and Head teachers to prepare and monitor annual budget
- Balance sheet reconciliation of all accounts on monthly/annual basis
- Monthly payroll reconciliation
- Embedding best accounting practice and financial controls such as ‘no order no payment'
- Responsible for ensuring Trusts month & year end procedures meet requirements of academies handbook
- Responsible for all internal and external audits within trust across Finance, Operations, HR and Payroll
- Responsible for team of Accounting Technicians and Finance Assistants for all general ledger queries, including liaising with Schools, Suppliers, Employees, Customers
- Key support to re-brokering of multi-academy trust, working alongside DFE, incoming trusts, Contractors and internal members, taking lead of management of 15 schools Business support teams during re-brokering of trust
- Working with schools to ensure Early Years & Wrap around services move from deficit to surplus position
Accounting Technician
Diocese of Bristol Academies Trust
Bristol, Bristol
01.2021 - 01.2022
- Monthly reconciliation of all control accounts
- Processing of all credit card/pre-payment card transactions across trust
- Monthly re-coding/journals to ensure accounts are up to date and provide accurate information to enable FBPS to forecast spend
- Liaise with all administrators within trust concerning finance element of their role, providing support and training where necessary
- Process all funding and accrue/defer accordingly
- Liaise with all suppliers and ensure any queries are dealt within timely manner
- Payment runs, FPS and control of bank accounts
- Deal with all raising of sales invoices and credit control
- Control of income into trust and allocating accordingly to separate locations
- Setup key financial systems and controls when centralization of trust in 2021, including methods of procurement, order raising, invoice processing, forecasting, and reporting in line with new Scheme of Delegation
Office Manager
Fishponds CE Academy (Diocese of Bristol Academies Trust)
Bristol, Bristol
01.2019 - 01.2021
- Management of all business support functions within large primary school, to include all MIS Management, Finance, HR/Payroll and Pension duties
- Line managed 3 members of staff to ensure all duties are undertaken in timely manner
- Liaise with HR/Payroll assistant to ensure all HR/Payroll queries are resolved and processed correctly
- PA duties to Head teacher
- Undertake all financial/Payroll duties for additional School within trust ranging from ordering to reconciliation of all accounts, liaising with supplier and payroll to ensure all queries/issues are resolved in timely manner
- Providing month end reporting to ensure BM can effectively forecast future spend
- Maintained high standards of accuracy and quality in data entry and recordkeeping.
HR & Finance Assistant
Fishponds CE Academy (Diocese of Bristol Academies Trust)
Bristol, Bristol
01.2017 - 01.2019
- Deal with all financial process from purchase ordering to bank reconciliations, credit control, credit card reconciliation, end of month processes and procedures to include monthly management account reporting to line manager for current position and re-forecasting purposes
- Undertake all HR & Payroll duties, recruitment, starters, leavers, any queries relating to contract information
- Process all monthly adjustments in timely manner to ensure payroll/pensions is up to date for all employees
- Liaise with pension provider to ensure all starters and leavers entitlement is calculated correctly
Office Administrator
Fishponds CE Academy (Diocese of Bristol Academies Trust)
Bristol, Bristol
01.2016 - 01.2017
- To provide comprehensive day to day office administration support to School with pupils.
- Answer all incoming calls, emails and any other form of communication, responding accordingly and in timely manner
- Dealing with all student intake, attendance, liaising with parents', staff and students to ensure all safeguarding requirements are adhered to.
- Established robust administration processes and systems.
Accounts/Payroll Administrator
Agenda Salon Concepts
Bristol, Bristol
01.2014 - 01.2016
- To provide comprehensive day to day office administration support to the business and its two sister companies; The Pony & Trap and Salt & Malt
- Answer all incoming calls, emails and any other form of communication, responding accordingly and in timely manner
- Responsible for processing Purchase ledger and Sales ledger
- Performing reconciliation of accounts and all other tasks associated with accounting (Resolving all invoice queries, Credit Control, Orders, invoicing, maintain petty cash in line with petty cash policy and preparation of fundamental financial reports)
- Liaise with customers and suppliers both face to face and via telephone/email and written communication, providing quotations and product service support
- Payroll and HR support for 3 companies
- Preparing all timesheets for 120 employees for weekly and monthly payroll, processing and posting all pay
- Dealing with any payroll queries from employees and resolving in timely manner
- Preparation and distribution of all HR related documents such as starter/leavers, employment contracts
HR & Payroll Administrator
BANES Council
Bristol, Bristol
01.2013 - 01.2014
- To provide and maintain a day to day administration support function to the HR & Payroll department
- To be the first point of contact for all HR; Payroll queries
- Administration of new starters, leavers, transfers and amendments
- Deal with all supply teachers within the area; to include all documentation, DBS, references, etc
- Maintenance of computerised HR/Payroll system and paper based filing system
- Recording and collation of sickness absence
- Checking and inputting data for payroll from a variety of spread sheets (Timesheets, Overtime, Holiday pay)
- General administration duties including: filing, telephone answering, scanning, photocopying, emailing and typing
Administrator
BANES Council
Bristol, Bristol
01.2010 - 01.2011
Education
BA Hons - Business Studies
U.W.I.C(University Of Wales Cardiff)
Cardiff 01.2007 - 01.2010
3 ‘A' Levels - Business Studies, Physical Education, Health & Social Care
Dyffryn Taf, Comprehensive School
01.2003 - 01.2006
12 GCSE's - A –C (Including Maths, English, Science)
Dyffryn Taf, Comprehensive School
01.2003 - 01.2006
Skills
- Communication skills
- Willingness to learn
- Calm under pressure
- Problem-solving
- Customer focused
- Commitment to excellence
- Analytical and critical thinking
- Project planning and coordination
Languages
English
Fluent
Welsh
Fluent
Timeline
Systems Accountant
Diocese of Bristol Academies Trust
01.2022 - 02.2025
Accounting Technician
Diocese of Bristol Academies Trust
01.2021 - 01.2022
Office Manager
Fishponds CE Academy (Diocese of Bristol Academies Trust)
01.2019 - 01.2021
HR & Finance Assistant
Fishponds CE Academy (Diocese of Bristol Academies Trust)
01.2017 - 01.2019
Office Administrator
Fishponds CE Academy (Diocese of Bristol Academies Trust)
01.2016 - 01.2017
Accounts/Payroll Administrator
Agenda Salon Concepts
01.2014 - 01.2016
HR & Payroll Administrator
BANES Council
01.2013 - 01.2014
Administrator
BANES Council
01.2010 - 01.2011
BA Hons - Business Studies
U.W.I.C(University Of Wales Cardiff)
01.2007 - 01.2010
3 ‘A' Levels - Business Studies, Physical Education, Health & Social Care
Dyffryn Taf, Comprehensive School
01.2003 - 01.2006
12 GCSE's - A –C (Including Maths, English, Science)
Dyffryn Taf, Comprehensive School
01.2003 - 01.2006
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