Nathan Grieveson

What began as a 12-month fixed-term contract quickly transitioned into a permanent role just halfway through the tenure.

Professional Experience

Financial Reporting and Compliance

• Prepare monthly, quarterly, and annual reports for regulatory compliance.
• Lead the preparation of yearly financial statements, collaborating with external advisors to ensure the accuracy and representation of the strategic report, income statement, balance sheet, and supporting notes.
• Act as the main point of contact with external auditors, ensuring timely responses to all requests.
• Monitor, prepare, and file various ONS surveys as required.

UK and EU Tax Compliance

• Manage UK and international tax reporting compliance for the group, covering UK and EU VAT, WHT, R&D tax credits, Corporation tax, payroll taxes, and CEST reviews.
• Maintain the tax compliance register to ensure filing and payment deadlines are met.

Payroll

• Review the monthly payroll for the UK entity, ensuring accuracy of all calculations.

Process Improvement and Systems Implementation

• Streamline operations by playing a key role in the implementation and development of advanced ERP systems (Dynamics 365).
• Suggest and implement improvements to internal controls and accounting policies.
• Review processes for repeat tasks, proactively identifying opportunities for standardisation, streamlining, and improvement.
• Oversee balance sheet reconciliations for all areas, implementing process improvements.

Asset Management

• Maintain the fixed asset registers for the group, providing guidance on capital items, ensuring completeness, managing depreciation, and performing month-end reconciliations.

Transfer Pricing

• Facilitate transfer pricing activities between international entities, liaising with external tax experts and setting the structure for the policy.
• Calculate intercompany quarterly recharges in line with the transfer pricing policy.

R&D

• Manage R&D tax credit calculations, working with key internal stakeholders to tailor supporting report write-ups and gather data for calculations.

Budgeting

• Contribute to budget and forecasting, ensuring accuracy of inputs and summarising data into clear and concise reports.
• Providing guidance to the FP&A and finance business partnering team to variances and obscure movements to aid the preparation of budget review meetings.

Team Collaboration and Development

• Provide cross-training for the finance team, aiding in colleague training and development.
• Foster a collaborative work environment by encouraging open communication and teamwork within the finance department.
• Mentor junior team members, providing guidance and support to help them develop their skills and advance their careers.
• Organize and lead training sessions on various financial topics to ensure the team stays updated on best practices and industry standards.
  

I began my career in practice, where I earned my professional qualifications and advanced through the ranks from Trainee to Senior, ultimately achieving the role of Supervisor/Portfolio Manager.

Professional Experience

Client Portfolio Management:

• Manage a diverse portfolio of clients, fostering strong business relationships. This included sole traders, partnerships, Limited companies and charities.

Audit Leadership:

• Lead audits from initial client planning meetings through to sign-off with the relevant client partner. Acting as the main point of contact for the client and leading the audit team on fieldwork requirements.

Statutory Accounts Preparation:

• Oversee the preparation and review of statutory accounts, ensuring accuracy and completeness of disclosure requirements. Conducting sign-off meetings with the relevant partner and leading client review meetings.

Software Transitioning and Training:

• Transition clients to new accounting software, tailoring the package to meet their specific needs. Subsequently providing training to the client as required.

Team Supervision:

• Supervise junior and senior colleagues, taking responsibility for their career development.

Deadline Management:

• Manage tight deadlines (both client and regulatory) with excellent planning and time management skills. Acting as a key contributor in weekly work planning to create a work plan that caters to client needs and reporting deadlines.

Payroll Oversight:

• Oversee the payroll function for my client portfolio.

Tax Preparation and Review:

• Prepare and review personal and corporate tax returns, VAT returns, CIS returns and R&D claims.

Management Reporting:

• Design management account reports for clients and provide feedback on KPIs.

Recognition:

• Voted employee of the year in both 2019 and 2022, and received employee of the quarter on multiple occasions.

HMRC Liaison:

• Liaise with HMRC on various tax matters on behalf of clients.