Paul Sheppard

• Managed financial reporting processes, ensuring compliance with regulatory requirements and internal policies.
• Prepared and analysed monthly financial statements, providing insights to senior management for strategic decision-making.
• Managed client accounts by preparing detailed financial statements and reports.
• Streamlined accounting processes by implementing new software tools for efficiency.
• Completed detailed profit and loss analysis; identified improvement areas.
• Streamlined budgeting exercises for efficient financial planning.
• Reviewed and reconciled ledgers to maintain integrity of financial data.
• Prepared monthly and yearly balance sheets, ensuring accuracy.

Took a year out to have family time and do a little travelling.

• Assisting in developing finance department and business ready for acquisition.
• Drove continuous improvement by establishing and analysing clear, measurable key KPI metrics across all finance operations.
• Evaluated trends and redesigned operational flows, reducing operating costs within 6 months.
• Reviewed and improved internal audit procedures, identifying opportunities that resulted in cost savings.
• Spearheaded refinancing, based on indepth forecast models to secure refinance and reduce finance costs by £500K a year.
• Coordinated and annual financial audit, collaborating with external auditors and government agencies to verify compliance with all regulations.
• Maximised return on invested funds by building and maintaining strong relationships with banks and investors.
• Facilitated strategic decision making by implementing and overseeing monthly financial management reporting for management and board of directors.
• Prepared accounts payable and accounts receivable transactions for processing on weekly basis, ensuring meticulous attention to detail to reduce errors.
• Prepared information, forms and data to assist in seamless and efficient financial audit procedures.
• Mentored team members to enhance skills and improve overall performance.

• Conducted controls on financial processes and transactions to identify discrepancies.
• Assessed staff efficiency and productivity and made recommendations for improvements.
• Maintained up-to-date working knowledge of legislative changes within corporate finance.
• Planned optimal allocation of budgets and funding to maximise Return on Investment (ROI).
• Minimised clients' tax liability in full compliance of current UK tax legislation throughout business acquisitions and mergers.
• Assessed company's financial systems, analysed potential risks and implemented mitigative action.
• Produced high quality and accessible financial statements, reports and forecasts.
• Determined ways to cut costs and improve productivity.
• Verified implementation of controls through testing and interacting with relevant company staff.
• Reconciled accounts from income and expense data to net worth and assets.
• Created periodic reports comparing budgeted costs to actual costs.
• Created quarterly and yearly balance sheets to track financial trends and performance.
• Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
• Maintained integrity of general ledger, including chart of accounts.
• Prepared VAT and income tax forms for commercial and individual clients.
• Updated journal entries and accounts on accrual basis with Xero software.
• Checked and imported payroll and pension data to pay salary deductions.
• Recorded, classified and stored sensitive information to support financial governance..

• Prepared VAT and income tax forms for commercial and individual clients.
• Maintained integrity of general ledger, including chart of accounts.
• Created quarterly and yearly balance sheets to track financial trends and performance.
• Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
• Created periodic reports comparing budgeted costs to actual costs.
• Reconciled accounts from income and expense data to net worth and assets.
• Updated journal entries and accounts on accrual basis with Xero software.
• Analysed monthly balance sheet accounts for corporate reporting.
• Preparation of financial statutory accounts.
• Undertaking client meetings

• Oversaw delivery of contractual financial obligations.
• Led global projects to assess route-to-market, restructure business and evaluate marketing, pricing and operational efficiencies.
• Supported budget holders and other operational managers to improve financial efficiency.
• Prepared and issued weekly company cash movement to senior management team.
• Analysed variances in sales, margin and cost centres and identified potential problems with line managers.
• Built and maintained collaborative working relationships with non-financial colleagues.
• Liaised with budget holders with monthly reporting to understand variances.
• Produced year-end statutory schedules of organisation.
• Produced accurate financial reporting and provisioned appropriate management information.
• Provided strong management of finance team, meeting high-quality service standards, KPIs and deadlines.
• Undertook regular forecast variance analysis in conjunction with budget holders.
• Managed and implemented financial modelling tools and processes, staying ahead of current trends and methodologies.

• Developed financial reports and forecasts to guide strategic decision-making.
• Collaborated with cross-functional teams to streamline budgeting processes and enhance accuracy.
• Monitored compliance with regulatory requirements and internal policies to mitigate risks.
• Implemented financial controls and procedures to improve operational efficiency and reduce errors.

• Started training career as a qualified accountant
• Prepared tax returns and ensured timely submission in accordance with legal requirements.
• Completed detailed profit and loss analysis; identified improvement areas.
• Optimised financial performance by monitoring key indicators.
• Reviewed and reconciled ledgers to maintain integrity of financial data.