Accomplished finance professional with hands-on experience in preparing and analysing capital and revenue accounts, delivering accurate forecasts, and supporting strategic decision-making. Skilled in year-end processes, including audit coordination, reconciliations, and journal management, with a proven record of delivering clean audits and process improvements.
Adept in Microsoft Excel, having developed automated tools and dashboards that improved reporting efficiency by 40% and enhanced financial visibility across services. Strong leadership experience managing a team of five, with a focus on coaching, development, and inclusive team culture.
Demonstrates a values-led approach—promoting equality through tailored training, encouraging participation in team planning, investing in personal wellbeing for sustained performance, and driving customer-focused service improvements. Passionate about continuous improvement, collaboration, and delivering high-quality financial support.
Coordinate and supervise staff to deliver excellent services, effectively planning workloads to meet required deadlines while ensuring sufficient office coverage.
Conducted performance reviews, training sessions, and one-to-one meetings to enhance team development.
Monitor and administer capital and revenue budgets, liaising with various services as necessary.
Provide timely and accurate information for Housing, including financial analysis and policy preparation.
Coordinate procurement processes ensuring compliance with Council's Corporate Procurement guidelines.
Conduct audits of local office teams to ensure adherence to financial procedures and standards.
Support Team Manager in report preparation for SMT, CMT, and Cabinet meetings.
Supported budget collation and administration, liaising across services for comprehensive monitoring.
Delivered accurate financial analysis to aid Business Planning through timely information provision.
Assisted procurement processes, ensuring compliance with Council's Corporate Procurement standards.
Contributed to developing processes and plans within the Business Planning team.
Produced statistical reports encapsulating precise information related to Business Planning tasks.
Facilitated end-of-year financial processes for the Business Planning team.
Assisted Business Plan Coordinator in distributing and collating budget-related data within deadlines.
Checked Pecos orders for Housing, ensuring compliance with Financial Procedures.
Managed outstanding Pecos report to facilitate efficient order processing.
Liaised with requisitioners to provide feedback on invoice processes.
Collated utility usage information, investigating anomalies with the Business Plan Coordinator and Energy Team.
Administered mobile phone and landline billing data to verify accurate charges and initiate corrective actions.
Managed Tenant Home Contents Insurance Scheme, collaborating with Business Plan Coordinator to ensure account accuracy.
Prepared performance information for Business Planning, presenting findings in various formats as required.
Preparation of monthly and year-end management accounts
Budget development, monitoring, and variance analysis
Cash flow forecasting
Advanced Microsoft Excel (pivot tables, formulas, dashboards)
Proficient in Microsoft Office Suite (Word, Outlook, etc)
Skilled in using accounting software and financial systems
Governance & Compliance
Experience supporting external audits and regulatory reporting
Familiarity with reporting requirements for HMRC, FCA, OSCR, and the Scottish Housing Regulator
Strong understanding of data integrity and financial controls
Team Leadership & Collaboration
Management of staff
Staff development, training, and onboarding
Cross-functional collaboration with internal departments and subsidiaries
Delivery of customer-focused financial services
Preparation of reports for senior management
Organised, deadline-driven, and detail-oriented
Positive, approachable, and team-focused
Committed to continuous improvement and professional development