Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
Generic

Rachel Burgess

Upper Cam,Gloucestershire

Summary

Capable Finance Officer and Programme/Project Coordinator with a experience in Kashflow, Sage, Moneysoft and Xero Accounting software, as well as Microsoft Office. Demonstrated ability to manage multiple roles effectively effectively while maintaining high attention to detail. Recognised by colleagues for being organised, level-headed, supportive and a strong team member who values positive working relationships.

Overview

37
37
years of professional experience
5
5
years of post-secondary education

Work history

Programme Manager

Knowledge Change Action Ltd
Dursley, Gloucestershire
2024.12 - Current

Knowledge Change Action Ltd - (KCA delivers training in Trauma Informed Practice for various sectors including Education, Public Health and Criminal Justice)

  • Coordinating and managing projects to ensure timely and successful implementation.
  • Building and maintaining strong relationships with key stakeholders for effective communication.
  • Developing implementation plans aligned with commissioner goals, focusing on timelines and budgets.
  • Proactively identifying and reducing risks to maintain quality and project aims.
  • Securing timely conversion of bookings into revenue to support cash flow management.
  • Overseeing event setup and execution to guarantee on-time delivery.
  • Regularly monitoring KPIs and report on progress to stakeholders or steering groups as needed.
  • Providing ongoing support to a newly appointed Finance Officer

Project Coordinator/Finance Officer

Knowledge Change Action Ltd
Dursley, Gloucestershire
2021.09 - 2024.11
  • Carried out book-keeping duties including Purchase Ledger, Sales Ledger, Bank Reconciliation and journals on Kashflow
  • Followed up on outstanding balances from creditors
  • Carried out Company payroll via Payroll Manager Moneysoft
  • Contributed to production of monthly and quarterly management accounts. Liaised with appointed accountants for production of year-end Company Accounts
  • From February 2024 line managed Finance Assistant
  • Built and maintained strong relationships with key internal (e.g., PDMs, TCs) and external stakeholders, ensuring effective communication, participant engagement, and successful project/programme delivery and closure.
  • Developed project/programme implementation plans aligned with commissioner goals and objectives, ensuring attention to timelines, budgets, and contingencies.
  • Oversaw the setup and execution of training events, including records in KCA Connected, communication, venue details, and materials preparation.
  • Ensured the smooth operation and running of the office
  • Provided IT support for users of company's external facing intranet

Administrator/Finance Officer

Knowledge Change Action Ltd
Dursley, Gloucestershire
2017.07 - 2021.08
  • Carried out book-keeping duties, including sales and purchase ledger, weekly bank reconciliation using Kashflow, journals
  • Followed up on outstanding balances from creditors
  • Produced company payroll
  • Contributed to production of monthly and quarterly management accounts. Liaised with appointed accountants for production of year-end Company Accounts
  • Ensured seamless delivery of training events by verifying logistics.
  • Managed office supplies inventory to guarantee project readiness.
  • Provided reception duties
  • Maintained high standards of customer service for external users of company database

Finance & Information Officer

Hill Valley & Vale Children's Centre
Dursley, Gloucestershire
2004.01 - 2017.05
  • Budget preparation, monitoring & reporting
  • Processed financial transactions including purchase and sales ledger, payroll, bank reconciliations, income/cash handling using Sage
  • Financial audit preparation. Liaised with appointed Accountants for production of year-end accounts.
  • Data Monitoring of KPIs for Contract monitoring and Ofsted inspections
  • Line management of administrative staff
  • Office management
  • Facilities Management

Community Liaison Manager/Duty Operations Manager

Prudential, The Mall at Cribbs Causeway
Bristol
2000.12 - 2003.12
  • Oversaw daily operations of an out of town shopping centre including staff rotas, cleaning, landscaping and security
  • Liaison with local communities and schools
  • Maintained high standards of Customer Service
  • Line management of staff
  • Public Safety management

Assistant Manager

Virgin Megastores/Our Price Ltd
Bristol
1988.12 - 2000.09

Started as Sales Assistant in 1988 at Our Price Records Ltd, progressing to Assistant Manager of Virgin Megastore at The Mall at Cribbs Casueway - 3rd largest turnover in the company at that time

Undertook various duties from serving customers to stock control to staff line management to budget management

Education

AAT Level 3 Diploma - Accounting

Home Learning College
UK
2014.01 - 2014.12

A-Levels - English Literature, History, General Studies

Thomas Magnus School
Newark, Notts
1986.09 - 1988.07

O Levels - English Language, Maths, French, German, History, Computer Studies

Thomas Magnus School
Newark on Trent, Nottinghamshire
1984.09 - 1986.07

Skills

  • Organised
  • Problem Solver
  • Flexible
  • Calm demeanour
  • Dependable
  • Values led

Affiliations

  • Dog Walking, Keeping fit and reading

References

References available upon request.

Timeline

Programme Manager

Knowledge Change Action Ltd
2024.12 - Current

Project Coordinator/Finance Officer

Knowledge Change Action Ltd
2021.09 - 2024.11

Administrator/Finance Officer

Knowledge Change Action Ltd
2017.07 - 2021.08

AAT Level 3 Diploma - Accounting

Home Learning College
2014.01 - 2014.12

Finance & Information Officer

Hill Valley & Vale Children's Centre
2004.01 - 2017.05

Community Liaison Manager/Duty Operations Manager

Prudential, The Mall at Cribbs Causeway
2000.12 - 2003.12

Assistant Manager

Virgin Megastores/Our Price Ltd
1988.12 - 2000.09

A-Levels - English Literature, History, General Studies

Thomas Magnus School
1986.09 - 1988.07

O Levels - English Language, Maths, French, German, History, Computer Studies

Thomas Magnus School
1984.09 - 1986.07
Rachel Burgess