Robert JACK
Bristol
Summary
Detail-oriented accountant with strong knowledge of IFRS and GAAP standards, complemented by effective cash flow management and collaboration with auditors. Advanced proficiency in Excel and SQL supports data-driven decision-making. Dedicated to improving financial operations and contributing to business success.
Overview
11
11
years of professional experience
10
10
years of post-secondary education
Work history
Management accountant
XMOS Ltd
Bristol
2023.06 - Current
- Delivered monthly group management accounts, offering critical insights to Finance Director.
- Facilitated annual audit of financial statements, ensuring timely preparation for auditors.
- Composed financial statements adhering to IFRS standards.
- Executed timely filing of annual corporation tax and R&D tax claims.
- Oversaw effective cash flow management and produced comprehensive 13-week forecasts.
- Administered payroll for various subsidiaries efficiently.
- Conducted VAT return submissions following detailed analysis.
- Ensured precise accounting of prepayments and accruals throughout the year.
Management Accountant
Shiner Ltd
Bristol
2021.01 - 2023.06
- Produced management accounts for Shiner's Netherlands subsidiary, supporting board decision-making.
- Implemented cost-reduction strategies through collaboration, optimising storage efficiency.
- Reviewed outsourcing options for sales agents, leading to improved sales outcomes.
- Ensured timely production of financial statements by liaising with external businesses.
- Maintained compliance with IFRS standards through strong audit relationships with KPMG.
- Calculated commissions for all members of global sales team effectively.
- Established invoice factoring facility in partnership with HSBC, improving operational workflows.
- Managed VAT reporting, intercompany interest calculations, and payroll processes.
Assistant Management Accountant
Truespeed Communications Ltd
Bath, Bath and North East Somerset
2019.05 - 2021.01
- Prepared financial and management accounts, ensuring precise reporting standards.
- Maintained forecasting of cash flows alongside previous business duties.
- Secured funding through collaboration with government, achieving key performance indicators.
- Created tailored KPI dashboards using SQL to provide vital insights for directors.
- Worked closely with external auditors for efficient completion of audits.
Revenue Accountant
Truespeed Communications
Bath, Bath and North East Somerset
2018.01 - 2019.05
- Streamlined customer billing and payment operations while strengthening credit control and government funding initiatives.
- Provided weekly updates on revenue and government funding figures to CFO for strategic insights.
- Worked alongside CTO to refine in-house billing systems, enhancing functionality.
- Performed data analysis via SQL and Excel to increase revenue and improve cash flows.
Direct Debit Controller
Ovo Energy
Bristol
2016.06 - 2018.06
- Managed a small team to ensure accurate and timely application of all customer Direct Debit payments according to BACS regulations.
- Oversaw operational processes and reconciliation of incoming customer payments across multiple platforms.
- Collaborated with various departments to resolve internal queries and technical issues.
- Developed and maintained company fraud policy to mitigate risks.
- Investigated fraudulent payment activity and prepared detailed reports on findings.
Senior Payments Technician
Ovo Energy
Bristol
2014.06 - 2016.06
- Supervised a small team to optimise operational processes and enhance cashflow forecasting.
- Ensured cashflow reliability through effective oversight of financial operations.
- Facilitated communication with finance team, billing operations, and Customer Care to align objectives.
Education
Charted Global Management Accountant - Accounting
Charted Institute of Management Accounts
2020.01 - 2023.08
MAAT - Accounting
AAT
2017.05 - 2019.12
Transactional SQL (CPD) -
SQL Academy
2017.02 - 2018.02
Bachelor of Arts - Music
University of Glamorgan
Cardiff 2009.09 - 2012.07
Skills
- Accounting standards expertise
- IFRS and GAAP reporting
- Cash flow management strategies
- Auditor collaboration
- Proficient in Excel
- SQL knowledge
Timeline
Management accountant
XMOS Ltd
2023.06 - Current
Management Accountant
Shiner Ltd
2021.01 - 2023.06
Charted Global Management Accountant - Accounting
Charted Institute of Management Accounts
2020.01 - 2023.08
Assistant Management Accountant
Truespeed Communications Ltd
2019.05 - 2021.01
Revenue Accountant
Truespeed Communications
2018.01 - 2019.05
MAAT - Accounting
AAT
2017.05 - 2019.12
Transactional SQL (CPD) -
SQL Academy
2017.02 - 2018.02
Direct Debit Controller
Ovo Energy
2016.06 - 2018.06
Senior Payments Technician
Ovo Energy
2014.06 - 2016.06
Bachelor of Arts - Music
University of Glamorgan
2009.09 - 2012.07