Summary
Overview
Work history
Education
Skills
Timeline
Generic

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
06.2023 - 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
01.2021 - 06.2023
  • 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
05.2019 - 01.2021
  • 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
01.2018 - 05.2019
  • 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
06.2016 - 06.2018
  • 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
06.2014 - 06.2016
  • 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
01.2020 - 08.2023

MAAT - Accounting

AAT
05.2017 - 12.2019

Transactional SQL (CPD) -

SQL Academy
02.2017 - 02.2018

Bachelor of Arts - Music

University of Glamorgan
Cardiff
09.2009 - 07.2012

Skills

  • Accounting standards expertise
  • IFRS and GAAP reporting
  • Cash flow management strategies
  • Auditor collaboration
  • Proficient in Excel
  • SQL knowledge

Timeline

Management accountant

XMOS Ltd
06.2023 - Current

Management Accountant

Shiner Ltd
01.2021 - 06.2023

Charted Global Management Accountant - Accounting

Charted Institute of Management Accounts
01.2020 - 08.2023

Assistant Management Accountant

Truespeed Communications Ltd
05.2019 - 01.2021

Revenue Accountant

Truespeed Communications
01.2018 - 05.2019

MAAT - Accounting

AAT
05.2017 - 12.2019

Transactional SQL (CPD) -

SQL Academy
02.2017 - 02.2018

Direct Debit Controller

Ovo Energy
06.2016 - 06.2018

Senior Payments Technician

Ovo Energy
06.2014 - 06.2016

Bachelor of Arts - Music

University of Glamorgan
09.2009 - 07.2012
Robert JACK