Sarah Bateman

From August 2023, I moved roles within Clee Hill Plant to Purchasing and Plant Assistant, relinquishing previous tasks such as Moving Intelligent Trackers and LOLER Inspections. I became more involved in Telematics and took on new Purchasing and Plant tasks.

• Oversee the company fleet Telematics tracking websites. Experience on 15 fleet platforms where I would produce tracking reports, review error codes, create C02 emission reports and manage company users.
• Vehicle management to aid the Plant Transport manager. Record keeping ensuring the fleet have up to date MOT's / Servicing, storing spare keys, vehicle photos, sign in / out sheets were all in order.
• Stock management and completion of bi-annual stock takes.
• Creating RM purchase orders and authorisation of invoices for Head Office and Depot purchases.
• Reviewing price grids and completing tenders to ensure the company is getting competitive pricing on services and parts. Involvement in contract renewals such as Gas and Electric, Mobiles phones and Trackers.
• Producing a monthly operations report advising statically analysis for breakdowns, warranty, accidents, SPRs, OCRs, complaints and outstanding plant repairs.

During my time at Clee Hill I have taken on a variety of responsibilities within my role that are operational and accounts based.

• Oversee required fleet inspections varying from LOLER, PUWER, electrical, pressure vessels etc. The process includes organising with external inspection company, liaising with customers to obtain locations/confirm planned in dates and maintain our RM system to show expiry dates and certificates.
• Managing Inspection Defects to ensure all kit is compliant.
• Daily involvement with fleet tracking via telematics or a fitted tracking system. This is from finding a machine location, checking history, analysing error codes, creating carbon emission/idle reports and renewing airtime subscriptions.
• Vehicle tracking contract management.
• Tracking systems require weekly checks to ensure they are connecting and reports to provide a list of machines not meeting the companies mandatory tracker requirements. These are then distributed to depots and internally managed.
• Creating warranty claims, updating excel, submitting claims and managing credit notes are all part of the warranty process I have involvement in. Whilst at Clee Hill, I had direct communication with IT helping to design the new online warranty system which I then provided teams training and created instructions for.
• Along with these key elements, I also undertake many AdHoc duties.

• Covering the role of Accounts Assistant for maternity cover I have mainly focused on Purchase Ledger and bank payments, supplying order numbers, receiving delivery notes and processing invoices
• Creating invoices, managing a weekly cash flow spreadsheet and bank reconciliation are all ad hoc duties I perform.
• I send out monthly statements and deal with customer/suppler enquires via email and phone.
• I have had more of an involvement in the production of Cast Iron with prepping orders and keeping a live stock check of our materials on site, collecting from delivery notes to match with inputted data from a weighbridge system.

• Stoneacre sold Fiat, Hyundai, Suzuki, Seat, Triumph, Harley, Volvo, Citroen and Van World, increasing my knowledge of vehicles drastically
• While working there I have developed my skills, learning different ways on how to post the bank and use the Pinnacle system
• I have focused more on vehicle bonuses and have started working towards composites, starting the initial stage of gathering information ready to analyse
• I eventually progressed to completing the smaller site composites.

• Starting as an apprentice, I gained my NVQ qualification
• My roles included the daily cash banking, bank statement, account reconciliations and reviewing cash accounts
• Once I was familiar with these, I then completed vehicle stock check on a monthly basis, P11D tax codes, analysing nominal codes and chasing vehicle debts
• Since the start of 2016, I moved across to Purchase Ledger
• A few of the tasks included: closing the Purchase ledger, BACS payments, writing cheques, processing invoices, reconciling company fuel usage and vehicle bonuses
• I had an input in checking deal files ready for FCA audits and ensuring all documents are signed and dated to FCA compliance
• This was a monthly check that had to be completed to a high standard and any issues rectified
• In this role I worked with Excel and Kerridge on a regular basis and feel very comfortable using a PC.

• My daily duties varied from day to day; serving customers hot drinks, food, preparing the food and cleaning up
• At the end of each day I would total up the tills and ensure the banking balanced and the float was correct
• The Jungle Play Centre at Chesterfield