Sue Pointon

• Prepared monthly management accounts in accordance with group reporting timetable ensuring results were accurate and performed analysis to understand results and trends, in particular to support the understanding of gross margin
• Performed balance sheet reconciliations for all accounts and other analysis including bank reconciliations, and fixed assets. Maintained and reconciled various reports related to operations and fund/account balances. Reviewed reconciliations performed by others and followed up to resolve outstanding variances or issues.
• Produced the stock reconciliation and undertook margin analysis to support the month end results and to aid in the business understanding of performance.
• Ensured accurate stock costing was in place and that the system was appropriately set up to manage and record stock. Worked with management to ensure that any changes to the system were performed and supported the implementation of new systems as required.
• Ensured all statutory and regulatory requirements were met for applicable entities including VAT returns for the entities assigned, annual company returns, tax returns.
• Supported cash flow forecasting as and when required.
• Served as financial liaison to end users of financial statements.
• Responded to requests from administration, department managers, and other finance personnel.
• Supported the drive for continuous improvement, working to ensure processes were efficient and controls were effective and appropriately implemented and complied with. Led on the implementation of controls as required.
• Mentored other accountants, finance assistants, and new staff members.
• Advised management on financial details related to business operations, inventory levels and budgets.
• Analysed budgets and financial projections for accurate reporting of company performance.
• Installed internal controls and set up standard procedures for business accounting systems.
• Compiled financial data for business forecasting and budgeting.
• Assisted with developing and ongoing control of costing and pricing systems for business goods.
• Organised and carried out month-end, quarterly and year-end processes.
• Provided insightful financial advice to senior management for informed decision making.
• Liaised effectively with external auditors for seamless audit execution.
• Reduced discrepancies in financial statements through meticulous record keeping.
• Facilitated smooth audits by maintaining organised and accurate records.
• Assisted in tax preparations, avoiding penalties and late fees.

• Managed payroll operations for team of 35 employees.
• Optimised employee performance, output and morale through incentive schemes.
• Developed process improvements and presented to management for approval.
• Collaborated with various departments to manage client needs and improve overall satisfaction.
• Improved overall process for year-end inventory audits.
• Registered customer information on database to maintain accurate records.
• Responsible for the procurement of imported materials from locations worldwide and organising the foreign payments in various currencies.

Key Achievements

• Set up and managed the Furlough Scheme from start to finish.
• Implemented significant change the way payroll was recorded by setting up nominal codes for all departments and allowing more in-depth analysis.
• Implemented VAT Domestic Reversal charge when it came into force in March 2021.
• Set up and manage CIS scheme with HMRC.

• Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
• Oversaw office budget to responsibly allocate equipment and resources.
• Managed four-employee office, supervising workers, enhancing productivity and driving efficiency.
• Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records.
• Organised physical files and digitised records to ensure ease of accessibility and retrieval by team members.

• Supported strategy delivery through accurate sales systems and spreadsheet management.
• Responded to inbound customer email, telephone and social media enquiries promptly.
• Updated sales records promptly and precisely for reliable reporting.
• Provided reliable administrative support for improved sales team efficiency.
• Maintained sales documentation and customer records in company database.
• Prepared and distributed customer quotes within target timeframes.