Terry D. Hogarth

Assisting sole traders and SMEs both in the UK and US, with a variety of requirements including:

• ISO 9001 & 14001 pre-accreditation preparation
• Fleet management
• Credit control
• Payroll
• Year-end VAT submissions
• General bookkeeping
• Commercial insurances
• ERP identification and deployment
• Forensic accounting and analysis

• Monitored and reviewed financial controls, processes and procedures to enable best practice development.
• Consolidated comprehensive management accounts, integrating income statements, cashflow and balance sheets.
• Forecasted trends and interpreted cash flows to reliably inform business decisions.
• Served as finance business partner to drive strategic business decisions.
• Oversaw financial reporting processes, maintaining accuracy and compliance with regulatory standards.
• Identified areas for improvement and enhancements in financial processes and reporting mechanisms.
• Conducted variance analysis to identify discrepancies and implement corrective actions.
• Worked to scale and enhanced finance function, implementing new processes and refining existing ones.

• Established financial policies and procedures, ensuring consistent efficiency, robustness and UK GAAP compliance.
• Ensured financial health and sustainability of company by maintaining best practice controls, policies and assurance.
• Collaborated with management to develop effective growth strategy, growing annual revenue by 150%.
• Streamlined financial and transaction processes, shortening financial management reporting times by 75%.
• Assisted numerous departments to reconcile financial issues, such as end-user finance reconciliation and benefits issues, with 25% first-time resolution.
• Oversaw payroll functions of up to £25k monthly, with zero error.
• Facilitated informed commercial decision making by producing accurate operational, pricing and costing reports for management.
• Drove business growth by strengthening internal controls to mitigate financial risk exposure.
• Ensured financial health and sustainability of company by maintaining best practice controls, policies and assurance in accordance with SSSC Codes of Conduct.
• Accredited by both Care Inspectorate and SSSC.
• Identified skill gaps and restructured finance team, resulting in £60k company cost savings, per annum.
• Implemented new Enterprise Resource Planning (ERP) system, reducing operational costs at least 50% within 6 months.
• Carried out all marketing and prepared budgets to ensure alignment with company requirements. Also, maintaining website to ensure content remained relevant to organisation.
• Delivered training and development to junior employees for progression and best practice improvements.
• Developed and administered annual budgets following periods of strong analysis and research.
• Maintained responsibility of credit control to achieve debtor day targets.
• Decreased monthly expenditures by 15% through effectively reviewing data and identifying problem areas.
• Resubmitted overdue invoices and confirmed payment receipts.
• Identified finance team efficiencies and reduced reporting timelines.
• Developed thorough forecasting and cash-flow management processes to maximise progression and profitability.
• Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
• Collaborated with marketing on budget preparation to ensure alignment with company requirements.
• Decreased monthly expenditures by 50% through effectively reviewing data and identifying problem areas.

• Completed customer orders with speed and accuracy, boosting turnover of consumable sales in 2011 from £75k, to £6m in 2021.
• Handled high volume calls to address customer inquiries and concerns, in high-pressure environment.
• Processed invoices and payment runs. Also, ensuring credit control/accounts payable functions were managed.
• Delivered high-quality results within budget and timeframe targets.
• Resolved conflicts and negotiated mutually beneficial agreements between parties. In respect of both legal and contractual agreements.
• Consistently arrived at work on time and ready to start immediately; with tendencies to work that little longer in order to ensure work was complete but proportionate to healthy work/life balance.
• Oversaw and led staying current on processes and procedures to offer relevant assistance and training and maintain compliance.
• Served customers to drive sales and deliver top-quality experiences through management of CRM system, as main administrator.
• Generated Key Performance Indicator (KPI) reporting to drive better performance on weekly, monthly and annual basis.
• Promoted continuous improvement by problem-solving and sharing suggestions at top tier management level, to optimise organisational operations.
• Directed daily fleet operations to achieve maximum, safety, output and reduce costs. Implementing automated reconciliation of monthly fuel card, telematics, CRM and field service software to mitigate, minimise and deter timesheet and fuel fraud.
• Administered fleet expenditure, preventing budget overages with successful control strategies. From 2013, inheriting hat of 'Fleet Manager', Succeeding in reducing vehicle costs by 75% per annum.
• Selected, trained, performance-managed and monitored company drivers to build results-focused fleet. All drivers were regularly given toolbox talks on road safety, along with bio monthly reminders of any legislation changes relevant to their location of work.
• Reduced overall fuel spend with more efficient vehicles and more cost-effective fuel cards, resulting in saving of £300k per annum.
• Liaised with customers and other departments to plan timely transportation of goods, worldwide.
• Leveraged supply management experience and industry contacts to streamline distribution activities.
• Reviewed purchasing, storage and distribution practices in line of industry advancements and insurance responsibilities.
• Introduced and headed up operational and administrative procedures to uphold integrity of current processes as accredited with ISO 9001 & 14001.
• Overhauled existing systems to increase accuracy, reducing costs and waste.
• Managed resources to yield high Return On Investment (ROI), raising cost-effectiveness.
• Spearheaded contract negotiation to obtain favourable terms for quality, cost and delivery requirements.
• Minimised financial reporting errors by 75% through implanting and deploying bespoke ERP System and integrate with CRM system ensuring real-time information across multiple platforms.
• Identified discrepancies in income and expenditure reconciliation, promptly correcting, to maintain business reporting HMRC.
• Acted as interim Director of Finance following predecessor's retirement in March 2020, maintaining this hat until resignation from company in December 2021.
• Accurately processed monthly payroll for 35+ staff members within timeframes given and with completely accuracy in multiple currencies.
• Supported month-end processes including journal posting and reconciliation to maintain department as well as organisational efficiency.
• Facilitated intercompany reconciliation through sales records and purchase records.
• Maintained and prepared statement and data sheets client files for monthly meetings.