Tina Robertson
Broadstone,Poole
Summary
Finance professional with expertise in multi-department coordination and financial software. Proven leadership in variance analysis and cost accounting, with skills in fixed asset tracking and payroll systems. Experienced in financial reporting, cash flow forecasting, and budget preparation, utilizing advanced Excel and Sage 50Cloud. Committed to regulatory compliance and strategic financial management in non-profit sectors, with goals to enhance SAP Accounts Payable and ERP software knowledge.
Overview
41
41
years of professional experience
Work history
Financial Controller / Company Secretary
Confex Technology Ltd
Poole
2013.10 - 2025.07
- Prepared monthly P&L, prepaid, and accruals for month-end and year-end close.
- Generated year-end reports for auditors and liaised with audit firms on compliance.
- Compiled annual R&D tax credit submissions and coordinated insurance renewals, negotiating competitive rates.
- Conducted daily bank reconciliations and maintained detailed weekly cashflow forecasts.
- Supervised purchase ledger processing and managed VAT returns alongside sales ledger finalisations.
- Monitored stock balances for accurate monthly reporting and maintained fixed asset register.
- Process monthly payroll with Sage Payroll, ensuring compliance with PAYE and NI regulations and Pension submission.
- Led migration to unified Priority ERP system, integrating accounting processes with Sage HR app launch.
- Oversaw payroll administration, maintaining staff morale and satisfaction levels high.
- Negotiated favourable credit terms with suppliers, improving working capital position.
- Advised Board on fiscal matters, contributing towards strategic direction of company.
- Facilitated comprehensive financial analysis to drive strategic decision making.
Sales Ledger/Credit Controller
Interio Ltd
Poole
2006.01 - 2012.12
- Ensured full sales ledger and credit control for luxury interiors furniture company.
- Generated EC VAT reports and conducted comprehensive stock analysis.
- Performed reconciliations for purchase ledger and cashflow forecasts to maintain financial accuracy.
Part-time Bookkeeper
Davis & Co Accountants
Wimborne
2004.01 - 2005.12
- Executed bookkeeping, payroll, and VAT returns for diverse clients.
- Conducted trial balance and balance sheet analysis to ensure accuracy.
- Maintained compliance with financial regulations and standards.
Front House Manager/Bookkeeper
Bon Ami Restaurant
Bournemouth
1997.01 - 2002.12
- Established a successful French restaurant alongside a trained French chef.
- Oversaw front-of-house operations and supervised staff recruitment.
- Managed accounts and payroll to ensure financial stability.
- Executed promotional campaigns for event evenings to enhance customer engagement.
Financial Assistant
Silversands Computers Ltd
Poole
1995.01 - 1997.12
- Compiled monthly management accounts to trial balance and conducted cost analysis.
- Executed bank reporting and managed Sage payroll for over 100 employees.
- Prepared VAT returns and maintained fixed asset records.
- Supervised two staff members, ensuring adherence to financial protocols.
Accounts Assistant
Van Leer Packaging Systems
Poole
1993.01 - 1995.12
- Liaised with clients regarding overdue payments, facilitated swift resolution of issues.
- Monitored account activity, detected discrepancies promptly.
- Managed client accounts to ensure timely payments.
- Coordinated with various departments regarding invoicing matters, resolved queries efficiently.
Bookkeeper
Morton Hall Hotel
Congleton, Cheshire
1991.01 - 1992.12
Bookkeeper
Colour Concepts Ltd
London
1988.01 - 1990.12
Shipping Coordinator
Quotnet UK
London
1987.01 - 1988.12
Accounts Clerk
Macclesfield Health Authority
1985.01 - 1987.12
Education
NVQ Level 2 - Accountancy
AAT
Bournemouth 2016.02 -
Certificate of Higher Education - Payroll
Bournemouth and Poole College
Poole 2017 -
"O"levels - 2 x English/Maths/Biology/Geography
Macclesfield High School
Macclesfield, Cheshire East 1984 -
GCSEs - Art,Typing,Cookery
Macclesfield High School
Macclesfield, Cheshire East 1984 -
Skills
- Multi-department coordination
- Financial software proficiency
- Variance analysis
- ERP system knowledge
- Leadership
- Cost accounting
- Fixed asset management
- Payroll systems
- General ledger expertise
- Internal audit knowledge
- Software implementation
- Auditor liaison experience
- Advanced Excel proficiency
- Month-end close procedures
- Account management
- Financial planning and management
- Sage 50Cloud expertise
- Pricing strategies
- Foreign currency transactions
- Accounts payable management
- Balance sheet reconciliation
- Internal controls development
- Financial reporting and consolidation
- Non-profit accounting knowledge
- Cash flow forecasting
- SAP accounts payable experience
- Debt service management
Affiliations
- Cancer Charity walks/Tennis/Dog Walking, Playing Piano/Saxophone, Cooking/Travelling
Timeline
NVQ Level 2 - Accountancy
AAT
2016.02 -
Financial Controller / Company Secretary
Confex Technology Ltd
2013.10 - 2025.07
Sales Ledger/Credit Controller
Interio Ltd
2006.01 - 2012.12
Part-time Bookkeeper
Davis & Co Accountants
2004.01 - 2005.12
Front House Manager/Bookkeeper
Bon Ami Restaurant
1997.01 - 2002.12
Financial Assistant
Silversands Computers Ltd
1995.01 - 1997.12
Accounts Assistant
Van Leer Packaging Systems
1993.01 - 1995.12
Bookkeeper
Morton Hall Hotel
1991.01 - 1992.12
Bookkeeper
Colour Concepts Ltd
1988.01 - 1990.12
Shipping Coordinator
Quotnet UK
1987.01 - 1988.12
Accounts Clerk
Macclesfield Health Authority
1985.01 - 1987.12
Certificate of Higher Education - Payroll
Bournemouth and Poole College
2017 -
"O"levels - 2 x English/Maths/Biology/Geography
Macclesfield High School
1984 -
GCSEs - Art,Typing,Cookery
Macclesfield High School
1984 -