Tracey di Lorenzo
London
Summary
Mature and dependable candidate, successful at managing multiple priorities with a positive attitude and strong organisational skills. Willingness to take on added responsibilities and a team player.
My background is in both Financial Services, Hospital Therapy Team Leader and Treasurer of a NHS Hospital based charity.
Overview
39
39
years of professional experience
Work history
Charity Treasurer & Therapy Team Lead
Full Circle Fund Therapies
London, London
05.2023 - Current
- Executed legislative and financial policies to control treasury activities of company.
- Developed and utilised quarterly financial reports, helping leadership make key decisions and outperform operational targets.
- Responsible for management and reconciliation of all income and expenses on Xero accounting system and on-line donation platforms.
- Oversaw receipt and banking information to protect company funds.
- Prepared and submitted budgets and financial statements to management.
- Preparing annual financial accounts for independent auditing, addressing and resolving any concerns or discrepancies.
- Supervised service delivery pathways for 8 therapists assigned to haematology, oncology, and paediatric in-patients.
- Responsible for management of staff rotas, recording absences, and patient schedules.
- Revision of referral, consent and treatment forms, pathways and record keeping to improve efficiency and remove any unnecessary administrative burden. This has resulted in more referrals and more patients being seen per shift.
- Sourcing and assisting in funding bid applications and ensuring requirements of successful application are met. This has resulted in 5 successful grants being received
- Project managed and implemented website upgrade for charity.
- Knowledge sharing with other London hospitals to ensure consistency and for common benefit, e.g. Covid-19 protocols.
- Developed and delivered patient workshops for Red Cell and Sickle Cell Disease communities.
- Preparing self-help films for Wellbeing Hub on website and for community workshops.
- Mentored and coached junior staff to produce high-performing, quality team members.
Trustee
Full Circle Fund Therapies
London, London
09.2015 - Current
- Reporting to other Trustees on matters relating to financial management.
- Reporting service delivery information including data analysis and patient feedback.
- Developing and implementing fundraising strategies.
Investment Banking Associate
Swiss Bank Corporation
City of London, City of London
08.1993 - 05.1996
- Evaluated investment portfolio and recommended strategies to increase growth.
- Advised 20 UK institutional investors and pension funds on UK Government bonds (Gilts), Eurobonds, Futures and Option strategies to provide investment education.
- Utilised financial modelling to predict outcomes.
- Maintained comprehensive knowledge of regulatory and legal issues to comply with financial industry guidelines.
- Studied patterns to forecast financial risks and returns.
- Analysed market trends in various currencies to develop accurate forecasts and adapt investment plans.
- Researched market conditions to stay abreast with developments.
- Liaised with project team to acquire market intelligence and information.
Investment Banking Associate
S G Warburg & Co
City of London, City of London
08.1990 - 05.1993
Investment Banker
Phillips & Drew Investment Bank
City of London, City of London
09.1984 - 03.1990
Education
Certificate of Higher Education - Investment Banking
Stock Exchange
London 01/1986 - 06/1986
GCSEs -
Forest Lodge School
Collier Row, Havering 09/1975 - 06/1980
Skills
- Dedicated team player
- Microsoft Office and Xero accounting system
- Professional and mature
- Sensitive material handling
- Bookkeeping
- Office administration
- Technologically savvy
- Account reconciliations knowledge
- Excellent communication
- Knowledge of WordPress
- Mental Health First Aid qualified
- Leadership
Accomplishments
2023 - MHFA (England) Mental Health First Aid course
2015 - Became a Trustee for Full Circle Fund Therapies
2018 - Level 1 and 2 Reiki Therapy
2017 - City and Guilds Level 2 Book-Keeping and Accounts
2016 - City and Guilds Level 1 Book-Keeping and Accounts
2011 - ITEC diploma (distinction) in Reflexology, Anatomy and Complementary Therapy Business.
1986 - Stock Exchange certificate
Work availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Timeline
Charity Treasurer & Therapy Team Lead
Full Circle Fund Therapies
05.2023 - Current
Trustee
Full Circle Fund Therapies
09.2015 - Current
Investment Banking Associate
Swiss Bank Corporation
08.1993 - 05.1996
Investment Banking Associate
S G Warburg & Co
08.1990 - 05.1993
Investment Banker
Phillips & Drew Investment Bank
09.1984 - 03.1990
Certificate of Higher Education - Investment Banking
Stock Exchange
01/1986 - 06/1986
GCSEs -
Forest Lodge School
09/1975 - 06/1980
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