William Mcloughlin

In my time at St Giles i have became a valued member of the senior leadership team and provide financial assurance across the organisation. I have managed the finances within the organisation with very limited input from the finance director from operation transactional input, through to complex compliance requirements. In this time i have assisted with the digital transformation and embedded a brand new purchase order system, working alongside all departments to develop a greater understanding of procurement, budgets and cost control. I have also led the appointment of new external auditor and investments brokers for the financial benefit of the organisation, working alongside member of the Board. I manage the finance team with tight controls and have built an efficient, accurate and organised culture. Responsibilities within this role consisted of the following:

• Managed financial operations, streamlining processes for improved efficiency and accuracy or recording.
• Promoted transparency by producing clear and accurate financial reports.
• Financial reporting to the executive team with detailed analysis.
• Holding finance performance reviews with all budget holders, and assisted budget holders to better understand and manage financial information to their advantage.
• Challenge and support the management team to implement strategic cost control and revenue generation initiatives.
• Ensured compliance with regulatory standards, Charity Commission, Gambling Commission and HMRC
• Prepared quarterly VAT return using Sage, ensuring full compliance to internal and external rules and regulations.
• Liaised with external auditors for seamless audits.

• Working as a key member of the non-for-profit management team, independently managing an organised portfolio of 36 different entities consisting of 24 charities and 12 companies, including single entities, groups and INGO's.
• Working with key stakeholders and providing timely audit reports, providing clear description of findings and issues identified and recommending appropriate solutions to improve clients control environments.
• Reviewing and certifying official financial statements for presentation to shareholders and governing bodies
• Line managing a hub of 4 individuals to perform best audit practices, progress within their accountancy careers, and provide a main points of contact for all concerns and issues.
• Training and mentoring engagements teams to aid their continuous professional development and their ability to apply company procedures and audit quality.
• Optimising team structure, aligning responsibilities with performance measures and metrics to establish audit success and excellent client service.
• Preparing detailed budgets for analysis of time resource and profitability for all audits

• Worked as a vital assistant for the non-for-profit management team reporting directly to audit managers and audit partners.
• Held responsibility for all allocated tasks and assisting the audit engagement teams to meet timescales set by those charged with Governance.
• Independently managed a handful of audit clients to gain experience with audit management.

• Provided additional support for audit seniors where a higher level of competency is required.
• Evaluated internal operating processes and reallocated staff resources to maintain audit quality.
• Conducted comprehensive audits to ensure compliance with financial regulations.

• Assisted in completion of audit jobs from planning stage to finalisation.
• Liaised with team members to ensure assignments met agreed terms.
• Planned daily task management for evenly distributed workloads among team.
• Offered proactive and thorough on-site support for audit clients.

• Assisted team members with audit engagements to meet strict deadlines.
• Worked with various clients across different sectors, building strong partnerships through understanding of business needs and industry best practices.
• Read and correctly interpreted documentation to understand key details and make accurate judgments about data.