Financial Controller
AGC
Total years of experience :17 years, 7 Months
Fund accounting, management reporting, statutory reporting, budgets and forecasting, regulatory reporting and VAT matters. Dealing with client requests, updating system and implementing software
Responsibilities include provision of accounting and tax services to meet the monthly and statutory reporting requirements for a portfolio of clients within financial services.
I prepare and review the monthly management accounts packs, annual financial statements for my clients. I also prepare and submit VAT returns and FCA forms on their behalf and assist in the preparation of corporation tax computations. I keep regular contact with my clients and ensure junior staff members are on target to meet the reporting deadlines agreed with the client. I complete detailed reviews of work prepared by junior staff, manage their workload and act as a mentor to them while they learn accounting within their work and studies. I train and mentor junior staff members, am involved in recruitment and conduct interviews as well as assisting with capacity planning.
I developed my knowledge by getting involved in client queries and requests for different reports and information, preparing VAT returns and other regulatory reporting. I am proactive and form a strong working relationship with my clients and team members.
Responsible for the preparation of statutory accounts for a portfolio of limited companies, including consolidated group accounts. Interaction with various clients, auditors and tax specialists in order to prepare and finalise a set of accounts. I provided clients with advice on their accounting records and how to improve on bookkeeping where required.
Tasks undertaken: Preparation of financial statements based on the accounting records provided. This can range from working with a clients' trial balance and nominal ledger to interpreting client records on their software, common software used includes Sage and Digita systems. I communicated with my team and seniors regarding any queries or issues during the accounts preparation and ensured
that all procedures are followed, and standard documents are completed, according to the firms' policies.
Role outcomes: I developed my technical knowledge by completing the AAT qualification and certain courses for the ACA qualification. I am learning different aspects of accounting and am capable of providing support to clients on certain technical
queries. I strengthened my internal relations while working closely with taxation specialists and audit teams to complete tasks.
Reporting to clients and seniors whilst providing outsourced accounting solutions to a portfolio of clients.
Tasks undertaken: Ensuring daily and weekly tasks are performed accurately and by the required deadlines. Tasks included recording purchase ledger transactions, bank reconciliations, assisting supervisors with certain balance sheet monthly controls, preparation of management reporting and other reports as requested. I assisted seniors when providing adequate briefing, supervision, and training for less experienced trainees and client staff and have reviewed work completed by junior trainees for adequacy and completeness, while providing suitable feedback where required.
Role outcomes: During this role I learnt a lot about general accounting practice and built a foundation to my accounting knowledge. I had exposure to working with clients and felt confident when communicating with them or whilst approaching my team for
assistance with certain tasks or problems. I can effectively prioritise my workload and manage my time well in order to complete tasks ahead of their deadlines.
Appointed as Employee Representative for department as part of the TUPE consultation process. This role was important in enabling
a constructive two-way communication process between management and my employee group. I had to fairly represent the interests
and concerns of my group, ensuring they were presented clearly and effectively so that they could be considered. I cooperated with
my group and other representatives, whilst also being conscious of confidentiality when dealing with employee information.
Supporting the credit control team with daily cash allocations.
Tasks undertaken: Main tasks were to load and reconcile daily bank statements; to support the team with daily cash management,
matching invoices/payments using Oracle and to assist with the month-end close.
Role outcomes: I spent time working in a large finance team and was able to understand more about the individual functions within
a business. I managed numerous client accounts and this increased my accuracy and attention to detail.
Mathematics Course, Brunel University.
Supporting a busy team with various tasks in an office environment.
Tasks undertaken: Main tasks included order processing, cash allocation, requesting invoices, updating purchase ledger on Oracle,
researching potential clients and entering their information onto Salesforce.
Role outcomes: I gained experience of using Oracle and analysed data to resolve discrepancies in the records. This experience
increased my desire to work in Accountancy as I truly understood the significance of a finance function within an organisation.
A three week teaching placement in the Mathematics department completed at The Bulmershe School. During this placement I
planned, organised and taught lessons which strengthened my time management and organisation skills. I assisted different levels
of students and helped them with certain topics. I was also involved in a project to raise aspirations of young people and make them
aware of higher education by acting as a professional and positive role model.
Mathematics Research Scheme