ACMA Qualified Accountant
Academy Sector Experience

Sector Experience

Financial Controller
Multi Academy Trust
14 primary schools and 8 secondary schools.

• Supported the CFO to ensure appropriate financial controls were in place across the Trust and further developed systems and processes to better enable timely and accurate management reporting to stakeholders.
• Implementation and development of new and revised financial accounting systems in line with Trust policies.
• Management of the consolidated balance sheet for the Trust.
• Management and coordination of the month end process across the Trust, supervising transactional processing and ensuring accuracy of financial data.
• Liaised with external accountants to facilitate the preparation of statutory accounts and assisted the CFO in managing the external audit processes
• Taking an operational lead and being the point of contact for external auditors
  Supported the CFO with line management of Finance Managers & Finance Assistants.

Finance Manager
Education Consultancy

• Education consultancy providing consulting and Financial Management services to Academies and Multi Academy Trusts around the UK
• Worked closely with the Directors in pursuit of achieving the company’s corporate objectives and managing a team of Finance Consultants and Technicians, supporting personal development and driving performance.
• Development of finance consultancy provision and process improvements.
• Development and operational management of technical finance support services.
• Finance consultancy; support in budget setting, medium term financial planning and preparation of management accounts with forecasting, variance analysis and detailed commentary, and preparation of cash flow forecasts.
• Management of month end processes including bank reconciliations, payroll reconciliations, accruals and prepayments journals and balance sheet reconciliations.
• Year-end audit preparation, coordinating audits and liaising with external auditors.

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