Part Qualified Management Accountant
About Candidate
Profile.
Education / Qualification
Currently studying CIMA
AAT Qualified
GCSES A*C – Including Maths and English
Systems used
Microsoft Word and Excel – Intermediate
Sage
In-House Software
About
Results-driven finance professional currently working as a Group Financial Controller turnover. Finance Manager, managing internal and external stakeholders and overseeing key financial operations across the group.
Progressed over the past 10 years from Accounts Apprentice to Group Financial Controller, demonstrating strong commercial acumen, leadership, and a commitment to professional development.
Career Summary.
| Current Employer | Wholesalers |
| Position | Various Roles |
| Dates | 2015 – Present |
September 2024 – Present: Group Financial Controller
- Currently Managing a team of 10 across 4 different Locations
- Responsible for the Annual Group Audit Completion / Yearly Budget & Forecast Preparation
- Monthly Responsibility of Group Consolidated Accounts including P&L / Balance Sheet and Cashflow
- Input into Preparation of R&D Claims
- Working Capital Management for the Group & 13 Week Cashflow Forecasting
- Stock Valuation Monitoring and Forecasting
- Oversee Intercompany Transactions and Management Accounts
- ERP System Implementation – Daily Communicated with the Provider due to Knowledge across the Group & Supported Training to Staff Members
- Reviewing Internal / Process / Control and Systems
- Mentoring MA & AMA Members of the team
Early 2023 – September 2024: Finance Manager
- Managed a small team of 6 across Finance – Reported to CFO & Director
- Part of the Senior Leadership team to help Drive Improvement in Financial Processes and Internal Controls
- Responsible for overseeing Cashflow across the Group – 5 Businesses within the Group
- Management Account Preparation – including Intercompany Transactions & Reconciliations
- Monthly Balance Sheet Reconciliation
- Managed P&L Budgets including Cashflow Forecasting
- Financial Reporting – including Variance Analysis for Financial Insights
- VAT Reporting across Entities including GB, NL, AND FR
- Oversee Stock Reconciliation, Reporting and Analysis
- Lead in both Internal and External Audits
- Monitoring and Managing Debtors
- Experience across Customs Compliance Processes
- Supported across group wide Financial and Operational Requirements – including Providing Support to Business Heads and Business Partnering
- Highly Proficient in Microsoft Excel
2021 – 2023: Management Accountant
- Supported the Month-End Close process & Preparation of Management Accounts
- Prepared & Analysed KPI reports to inform business decisions
- Completed VAT returns, EC Sales lists, and Intrastat submissions across relevant regions
- Managed FX contract monitoring and processed multi-currency transactions
- Handled Accruals & Prepayments to ensure accurate financial reporting
- Assisted with Balance Sheet Reconciliations & Journal entries
- Prepared Stock Reports and supported Valuation processes
- Ensured compliance with statutory reporting including P11D requirements
- Raised & Posted journals for Payroll, Expenses, and General Ledger adjustments
- Collaborated with Finance Leads to enhance reporting accuracy and streamline processes
2015 – 2021: Accounts Assistant
- Started as an Accounts Apprentice and worked up through to Accounts Assistant – Responsible for all Accounts Payable & Receivable
- Processed High-Volume Supplier Invoices to ensure timely Approvals & Postings
- Prepared & Executed Payment Runs across multiple currencies, including GBP, EUR, and USD
- Managed all Accounts Payable queries, resolved discrepancies and maintaining positive Supplier Relations.
- Reconciled Supplier Statements & maintained accurate Ledger Balances
- Maintained & Reconciled Petty Cash Records / Company Card Transactions
- Raised Accurate Sale Invoices in line with Contractual Terms & Internal Schedules
- Compiled & Report on monthly Sales Figures for Internal Review
- Prepared Monthly Accruals / Assisted with Preparation & Posting of Journals
- Performed Regular Bank Reconciliation to ensure Accurate Cash Positions
- Contributed to the Month-End Process, Including Ledger Shutdown Procedures
- Lead Preparation for External Audits – Ensured Documentation and Reconciliations were Audit Ready
- Reviewed & Authorised Monthly Expenses for Sales Team – Ensured Compliance with Company Policy
- Maintained & Updated Financial Data across Multiple Systems & Support Intercompany Transaction Processing
- Provided General Finance Support
