Service · Transactional Finance & Management Accounting
CIMA-qualified management accounting, fluent in systems.
I’m CIMA-qualified and have run month-end close, reconciliations and management reporting inside real finance teams, from board packs for private-equity investors to AP and AR automation. I can cover the work, tidy it up, or build the process properly.
Book a 20-minute intro call →
No prep needed. Bring your close calendar and your biggest pain point.
What I do
Finance work that closes on time and ties out.
Hands-on transactional finance and management accounting, done with a systems mindset.
Close
Month-end close
Management accounts, balance sheet reconciliations and variance analysis, prepared to a close calendar and reviewed against actuals and forecast.
Transactions
AP, AR and intercompany
Accounts payable and receivable, intercompany accounting and working-capital reporting, including three-way matching and PO authorisation workflows.
Reporting
Management and board reporting
Management accounts and board packs for private-equity investors, lenders and executives, with budget, reforecast and variance analysis.
Standards
UK GAAP, IFRS and VAT
UK GAAP and IFRS reporting, plus VAT accounting for the UK, Germany and France.
Forecasting
Cash flow and forecasting
Weekly cash-flow and stock forecasting, and models such as an IFRS 9 credit loss model to test the effect of adjustments on provisions.
Process
Process improvement
Automating the paper trail with invoice capture, expense management and trackers that cut reconciliation time.
Where I’ve done this
Finance roles, across sectors.
2019 – 2020
Home furnishing and clothing retailer
Led a team of three analysts as FP&A manager: owned the digital budget and forecast cycle and monthly cost-centre reporting, and built the first e-commerce revenue-channel and promotional-impact view in Power BI.
FP&A · Budgeting · Power BI
2019
Private-equity-backed property and security group
Owned weekly cash-flow and stock forecasting, month-end management accounts and working-capital reporting, and presented board packs to investors, lenders and executives. Built an IFRS 9 credit loss model and a cash-flow tracker that surfaced omissions such as VAT and interest.
FP&A · Cash flow · IFRS 9
2018 – 2019
Food retailer, loyalty business
Prepared month-end management accounts, actual-versus-forecast analysis and balance sheet reconciliations, and onboarded an offshore AP and AR team. Built an OPEX tracker that cut month-end reconciliation time by 50%.
Management accounts · Reconciliations
2017 – 2018
Coffee roaster and private-label manufacturer
Prepared board packs and management accounts for three UK holding companies and the UK trading entity, and introduced invoice capture and expense automation with three-way matching, replacing a paper-based AP audit trail.
Board packs · AP automation · Group reporting
2016 – 2017
Global FMCG manufacturer
Analysed UK and Ireland promotional spend and order-to-cash efficiency, including invoice errors, rebate disputes and delivery-cost discrepancies, and built a Tableau sales-risk tracker that forecast payment defaults.
Commercial finance · Order-to-cash · Tableau
2012 – 2015
Marine and energy infrastructure company
Documented finance processes for change-management projects and reported on asset profitability.
Finance processes · Asset profitability
Questions
Finance and management accounting: common questions
Are you a qualified accountant?
Can you cover month-end close or a gap in the finance team?
Do you work in NetSuite as well as on the accounting?
Which accounting standards and VAT regimes do you cover?
Can you help with multi-entity and intercompany accounting?
A 20-minute call is enough to tell you whether this fits.
Tell me where close is slowing you down and I’ll tell you what I’d change. No prep needed.
Book your intro call →