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Experienced accountant with specific skills in data manipulation and financial reporting
Tom Blake
,
ESHER, United Kingdom
Experience
Other titles
Skills
I'm offering
A highly articulate and responsible ACA qualified accountant/project manager with nine years' experience in the accounting profession for a top 100 UK accounting practice with particular skills in data manipulation and financial reporting. A quick learner with a strong work ethic and experience in critical thinking and problem solving, complemented with a degree in financial economics. He is also team spirited, self-motivated, resourceful, reliable, honest and a very committed individual.
Markets
United Kingdom
Language
English
Fluently
Spanish
Good
French
Good
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2015 - 2019
job
Special Projects Manager
WSM Partners Limited.
Leadership role with a focus on internal efficiency improvements as well as client facing work in relation to advising on R&D tax credits, data manipulation, project management and financial modelling for a range of clients from small start-ups to leading multi-national companies. My work generally involved working directly with the managing partner as well as, to varying degrees, with the remaining partners and client directors in the company.
Internal work
• Developed 'Know Your Client' ("KYC") database in Microsoft Access which integrated controls for risk assessment, client due diligence and authority to accept appointment. This also linked directly to our client management database ("CCH Central") and updated fields within this as steps were completed.
• Developed employee booking system in Microsoft Access, linking directly to CCH Central's 'Employee Planner'.
• Developed 'debtor database' in Microsoft Access to aid our finance department to track client debts, keep notes, run client statement reports and find specific invoice fee amounts/outstanding debts.
• Provided training sessions for all employees in relation to all relevant Office 365 products, CCH Central, various databases and general IT training.
• Identification of affected clients in relation to HMRC's Making Tax Digital implementation and organising relevant bespoke information packs which were sent out by client managers using mail merge via Microsoft Excel and Word. This also linked directly to CCH Central.
• Employee performance analysis in Microsoft Excel using data linked directly from CCH Central timesheets and manipulated into a relevant format for team leaders to use for ongoing performance reviews and bi-annual appraisals.
• Semi-automation of engagement letter creation for corporate clients using the integration of Microsoft Excel and Word's mail merge fields.
• Researched and coordinated the migration of various HR components from paper-based system to online platform.
• Training, coordination and migration of internal communications to Microsoft Teams.
• Preparation of financial management reports, financial statements and corporation tax returns.
Client work
• Advice in relation to R&D tax credits to qualifying small and medium sized businesses over a period of 2 years.
• Developed bespoke financial reporting models for a number of clients including a local brewery and property development company which included monthly budgets, actuals and cashflow forecasts and usually linked directly to their preferred accounting platform.
• Successful data manipulation project for a multi-national public transport services operator in relation to the migration of the data in their old accounting system to a format that was importable into their new accounting system.
• Project management in relation to the preparation of various due diligence reports including data analysis and manipulation as well as the preparation of various company valuation reports including the relevant methods and calculations.
• Large project in relation to a probate dispute - management of the organising of 10 years worth of data and the preparation of trust accounts to be used in the resolution of the dispute in the UK court system. Here I worked directly with the trust's solicitors.
Internal work
• Developed 'Know Your Client' ("KYC") database in Microsoft Access which integrated controls for risk assessment, client due diligence and authority to accept appointment. This also linked directly to our client management database ("CCH Central") and updated fields within this as steps were completed.
• Developed employee booking system in Microsoft Access, linking directly to CCH Central's 'Employee Planner'.
• Developed 'debtor database' in Microsoft Access to aid our finance department to track client debts, keep notes, run client statement reports and find specific invoice fee amounts/outstanding debts.
• Provided training sessions for all employees in relation to all relevant Office 365 products, CCH Central, various databases and general IT training.
• Identification of affected clients in relation to HMRC's Making Tax Digital implementation and organising relevant bespoke information packs which were sent out by client managers using mail merge via Microsoft Excel and Word. This also linked directly to CCH Central.
• Employee performance analysis in Microsoft Excel using data linked directly from CCH Central timesheets and manipulated into a relevant format for team leaders to use for ongoing performance reviews and bi-annual appraisals.
• Semi-automation of engagement letter creation for corporate clients using the integration of Microsoft Excel and Word's mail merge fields.
• Researched and coordinated the migration of various HR components from paper-based system to online platform.
• Training, coordination and migration of internal communications to Microsoft Teams.
• Preparation of financial management reports, financial statements and corporation tax returns.
Client work
• Advice in relation to R&D tax credits to qualifying small and medium sized businesses over a period of 2 years.
• Developed bespoke financial reporting models for a number of clients including a local brewery and property development company which included monthly budgets, actuals and cashflow forecasts and usually linked directly to their preferred accounting platform.
• Successful data manipulation project for a multi-national public transport services operator in relation to the migration of the data in their old accounting system to a format that was importable into their new accounting system.
• Project management in relation to the preparation of various due diligence reports including data analysis and manipulation as well as the preparation of various company valuation reports including the relevant methods and calculations.
• Large project in relation to a probate dispute - management of the organising of 10 years worth of data and the preparation of trust accounts to be used in the resolution of the dispute in the UK court system. Here I worked directly with the trust's solicitors.
Finance, Manager, KYC, Online, Calculations, Microsoft Teams, Assessment, Booking, BEE, Office, Cash Flow, Implementation, Development, Due Diligence, Project Management, It, Leadership, Word, Management, Integration, R, Training, Automation, Database, Office 365, Excel, Data Analysis
2008 - 2009
job
Foreign Currency Assistant
Foreign Currency Direct.
Reporting straight to the CEO, my work involved a wide range of supporting roles including direct marketing, helping coordinate an employee incentive programme and managing a mulit-million pound monthly payment portfolio.
Marketing, Direct marketing, Ceo
My education
2005
-
2008
University of Essex
BSc, Financial Economics
BSc, Financial Economics
2003
-
2004
University of Southampton
N/a, Computer Science
N/a, Computer Science
1997
-
2002
Kings College School
Secondary, Mathematics
Secondary, Mathematics
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