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Management Accountant with a focus on KPI Reporting
Jason Wright
,
Ashford, United Kingdom
Experience
Other titles
Skills
I'm offering
I help business managers to make better decisions.
This all starts with gathering data and producing information from that data. By looking at both financial and non-financial metrics, I help managers to see the full picture. This could lead to anything from fine-tweaking operational expenditures to making large investments into new assets.
I have worked in finance for 5+ years, and my aim is to become a fully qualified management accountant by the end of 2021. When I don't have my head buried in spreadsheets, I'm watching e-sports, playing guitar, and practicing yoga.
This all starts with gathering data and producing information from that data. By looking at both financial and non-financial metrics, I help managers to see the full picture. This could lead to anything from fine-tweaking operational expenditures to making large investments into new assets.
I have worked in finance for 5+ years, and my aim is to become a fully qualified management accountant by the end of 2021. When I don't have my head buried in spreadsheets, I'm watching e-sports, playing guitar, and practicing yoga.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - 2020
job
Assistant Management Accountant
Immotion Group PLC.
VR-entertainment company that specialise in building 'immersive' experiences. Provide VR machines to aquariums, zoos and family-entertainment centres.
In this role I initially produced monthly management accounts, then transitioned to weekly KPI
reporting for senior management. The reports included like-for-like comparisons to previous weeks / years, forecasts taking into account seasonality, breakdowns of revenue streams, and capacity utilization
reports.
One of the perks of working at a technology start-up was having the freedom to explore and create new
solutions to problems on an ongoing basis. To assist with the need for an ERP system, I developed and wrote a google-sheet script which helped the sales, warehouse and finance teams to work more cohesively
together (and with external suppliers).
Responsibilities
● Production of draft monthly management accounts
● Production of divisional KPI reporting packs
● Reconciliation of income reports
● Month end journals - prepayments, accruals, IFRS 16, employee loans
● Payroll journals - calculated from clocking in system and bureau reports
● Fixed asset register maintenance
● Purchase and sales ledger
● Credit control - chase letters / emails, debtors reports
● Year end audit assistance with queries
● Inter-company account reconciliations
● Consolidation accounts and operating segments
● Ad hoc - Mail merge letters, general administration
In this role I initially produced monthly management accounts, then transitioned to weekly KPI
reporting for senior management. The reports included like-for-like comparisons to previous weeks / years, forecasts taking into account seasonality, breakdowns of revenue streams, and capacity utilization
reports.
One of the perks of working at a technology start-up was having the freedom to explore and create new
solutions to problems on an ongoing basis. To assist with the need for an ERP system, I developed and wrote a google-sheet script which helped the sales, warehouse and finance teams to work more cohesively
together (and with external suppliers).
Responsibilities
● Production of draft monthly management accounts
● Production of divisional KPI reporting packs
● Reconciliation of income reports
● Month end journals - prepayments, accruals, IFRS 16, employee loans
● Payroll journals - calculated from clocking in system and bureau reports
● Fixed asset register maintenance
● Purchase and sales ledger
● Credit control - chase letters / emails, debtors reports
● Year end audit assistance with queries
● Inter-company account reconciliations
● Consolidation accounts and operating segments
● Ad hoc - Mail merge letters, general administration
Administration, Audit, ERP, Management, Finance, Sales, Technology, Accountant, KPI, Google, Production, Audit, UP
2015 - 2018
job
Accounts Assistant
Mahdlo Youth Zone.
Youth Centre, ran as a charitable trust for young people aged 8-21. Provides mental health support, sport / leisure activities and employability mentoring services.
At Mahdlo, I was responsible for maintaining the purchase and sales ledger. I gained some exposure to management accounts duties, such as posting of journals and a glimpse of budgeting. I learned how
stakeholders (investors / donors) played a key part in shaping the strategic direction of the organization.
Responsibilities
● Purchase and sales Ledger
● Bank Reconciliations
● Payroll journals
● Monthly review of budgets with project managers
● Assistance with implementation of new payroll system (Kronos)
● Online banking, payment runs
● Credit control
● Control and allocation of petty cash
● Reinforcement of finance policies & procedures
At Mahdlo, I was responsible for maintaining the purchase and sales ledger. I gained some exposure to management accounts duties, such as posting of journals and a glimpse of budgeting. I learned how
stakeholders (investors / donors) played a key part in shaping the strategic direction of the organization.
Responsibilities
● Purchase and sales Ledger
● Bank Reconciliations
● Payroll journals
● Monthly review of budgets with project managers
● Assistance with implementation of new payroll system (Kronos)
● Online banking, payment runs
● Credit control
● Control and allocation of petty cash
● Reinforcement of finance policies & procedures
Mentoring, SoMe, Management, Finance, Sales, Sport, Banking, Implementation, Support, Health, Direction, Online
2014 - 2015
job
Financial Processing Assistant
Groundwork BBOR.
Charity, specialise in construction of environmentally friendly playgrounds, refurbishing council
housing and community projects. Run apprenticeship schemes for construction skills, combined with employability mentoring.
At Groundwork, I learned the basics of Sage Line 50 and was responsible for processing company
invoices. I learned how the finance function works as part of an overall organization and helped to enforce some of the policies and procedures.
Responsibilities
● Purchase and sales ledger
● Purchase orders
● Timesheet entries and payroll journals
● Ad Hoc - Reception duties
housing and community projects. Run apprenticeship schemes for construction skills, combined with employability mentoring.
At Groundwork, I learned the basics of Sage Line 50 and was responsible for processing company
invoices. I learned how the finance function works as part of an overall organization and helped to enforce some of the policies and procedures.
Responsibilities
● Purchase and sales ledger
● Purchase orders
● Timesheet entries and payroll journals
● Ad Hoc - Reception duties
Mentoring, SoMe, Finance, Sales, Reception, Community, Processing
My education
2017
-
2020
CIMA
Dip MA, Management Accounting
Dip MA, Management Accounting
2008
-
2011
University of Leeds
Dip HE, Mathematics & Statistics
Dip HE, Mathematics & Statistics
2006
-
2008
Oldham Sixth Form College
A-Levels, Mathematics, Electronics, Physics
A-Levels, Mathematics, Electronics, Physics
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