Key Achievements:

• Improved accuracy of monthly management accounts by reducing posting errors by 30%.

• Streamlined data collection for reporting, shortening month-end timelines by 10–12%.

• Developed simple analytical templates that saved senior team members 5+ hours per month.

• Identified cost variances early, helping prevent overspend of £4,000 / $5,000 on departmental budgets.

• Enhanced budget tracking procedures, improving forecasting reliability by 15%.

Duties & Responsibilities:

• Assist in preparing monthly management accounts, including profit and loss, balance sheet, and variance analysis.

• Support the month-end close by posting journals for accruals, prepayments, payroll, and adjustments.

• Help reconcile balance sheet accounts and investigate discrepancies.

• Assist in preparation of departmental cost reports and KPI dashboards.

• Work closely with budget holders to gather financial data and resolve queries.

• Support forecasting and budgeting processes by updating templates and reviewing historical data.

• Produce routine management information reports for senior stakeholders.

• Assist with analysis of revenue, costs, gross margins, and operational performance.

• Monitor actual spend against budget and help provide explanations for variances.

• Maintain and update fixed asset registers, including depreciation calculations.

• Support cash flow reporting by providing insight into timing differences and expected movements.

• Prepare supporting schedules for internal and external audits.

• Review expense claims and coding for accuracy and compliance.

• Provide transactional support to accounts payable and receivable where required.

• Assist in improving internal processes and controls within the finance team.

• Participate in financial modelling tasks under supervision.

• Ensure data integrity and compliance with accounting standards and organisational policies.

• Help coordinate month-end and year-end timetables for reporting cycles.

• Work with operational teams to understand drivers behind financial performance.

• Maintain clear and accurate finance documentation, ensuring audit readiness.

• Support continuous improvement initiatives within the wider finance department.

• Carry out ad-hoc analysis and reporting tasks as directed by senior management accountants.