Key Achievements:

• Assisted in restructuring projects that preserved client value, reducing potential losses by £200,000 / $240,000.

• Streamlined insolvency reporting and documentation, saving the team 20% in preparation time.

• Identified recoverable assets and unclaimed funds, securing £50,000 / $60,000 for creditors.

• Improved cash flow monitoring for distressed clients, enhancing decision-making speed and accuracy.

• Contributed to the development of financial models and forecasts used in turnaround strategies.

Duties & Responsibilities:

• Prepare and maintain financial records for clients undergoing restructuring or insolvency.

• Support administration of insolvent estates, including creditors’ claims, asset realisation, and distributions.

• Prepare cash flow forecasts, management accounts, and financial statements for distressed companies.

• Analyse client financial data to identify operational risks and opportunities for recovery.

• Assist in developing and presenting turnaround strategies to stakeholders, including directors, creditors, and courts.

• Liaise with clients, legal advisors, and regulators to ensure compliance with statutory and professional requirements.

• Conduct valuations of assets and liabilities as part of restructuring or insolvency processes.

• Monitor and reconcile client bank accounts, cash flow, and creditor payments.

• Support insolvency proceedings, including liquidation, administration, and company voluntary arrangements (CVAs).

• Assist in drafting reports for directors, creditors, and courts summarising financial status and recovery strategies.

• Maintain accurate records of all financial transactions, reconciliations, and supporting documentation.

• Collaborate with audit, tax, and advisory teams to provide integrated solutions to clients.

• Ensure compliance with regulatory frameworks, professional standards, and internal policies.

• Support junior staff and trainees in understanding restructuring and insolvency procedures.

• Conduct financial analyses to identify potential recoveries, operational improvements, and cost reductions.

• Assist in preparing documentation for creditor meetings and statutory filings.

• Monitor progress of restructuring plans, providing updates to senior partners and stakeholders.

• Participate in continuous professional development (CPD) and technical training.

• Advise clients on cash management, debt restructuring, and operational improvements.

• Uphold professional ethics, confidentiality, and integrity in all client interactions.