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August 2009 – ongoing
Young Mother’s Group Trust, Kilburn Court, 3 Owen Street, Easton, Bristol, BS5 6AP
Training and Consultancy – Part Time
- Coach Finance Officer in use of Dev Soft accounts software and financial procedures
- Provide financial support and advice to Board and Senior Management personnel
- Revise and implement robust financial standards
Produce monthly management reports and forecasts
- Produce annual budget and rent and service charge setting
August 2009 – March 2010 & September 2010 - November 2011
Second Step Housing Association, 9 Brunswick Square, Bristol, BS2 8PE
Interim Head of Finance – Part Time
- Provide effective financial management, control, planning and monitoring to ensure robust financial management
- Manage service delivery to ensure standards are met both internally and externally (eg budgets, targets and legal compliance)
- Carry out regular monitoring and evaluation of internal support services to ensure that strategic and operational plans and targets for finance, office management and administration are met
- Manage budget, risk and resource management within targets/objectives set by Board
- Effectively manage report team to ensure that service objectives are met and that developmental plans are produced that support the people development objectives of the organisation
- Collaborate with other members of the senior management team to maximise achievement of team/organisational objectives and promote effective communication and teamwork
May 2010 - March 2011
One25, The Grosvenor Centre, 138a Grosvenor Road, St. Pauls, Bristol, BS2 8YA
Development of new role, part time
- Ensure accounts accurate and up to date in readiness for external audit
- Revise and implement new accounting procedures and systems, appropriate to increased size of organisation
- Manage and supervise day to day book keeping, ensuring all relevant control accounts reconciled
- Produce management reports, forecasts and cashflow, with appropriate written report, highlighting areas of risk and recommendations, working closely with fundraising team
- Write financial regulations and other financial policies and procedures
- Ensure all grants and donations are analysed and reported on as appropriate
April 2010 - October 2010
Julian House, 55 New King Street, Bath, BA1 2BN
Cover for sickness absence, part time
- Prepare annual accounts to RSL SORP standard following organisations change of status from charity to Housing Association
- Revise systems and implement robust rent accounting methods and standards
- Oversee production of monthly management accounts and forecasts, working with finance officer and budget holders to ensure accuracy and relevance
- Design and implement new reporting templates to produce quarterly Board and Finance Group reports, ensuring information reported is relevant to annual accounts
- Revise rent accounting spread sheets to calculate weekly resident rents and service charges
- Ensure cash handling and petty cash audited and procedures revised
- Revise financial regulations and write policies and procedures for other financial business aspects
April 1997 to August 2009
Priority Youth Housing, 62 Bedminster Parade, Bedminster, Bristol, BS3 4HL
Finance & Office Manager – Full Time
• Ensure effective management of the finances of Priority Youth Housing.
• Maintain an awareness of the supported housing funding regime and the impact of external factors upon the finances of the organisation.
• Ensure the smooth running of the organisation’s office and office systems.
• Within the office, to ensure that effective health and safety practices are developed, implemented and monitored.
• Manage, plan and implement the organisations IT policy and strategy and ensure that the organisation has a responsive, effective and cost efficient network and desktop support service.
• Participate in the organisation’s management team in order to assist the Director in the overall management and direction of Priority Youth Housing.
• Develop policies and procedures and systems for monitoring the effectiveness of services.
• Provide accurate financial reports and information to enable the Management Team and the Board to fulfil their responsibilities to Priority Youth Housing.
• Deputise for the director in his/her absence
October 1990 to April 1997
Bristol Royal Society for the Blind, Stillhouse Lane, Bedminster, Bristol
Finance Officer - all aspects of finance, including budgets,producing reports and asset management
August 1988 to October 1990
Butler Oil Products Ltd, 11th Floor, Clifton Heights, Clifton, Bristol
Purchase Ledger - responsible for all aspects of purchase ledger for 4 small oil companies and cover for stock control clerk
July 1987 to August 1988
Badgerline, Bristol Bus Station, Marlborough Street, Bristol
Reconciliation Clerk - responsible for reconciling bank accounts and bus driver and booking office receipts
October 1981 to July 1987
Bristol Omnibus Co Ltd, Berkeley House, Lawrence Hill, Bristol
Senior Purchase Ledger Clerk - all aspects of purchase ledger including reconciliation and team leader
Previous Voluntary Posts
Volunteer editor of local Bristol and South West sites for www.netmums.com - responsible for the local PR, web editing, networking, web site moderating and updating of information for two sites
Treasurer of Wayhead Housing and Support (formally East Bristol Youth Housing)
Voluntary Director of ARA
Secretary of Bristol Youth Housing Co-op
Last updated
December 12, 2011
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