(May 25 – Current)

• Managed the monthly overspending cost centre process for the Corporate Division, including the preparation of detailed working files and comprehensive variance analysis.
• Developed and implemented collaborative action plans with budget holders to effectively mitigate financial risks and address adverse variances.
• Managed and maintained the General Ledger with a focus on high accuracy and compliance, ensuring the timely and precise production of monthly budget statements.
• Owned the process for complex accruals and budget queries, ensuring the integrity of divisional financial reporting.
• Produced high-level analytical reports to monitor and review the monthly financial position, providing the Divisional Board with strategic insights into performance.
• Designed and presented comprehensive monthly Finance Packs for Divisional Board meetings, including key finance metrics, performance trackers, and high-level variance summaries.
• Advised budget holders on strategic staffing mixes across different staff groups to ensure efficient service delivery while remaining within agreed-upon £ multi-million budgets.
• Oversaw the accurate invoicing process for critical Trust services (e.g., Occupational Health, Pathology), ensuring timely revenue capture.
• Cultivated strong working relationships with budget holders and senior management, serving as the primary finance contact and providing expert support on all financial matters.
• Led monthly budget holder meetings across various financial functions, translating complex financial data into actionable advice for non-finance professionals.
• Drove continuous process improvement initiatives to streamline financial workflows, resulting in a demonstrably smoother and more efficient month-end close process.

(Aug 24 – May 25, Bolton)

• Supporting Integrated Facilities Management Ltd (iFM) and Corporate Estates & Facilities with through month and month-end process.
• Completing month-end journals, which include processing and posting accruals, prepayments and permanent recoding’s.
• Maintaining and distributing staff lists by liaising with departmental managers. Furtherly, recoding staff to correct cost centres when required.
• Analysing income and raising invoices where required.
• Completing ad-hoc analysis such as iFM utilities to support required information.

(Aug 23 – Aug 24, Bolton)

• Reconciling cashbooks daily for Trust, iFM and Charitable Fund. Furtherly, ensuring that purchase ledger and payroll BACs are monitored according to cashbook and source documentation.
• Completing various monthly control account reconciliations and processing month-end journals, whilst maintaining the upmost accuracy and the drive to meeting internal deadlines.
• Regularly auditing supplier details against purchase ledger, which include amendments of existing or addition of new suppliers. This ensures that accuracy is maintained and fraud is prevented.
• Assisted in trust accounts consolidation, ensuring that the information provided is accurate and sufficient for submission.
• Liaising with the Cashiers department to provide assistance during times of need by receipting/posting transactions, handling incoming calls from staff/patients and taking payments over the phone. This has further developed my communication skills.
• Maintaining a record of fleet and leases owned by the Trust to ensure that accuracy is maintained for reporting purposes.
• Monitoring charitable income/expenditure in order to ensure that appropriate funds are available before any orders are placed.
• Managing finance inbox, which include various payment enquiries or reconciliation of supplier statements, whilst liaising with various departments to resolve any discrepancies or queries.

(Apr 21 – Aug 23, Bolton)

• Processed charitable expenditure payments to suppliers and partners worldwide whilst collaborating with various departments to ensure timely project completion, enhancing team-working and communication skills.
• Recorded income, reconciled transactions, rectified discrepancies, and developed accuracy, problem-solving, and Excel skills.
• Maintained timesheet records, analysed employee hours and processed payroll, further improving administrative skills.
• Provided voluntary support during peak demands, improving charity-wide relations and developing communication, customer service, and problem-solving skills.
• Assisted in integrating and developing the Odoo ERP system for staff time-keeping and producing reports, improving analysis and IT-related skills while saving costs.