CURRICULUM VITAE 

REF: 33680/IL 

NATIONALITY: British 

RESIDES: Merseyside

PROFESSIONAL QUALIFICATION: ACCA Qualified, AAT Qualified

SYSTEMS: Sage Accounts Production, Sage Company Secretary,  Iris Practice Software, Iris Payroll,

VT Transaction, Sage Line 50, Excel

CAREER HISTORY:

Aug 2011 – Date

Confidential

Accounts Manager

• Manage and supervise the workload of the team allocating team members to optimise service provision and administrator support
• Provide accounts preparation work for more complex clients and manage escalated customer issues, exceptions and technical questions
• Responsible for the preparation of the monthly management accounts and statutory year end accounts for customers
• Responsible for the proactive notification to customers regarding the health of their accounts e.g. overdrawn bank accounts, insufficient funds to cover liabilities etc.

May 2008 – August 2011

Confidential

Audit & Accounts Manager

• Working alongside the Partners and independently being one of the main contacts for the firm’s clients
• Responsible for the smooth running of the office and the prioritisation, allocation and review of work completed by junior members of staff including limited companies, partnerships and sole trader accounts, all prepared under UK GAAP
• Managing four members of staff including coaching and assisting them in all areas of their role.
• Ensuring all monthly billing targets are met.
• Design and implementation of effective office controls to monitor workflow and client needs
• Sole responsibility for actively leading and planning audit engagements, including budgeting, staffing and the execution and finalisation of all areas of audits with a proven record of consistently meeting deadlines and delivering work of a high quality
• Worked on a variety of engagements including systems controls testing and substantive auditing consolidations, group audits, club audits, statutory accounts and disclosures
• Identifying and understanding client needs and suggesting potential solutions on technical matters
• Managing onsite teams involving supervising, coaching and developing assistants, whilst prioritising tasks to meet the demands of several clients simultaneously
• Accounts preparation for limited companies, sole traders and partnerships under UK GAAP
• Preparation of corporation tax computations and income tax computations, including capital allowance calculations
• Production of monthly management accounts and quarterly VAT returns on a regular basis. Work  includes the recording of sale and purchase records and all monthly balance sheet reconciliations

2006 – 2008

Confidential

Audit and Accounts Senior                                                                                          

• Audit of small and medium sized companies. Planning, supervising and controlling the audit and reporting back to the manager.
• Preparation of all areas of limited company and sole trader accounts, under UK GAAP, for manager review
• Production of monthly management accounts and quarterly VAT returns on a regular basis. Work includes the recording of sale and purchase records and all monthly balance sheet reconciliations.
• Maintaining a personal client portfolio of  40 clients
• Supervision and training of junior members of staff
• Preparation of corporation tax computations
• Daily use of accounts packages such as SAGE APEX, SAGE line 50, SAGE corporation tax and Microsoft office.

2001 – 2006

Confidential

Accounts Assistant                                                                                                       

• Preparation from incomplete records to trial balance, financial statements for limited companies, sole traders and partnerships for manager / partner review under UK GAAP.
• Monthly book keeping from incomplete records for clients including the preparation of VAT returns.
• Monthly preparation of management accounts and associated reconciliations.
• Sole responsibility for the running of a payroll bureau for both weekly and monthly clients, including calculations of PAYE, SSP, SMP and tax credits.

For more information on this candidate, contact us on 0161 870 7730

CURRICULUM VITAE

REF: 39126/IL

NATIONALITY: British

RESIDES: Cheshire

PROFESSIONAL QUALIFICATION: AAT Technician (Awaiting results)

SYSTEMS: Microsoft Excel, Microsoft Word, CCH and a good working knowledge of Sage                                        

CAREER HISTORY:

Jul 2010 – Present 

Confidential 

Semi Senior (Accounts preparation 80% Tax 20%)

• Assisting in the preparation of financial statements for a range of clients from sole traders to small and medium sized companies
• Analysing client’s cashbooks and records and then preparing working papers, control accounts and reconciliations for all balance sheet items
• Undertaking an analytical review of the profit and loss account and posting any year-end adjustments and journals
• Working with incomplete records
• Maintaining the bookkeeping for a small number of clients using Excel and processing their VAT returns
• Completion of corporation tax and capital allowance computations and processing the corporation tax return and its submission to HMRC
• Checking the notes and disclosures in the financial statements to ensure that they comply with statutory requirements
• Assisting in litigation support -This work covers a broad range of assignments such as researching information, compiling data and creating spread sheets to analyse data
• General reception duties, liaising with clients and administration work such as submitting Annual Returns and filing Companies House forms

 For more information on this candidate contact us on 0161 870 7730

CURRICULUM VITAE

REF: 35537/IL                                          

RESIDES: Cheshire

PROFESSIONAL QUALIFICATION: ACCA Qualified              

SYSTEMS: Iris, Sage and Quickbooks

CAREER HISTORY:

2005 – Present                                       

Confidential

Accounts/Audit Senior

• Competent in the planning and execution of audits for limited companies and those other businesses that meet the audit threshold criteria; complying with the PCAS audit system. Audit portfolio consists of businesses with turnovers of up to £30 million
• Regularly lead audit juniors whilst on client premises, and supervise their development
• Play active role in helping to train accounts juniors whilst in the office
• Responsible for the preparation of statutory accounts for sole traders, partnerships (including solicitors) and limited companies
• Produced consolidated accounts and cash flow statements using the Iris accounting software package
• Prepare VAT returns for a variety of clients from sole traders to limited companies
• Experienced in the preparation of corporation tax returns
• When required, assist the Tax Department in the preparation and submission of Tax Returns for clients
• Accomplished in P11d preparations

Achievements:

• Promoted to Audit Senior after only fourteen months with the firm. Demonstrated ability to learn quickly, and willingness to accept responsibility.
• Completed all major audits undertaken by the firm. This has included the audit of consolidated accounts of a motor group with turnover of £32m, the subsidiary of a public limited company with a turnover of £8.5m and a construction and ground works company with a £22m turnover
• Made responsible for the management of partner’s client list to undertake completion of P11ds
• Involved managing other staff members, communicating effectively with staff and clients, and undertaking effective timekeeping to ensure deadlines were met. All P11ds were completed and submitted to H M Revenue and Customs prior to the deadline
• Subsequently made responsible for the management of the whole firms client list of up to 230 clients who may have required a P11d. All P11ds completed and submitted prior to the deadline. Increased number of staff members to manage from three to eight. Personally completed 25% of the client list

For more information on this candidate contact us on 0161 870 7730

Description

• ACA Qualified with over ten years experience in Practice. Experience gained within Big 4, Top 10 and independent firms.
• Impressive technical audit knowledge with experience auditing clients ranging from £5 million turnover OMB’s to major FTSE 100 businesses, across a broad range of sectors.
• Responsible for all aspects of audit work from planning to final meetings, systems review work, billing clients and supervising / managing junior staff.
• Experienced in the preparation of statutory accounts, management accounts and Corporation Tax computations.
• Advanced client facing skills, able to build effective relationships with clients and provide accurate, credible advice.
• Interested in roles providing the scope for greater responsibility for clients, utilising his technical skills.

For more information contact Ian Lenehan on 0161 870 7730 or email your CV to ian.lenehan@howarthmorris.co.uk

Description

• Progressed from Trainee to Equity Partner within a four Partner firm over a ten year period, with responsibility for a portfolio generating a fee income of over £300K per annum.
• Involved in networking and generating referrals to grow the firms client base.
• Following a merger with a larger firm, subsequently spent several years operating on a self-employed basis supporting small Limited Companies, before joining an independent firm progressing from Audit Manager to Director.
• Broad ranging experience including; Audit, Accounts, Taxation, Management Accounts / Outsourcing and M&A support for clients across a broad range of industry sectors.
• Exceptional client facing skills, adept at building effective relationships and providing accurate, honest advice.
• Immediately available for work following recent relocation back to his roots in the North West, actively considering Senior Manager / Partner Designate opportunities.

For more information contact Ian Lenehan on 0161 870 7730

• ACCA and AAT Qualified Business Services Senior with ten years experience in finance, the last five spent in Practice.
• Progressed to Audit Senior for an established independent, leading audit assignments for businesses up to £25m turnover.
• Training and developing junior members of staff and supervising their audit fieldwork.
• Preparation of financial and management accounts for Limited Companies, Private Partnerships and Sole Traders. Management Accounts experience incudes the preparation of Profit & Loss, Balance Sheets and Cash flows.
• Meeting with clients and acting as their first point of contact for queries relating to their financial affairs. Attending pre and post audit meetings with Partners / Managers.
• Commercially minded, articulate individual with excellent client facing experience.
• Based in Bolton looking for a Business Services role within an independent firm.

For more information on this candidate contact Ian Lenehan on 0161 870 7730 or email ian.lenehan@howarthmorris.co.uk

• ACA Part Qualified, AAT Qualified Semi Senior with four years experience in Practice.
• Responsible for Accounts Preparation for Limited Companies, Private Partnerships and Sole Traders
• Preparation of Personal Tax Returns.
• Assisted with audits for businesses with turnovers up to £20 million.
• Bright, amiable individual with excellent communication skills.
• Resides in Manchester, looking for a role encompassing Audit & Accounts

For more information on this candidate contact Ian Lenehan on 0161 870 7730 or email ian.lenehan@howarthmorris.co.uk

• Bookkeeper with thirty years experience working for independent Practices in Liverpool. 
• Loyal, conscientious employee – Only worked for three employers throughout her career. 
• Experienced in the preparation of Accounts for Sole Traders, Private Partnerships and Limited Companies. 
• Quarterly VAT returns, Bank Reconciliations and Accruals & Prepayments. 
• Assisting clients with queries relating to their accounts.
• Immediately Available for temporary or permanent work following recent redundancy.

For more information on this candidate contact Ian Lenehan on 0161 870 7730 or email ian.lenehan@howarthmorris.co.uk

• ACCA Qualified (first time passes), with several years experience within a medium sized Practice progressing to Audit Senior.
• Leading statutory audit assignments for small and medium sized companies and groups, ensuring jobs are completed on time and within budget. Completion of the file for partner or manager review and attendance of closing meetings with the client and partner.
• Providing support and training to juniors during the audit fieldwork process. 
• Accounts preparation for partnerships, limited companies and charities, acting as the main point of contact for the client. This includes supervision, review and completion of work done by junior staff, review of tax computations and discussing the file with the partner prior to the client meeting.
• Preparation of monthly management accounts at clients’ premises, processing month end adjustments and corrections and preparing VAT returns. 
• Articulate, professional individual who will undoubtedly impress clients.

For more information on this candidate contact Ian Lenehan on 0161 870 7730 or email ian.lenehan@howarthmorris.co.uk

• AAT Qualified Semi Senior with three years experience working for an independent Practice. 
• Responsible for the preparation of accounts for Limited Companies, Private Partnerships and Sole Traders. 
• Preparation of personal tax returns. 
• Bookkeeping and Payroll. 
• Additionally spent a period of two years working in Industry as an Accounts Assistantant preparing Management Accounts and Bookkeeping. 
• Enthusiastic, articulate individual with excellent interpersonal skills, looking to join a firm where she can progress within the ACCA qualification.

For more information on this candidate contact Ian Lenehan on 0161 870 7730 or email ian.lenehan@howarthmorris.co.uk