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Consultancy, MIS, Audit & Accounts
Professional Qualifications
1996: BA (Hons) Accounting – 2.1 at University of Ulster,
Jordanstown.
1997: Postgraduate
Diploma in Accounting – Pass, at Queens University Belfast.
November 1999: Passed
Final Admitting Examination of Chartered Accountants Ireland. February 2011: Admitted as FCA to Chartered Accountants Ireland.
Background - I started my training with a small firm in Newry after recieving my Postgraduate Diploma from Queens University where I sucessfully passed my final exams and qualified as a Chartered Accountant. After working with that firm for a few years post qualification, I moved into industry to work as the Financial Controller of a small food production company, Take 'N' Bake Limited. After a period of two years in this role I moved back into practice as a business Consultant with FPM in April 2006 and since then I have been promoted within to Director and have assumed various roles in the firm.
- I am an
active member of Crossmaglen Ranges GAC with whom I
have enjoyed success as both Player and Management at All Ireland level and In
the past I have been involved with my local youth club as a member of the
committee and also as a mentor.
Other Positions - In recent years I have been actively involved in my local GAA club's development as a member of the committee, and have served as mentor/manager both at underage and senior levels.
- I currently represent the firm as a member of the Crossmaglen and South Armagh Chamber of Commerce and Trade.
Relevant Experience
Consultancy:
- Provision of
guidance to various organisations starting up, preparing Business Plans, grant
applications and setting up management controls
- Preparation
of bank proposals for organisations looking to expand operations.
- Prepartation of detailed Financial Projections and analysis for various purposes.
- Provision of advice on business process improvements.
- Appraisal of funding applications to various public bodies.
Audit & Accounts Preparation- Audit
Supervisor/Manager on a range of assignments where responsibilities included
planning, budgeting and co-ordination of the audit work, in addition to the
supervision of the audit team. These assignments were carried out in the
following areas:
- Building
Contractors;
- Construction
Industry
- Farmers;
- Fuel
Distributors / Electrical Distributors
- Manufacturing;
- Motor Dealers
- Nursing homes;
- Retail;
- Wholesale and
Distribution.
- Preparation
of statutory financial statements for small and audit exempt companies.
- Preparation
of management accounts for sole traders, partnerships and companies.
- Preparation
of a variety of club accounts.
- Preparation
and audit of solicitor accounts both in Northern
Ireland and
theRepublic Of Ireland.
- Audit
of grant claims.
- Preparation
of Construction Industry returns both in Northern Ireland and the Republic of Ireland and
processing claims for the repayment of tax deducted.
- Preparation
of Gross payment applications in the Construction Industry in both Northern
Ireland and
the Republic of Ireland.
Industry Experience
- As Financial Controller of a
small food manufacturing company, my
duties included:
- Preparation
of both UK
- VAT
compliance reporting in both Northern Ireland
- Preparation
of monthly management accounts.
- Preparation
of a 3 month rolling budget.
- Development
and maintenance of the costing system
- Credit
control and Cashflow management.
- Capital
Investment appraisal.
- Preparation
of Branch Accounts.
- Preparation
of Annual Financial Statements.
- Responsible
for the maintenance and running of the company’s computer systems.
- Provision
of various other ad hoc financial information.
- I was also involved in the day to day running of the business from Stock control to production decisions. I
developed most of the management controls in place in the company from the
costing system to the stock system and incorporated the costing system
into the budgeting process and management account production, being able to
accurately reconcile costings to accounts to budgets and highlight and explain
variances.
Taxation: - Extensive Knowledge in the preparation of personal, partnership
and corporate tax returns.
- Advising
clients on income tax, corporation tax, capital gains tax and inheritance tax
matters.
- Experience in handling
HM Revenue and Customs investigations into client affairs.
- Assisting on VAT and PAYE related issues.
MIS: - Provide Assistance to clients on
Company Secretarial matters.
- Development
of IT skills and gaining an extensive knowledge of packages such as Works,
Excel, Sage Winforecast and Sage Taxation and accounts production packages.
- I have also been recieved accreditation from SAGE on Sage Accounts 50 and Sage Payroll.
- Provision
of training in computerised systems and general accounting procedures.
- Assistance in
reviewing and improving financial and management controls to businesses to
efficiently manage their business.
- Review and
assessment of different accounting systems and their ability to meet specific
needs.
- Extraction
and analysis of SAGE data into excel to produce management accounts on a
monthly basis, complete with ratio and variance analysis.
- Advice
to clients on otpimum set up of computerised system for compliance and
management purposes, specialising in SAGE Line 50 Accounting systems as
an accredited Sage Partner.
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