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Department:
Consultancy
Professional
Member of the Institute of Chartered Accountants in Ireland
Background:
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1993 - 1996: Bachelor of Science in Accounting, Second Class Honours, Upper Class (2i) at Queens University Belfast (QUB)
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1996 - 1997: Postgraduate diploma in Accounting-Queens University of Belfast (QUB)
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July 1997: Trainee Chartered Accountant with FPM Chartered Accountants
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July 1998: Qualified as member of Association of Tax Technician on passing ATT exams
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September 1999: Final Admitting Examination of the Institute of Chartered Accountants in Ireland- Pass
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May 2000: Appointed Manager in FPM
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December 2001-August 2004: Relationship Manager, Corporate Banking Bank of Ireland
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August 2004-May 2007: Appointed Director in FPM
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May 2007 - April 2009: Appointed Associate Partner in FPM with responsibilty for Dungannon office
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May 2009: Appointed Partner in FPM
Other
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Treasurer of Cormac McAnallen Trust.
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Treasurer of National Irish Language magazine.
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Committee member of local GAA Club
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Member of Dungannon Rotary Club
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Member of Dungannon Regeneration Partnership
Relevant Experience Includes the Following:
Audit and Accounts Preparation: |
- Audit Manager on a range of assignments where responsibilities included planning, budgeting and co-ordinating of the audit work, in addition to the supervision of the audit team. These include the following companies:
- Group manufacturing high quality giftware – total turnover approximately £26m – companies located in Northern Ireland, Republic of Ireland and Britain;
- Engineering companies;
- Fuel Distributors/Electrical Distributors;
- Property investment company;
- Computer software manufacturers;
- Manufacturers of concrete products;
- Manufacturers of heating appliances;
- Motor Dealers;Architects;
- andVarious retailing companies with numerous outlets.
- Preparation of Sole Trader Accounts.
- Preparation of Partnership Accounts.
- Preparation of Solicitor Accounts.
- Audit of a variety of clubs.
Taxation:
- Assisting Tax Partner with tax compliance and tax planning assignments
- Previous experience includes
- preparation of personal, partnership and corporate tax returns under the new system of Self Assessment as well as the former system;
- advising clients on income tax, corporation tax, capital gains tax and inheritance tax matters; and
- Assisting clients on VAT and PAYE related matters.
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Corporate Finance:
Assisted a number of start-up companies, involving:-
- Preparation of a Business Plan;
- Preparation of grant applications;
- Development of Accounting systems and controls; and
- Monitoring of progress throughout initial years.
- Preparation of Business Plans for a number of manufacturing and service industry clients, including where necessary detailed marketing assessments, product review and action plans for change in organisational/ management structures as well as Financial Projections and sensitivity analysis.
- Preparation of numerous Business Plans for joint venture projects across a wide range of industries.
- Preparation of Business Valuations for a diverse range of businesses and industries.
- Commercial and residential property development.
- Assisted various clients in obtaining finance including a number of start up companies.
- Carried out due diligence exercises prior to the acquisition of businesses.
- Evaluation of accounting systems of numerous clients.
- Assisted various clients in obtaining grant assistance Invest NI, InterTradeIreland and Enterprise Ireland.
- Assisted Sporting / Charitable organisations by preparing Business Plans and completing applications to secure funding from the Sports / Charities & Heritage Lottery Funds.
- Retained by client base to provide ongoing business mentoring service.
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Corporate and Business Banking:
- Management of a wide ranging portfolio of customers in the following sectors:
- Manufacturing, services and retail;
- Financial institutions and semi state bodies;
- Pharmaceutical and healthcare; and
- Commercial and residential property development.
- Working closely in multi disciplined teams including lawyers, auditors and valuers on acquisitions of companies.
- Preparation of credit applications and subsequent negotiations with credit department for a wide range of proposals ranging from £50k to £10m.
- Analysis and interpretation of management accounts and audited financial statements.
- Generation of new business with existing and potential customers.
Other:
- Preparation of management accounts from both prime books and incomplete records for private companies.
- Involved in preparing and presenting presentations on Strategic Management, Grants and Financial Incentives available in Northern Ireland, Invest NI and Practical working Capital Management to a broad range of business groups.
- Assisted in the delivery of Programmes aimed at assisting SME's effectively manage their businesses.
- Provision of mentoring to businesses in respect of necessary financial and management controls required within their business.
- Preparation and audit of various grants from government bodies.
- Specific knowledge of packages such as Lotus 123, Excel, Excess, Take 5, APEX, Word, Word Perfect, Chartered Software, Taxsoft, SAGE Accounting, SAGE Payroll and SAGE Winforecast.
- Completed SAGE training course with recognised SAGE dealer in use of SAGE Accounting and Payroll packages.
- Provide advice and assistance to corporate clients in the performance of company secretarial duties.
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