Manager Training

CLAUDIA FRANCIS (FCCA), BSc.

Address: **** ** *****, *****, **

Postcode: 33055

Telephone Number Home: (305) -620 5729

Mobile: (011) 44-793*******

Email: **************@**********.***

Personal Statement

I am committed to working efficiently and effectively within any

organisation that I work. My strengths are learning quickly, handling

problems as they are encountered with a cool head, the ability to

understand accounting systems whether they are generic or bespoke and

excellent people management skills will add to the success of any company I

work. In addition I have excellent interpersonal and communication skills.

I am highly motivated and proactive and works excellent as part of a team.

I am also adaptable to changing environment and circumstances. I am

enthusiastic and believe in working hard and always strive for excellence.

I believe targets are achievable if one is willing to change their focus or

attitude as things that appears impossible reflects differently from other

perspectives.

Education

ACCA Member - LVMT College, Financial Training Company and

London College of Accountancy (2002 - 2005)

BSc. Applied Accounting (2.1) - Oxford Brookes University (Partnership with

ACCA) (October 2005)

Diploma & Certificate in Business Administration - University of

Technology,

Accounting Major Jamaica (1993 - 1996, 1999)

Training

Continuous professional development (CPD Training courses and updates -

employer based)

Other Employ Based courses provided by Mercia

Communication the essential skills

Communication with clarity

How to Audit 1 - 3

Planning an Effective Audit

How to be an Effective Senior

Understanding Accounts

Accounts Problems

Understanding Analytical Procedures

Effective Time Management

Other Employ Based courses provided by BPP

Solicitors Account Rule - BPP

Professional Bodies

Association of Chartered Certified Accountants - Fellow

Membership Number - 0791608

Employment History & Voluntary Work

Company: Nice Accounting

Job Title: Consultant - (associate director of a small

practice)

Dates Employed: April 2010 - Present

The Nice Accounting Limited approached me to be consultant for three months

with directorship and partnership of business there after. I have been

working with Nice Accounting Limited training clients to use the VT Cash

Book & Transaction package. I have also trained members of staff on the

use of software and in basic book-keeping, delegating activities to team

members, monitor and appraise the work of others.

I have been recruiting prospective clients. After three months with Nice

Accounting I have successfully recruited one client who has already signed

on and three prospective clients who will be signing on in another two to

three months.

I have train so far two clients on VT Transaction and cash book and will be

training another in three weeks times. I am responsible for fees setting

and other duties include preparing financial statements and computing

corporation tax payable as well as advising client.

Other duties include monitoring and controlling activities against budgets;

controlling cost to improve service to client.

_____________________________________________________________________

Company: Willesden Seventh Day Adventist Church

Job Title: Voluntary Treasurer

Dates Employed: March 2009 - Date

Reason for Leaving: To take up a permanent employed role once

work VISA is agreed

- I have been working with the Willesden Seventh Day Adventist

Church sorting out there accounts going back from 2004. I did a review

of the churches accounts and records for the years going back from 2004

and made recommendations on controls that needed to be put in place,

which included setting up restricted bank accounts going back to 2004 and

separating any restricted income that was donated and transferring these

to this account.

- I have reported all weaknesses to the church and its board and

also made recommendation for changes.

- Designing and Setting up controls for payments and receipts.

- Reconciling all banks to date and setting up controls for

these to be reconciled and authorised.

- Segregating duties and setting up accountability.

- Reconciling the Gift Aid Trust Account and the Tithes Account

with the parent South England Conference (SEC) of Seventh Day Adventist.

- Reconciling all accounts for related groups.

- Attending meeting at SEC in Watford with Treasurer, Elder and

Pastor of the church to agree calculations. Reporting findings to church

board and then to the member at the meeting of the members.

- Train the members of the treasury teams re changes implemented

in recording donations and splitting funds in appropriate category.

- Work as advisory to the treasury. For 2010 working as head of

their treasury department and training someone to take over this role.

- Meet with tenders re tendering of renovation work. Review the

work of Treasury staff.

- I am in the process of working on the church's first Business

Plan and from this plan I will prepare a five year budget for the

church. I am also a member of their fund raising team they are raising

funds for renovation work. Also I try to assist them in arranging

funding for projects and works.

_____________________________________________________________________

Company: Berg Kaprow Lewis LLP

Department: Audit Services (London & Irish Team)

Job Title: Audit Semi-Senior

Dates Employed: 28 August 2007 - 20 February 2009

Reason for Leaving: Redundancy

Software used: Caseware for audit and accounts; Alpha Tax for Corporation

Tax

Brief description of company:

The firm is a Chartered Accountant & Auditors. It is a small /medium

practice category. There are thirteen partners and previously three audit

team now merged to two. There is an accounts department, tax department,

human resources department, company secretarial. The London & Irish team

has 5 partners, 7 managers and approximately 50 staff.

Main Responsibilities:

Audit: - Attending planning meetings. Planning and execution of audits; in

some cases planning audit budgets. Evaluating systems and controls and

documenting system details. Planning and developing work programmes in some

cases. Completing files after final review. Prepare Corporation tax

computation. Client care.

Train, supervise and review the work of juniors.

The jobs carried out as a semi - senior are sometimes planned by me. In

some cases the manager or a senior plans the job.

These audits range from 2.5 million to 6 million (in previous years

turnover was greater but has reduce this year significantly in some areas

due to reorganisation or closure of business) . The size of team range

form two to six members.

The firm's customer base includes Investment Properties, River Cruises,

Charities, Retailers, Fruit and Vegetable Wholesalers etc.

Solicitors Reporting:

Plan and execute job. Planned, supervise and review junior's work.

Complete system documentation and determining adherence to Solicitors Rule.

Advise client on breaches of rule.

Train a semi senior and juniors in executing Solicitors Reporting work.

All jobs are reviewed by the manager hence I have reported directly to the

manager.

Client Turnover ranges from 700,000 to 2 million

Charities: - I have reasonable experience with Charities audit. The

planning work on these audits is usually done by this manager. Execute

audit and develop work programmes. Supervise juniors and completing job.

Client Turnover ranges from 1.1 million to 3.8 million

Pension - I have minimal pension audit experience.

Main Achievements: Learning the SAR's quickly and excelling at it,

training others to do it. Also increased audit experience.

Other duties include:

Planning, budgeting and carrying out assignments

Delegating work to and supervising Semi-Seniors (occassionally) and Juniors

Reviewing work and carrying out a job appraisal

Presenting the Manager with a complete assignment file

Dealing with client queries whilst on site

To be aware of client affairs and to be able to identify opportunities to

provide additional services to clients

Preparation of Corporation Tax

To liaise with Tax Department and deal with any queries

Ad hoc assignments

Accounts preparation - I have prepared various types of accounts from

planning to completion.

____________________________________________________________________________

___

Company: Barnes Roffe LLP (Uxbridge Branch)

Department: Audit Services

Job Title: Accounts Semi Senior; Audit Junior

Dates Employed: 12 July 2006 - August 2007

Reason for Leaving: More Audit experience

Software used: Caseware for audit and accounts; Sage Corporation Tax

(powered by Abacus) and Pentana accounts checklist.

Brief description of company:

The firm is a Chartered Accountant & Auditors. It is a medium size

practice category. There are thirteen partners and five branches. There

is an accounts department and Tax department. There were three managers for

audit and one accounts manager. Client base included Freight Forwarding,

Computer Equipment, Agricultural, Winery and Auto Parts to name a few.

Main Responsibilities:

Audit: - I have obtained nine months audit training and ongoing practice

development. I have gain training in the use of Caseware software - Mercia

for audit and accountancy production. Training was also received in the

use of Pentana accountancy and audit checklist and preparation of

corporation tax using Sage Corporation Tax powered by Abacus.

I have also gain training in completing several audit testing and

accountancy production; vat preparation and management accounts.

Main Achievements: Increased Audit experience; Great exposure in working

with company with a large turnover of up to over 23 Million.

Company: Cooper Dawn Jerrom Limited (Wembley/Southall branch)

Department: Accounts and Audit

Job Title: Audit Junior

Dates Employed: 20 Jan 2003 - June 2006

Reason for Leaving: More Audit experience

Software used: Iris for audit and accounts; Iris Corporation Tax and

Personal Tax and Pentana accounts checklist.

Brief description of company:

The company is a Chartered Accountant & Auditors Practice. It is a

small/medium size practice category. There were five directors and three

branches. The client base included fruits and vegetables, programmers,

construction, jewellers, retailers, clothing industry, communications.

Turnover ranges from small traders up to 4 million.

Main Responsibilities:

Audit - Assist as a junior on a few audits. Designing and carrying out

audit tests.

Accounts Preparation: - Responsible for the preparation of financial

statements and other accounting work for external and management purposes.

Assist senior with audit work and visiting clients' premises to complete

work. The responsibilities included all aspect of accounting work as they

may arise including preparation of tax return.

Preparation of corporation tax and personal tax computations and returns.

My work was supervised by the directors not managers.

Having the ability and the necessary skills to adapt different computer

system was an asset in performing this job as I was relocated to another

office where a new system was developed and played an important role in

training myself and the other staff to use the system. The name of the

system was IRIS Software.

Train the Brunel University placement students. Train staff in use of Iris

Software package.

Main Achievements: Self Train myself and train others in a quick and

efficient manner to use the Iris Software and was able to assist in the

transition of the new software from manual system in the Southall office.

I was relocated to the Southall office to for this reason. Learn to use

Sage Line 50 Book - keeping package.

Attend client meetings with partner and prepared all documentary evidence

by myself for my first VAT inspection which was successful.

Company: Newman and Partners (Harrow on the Hill)

Department: Book keeping department

Job Title: Trainee Accountant

Dates Employed: 3 July 2001 - 17 Jan 2003

Reason for Leaving: There was no scope for progression to another

department or

of achieving any audit experience.

Software used: Viztopia.

Brief description of company:

The firm is a Chartered Accountant & Auditors Practice. It is a

small/medium size practice category. The firm has two branches and

approximately 15 Partners. The bookkeeping department is known as N & P

Solution (formerly Lynwood House). This department has one manage and

approximately 10 staff.

Main Responsibilities:

Responsible for preparing book-keeping report for at least ten different

clients on a monthly basis operating in a wide range of trade ranging from

pharmaceutical, construction, architectural, food and fashion to name a

few. Turnover varies up to over 10 million

Organising and awareness skills were used in coordination with reporting

skills in fulfilling the duties of keeping the stationery cupboard up to

date and for placing the order with the purchasing personnel once per

month.

The ability to adapt to changes and grasp information quickly assisted in

the proficient application of performing computerised accounting using the

Viztopia accounting package to perform bank reconciliation, purchase and

sales day book, cash book, aged creditors & debtors listings, vat reports

and any other nominal prints and customers client history.

Excellent communication skills both written and verbal and the ability to

keep a level head in the most irritable situation were essential in

liaising with clients through faxes and telephone.

Preparing Intrastat sheets for client trading with overseas suppliers and

preparing Vat Returns.

Main Achievements: Grasp quickly a new package Viztopia; preparation of

Intrastate for Vat reporting; Exposure to accounting treatment of a wide

client base. Being responsible for my own work pool was an asset.

INTEREST:

I am currently a mentor for young people with the South England Conference

of Seventh Day Adventist Church. I also do public relation for charities

and planning and organising events. I also assist students with their

lessons. I enjoy travelling and meeting people.

REFERENCES:

Rachel Montgomery

Berg Kaprow Lewis LLP

35 Ballards Lane

London

N3 1XW

Telephone - 020-****-****

Relationship - Former Employer

Albert Fletcher

63 Wheatlands

Heston

London

TW5 0SG

Telephone 077*-*******/020*-******* (H)

Relationship - Representative from the church I attend

Contact this candidate