CURRICULLUM VITAE. Qualified Accounting Technician (admitted AAT Full Member in October 1994)
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1 CURRICULLUM VITAE NAME ADDRESS TELEPHONE Stephen Alexander McKenzie MAAT 148 Gilmerton Dykes Road, Edinburgh, EH17 8PE (home) (mobile) (personal) OBJECTIVE EDUCATION Position as Financial Accountant with established company in the industrial and commercial sector on a long term basis. To further develop my knowledge and skills to the benefit of my employer and me. Qualified Accounting Technician (admitted AAT Full Member in October 1994) HNC in Accounting from Jewel & Esk Valley College (merit pass in Business Law & IT) More detailed breakdown on Appendix I SKILLS PROFILE Admitted as member of Association of Accounting Technicians in October Dedicated team worker, willing to help out on all levels. Over 20 years experience in the financial sector including accounting practice and industry. Proven record as Financial Accountant with UK based companies. Experienced in various accounting and payroll software (TAS Books, TAS Payroll, SAGE Line 50 Accounts, SAGE Payroll, PKF P11D Software and more recently SAGE 200 Accounts. Proven record of implementing financial procedures and liaising with external auditors. Experienced in preparing accounts to final trial balance stage and for submission to auditors. Experienced in using MS Office software (Word, Excel, PowerPoint and Publisher). EMPLOYMENT HISTORY Financial Controller, Clarke & Spears International September 2008 to Present Scotland, England & Holland ( Responsible for overseeing financial procedures for the company both in the UK and Holland. Liaising with external accountant regarding completion of the monthly Management Accounts as well as compiling monthly management statistics relating to company sales etc. Compiling monthly wages figures for submission to external payroll bureau. Supervising a finance team of five and ensuring that their own training is maintained, especially in the use of SAGE Accounts Professional Directly responsible for calculating companies daily cashflow and arranging funds transfers from Sterling to Euros when necessary. Liaising with Purchase Ledger clerks to ensure prompt payment of suppliers and dealing with any queries or disputes. Dealing with customers in relation to outstanding invoices, resolving queries and ensuring payments are received and allocated correctly (both UK and European customers). Liaising with external auditors in relation to completion of year end accounts and audit requirements. Regular duties involved bank reconciliations, invoice discounting reconciliations, VAT Returns, PAYE compliance. Dealing directly with third parties such as bankers (UK and European), Invoice Discounting Company, Insurance Brokers and other associated parties. Responsible the complete overhaul of the companies accounting procedures and working with the directors to try and implement an improved stock control system.
2 Financial Accountant, Tasking Service Group February 2008 to July 2008 Edinburgh, Galashiels and Aberdeen Responsible for overseeing financial procedures for four companies in a variety of different industries (Crown Factors Limited transport rental; Property Booth Limited property management; Kilt Shop (Galashiels) Limited kilt hire and retail (see below); Tasking Service Group Limited recruitment) Responsible for bringing all current annual financial statements up to date for submission to auditors and where relevant, preparing quarterly / half yearly management accounts to date. Completing payroll for TSG Ltd and the Kilt Shop (Galashiels) Ltd and liaising with HMRC in relation to PAYE compliance. Liaising with bankers and establishing the companies requirements as well providing management information to the bank when required. Preparation of Business Review and Cashflow Projections with Accounts for CFL Limited with regards to re-financing. Ensuring that all date is entered correctly into SAGE Line 50 and that all suppliers are paid within the agreed terms via cheque and BACS. Liaising with IT Company in relation to the company requirements and planning the installation of possible new network system that would link up the various sites and give access to all the relevant staff. Dealing with local media and other forms of business advertising such as Yellow Pages and Original 106 Radio. Bookkeeper / Financial Accountant (part time) August 1997 to July 2008 The Kilt Shop / Kilt Shop (Galashiels) Ltd Edinburgh and Galashiels Completing payroll for and liaising with HMRC in relation to PAYE compliance. Liaising with bankers and establishing the businesses requirements as well providing management information to the bank when required. Ensuring that all date is entered correctly into SAGE Line 50 and that all suppliers are paid within the agreed terms via cheque and BACS. Dealing with local media and other forms of business advertising such as Yellow Pages. Completion of Sole Trader Income Tax Returns. Preparation and submission of Annual Financial Statements for Sole Trader. At 1 st June 2007 the Kilt Shop became a Limited company and with effect from 11 th February the work carried out was on a full time basis (see above).
3 Financial Accountant, Noble Leisure Co Ltd June 1999 to February 2008 Amusement Centres, Edinburgh, Dunfermline and Aberdeen Responsible for overseeing all financial activities for both the Noble Leisure Group and Noble Leisure Company Limited, including Cash and Bank reconciliations. Responsible for changing from manual accounting systems to a fully computerized system. This involved changing software from TAS Accounting Software to SAGE Line 50 when the company expanded and more analysis was required. Worked with team of three bar staff responsible for stock at the various sites. For the Aberdeen Bar regular weekly stock takes are taken by staff but it is important to oversee these results from time to time to help prevent the possibility of theft or human error. Working with site managers is imperative in this instance as they are on site and have detailed information. Quarterly and annually, an independent valuation is obtained in relation to Aberdeen and this is then compared to data acquired internally to again check for errors. Preparation of Annual Statement to full final trial balance stage. These were then submitted for audit together with full working papers and the other relevant paperwork for the company. Preparation of quarterly Management accounts for both Limited and Group for our own use as well as the banks. During this time the SAGE postings are checked to ensure that they have been posted correctly, to the correct nominal accounts and to the correct departments. At the end of each month summaries of income were compiled using excel and were reviewed to see how performance was for that month, quarter, period or year when compared to a previous period. Any fluctuations etc were then analysed to find out the reason why. Worked with of 5 admin and finance staff to process company data and provide training where necessary. Travelled to various sites to liaise with site managers about their needs and wants for their location and departments. Summarised and reviewed staffing levels and costs to ensure that no over / under provision occurred and also to ensure that rotas were adhered to. Supply of information to third parties (Tax Advisors, Auditors, and Government Offices). This included supplying details for government statistical surveys. Preparation of all VAT Returns with online submission including dealing with VAT visits and monitoring changes in European Law that might have implications on the UK Gaming Industry. Working knowledge of the Gaming and Amusement Industry and the new government legislation. Involved with primary management tasks and also when necessary adopted a hands on approach to installing and moving new gaming machines etc.
4 March 1998 to June 1999 Company Accountant, Lazer Engineering CNC Engineering, Musselburgh, East Lothian Responsible for overseeing and bringing up to date the financial data for Lazer Precision Engineering and Lazer Engineering (Scotland) Limited. Liaised with Financial Director in providing up to date Management Accounts. Prepared Annual Financial Statements for submission to Auditors or directly to HMRC. Preparation of Annual Partnership Accounts for submission to HMRC. Completion of draft Income Tax Computations for submission to external advisors. Dealt with credit control and dealt with customers including those based outside the UK. Liaised with Credit Control and Sales Departments of non UK based customers. Assisted the Financial Director in the completion of Intrastat forms. Completed and submitted all VAT Returns and all Government Statistic forms. Assisted junior members of staff with payroll processing. Prepared regular Cash and Bank Reconciliations including non sterling accounts. Accounting Technician, Barrie Scott & Co August 1997 to March 1998 Chartered Accountants, Bathgate, West Lothian Responsible for preparation of accounts for Sole Traders, Partnerships and small Limited Companies from books of original entry through to final trial balance. Introduced clients to TAS Books accounting software and provided back up support when needed. Assisted senior audit staff with the audits of larger companies. Accounts Assistant/Manager, Stewart & Cumming August 1991 to August 1997 Accountants, Musselburgh, East Lothian Responsible for preparation of accounts for Sole Traders, Partnerships and small Limited Companies. Introduced clients to TAS Books accounting software and provided back up support when needed. Preparation of small company accounts ready for submission to auditors. Preparation of VAT Returns for a variety of different businesses. Preparation of draft Income Tax Computations for submission to Senior Accounts Manager. Junior/Accounts Assistant, Jeffrey Crawford & Co August 1986 to July 1991 Chartered Accountants, Edinburgh Responsible for preparation of accounts for Sole Traders, Partnerships and small Limited Companies. Preparation of VAT Returns for a variety of different businesses. Assisting Senior Audit staff with completion of company audits. Completing Cash & Bank Reconciliations for various businesses. In my Office Junior days, I assisted Senior Partners in preparing Audit and Taxation cases. Worked closely with Senior Audit Manager in regards to Auditman Accounting software.
5 OTHER SKILLS For over 20 years I was a student and teacher of Tani Ha Shito Ryu Karate (aka Shukokai) in Edinburgh. During this time I taught students of all ages, gender, size and skill level. From the first time beginner to the person trying to get back into training, I worked with them all. I attended numerous coaching courses and was a licensed coach with the Scottish Karate Governing Body. I ran my own club for over 15 years and was responsible for the administration, accounting, licensing and insurance duties. I developed an excellent relationship with my students and tried to focus on each individual s needs and requirements. I then structure my classes and teaching methods in order to get the best from the student. I retired as the senior club instructor of Takumi Karate Do ( in March 2008 as I felt it was time to hand over the reins to a new generation. I currently hold the rank of Yondan which is a 4 th Dan Black belt. I still train from time to time either at home or at various clubs run by colleagues. In 2008, whilst unemployed, I started my own bookkeeping business primarily helping family and friends complete accounts and tax returns ( I also run a successful internet business with my wife ( which we started in October REFERENCES Mark Noble (Managing Director) Noble Leisure Co. Limited, Figgate Lane, Portobello, Edinburgh, EH15 1HJ. Tel Fax , Mobile , mark@nobleleisure.com. Alister MacBride (Partner) Barrie Scott & Co, Chartered Accountants, 30 Mid Street, Bathgate, EH48 1PU. Tel Fax , Alister@barriescott.co.uk
6 APPENDIX I EDUCATION HISTORY SUBJECT DATE ISSUING AUTHORITY National Certificate Module in PE & Leisure November 1984 SCOTVEC National Certificate Module in Computer Keyboarding November 1984 SCOTVEC Ordinary Grade in Accounting June 1985 Scottish Examination Board Ordinary Grade in Arithmetic June 1985 Scottish Examination Board Ordinary Grade in English June 1987 Scottish Examination Board National Certificate Module in Financial Record Keeping 1 December 1987 SCOTVEC National Certificate Module in Legal Framework December 1987 SCOTVEC National Certificate Module in Local Economy March 1988 SCOTVEC National Certificate Module in Financial Record Keeping 2 March 1988 SCOTVEC National Certificate Module in Financial Record Keeping 3 March 1988 SCOTVEC National Certificate Module in Mathematics Business Numeracy July 1988 SCOTVEC National Certificate Module in Accounting 1 December 1988 SCOTVEC National Certificate Module in Communications 4 March 1989 SCOTVEC National Certificate Module in Supervision & Management June 1989 SCOTVEC National Certificate Module in Accounting 2 June 1989 SCOTVEC National Certificate Module in Law In The Workplace June 1989 SCOTVEC Higher National Unit in Business Law (Merit Pass) March 1991 SCOTVEC Higher National Unit in Financial Statements 1 June 1991 SCOTVEC Higher National Unit in IT Applications (Merit Pass) June 1991 SCOTVEC Higher National Unit Financial Statements 2 October 1991 SCOTVEC Higher National Unit Domestic Economic Environment March 1992 SCOTVEC Higher National Unit Organisation & Management Theories June 1992 SCOTVEC Higher National Unit Management Accounting Systems June 1992 SCOTVEC Higher National Certificate in Accounting June 1992 SCOTVEC Association Of Accounting Technicians Exams June 1994 AAT
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