1. Name Christine Lynda Jones ACMA
Address 3 East Bank
Oxton
Birkenhead
CH42 9NP
Telephone 0151 208-5560
Mobile 07857 679358
E Mail clj196787@yahoo.co.uk
Career History
May 2016 – October 2016 (Fixed Term Contract)
Management Accountant
NICE
December 2015 – March2016 (Fixed Term Contract)
Financial Accountant
Merseytravel
Apr 2015 – Oct 2015 (Fixed Term contract)
Management Accountant
Veolia Environmental Services
February 2015 – Apr 2015 (Temporary Contract)
Financial Accountant
Cheshire & Merseyside CSU
August 2011 – July 2014
Nugent Care
Assistant Financial Controller
May 2003 - May 2011
Clatterbridge Centre for Oncology
Management Accountant
July 2001 – May 2003
Greenbank Project
Financial Controller
March 1999 – July 2001
Pentra Services
Finance Manager
April 1994 – March 1999
National Blood Service
Assistant Finance Manager
2. September 1990 – April 1994
Mersey Regional Health Authority
Systems Manager / Accountant (May 1993 – April 1994)
Control Accounts Clerk (July 1991 – May 1993)
Debtors Ledger Clerk (September 1990 – July 1991)
March 1989 – September 1990
Wirral Health Authority
Management Accounts Assistant
May 2016 –October 2016
NICE
Mangement Accountant
Main Duties :
To deliver high quality management accounting, including analysis of financial
information,preparation of financial reports to assist non financial staff to interpret and
understand financial principals and procedures
To actas main point of contact to deliver financial advice and guidance
To act as contact for queries from various stakeholders
To collaborate with colleagues to deliver service efficiencies and identify problems
To develop and maintain complex spreadsheets for monthly reporting and budget modelling
To participate in an active role for budget setting
To meet with budget holders on a regular basis to discuss current position and forecast
December 2015 – March 2016
Merseytravel
Financial Accountant
Main Duties :
To closely monitor capital spend against budgets
To highlight any discrepancies
To provide a detailed analysis of major capital schemes and produce monthly reports for the
Project Steering Group
To produce monthly income and expenditure revenue statemrents for rail services
To liaise with the Asset Management Team to ensure the capital asset register is up to date
and depreciation calculations are correct
To liaise with the management accounts team to ensure all year end working papers are
substantial and correct
To act as a point of contact for external audit regarding capital queries for the year end audit
To ensure capital accounting methods used at the organisation adhere to CIPFA
recommendations
To lead on faster closing of monthly ledger and introduce to organisation accordingly
To consolidate the group accounts for year end presentation to board of directors
To keep up date with accounting regulations
To provide cover for Finance Manager as and when required
April 2015 –October2015
Veolia Environmental Services
Management Accountant
Main Duties :
3. To produce monthly accounts for contracts within the role-holder's remit, reporting figures to
demonstrate the performance of the company against budget
To analyse the accounts to identify trends and opportunities for additional income or more
effective cost control, thereby maximising profit, and advising Contract Managers
accordingly
To ensure stocks (e.g. fuel, PPE - Personal Protective Equipment) and assets (e.g. fleet, IT
equipment) are correctly accounted, enabling cost control by management
To ensure adequate checks have been completed on payroll, and to ensure there are no under-
or over-payments
To support the finance manager in developing operational plans, e.g. new services, in tandem
with the Contract Manager and/or client, advising on the financial aspects/impacts of plans
External customers:
To support the Finance Manager by liaising with external auditors where necessary
To support the Finance Manager by providing financial information to the client where
required
Internal customers:
To provide accounts, advice and guidance (see other sections) to Management as and when
required
To ensures cross-charging between sites is accurate, for the benefit of all parties
To liaise with central finance functions in order to resolve any central balance sheet issues
and obtain the necessary information to preform reconciliations.
To work with the Regional Finance team, to ensure all required information is reported on
(e.g. budgets, CAPEX figures)
To closely monitor monthly revenue against budet and to challenge service managers
regarding adverse variances
To play an active role in completing forecast figures and to attend meetings at the regional
head office and various sites
To work with Regional and Contract Management –to provide advice and guidance on all
financial matters e.g. costs, performance against budget/forecasts, invoicing, weighbridge
reconciliations etc
To ensure monthly balance sheet reconciliations are completed to adhere to deadlines, and
appropriate working papers are provided to reconcile to Cognos
To provide advice and guidance to depot Administrators on finance matters when assistance
is required, auditing from time to time to ensure compliance with policies/procedures.
Advice/training on new procedures e.g. the three-way matching process
To ensure that all contracts within the remit are complying with company procedures e.g. that
all expenditure is recorded via the purchase order process, invoices are properly managed.
4. To query any failures in the process and taking corrective action
To be responsible for monitoring all aspects of financial management within contracts that
have a cost impact via systems such as Sage, Tranman, SAP/payroll, POP, CAPEX.
To implements any new group Finance policies and procedures.
Tocontrol spending, planning and budgeting within the remit of the role.
Key Achievements
Ensuring all monthly targets are achieved within deadline
Producing Forecasting
Budget Setting
February 2015 – Aptil 2015
Cheshire & Merseyside CSU
Financial Accountant
Main Duties :
To play an active role in the month end procedures, including achieving the deadlines for the
ledger closedown from Shared Business Services
To act as the lead for the Agreement of Balances quarterly exercise, which included re-
coding all the coding errors each month and reconciling the variances between organisations
and attempting to resolve
To act as the lead for the balance sheet reconciliations and to resolve any queries with Shared
Business Services
Key Achievements
Ensuring the Agreement of Balances Exercise is completed
within Timescales
Assisting with the annual Budget Setting process
August 2011 – August 2014
Nugent Care
Assistant Financial Controller
Main Duties :
To co-ordinate and the plan the annual budget setting process within agreed timescales
To present final budgets to Senior Management and the Board of Trustees
To lead on production of monthly Management Accounts
To ensure all external funding (grants, Local Authority) is correctly accounted for
To ensure grant funded income is claimed within agreed timescales
To accurately calculated expected monthly income for all Schools and Homes
To accurately calculate schools income for Spring terms to reflect a true and accurate picture
in the annual accounts
5. To produce timetable for Annual Accounts in adherence with Charity deadlines
To produce and co-ordinate in adherence with Charities SORP and IFRS Annual Accounts
and ensure appropriate working papers are available for audit
To produce monthly cashflow forecasts for Executive Management Team and highlight
potential increase in overdraft facility
To produce quarterly forecast reports
To maintain the capital asset register
To produce costing analysis for new projects and services, so the Charity remains competitive
within the current financial climate
To ensure credit control reports are produced on a monthly basis and distributed to each of
the Services accordingly
To monitor daily cash balances and transfer funds between accounts if necessary
To attend Head of Home meetings for Financial input
To co-ordinate supplier payments
To co-ordinate monthly payroll production
To complete and submit quarterly capital and annual expenditure reports for National Office
of Statistics
To act as lead for the payroll reporting tool
To supervise three staff members
Key Achievements
Implementation of RTI for payroll system & training of
staff to agreed HMRC timetables
Production of Annual Accounts in adherence with Charities
SORP and IFRS in adherence to Charity deadlines
Annual budget setting to agreed timescales
Annual cashflow forecasts to agreed timescales
Management of three staff including monthly supervision
meetings and annual performance reviews
Working papers for annual accounts for audit review
Quarterly capital asset register maintenance to agreed
timescales
May 2003 - May 2011
Clatterbridge Centre for Oncology
Management Accountant
Main Duties :
Lead on planning and co-ordinating the Trust's annual budget setting process ensuring all
relevant factors are incorporated. Attend meetings with departmental heads and contribute to
negotiations during the overall process
To provide accurate and timely budgetary information and advice to Clinical Directors and
Senior Managers to enable them to manage their budgets effectively
Establish the monthly reporting timetable and be responsible for ensuring the timetable is
adhered to
To ensure controls are in place that continuously ensures the accuracy and completeness of
the reporting process
Meet with budget holders on a regular basis to identify and discuss areas of concern and to
ensure any actions agreed are implemented
6. To promote the role of the finance department as Business Advisors
To monitor by department achievement of the Trust's CRES
To develop and maintain costing systems that comply with the NHS costing manual
requirements so Reference Costs can be produced accurately
To cost impact of changes to services and assess the impact of other changes (eg redundancy)
To cost clinical trials to ensure relevant costs are identified and recovered
To have an active role in the implementation of Service Line Reporting and Patient Level
Costing
Key Achievements
Annual budget setting for radiotherapy directorate to agreed
timescales
Production of annual reference costs to agreed timescales
Mapping of data from old financial system (Syntegrate) to new
financial system (Oracle)
Production of annual programme budgeting returns to agreed
timescales
Annual accounts income & expenditure working papers for
audit to agreed timescales
Supervision of three staff including annual performance
reviews
July 2001 – May 2003
Greenbank Project
Financial Controller
Main Duties :
Overall responsibility for Production of accounts to trial balance
Ensure all control accounts are correct for annual audit
Completion of monthly accounts split between charity and trading for presentation to Finance
Sub Committee
Calculation and completion of grant claims for the charity’s income (ESF, ERDF, SRB and
National Lottery funding)
Cashflow Forecasting
Budget Setting
Key Achievements
Working papers for annual accounts to agreed timescales
Quarterly grant submissions with working papers to agreed
timescales
March 1999 – July 2001
Pentra Services
Finance Manager
Main Duties :
Installation of Ledger System (Sage Line 50)
Implementation of debtor and creditor systems
Completion of grant claims
7. Preparation of accounts for monthly board meetings
Annual accounts to trial balance
Cashflow forecasting
Key Achievements
Grant claims with working papers to agreed timescales
Implementation of Sage line 50 accounts package
Monthly management accounts for monthly board meetings
April 1994 – March 1999
National Blood Service
Assistant Finance Manager
Main Duties :
•Analysis of blood packs usage and variance analysis
•Calculation of unit costs using Activity Based Costing Systems
•Annual stock count of fixed assets
•Assisting in annual budget setting process
September 1990 – April 1994
Mersey Regional Health Authority
Systems Manager / Accountant May 1993 – April 1994
Main Duties :
Maintenance of General Ledger System
To provide financial information to managers
Monthly Management Accounts and variance analysis
Assistance in Year End Accounts for audit
Control Accounts Clerk July 1991 – May 1993
•Responsible for maintenance and monthly reconciliations of all control and suspense
accounts
•Responsible for reconciliation of all bank and cash books
•To ensure control and suspense accounts year-end balances can be explained and justified
Debtors Ledger Clerk September 1990 – July 1991
•To ensure all invoices are entered correctly and accurately onto the debtors ledgers
•Reconciliation of debtors accounts
•promptly chase outstanding debts
March 1989 – September 1990
Wirral Health Authority
8. Management Accounts Assistant
Main Duties:
•To ensure all invoices are promptly paid
•To liaise with suppliers regarding queries
•Input journals and any ad-hoc duties as and when required
Software :
Microsoft Office (including advanced excel skills)
Sage Line 50
Sage 500
Syntergrate
Oracle (SBS and NEP)
Open Accounts
SAP
Cognos
Professional Qualifications Association of Accounting Technicians
Chartered Institute of Management Accountants
References:
Mr C Hay
Senior Management Accountant
NICE
Level 1A
Piccadilly Plaza
Manchester
M1 4BT
07807 457464
Mr J Derbyshire
Senior Management Accountant
