This document provides a summary of an experienced finance professional's qualifications and experience. It includes:
- Over 20 years of experience in finance roles, including management accounting, audit, and strategic planning.
- Functional experience in areas like asset management, cost accounting, and change management.
- A track record of managing teams of up to seven people in past manager roles.
- Relevant qualifications like AAT Intermediate and Technician passed exams.
- A history of roles with increasing responsibility, from assistant accountant to finance manager, at organizations like Mondi Packaging and the Learning and Skills Council.
1. WENDY TREVOR
White House Farm
Station Road
Gedney Hill, Lincs
PE12 0NP
Tel: 01406 330885
Mobile: 07974235295
Email: wendytrevor@hotmail.com
"Experienced Manager with accounting background and qualifications. Broad
general management experience as well as functional experience in:
Asset Management
Audit
Strategic planning
Cost and Management accounting
Visionary and strategic thinker with proven track record in change manage-
ment"
Summary
Finance Manager/Management Accountant
I have had a very varied work life; the majority of it spent working in Finance. During my time in fi-
nance, I have worked within the manufacturing sector and public sector gaining knowledge in all as-
pects of accountancy and audit.
Three of my past posts have involved my skills as a manager, managing a maximum of seven people.
In my post at the LSC I was responsible for the introduction and teaching of a new software program
called 'Galileo'. This is a web-based audit program used by DWP and KPMG. I was also responsible
for most of the IT work within my department.
I am a very adaptable person with an investigative mind and a good organiser.
I can work well to deadlines and work easily within a team and on my own.
2. Career History
WORLDSTORES, PETERBOROUGH
Temporary Accounts Receivable Supervisor
Oct 16 - Present
Supervising temp team to assist the current AR team to deal with backlog of work
due to relocation from London
NGA, PETERBOROUGH
Order Management (Deputy Manager)
May 15 – Sep 16 (made redundant)
Order to close (O2C) management of large, complex or live implementation orders
from contract signature to steady state billing.
Main point of contact for any billing, disputes, order book and revenue issues for
contracts.
Provide business support for contracts through MI reports and regular meetings.
Monthly balance sheet reconciliation
Control of deferred revenue of fixed price contracts.
ACTION ON HEARING LOSS, PETERBOROUGH (Temp)
Sept 14 – April 15
Assistant Accountant
Daily Bank Reconciliations, Customer refunds, Billing, Monthly journals and
reconciliations
GREENVALE AP LTD, PETERBOROUGH Sept 12 - Aug 14
Finance Manager
Sole responsibility for Sales, Purchase Ledger including invoicing and credit control for UK, Europe,
Australia, India and South America.
The ordering of fuel for Generators leased to European and UK companies and businesses.
Bank reconciliations, Monthly Management Accounts. VAT returns, Intrastats and EC Sales. Reclaim
of Dutch, French and Danish VAT.
Key Achievements
Implementation of new software system including Ipad application for Navision 2013
3. Assistant Management Accountant Aug 08 – Aug 12
Budgeting and forecasting for two entities. Travel arrangements. Monthly management accounts
Weekly costings.Foreign payments
Key Achievements
Covering two other roles for three months due to last minute resignations
GOVERNMENT OFFICE EAST, Cambridge May 08 – Aug 08
Auditor
I was employed by Government Office on a temporary basis through Hays. I was employed to assist
in the auditing of European Social Funding provided to large organisations specialising in develop-
ment and regeneration for the East of England.
UNIQUE COMPUTER SOLUTIONS, Peterborough, Cambs Jan 08 – May 08
Financial Solutions Consultant
I started at Unique with a view to increasing my knowledge of accounting systems. I trained on a
completely new system which is an advanced form of Sage. I was completely at ease and confident
with this programme but did not feel ‘in control’ when working with others which I had not trained on at
all.
Finance Manager
I was engaged at Amtek to tidy up the accounts department and prepare the accounts to be moved to
another office in Letchworth. This was to be completed by Christmas 2006. However in October the
company announced that they would be closing the plant and I was asked to stay on until the ac-
counts could be completed for the closure of the company. My main roles were preparation of invoic-
es, bank and control account reconciliations, creditor payments, credit control and preparation of
monthly management accounts KPI’s, VAT returns and supervision of two members of staff.
ESF Auditor
Prepare and carry out audit of learning providers engaged in the process of teaching funded by the
European Social Fund through the LSC. These audits covered the East of England region comprising
of Cambridgeshire, Bedfordshire and Luton, Hertfordshire, Essex, Suffolk and Norfolk.
Testing of policies and processes used by the above mentioned providers.
Testing evidence attached to internal control and use of funds relating to contracts between the LSC
and the above mentioned providers.
Recovery of any 'funds at risk’. Liaising with Contract Managers within the LSC.Booker for the East of
England team of auditors arranging hotels, train tickets and car hire.
AMTEK ALUMINIUM CASTINGS (UK) LTD, Bourne, Lincs
Oct 2006 – Dec
2007
LEARNING AND SKILLS COUNCIL, Peterborough,
Cambs
2004 - 2006
4. Key Achievements
Recovery of approx £50,000 of government funding due to lack of evidence kept by the providers.
Implementation, teaching and supervision of a new audit software called 'Galileo'.
I was the High Level User for the East of England team and supported the team on most IT issues.
Financial Services Manager
Management of 3 personnel including appraisals, objective setting and supervision of discipline.
Budgetary control of funding of learning providers.
Supervision of preparation of monthly management accounts by management accountant.
Control of fixed assets.
Appraisal of capital bids from colleges including meetings between LSC management and College
principals. Involvement in Annual Funding reviews of Learning Providers.
Key Achievements
I managed the Finance team through some very difficult times including the sudden death of my line
manager (Finance Director) and then closely followed by 'Reshaping' which resulted in the redundan-
cies of all three Finance personnel.
As we were going through the 'Reshaping' my line manager was not replaced so I had to manage all
the Finance decisions that he would have made.
The Finance Manager role was moved to St Albans so I decided to relocate across to the PFA
(Provider Financial Assurance) team within the Peterborough office.
Management Accountant
Supervision of ledgers leading to preparation of Monthly Management accounts.
Management of 7 personnel including roles of Credit Controller, Purchase and Sales Ledger Clerks,
Payroll Clerk and 3 assistants. Control and supervision of monthly payroll.
Monthly forecasting and budgeting. Assets register control. Assisting HR in hiring of personnel.
Regular personnel appraisals and objective setting.
Member of management team reporting on management accounts and variances on a monthly basis.
Key Achievements
I started my employment at Mondi as Assistant Accountant in 2000 which I did for approx 10 months.
Mondi then went from being a local office within a National Structure to becoming a Regional office
covering the East of England. The Management Accountant was promoted to Area Finance Director
and I was appointed Management Accountant for our region.
LEARNING AND SKILLS COUNCIL, Peterborough,
Cambs
2002 - 2004
MONDI PACKAGING (UK) LTD, March, Cambs
2000 - 2002
