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Fiona MOREAR, FCCA
fionarhodes@hotmail.co.uk
07973633446
A hardworking, self-motivated individual balancing financial expertise with excellent
communication skills and attention to detail. Proven ability to evaluate and implement new
business strategies whilst maintaining the daily business needs. Experienced in change
management, and a culture of continuous improvement. Takes pride in balancing a strong
financial management ethos with great customer expectations.
DATES: CURRENT EMPLOYMENT
Dec08 + The Riverside Group Ltd, Liverpool, UK (A nationwide UK Housing Association)
FINANCE MANAGER – Riverside Home Ownership (National leasehold management
division, managing services to over 3,500 properties and marketing new build sales for shared
ownership)
KEY ACHIEVEMENTS
• Set up best practice systems for financial compliance and increased output.
• Design and implementation of enhanced income model to aid strategic planning.
• Increased year on year surplus (profit) through new business and improved cost
management (£3M improvement over 3 years).
• Designed and delivered finance training to board and nationally to non-finance teams.
• Finance Director Awards – Finance team of the year – Finalist. 2 years running.
• Utilisation of property tribunal cases to minimise costs and maximise income.
• Top 10 Key Performance indicators all met or exceeded 3 years running.
• 1 of 10 managers selected and attended future leaders training programme.
• Design and implementation of restructures and reorganisations nationally.
KEY DUTIES
• Reporting to Riverside Home Ownership Director.
• Managing the RHO finance team.
• Production of management information for the management team, group directors and board
meetings.
• Forecasting, business planning and reporting through working closely with the operational
teams
• Reconciliation of balance sheet accounts
• Scheme accounts and budget production and audit including mixed tenure.
• Management of Client accounts.
• Insurance setting and charging to customers
• Management fee setting and charging to customers
• Responding to finance related customer enquiries and complaints
• Charging and negotiation with commercial customers
• Finance & Risk information relating to potential new business.
• Finance models for strategic decisions.
• Managing change.
• Day to day running of all finance functions.
• Providing financial information for customers and tribunals.
May06-Dec08 ACTING FINANCIAL CONTROLLER / FINANCE MANAGER – Lee Valley
Housing Association Ltd (Subsidiary of The Riverside Group Ltd, managing 3,000 social
needs housing properties in and around Belle Vale area of Liverpool)
KEY ACHIEVEMENTS
• Promoted from Finance Manager to Acting Financial Controller during period of restructure.
• Managed implementation to restructure Lee Valley Housing Association Ltd’s finance team in
to The Riverside Group Limited.
• Assisted in the board reporting to restructure Lee Valley Housing Association Ltd in to The
Riverside Group Ltd.
• Implemented financial reporting and reconciliations where required
• Successful claim against LCC for Asbestos works from financial information provided.
• 1 of 10 managers selected for future leaders training programme.
KEY DUTIES
• Managing the finance team & reception staff and rota. Balancing the needs of all
stakeholders ensuring effective and efficient delivery.
• Production of management information for the management team, group directors and board
meetings.
• Forecasting, business planning and reporting through working closely with the operational
teams
• Reconciliation of balance sheet accounts
• Treasury management
• Finance & Risk information
• Day to day running of all finance functions.
• Providing financial information for customers and local groups.
PREVIOUS FINANCE EMPLOYMENT
Jun03-May06 Alex Parker & Co Chartered Accountant, Lymm, Cheshire.
CHARTERED ACCOUNTANT
Jul01-Jun03 Cowgill Holloway Chartered Accountants, Bolton
AUDIT SENIOR
Oct99-Jul01 Martindale Kingham Chartered Accountants, St. Helens
ASSISTANT ACCOUNTANT
Aug97-Oct99 Abrams Ashton, St. Helens
JUNIOR ACCOUNTANT
STUDY & QUALIFICATIONS
PROFESSIONAL: Qualified Chartered Accountant - Member of the Association of Chartered
Certified Accounts (ACCA since 2002 – FCCA since 2007)
Institute of Leadership & Management (ILM) – Introductory certificate in first
line management
SCHOOL: 4 ‘A’Levels, 10 G.C.S.E.’s
COMPUTER: Microsoft Excel, Word and various Email systems.
Various accounting - SAGE, Quick Books, SUN, Vision & Cognos etc
Citrix and Capita’s Housing Management System – Academy.
OTHER INFORMATION
Car owner & full drivers licence.
References are available on request.

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Fiona_Morear_CV_July2015

  • 1. Fiona MOREAR, FCCA fionarhodes@hotmail.co.uk 07973633446 A hardworking, self-motivated individual balancing financial expertise with excellent communication skills and attention to detail. Proven ability to evaluate and implement new business strategies whilst maintaining the daily business needs. Experienced in change management, and a culture of continuous improvement. Takes pride in balancing a strong financial management ethos with great customer expectations. DATES: CURRENT EMPLOYMENT Dec08 + The Riverside Group Ltd, Liverpool, UK (A nationwide UK Housing Association) FINANCE MANAGER – Riverside Home Ownership (National leasehold management division, managing services to over 3,500 properties and marketing new build sales for shared ownership) KEY ACHIEVEMENTS • Set up best practice systems for financial compliance and increased output. • Design and implementation of enhanced income model to aid strategic planning. • Increased year on year surplus (profit) through new business and improved cost management (£3M improvement over 3 years). • Designed and delivered finance training to board and nationally to non-finance teams. • Finance Director Awards – Finance team of the year – Finalist. 2 years running. • Utilisation of property tribunal cases to minimise costs and maximise income. • Top 10 Key Performance indicators all met or exceeded 3 years running. • 1 of 10 managers selected and attended future leaders training programme. • Design and implementation of restructures and reorganisations nationally. KEY DUTIES • Reporting to Riverside Home Ownership Director. • Managing the RHO finance team. • Production of management information for the management team, group directors and board meetings. • Forecasting, business planning and reporting through working closely with the operational teams • Reconciliation of balance sheet accounts • Scheme accounts and budget production and audit including mixed tenure. • Management of Client accounts. • Insurance setting and charging to customers • Management fee setting and charging to customers • Responding to finance related customer enquiries and complaints • Charging and negotiation with commercial customers • Finance & Risk information relating to potential new business. • Finance models for strategic decisions. • Managing change. • Day to day running of all finance functions. • Providing financial information for customers and tribunals.
  • 2. May06-Dec08 ACTING FINANCIAL CONTROLLER / FINANCE MANAGER – Lee Valley Housing Association Ltd (Subsidiary of The Riverside Group Ltd, managing 3,000 social needs housing properties in and around Belle Vale area of Liverpool) KEY ACHIEVEMENTS • Promoted from Finance Manager to Acting Financial Controller during period of restructure. • Managed implementation to restructure Lee Valley Housing Association Ltd’s finance team in to The Riverside Group Limited. • Assisted in the board reporting to restructure Lee Valley Housing Association Ltd in to The Riverside Group Ltd. • Implemented financial reporting and reconciliations where required • Successful claim against LCC for Asbestos works from financial information provided. • 1 of 10 managers selected for future leaders training programme. KEY DUTIES • Managing the finance team & reception staff and rota. Balancing the needs of all stakeholders ensuring effective and efficient delivery. • Production of management information for the management team, group directors and board meetings. • Forecasting, business planning and reporting through working closely with the operational teams • Reconciliation of balance sheet accounts • Treasury management • Finance & Risk information • Day to day running of all finance functions. • Providing financial information for customers and local groups. PREVIOUS FINANCE EMPLOYMENT Jun03-May06 Alex Parker & Co Chartered Accountant, Lymm, Cheshire. CHARTERED ACCOUNTANT Jul01-Jun03 Cowgill Holloway Chartered Accountants, Bolton AUDIT SENIOR Oct99-Jul01 Martindale Kingham Chartered Accountants, St. Helens ASSISTANT ACCOUNTANT Aug97-Oct99 Abrams Ashton, St. Helens JUNIOR ACCOUNTANT STUDY & QUALIFICATIONS PROFESSIONAL: Qualified Chartered Accountant - Member of the Association of Chartered Certified Accounts (ACCA since 2002 – FCCA since 2007) Institute of Leadership & Management (ILM) – Introductory certificate in first line management SCHOOL: 4 ‘A’Levels, 10 G.C.S.E.’s COMPUTER: Microsoft Excel, Word and various Email systems. Various accounting - SAGE, Quick Books, SUN, Vision & Cognos etc Citrix and Capita’s Housing Management System – Academy. OTHER INFORMATION Car owner & full drivers licence. References are available on request.