Angelique Wooldridge
Cambridge,WKO
Summary
CAANZ Financial Professional with ten years of proven skills in managing routine and complex business accounting needs. Meticulous at keeping accounts current and accurate for compliant financial recordkeeping. I'm a well-organized, diligent, self manager. Proficient in delivering to various stakeholders and management levels. I've worked for Accountancy practices and in the Commercial sector in South Africa the United Kingdom and in New Zealand.
Overview
21
21
years of professional experience
Work History
Accounting Technician
Evans Doyle Ltd / Webb & Wood Ltd
01.2020 - Current
- Responsible for supporting a client base and promoting the business and the services of the business including taxation advice, preparation of financial statements and offering professional business advice to generate income where possible.
- Maintain an in-depth knowledge of assigned clients’ financial situations.
- Prepare Financial Statements for clients assigned.
- Prepare monthly, quarterly and annual profit and loss statements and balance sheets.
- Undertake review processes for Financial statements and GST returns prepared by others in the team
- Prepare Provisional Tax forecasts as required
- Prepare GST returns for clients
- Prepare FBT calculations as required
- Liaise with the IRD on client matters
- Prepare IRD applications such Employer registrations, GST, Business Cessations as required.
- Prepared payroll for multiple clients while ensuring compliance with statutory regulations.
- Input financial data and produce reports using Xero / MYOB.
- Effectively reconciling bank accounts and organizing information into accounting software.
- Reduce errors in financial statements by consistently reviewing and verifying data input and calculations.
- Provide general accounting and taxation advice to clients
Finance Business Planning & Development
Phillip Morris International
12.2009 - 08.2010
- Assisted in achieving optimal pricing strategy and sales forecast accuracy by monitoring and analyzing business KPIs, market trends, and consumer behaviour.
- Monitoring and report on business performance by providing business updates, industry reports, sales highlights, and other management reports as required.
- Provide periodic information necessary in monitoring progress and validation of projects/strategic plans that will serve as basis for business reviews with management.
- To manage business planning activities including, business forecasting, reporting and modelling
- Act as a strategic partner of other functions (i.e. Commercial) by providing data driven analyses and recommendations on business initiatives. This includes the financial evaluation (ROI, MC, pricing and volume) of proposed projects and new product launches (NPL).
- Responsible for maintaining market and competitive information system and database. This involves regular collection, classification and update of various information as well as identifying and managing internal and external sources of market and competitive information. (Pricing landscape in themarket and share of market).
- Reporting directly to the Financial Director for the UK, Channel Islands and Ireland
Supervisor Budget and Reporting
Phillip Morris International
09.2008 - 12.2009
- Managed the budgeting and reporting process for the UK, Ireland, and Channel Island Businesses while also overseeing rolling forecast functions.
- Manage and support preparation of the Budgets and Forecasts and control the accuracy of the data.
- Effectively collaborate with representatives from other internal departments across the organization to ensure completeness and accuracy of financial reporting.
- Conducted quarterly forecasting and reporting, comparing budgeted figures with actual performance and analyzing variances.
- Analyse cost variance and report cost drivers as part of quarterly reporting to the Group Finance Team.
- As a decision making tool, provide information and analysis prepared in accordance with ad hoc internal / external requests.
- Managed and developed the Finance Assistant.
- Reporting to the Company Financial Controller and Financial Director
Financial Accountant
Phillip Morris International
07.2007 - 09.2008
- Provide financial accounting support for the UK businesses, including ensuring the accuracy of the financial accounts of a number of UK entities and preparation of statutory accounts and Tax packs
- Ensure market adherence to PMI accounting policies and financial controls as well compliance with local accounting and statutory filing requirements
- Ensure completeness and reliability of books and maintain overall integrity of financial statements
- Perform local statutory close and prepare local financial statement
- Manage remote service delivery
- Review P&L and B/S delivered by SSC to ensure completeness of books
- Responds to ad-hoc financial inquiries by gathering, analyzing, summarizing, and interpreting data
- Supervise finance related services including tax, banking, etc
- Perform local gap close and prepare local financial statements
- Prepare the filling documentation for local authorities
- Liaison with local authorities and auditors
- Prepare financial documents for meetings with local authorities and auditors
- Cooperate with Financial Planner, SSC, Tax, Internal Controls, Regions to ensure company financial compliance and adherence to the PMI accounting policies and financial controls in market and legal entity level.
Assistant Practice Manager
Ferguson Kruse & Associates
03.2006 - 05.2007
- Management of daily office activities including scheduling and prioritising work to staff to meet all deadlines
- Supervision and management of all accounting staff
- Conducting monthly management meetings with clients
- Professional fees structuring and quotations
- Responsible for the full statutory function for the entire client base e.g registrations, monthly and annual returns, tax consultation and returns, payroll, monthly management accounts, processing books from source documents
- Tax consultation, financial planning and completing & submitting tax returns
Accountant
Ferguson Kruse & Associates
09.2004 - 02.2006
- Responsible for preparation of monthly accounts from source documents
- Keeping detailed working papers files on all clients
- Registration, completion and filing of all monthly and annual statutory returns
- Resolving tax disputes, completing and submitting tax returns for individuals and companies
- Running the payroll for various clients
Trainee Accountant
Austral Accounting
01.2004 - 08.2004
- Statutory registrations, completing and submitting monthly statutory returns
- Processing books from source documents to Trial Balance
- Payroll
Education
Accounting Technician
CAANZ
New Zealand08.2023
Certified Professional Accountant
SAIPA (South African Institute of Professional Accountants)
South Africa01.2007
BCOM - Financial Management
UNISA (University of South Africa)
South Africa01.2004
Skills
- Financial & Management Reporting
- Budgeting & Forecasting
- Financial Modelling & Analysis
- Training & Development
- Analytical Thinking
Itsystemsandsoftware
- Xero
- MYOB
- SAP
- Pastel Accounting
- Pastel Payroll
- Excel
- Word
Timeline
Accounting Technician
Evans Doyle Ltd / Webb & Wood Ltd
01.2020 - Current
Finance Business Planning & Development
Phillip Morris International
12.2009 - 08.2010
Supervisor Budget and Reporting
Phillip Morris International
09.2008 - 12.2009
Financial Accountant
Phillip Morris International
07.2007 - 09.2008
Assistant Practice Manager
Ferguson Kruse & Associates
03.2006 - 05.2007
Accountant
Ferguson Kruse & Associates
09.2004 - 02.2006
Trainee Accountant
Austral Accounting
01.2004 - 08.2004
Accounting Technician
CAANZ
Certified Professional Accountant
SAIPA (South African Institute of Professional Accountants)
BCOM - Financial Management
UNISA (University of South Africa)
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