I have had varied experience during my career, having worked in a financial role for organisations in the public (social care) sector, private sector businesses, legal firms and also for a registered charity. My different roles have included cashier, payroll manager, accounts team leader, financial manager and financial accountant. I always enjoy tackling a new role and adding new knowledge as well as applying the expertise I gained in the past.
My role at Balfour+Manson brings together various aspects of my previous experience as I deal mainly with charity accounting and with financial management for our elderly and vulnerable clients operating under a power of attorney or guardianship order. I enjoy dealing with clients’ day to day financial administration, including arranging and paying for care, which can so often become a burden and a worry as they get older. I also review their financial position as a whole including income, expenditure, cash and assets to ensure that their finances are managed efficiently for their benefit and in line with their wishes as far as these are ascertainable. In this work I am mindful of the guidelines set out by the Office of the Public Guardian (OPG) and where a guardianship order is in place I account to the OPG directly for all transactions with the client’s estate.
Charity accounts, whether for a trust or company limited by guarantee, must be prepared in accordance with the guidelines laid down by OSCR (Office of the Scottish Charity Regulator) and in some cases in line with the Charities SORP (Statement of Recommended Practice) and submitted within a particular timescale.
ACCA (Association of Chartered Certified Accountants) – part qualified
AAT (Association of Accounting Technicians) – full member