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Penny - Financial Analyst - Worcester, England, UK

Lucie Penny

Worcester, England, UK


Financial Analyst

Work History

Sales Analyst

Manufacturing Company

March 2013 - September 2013


o Design financial models to assist nation-wide profitability review of merchants.
o Identify trends, research product sales and variables across multiple regions.
o Analyse daily sales reports
o Run monthly and ad-hoc reports to calculate rebates for processing

Project Accountant

Mainstay Residential

December 2008 - March 2013


Monthly tasks;
o Management Fee and Cash-flow Forecasts. Slippage and Risk analysis
o Maintenance of the company's portfolio database involving meeting managers
o Responsible for key projects significant to income into the business
o Reporting to board directors Key Performance Indicators and Exception reporting

Daily / Frequent Responsibilities;
o Supervise two financial teams - 8x staff in total
o Responsible for cashier function
o Large volume transactions, various income methods
o Ensure timely reconciliation by teams for over 800 client bank accounts
o Maintain central clearing accounts
o Supervise and assist senior with issuing demands to over 30,000 leaseholders
o Lead and assist with projects to ensure efficiencies. Implement procedures
o Maintain system maintenance of banking software and improvements

Financial Administration Supervisor

Mainstay Residential

August 2006 - December 2008


o Supervise finance function of six staff across six schemes with income circa £14m
o Maintain tenant and client records, credit control and referral for debt recovery
o Client Payments, and Client Reporting of arrears and payments
o Prioritise team objectives, implement procedures, assist with projects

Finance Administrator

Mainstay Residential

November 2004 - August 2006

(& Debt Collection, Tenanted and Student Divisions)

o Cashiering and bank reconciliations
o Customer contact regards rents, service charges and renewal
o Credit control, legal referral involving written and telephone communication

Cashier / Accountancy Assistant

Agency Temp

July 2004 - November 2004

o Bank reconciliation, Petty cash and reporting

Accountancy Assistant

Malvern Hills District Council

July 2003 - July 2004

o Assist

February 2002 - July 2003

in centralisation and processing of Creditor and Debtor invoices
o Administration and postal duties, Maintain records for salaries and wages

Evening and Part

Working within a restaurant for 2 years and bar work for 5 years, in addition to my full time employment has allowed me to develop my customer service skills and appreciation of the importance of financial accuracy.

Qualifications & Certifications


Worcester College of Technology

Business Administration

Institute of Residential Property Management


Dyson Perrins High School

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