Tracy Lewis

Summary

A qualified Accountant and a Finance Director with over 15 years experience in the Banking, Insurance, Health, Retail, Technology and Education sectors. Working with SMEs, Tracy has been actively involved in financial accounts, VAT, payroll, budgets, forecasting and management accounts.

She has also managed financial departments, linking budgets to strategic plans and ensuring accurate allocation of expenses.


Experience

A qualified Accountant with over 15 years post-qualification experience in the Banking, Insurance, Health, Retail, Technology and Education sectors.

Highly experienced with SMEs, Tracy is expert in financial accounts, VAT, payroll, budgets, forecasting and management accounts, linking budgets to strategic plans and ensuring accurate allocation of expenses.


Case Study

SECTOR:

Membership Organisation; not-for-profit; £20m turnover

CONCERN:

The organisation had a business plan, but performance was not monitored, particularly when it was upgrading its premises. All managers were struggling to understand the management accounts and more importantly, monitor their performance in line with the business plan.

BACKGROUND:

A membership organisation, steeped in history and retaining its ‘club’ style, both in terms of business and financial control. The organisation had a healthy cash flow – that allowed for the capital expenditure on the upgrade of the premises and it to over-run!

CHALLENGE:

To modify the culture of the organisation from that of a club – with a relaxed attitude to spending controls – to one that was more professional and planned in approach – in line with its new business plan. There was no real financial direction, and the managers needed support in this transition – particularly the Facilities Manager (FM) who tended to manage individual projects, rather than track his annual finances.

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