Tracy Lewis

Summary

A qualified Accountant and a Financial Controller with over 20 years experience in the Banking, Insurance, Health, Retail, Technology and Education sectors. Tracy specialises in the provision of internal accounting services. 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.


Testimonial:

“The service provided by EFM is scaleable, and it’s an outsourcing solution so they provide expertise. Working with Tracy has given us a better handle on our finances; reporting, forecasting and financial management”.

Dez Derry, CEO & Founder, MMA Digital Group


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!

 

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