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Caroline BweupeCB
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Caroline Bweupe

@carolinebweupe

Finance professional advising organisations through My Symphony Initiative on transparent financial systems, budgets, and donor compliance.

United Kingdom
Message

Through Independent / My Symphony Initiative, I advise organisations on building transparent financial systems, aligning budgets, and meeting donor compliance and grant management needs.

At The Institute of Psychoanalysis, I oversaw month-end and quarter-end close and prepared management accounts and variance reports for the CEO and Board of Trustees. I also completed quarterly UK VAT returns and coordinated year-end audit preparation with external auditors.

Across finance roles in the UK commercial and non-profit sectors, I’ve worked on budgeting, financial reporting, payroll, and audit preparation. At Cambridge Live Trust, I contributed to the transition to a paperless accounting model, and at Kayula Childhood Cancer Foundation I led financial strategy and presented financial statements to the Board of Directors.

Experience

Work history, roles, and key accomplishments

II
Current

Fundraising & Financial Consultant

Independent / My Symphony Initiative

Sep 2025 - Present (1 year 1 month)

Advise organisations on building transparent financial systems, budget alignment, donor compliance reporting, and grant management.

CK

Volunteer Finance Officer

Collaboration For Kids

Oct 2024 - Dec 2024 (2 months)

Supported the Head of Finance with month-end close, operational budgeting, and financial reporting for executive leadership. Served as key point of contact for external auditors, bankers, and third-party vendors to ensure compliance with UK charity finance laws.

TP

Management Accountant

The Institute of Psychoanalysis

Nov 2019 - Jul 2023 (3 years 8 months)

Oversaw month-end and quarter-end close processes, producing management accounts packages and variance reports for the CEO and Board of Trustees. Completed quarterly UK VAT returns and coordinated with external auditors for year-end close.

CT

Assistant Accountant

Cambridge Live Trust

Nov 2018 - Apr 2019 (5 months)

Processed customer and supplier invoicing using Exchequer accounting systems and performed routine month-end supplier reconciliations. Contributed to transitioning finance operations to a paperless accounting model, boosting record retrieval efficiency.

KF

Executive Director / Finance Lead

Kayula Childhood Cancer Foundation

Jul 2017 - Jan 2018 (6 months)

Led financial strategy, operational budgeting, and presented financial statements directly to the Board of Directors.

Education

Degrees, certifications, and relevant coursework

Association of Chartered Certified Accountants logoAA

Association of Chartered Certified Accountants

ACCA (Part-Qualified), Accounting

Part-qualified ACCA status, currently in progress.

University College London logoUL

University College London

Post Graduate Certificate in Education (PGCE), Education

2023 - 2024

Post Graduate Certificate in Education (PGCE) from University College London, completed in 2024.

University of Plymouth logoUP

University of Plymouth

BA (Hons), Accounting & Finance

2011 - 2014

Grade: First Class

First Class BA (Hons) in Accounting & Finance from the University of Plymouth, completed in 2014.

HC

Harrogate College

NVQ Level 3 AAT, Accounting

2002 - 2004

NVQ Level 3 AAT from Harrogate College, completed in 2004.

Tech stack

Software and tools used professionally

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