Professional Consulting

Samantha Robinson

Business Consultant

Built on expertise, driven by intention. Professional consulting defined by clarity, technical precisions, and a commitment to sustainable solutions

Prince2 7 Practitioner
Project Management
Business Intelligence
AAT Level 2

About

Built for businesses that need more than a fixer

"Rooted in Real Expertise — that organisations navigating complexity deserve clarity, not confusion. Every engagement I take on is personal, precise, and purposeful."

SR Consultancy was designed to solve the challenge of fragmented operations. I step in as a strategic partner to manage the moving parts, from rigorous financial tracking to meticulous project governance, ensuring your back-office functions are as ambitious as your goals.

I thrive under pressure and take initiative to drive projects forward. With a solid foundation in project management and document control, I apply PRINCE2 methodologies to enhance collaboration and deliver efficiency gains across every project I work on. My expertise in Microsoft Projects, Power BI, Teams, and SharePoint keeps communication seamless and workflows running smoothly — both within teams and across the wider business.

Before moving into project management, I built my career as a Bookkeeper and Client Account Manager, mastering tools like Sage and QuickBooks to deliver meticulous financial oversight across a range of industries. That background gave me something I carry into everything I do: an uncompromising attention to detail and a commitment to accuracy.

What I Do

Services

📋

Project Management

End-to-end project governance using PRINCE2 7 methodology. From initiation through delivery, I bring structure, accountability, and clarity — ensuring milestones are met and stakeholders stay aligned.

PowerBI & SharePoint

Transforming raw data into meaningful insights. Dashboards, reports, and analytical frameworks that empower better decision-making across your organisation.

🎯

Project Support

Dedicated project support services that keep your teams moving — scheduling, risk tracking, reporting, and coordination so nothing falls through the cracks.

📊

Business Process Improvement

Better processes lead to better experiences. I streamline your internal workflows so your team can spend less time on 'busy work' and more time on high-value tasks. By removing friction from your operations.

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Document Control

Robust document management systems that ensure version control, compliance, and easy retrieval — keeping your critical information organised and audit-ready.

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Finance

Meticulous financial oversight and administrative efficiency grounded in AAT Level 2 accounting practice. Budget tracking, cost control, and process administration delivered with care.

Capabilities

Skills that deliver results

Prince2 Methodology
Risk Management
Financial Reporting
Stakeholder Management
Process Mapping
Data Analytics
Budget Control
Bookkeeping
Xero & QuickBooks
Sage 50
PowerBI
SharePoint
Compliance & Governance
Change Management
Microsoft Projects

Credentials

Qualifications

Prince2
Project Management

PRINCE2® 7 Practitioner

The globally recognised PRINCE2 7 Practitioner certification demonstrates advanced competency in structured project management. This qualification equips SR Consultancy to manage projects of all scales with rigour, adaptability, and proven best-practice methodology.

Certified
Practitioner Level
Version 7
AAT
Finance

AAT Level 2

The Association of Accounting Technicians (AAT) Level 2 qualification underpins SR Consultancy's financial services. It covers bookkeeping, accounting principles, and financial administration — ensuring every finance engagement is grounded in professional standards.

AAT Acredited
Accounting Fundamentals
Sage
Finance

Sage 50 Cloud Accounts: Certified User Level 3

Advanced Sage 50 Cloud expertise enabling meticulous financial oversight, reporting, and cloud-based accounting workflows for businesses of all sizes.

Sage Accredited
Level 3 Certified
Cloud

Background

Previous Experience

A track record of delivering structure, accountability, and clarity across projects of all scales.

PM
Recent
UK

Project Manager

  • Directed the end-to-end execution of the project, ensuring structural integrity and aesthetic alignment with client specifications.
  • Managed project budget consistently achieving cost reduction through strategic vendor negotiations and waste minimisation.
  • Identified and mitigated complex issues.
Project Management
Finance
JPM
prior
UK

Junior Project Manager

Experience as Junior Project Manager allowed me to manage projects of all scales with rigour, adaptability, using proven best-practice methodology — from planning and risk management through to governance and stakeholder communication.

  • Maintaining accurate and up-to-date program documentation and records.
  • Communicating with stakeholders to provide updates and gather necessary information.
  • Supporting the preparation of reports, presentations, and other programme materials.
  • Coordinating meetings, workshops, and events related to the programme.
  • Performing other administrative tasks as required to support programme operations.
Project Management
Practitioner Level
APM
Prior
UK

Assistant Project Manager & Document Control Lead

Responsible for managing and overseeing own projects from bid through to completion, alongside supporting Senior Project Managers on schemes up to £6 million.

  • Managing and overseeing own projects from bid through to project completion on smaller projects.
  • Successfully supporting the Senior Project Managers on projects from bid through to project completion on large scale projects.
  • Successfully integrating Microsoft tools such as SharePoint, Teams, and Power BI to enhance real-time tracking and retrieval system, minimising retrieval time.
  • Revamping project reporting systems, integrating Power BI dashboards across all projects, providing real-time analytics and improving decision-making.
Project Management
Document Control
PowerBI
FA
Prior
UK

Finance Assistant

Assisting the Finance Manager with a range of accounting procedures.

  • Processing and auditing credit card payments, invoices, and purchase orders — identifying trends and discrepancies.
  • Reconciling and auditing financial transactions, including VAT audits. Ensuring compliance with company policies and HMRC to improve accuracy.
Bookkeeping
Xero
Wise
BK
Prior
UK

Bookkeeper

Managed business accounts for various companies including wholesalers, electricians, sporting events companies, and software developers.

  • Utilising diverse accounting software systems such as Sage 50, QuickBooks, Xero, and Receipt Bank to meet varied client needs.
  • Conducting bank reconciliation, invoicing, supplier payments, cash accounting, credit control, payroll, VAT returns, and general administration.
Bookkeeping
Xero
QuickBooks
Sage 50

Ready to bring clarity to your operations?

Whether you need project management support, financial administration, or a complete business process review — let's start a conversation.

📍
Location
Felpham, West Sussex
🕐
Response Time
Within 24 Hhours
Send a message