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Portia McKenzie - Finance Assistant
Telephone
0117 926 9022

Portia McKenzie MAAT

Finance Assistant

  • Efficient processing of client benefits
  • Qualified member of the Association of Accounting Technicians (MAAT)
  • Worked with a number of Bristol-based companies

Expertise & specialisms

  • Finance
  • Client relations
  • UK taxation

Portia is a key part of our finance team. She is AAT qualified and is studying towards a CIMA qualification (Chartered Institute of Management Accountants).

Prior to joining ForrestBrown in 2018, Portia gained invaluable finance experience within a range of sectors, including facilities management firms, recruitment companies and a diving instructing business.

In her current role, she works with our clients, suppliers and internal teams. One of her biggest drivers at the business is seeing clients’ excitement when they secure R&D funding –  particularly since Portia is often able to share the funds with them within 24 hours of receiving it from HMRC.

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