About Candidate

Education/Qualification

  • 2024    ACCA – current Applied Skills – Financial Reporting and Audit Assurance
  • 2023    Sage Stream – Certificate in Payroll Administration
  • 2022    Level 5(NQF level 6) Diploma for Accounting Technicians
  • 2021    Level 4(NQF level 6) Certificate for Accounting Technicians
  • 2017    Firhouse Community College – Leaving Certificate: All honours, 463 points

Systems used

  • Excel – Intermediate / Advanced
  • MS GP
  • Sage
  • QuickBooks
  • Word & Outlook

Career Summary

Current Employer – Software

Position – Finance Assistant

Dates – August 2023 – Present

  • Works in a team of 6 – reports to the Accounts Receivable Team Lead
  • Raising invoices for more than 200 customers across the globe in various currencies whilst considering regional VAT treatments
  • Checking out multi-currency accounts for customer payments and posting them to accounting software (Microsoft GP)
  • Keeping track of customer invoices and maintaining communication with those outside the agreed payment term, escalating when necessary
  • Presenting the weekly collections report to management and directors, suggesting further actions
  • Preparing and finalizing the weekly billing and collections report, bad debt provision report and any ad hoc reports needed
  • Assisting in month end reporting, which includes the Accounts Receivable report, Blackline reconciliation, monthly sales invoicing report, and the billing report
  • Posting journals entries to Microsoft GP

Previous Employer – Financial Services

Position – Accounts Assistant

Dates – August 2022 – June 2023

  • Posted payments from customers across our three portfolios to ARM system
  • Uploaded Direct Debit files to bank accounts
  • Reconciled cash collections to bank statements across our three portfolios
  • Updated daily and weekly interest trackers to ensure interest posted correctly and posted adjustments where needed
  • Prepared and finalised month end reports
  • Set up and approved payments to beneficiaries
  • Responded to email queries from ASU team in a timely manner
  • Carried out tasks for mortgage servicing team
  • Ensured internal audits were up to date
  • Ad hoc duties

Previous Employer – Financial Services

Position – Collection Executive

Dates – September 2020 – July 2022

  • Took and made calls to customers of our clients
  • Responded to emails
  • Discussed and set up repayment options regarding outstanding balances
  • Took disputes and liaising with clients
  • Trained new call agents
  • Hit monthly collection targets set by management
  • Manually updated large volumes of accounts when required
  • Took and made calls to customers of our clients
  • Responded to emails
  • Discussed and set up repayment options regarding outstanding balances
  • Took disputes and liaised with clients
  • Trained new call agents
  • Hit monthly collection targets set by management
  • Manually updated large volumes of accounts when required

Previous Employer – Cinema

Position – Supervisor

Dates – August 2017 – July 2020

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