
AAT Part Qualified
About Candidate
Education/Qualification
- 2024 Wigan and Leigh College – AAT Level 2 Certificate in Accounting
- 2024 Wigan and Leigh College – AAT Level 3 Diploma in Accounting
- 2023 Advance Performance – Leadership Development Training Programme
- 2004 The Park School – 5 GCSEs Achieved, including Mathematics and English
Systems used
- Excel – Lookups / Pivots / Sums
- MS Dynamics AX, MSD Cloud Based, MS Dynamics – Navision
- Subsystems: Coupa / Concur / Maximo / Tradex
- SAP
- Word & Outlook
About
- Has worked with MS Dynamics AX, MSD Cloud Based, MS Dynamics – Navision
- Familiar with General Ledger processing, Bank reconciliations, Cash postings, Costs Reporting
- Worked with Dashboards and Excel
- Trained team members
- At MJ Murphy supported new Service Centre – installation of MSD 365 – UAT, analysing, checking imports and reconciliations
Career Summary
Current Employer –Small Marketing Company in Knutsford
Position – Accountant – Assignment
Dates – April 2025 – ongoing
- Reports to the Finance Manager and is working through aged information – outstanding invoices / misallocations / unpaid bills
Previous Employer – Facilities Management Business (multi-million-pound turnover)
Position – RTR Accountant
Dates – February 2023 – February 2025
- Reported to the RTR Team Leader and based in a team of sixteen staff
- Posting monthly cost apportionment journals, investigating and resolving any discrepancies
- Calculating and posting monthly accruals
- Monthly Balance Sheet reconciliations, investigating and resolving any discrepancies
- Managing and analysing large data sets using Excel, Vlookups, Pivot Tables and Macros
- Reporting spends and costs to relevant Business Units, to assist with budget management and financial position reporting
- Continuous improvement, recommending changes to make processes leaner
- Testing and implementing changes according to business change procedures
- Writing, reviewing, and updating Standard Operating Procedures
- Preparing and posting Cashbook entries
- Daily, weekly, and monthly bank reconciliations according to the relevant schedule per account
- Testing, onboarding, and implementing new bank accounts and Balance Sheets, as well as providing training to the wider team
- Investigating issues relating to both BAU and project processes, RCA, and risk analysis
Previous Employer – Facilities Management Business
Position – Senior PTP Cash & Payments Associate
Dates – October 2020 – February 2023
- Reported to the Cash and Payments Team Leader
- Worked on the unallocated cash Project Team, as well as assisting with the management of the BAU Payments Team
- Management of resource and distribution of workload to the Cash and Payments Team
- Led daily team calls and regular training sessions
- Provided support and guidance to the Cash and Payments Team, and other internal departments
- First POC on the escalation route for cash and payments issues
- Reviewed paperwork for Bacs and manual payments
- Investigated issues – RCA, and risk analysis
- Wrote, reviewed, and updated Standard Operating Procedures, Process Mapping, and other internal business policies
- Regular reporting and analysis on debit balances, unallocated cash and PTP debit items
- Collated and verified data for the monthly and quarterly write-off exercises
- Liaised with other departments to support the Finance Improvement Programme
- Ensured the business adhered to payments policies and controls
- Manual bank transaction postings such as direct debit payments, failed payments, and supplier refunds
- Investigated and resolved payment queries, including debit balances, unallocated payments/refunds, and bank ledger corrections
Previous Employer – Construction (t/o circa £1.4bn)
Position – Accounts Payable Specialist
Dates – April 2018 – June 2020
- Worked in the Payments Team, raising and processing payments
- Assisted in the implementation of new finance software
- Processed regular supplier and subcontractor BACs payments according to strict deadlines
- Processed manual one-off payments, urgent payments, HMRC payments, pension payments and payroll advance payments
- Processed credit card/virtual card payments where appropriate
- Investigated and rectified discrepancies between payment proposals and aged creditors reports
- Manual bank transaction postings such as direct debit payments, failed payments, and supplier refunds
- Regular reporting on aged creditors and payment volumes
- Statement reconciliations against supplier statements and ledgers
Previous Employer – Business to Business Service
Position – Various roles
Dates – October 2015 – April 2018
Position – Accounts Payable Helpdesk Team Leader
Dates – February 2018 – April 2018
- Managed and supervised the Accounts Payable Helpdesk, which is the first port of call for supplier queries/issues
- Assessed and prioritised team workload based on team capacity and skillset
- Ensured the team could respond to email queries within one working day
- Provided support and motivation to the team
- Prioritised client queries from the designated hotline inboxes
- Dealt with escalations
- Collated and recorded data for weekly KPI reporting
- Reviewed and updated Standard Operating Procedures and Process Mapping
- Authorised payment terms and processing credit applications
- Maintained good working relationships with other colleagues within Head Office and sites
Position – Accounts Payable Clerk
Dates – October 2015 – February 2018
- Part of a busy Accounts Payable Team as both a Query Clerk and Invoice Processor
- Frequently outperformed invoice logging targets whilst being responsible for own accounts / awarded employee of the month April 2016 & June 2017
- Providing cover for the Team Leader and other colleagues
- Provided training, support, and assistance to new and existing colleagues within the team
- Used Excel to reconcile large accounts with Vlookups and Pivot Tables
- Used SAP frequently to perform a variety of tasks including resolving invoice queries, prepared payments, and reconciling accounts