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

Related Candidates