AAT Part Qualified Accountant

£36000 / year

About Candidate



  • Currently studying AAT Level 4 
  • 2021 Certificate in Accounting – Bolton College
  • 2008 Scots Law LLB (Hons), University of Dundee
  • 2004 – HND Legal Services
  • 2004 – Highers English, Scotland
  • 2002 – 10 GCSEs Equivalents, Scotland

Systems used

  • Microsoft Word and Excel
  • Debt Manager
  • Visual files
  • Navision
  • Sage 50
  • Concur
  • Coupa
  • SAP

Career Summary

Current Employer – Service Provider

Position – Various Roles

Dates – August 2019 – Present

October 2022 – Present, RTR Accountant

  • Reporting to Finance Manager – within a small team of Accounts
  • Responsible for ensuring costs are appropriately allocated to UK Business Units / Managed Large Data Sets & Using Lookups to verify costs to a variety of Source Data
  • Prepare Cashbook Entries – Investigating & Resolving Unknown Items
  • Query Handling to UK Business Finance Colleagues
  • Preparing Cost Allocations / Accruals for Various Suppliers
  • Reconciling fortnightly Payroll Accounts
  • Calculate Accruals Accurate & Post on a timely basis
  • Prepare Month End Reconciliations – Ensuring Resolution of Reconciling Item
  • Prepare Analysis Costs / Balance Sheet Data to Support to UK Business Units
  • Review & Monitor Volume of Opens Transactions in Core Systems e.g. Concur, Coupa, Maximo, Saffron and Navision)
  • Prepare, update and review operating procedure documentation
  • Assist management to facilitate continuous process improvement and ensure tight cost control, supporting Lean initiatives and maintaining integrity of systems and data
  • Perform root cause analysis where issues are found at the end of the process
  • Adhere to UK and group accounting policies and procedures
  • Participate as required as a team member in other special projects
  • Carry out any other ad hoc duties, as and when required

August 2019 – October 2022 Senior Order to Cash Co-Ordinator

  • Reports to the Manager and the Head of OTC; is the Senior in a team where she informally supervises staff, deals with query resolution with team members, and monitors Team KPIs / formally deputises for manager in their absence
  • Responsible for Credit Control on Rebates (currently running at£8m)
  • Processing invoices and credit notes as detailed for divisions and processing monthly automatic invoices
  • Posts cash from bank and allocates to customer accounts and invoices
  • Works with the RTR and PTP teams to ensure all Cash Books are posted and updated
  • Provides first level support to Global Back Office in all aspects of their OTC activities
  • Responds to 2nd level escalations from internal finance stakeholders or external suppliers which cannot be resolved within Global Back Office, feeds back actions to Global Back Office through to resolution
  • Reviewing and monitoring volumes of “open” transactions in core systems
  • Monitors KPIs and feeds back risks and opportunities for improvement
  • Provides commentary and management information regarding status of key accounts and unallocated cash
  • Ensures Global back Office are updated on all group policies
  • Full ownership of queries and management of investigation including root cause analysis and suggestions to prevent reoccurrence
  • Assists management to facilitate and implement continuous improvement
  • Involved in KA/KT and writing process maps and works instructions for various divisions
  • Supports with statement reconciliations and audit queries
  • Carries out credit control for rebate accounts
  • Aiding Back Office with training and knowledge sharing

Previous Employer – Service Provider

Position – Senior Credit Controller

Dates – April 2018 – August 2019

  • Sole role Credit Controller reported directly to the Finance Director working with accounts on both Projects and Products sides
  • Project side of ledger was 80% of cash, only 15 customers and intense relationships to manage
  • Product side was 20% of cash with 200 customers who required tough management
  • Responsible for putting customers on stop, managed process throughout
  • Updated daily and weekly cash flow spreadsheets
  • Updated Aged Debtors Analysis
  • Allocated payments and monitored cash coming in from the bank
  • Contacted customers via telephone and email
  • Sent copy invoices, statements, PODs
  • Dealt with queries and escalated if required
  • Raised credits
  • Managed project invoices and maintained relationships with internal and external customers

Previous Employer – Service Provider

Position – Legal/Divisional Credit Controller

Dates – January 2015 – April 2018

  • Based in a team of eight and reported to the Credit Manager – Ledger consisted of various construction customers in the London area from sole traders to companies and cross border accounts
  • Part of the team that obtained QICM accreditation
  • Maximised and built relationships with each customer
  • Maximised cash collection
  • Released orders, after due reference to the customer account and other sources, in line with the company’s credit policy
  • Determined credit worthiness and risk of current and potential new accounts
  • Identified, actioned, and resolved customer queries
  • Ensured that each account was accurate and up to date and was in accordance with customer needs
  • Raised the profile of the department through participation in cross function and customer related activities, and suggestions for improvement and positive change within the department
  • Allocated remittances on an “ad hoc” basis when required by the OTC
  • Dealt with various legal agencies and the Court service

Previous Employer –  Solicitors

Position – Senior Litigation Executive

Dates – May 2013 – December 2014

  • Knowledge of issuing judgment against a defendant
  • Responding to correspondence from customers and 3rd parties
  • Knowledge of taking relevant enforcement action against a defendant to enforce the debt
  • Experience in instructing 3rd parties to enforce debt or to act on our behalf
  • Knowledge of the Charging Order processes
  • Making sure all instructions complied with company policy and met business needs
  • Knowledge of both Data Protection and Consumer Credit Act
  • Experience of dealing with various legal agencies and the Court service
  • Experience of keeping up to date with changes in the law
  • Daily, Monthly and Weekly reporting to senior management
  • Allocated case load to other executives
  • Held ‘surgeries’ with the Credit Control to discuss accounts
  • Advised clients of appropriate next actions
  • Worked with the Senior Lawyer and got a process manual in place

Previous Employer – Finance Company       

Position – Collections Advisor / Legal Recoveries Controller

Dates – August 2008 – May 2013

Collections Advisor

  • Assisted customers to bring their accounts up to date in a way that benefited both the company and the customer
  • Experience of dealing with both unsecured and secured finance
  • Gave advice and guidance to people struggling with their finances
  • Assisted Team Manager with a report on why accounts which less than 6 months are old have fallen behind
  • Lean involvement – along with the team completed the One Best Way for Modifications
  • Work based learning – new starts sitting on and listening in to calls
  • Flexible working within PPI complaints department – dealt with PPI mis-selling complaints and sent out letters advising the customer of the outcome of their complaint
  • Treating Customers Fairly champion for the whole of secured collections

Legal Recoveries Controller

  • Issuing judgment against a defendant
  • Responding to correspondence from customers and 3rd parties
  • Instructing 3rd parties to enforce debt
  • Knowledge of the Charging Order processes
  • Ensured all instructions complied with company policy and met business needs
  • Knowledge of both Data Protection and Consumer Credit Act
  • Dealing with various legal agencies and the court service