AAT Qualified Accounts Assistant

Education/Qualification

• AAT Level 4 Qualified
• Urmston Grammer School – A Levels in Mathematics, Chemistry and Biology
• 11 GCSEs including Mathematics and English

Systems used

• Microsoft Word and Excel – including V Lookups
• Job Logic
• ERP Systems
• Google Sheets
• Knowledge of Xero / Accounts IQ
• SAP

Career Summary

Most Recent Employer – Technical Facilities Management (TO c £15m)

Position – Accounts Assistant

Dates – September 2021 – October 2024

• Reported to a Finance Controller – worked as part of a Team
• Worked assist with Month End processes in the last 6 months of his time at Thermatic
• Sole responsibility for Reconciliation and processing of Credit Cards and Expenses across 7 Group entities
• Also had sole responsibility for Bank Reconciliations also across 7 entities including reporting to Shareholders
• Worked across Accounts Payable – including Invoices / Payments and Month End
• Assisted with Accruals, Prepayments and Reconciliations – successfully led an Accruals Reconciliation Project
• Managed Payroll timesheets for 100+ Engineers monthly including dispute resolution
• Responsible for Fixed Asset Register – including Depreciation
• Worked on a Project to mitigate from Xero to Accounts IQ

Previous Employer – Unpaid Freelance Work

Position – Accounting

Dates – May 2022 – Present

Assisting family and friends with their businesses and personal income tax returns

Previous Employer – Chemical Suppliers

Position – Accounts Assistant

Dates – April 2019 – September 2021

• Credit Cards and Expenses across 4 entities
• Responsible for Bank Reconciliations – UK across Group
• Assisted with Accounts Payable including Invoice Posting, Payment Posting
• Assisted in company-wide transition to SAP system