AAT Qualified Bookkeeper
About Candidate
Education/Qualification
- 2024 – currently studying CIMA – self funded
- 2019 City & Guilds- Internal Business Controls, Internal Controls in Education and Business Finance Management
- 2015 AAT Qualified
- 2011 Stourbridge College – BTEC Business and AAT Level 1
- 2008 The Kingswinford School – GCSEs Achieved, including Mathematics and English
Systems used
- Excel including Lookups and Pivots
- Sage 50 / Sage 200
- SAP
- PSF Financials
- IRIS
- Word & Outlook
Career Summary
Candidate has completed a range of Temporary Assignments
Most Recent Employer – Education Centre – currently five schools within the Trust
Position – Finance Team Leader
Dates – February 2016 – January 2025
- Manages a team of two and reports to the Chief Finance Officer
- Responsible at year end for working on CFO’s requirements and is the direct contact for the external auditors – supplying statements and other documentation to the DFE and auditors
- Budgets – assists with building the annual budget and is responsible for the budget forecasting for the Trust and reforecasts from January of each year – sends reports out weekly to all relevant contacts including Head Teachers
- On a monthly basis responsible for Budget reporting, analyses and reviews Trading Accounts and prepares all the Bank reconciliations – liaising on a regular basis with banking contacts
- Collates information and presents this information to directors
- Prepares the VAT returns regularly
- Worked with Amazon on a Procurement System to reduce invoice processing time by creating a customised computer program for the business
- Regularly processes Invoices and Income
- Creates Sales Invoices and Statements
- Completes all BACS and faster payments /Allocates payments to the system
- Responsible for review of debt reduction/cost cutting
- Recently involved with implementing a new Finance system and a Contract Management System
Reason for Leaving: Candidate has bought a property in Manchester to move closer to family and can resign and move as soon as offered and accepted a new role
Previous Employer – Education & Training
Position – Finance Assistant
Dates – May 2015 – September 2016
- Based in a team of twelve and reported to the Finance Director
- Responsible across a range of accounting functions and processes – working with GDP and Euros on a regular basis
- Invoice processing
- Prepared VAT returns for the UK and Ireland
- Created payroll files
- Processed expenses / invoice processing
- Created tenders
- Chased suppliers
- Responsible for Petty Cash control
- Assisted with extra workload during implementation of a new Finance system
Previous Employer – Vehicle parts and accessories suppliers
Position – Purchase Ledger Clerk (Maternity Cover)
Dates – January 2013 – December 2013
