ACA Qualified
About Candidate
Education/Qualification
- ACA Qualified
- CTA Qualified
- AAT Level 2 – 4
- 2015 Clitheroe Royal Grammer Sixth Form – 5 A Levels including Mathematics and English
- 2013 St.Augustine’s Roman Catholic High School – 11 GCSEs including Mathematics and English
Systems used
- Microsoft Word and Excel
- IRIS
- Xero
- SAGE 50
- SAGE 200
- QuickBooks
Career Summary
Current Employer – Accountant
Position – Assistant Manager/Audit Manager
Dates – 2015 – Present
Audit of the financial statements of businesses ranging in size up to £215m turnover. I have gained a breadth of experience and skills
- Involvement in the planning, completion and audit fieldwork of businesses and leading a small team which involves managing and assigning tasks, training and reviewing work
- Investigating, understanding and scrutinising business systems and controls to identify deficiencies and make recommendations to senior management
- Ensuring compliance with accounting standards and disclosure requirements in accordance with UK GAAP, including determining the correct accounting treatment for complex financial reporting issues
- Challenging those charged with governance on the correct financial reporting treatment of complex issues
- Analytical review of the financial statements to highlight areas of increased risk and seeking explanations for any significant variances or inconsistencies
- Audit of the financial statements of a not-for-profit organisation which involves fund accounting and ensuring compliance with the SORP
- Implementation of a new paperless audit working papers system and migration on to the MyWorkpapers audit platform
- Preparation of annual financial statements for a range of limited companies, partnerships, sole traders and LLPs
- Managing and overseeing a small team of 6 members of staff on a day-to-day basis
- Designated ‘CCH Champion’ leading the migration over to the new CCH accounting and practice management system in the Preston office
- Tax compliance work including the preparation and submission of corporation tax returns, self-assessment tax returns and quarterly VAT returns
- Preparation of monthly management accounts for several clients
- Meeting filing deadlines, client deadlines and the ability to work under pressure.
- Liaising with HMRC on behalf of clients
- Implementation and training on accounting systems, software and processes across a range of client businesses
- Experience in using various bookkeeping and accountancy software packages including IRIS, CCH, Xero, SAGE 50, SAGE 200 and Quickbooks
