ACCA Finalist
About Candidate
Education/Qualification
- Ongoing ACCA – Finalist 2 papers left
- 2016 Manchester Metropolitan University – Ba Hons Accounting and Finance: First Class
- 2013 Loreto College – A Levels Achieved
- 2011 Stretford High school – 9 GCSEs Achieved, including Mathematics and English
Systems used
- Microsoft Word and Excel – Intermediate / Advanced
- Access Dimensions
- Cognos IBM / Drive
- Rev8 and V8
Career Summary
Most Recent Employer – Vehicle and Trailer Leasing
Position – Management Accountant (Contract)
Dates – September 2024 – March 2025
- Reported to the FD and FC – with dotted line reporting to Group
- Proactive management accounting and reporting service to the Commercial division, ensuring monthly management accounts are prepared in an accurate and timely manner in line with Group deadlines
- Reporting on profit performance monthly, explaining any variances vs comparators, and analysis to support understanding of performance
- Monthly Balance sheet and P and L review calls presented to senior management, where all risks and analysis highlighted and explained thoroughly
- Continuous improvement of processes and systems, streamlining procedures and the architect of numerous reports to improve the month end and finance function.
- Monthly accounting adjustments, including balance sheet reconciliations, accruals and prepayments, etc.
- Assisted with the audit and group reporting requirements
Previous Employer – Accountant
Position – Interim Management Accountant
Dates – August 2023 – June 2024
- Lead the full month end cycle, preparing full set of management accounts
- Revenue recognition and reporting for all region and divisions
- Analysed utilization and recovery of engineer’s time booked to jobs
- Provided detailed EBITDA reports with commentary and analysis for difference divisions
- Monthly accounting adjustments, including balance sheet reconciliations, accruals and prepayments, etc.
- Helped with migration of new ERP system, carrying out recs and extensive checks and report generating and building tools
- Improved previous methods of reporting, increasing efficiency in the team and building a more structured and streamlined method of reporting
Previous Employer – Wholesaler
Position – Management Accountant (Contract)
Dates – July 2022 – April 2023
- Monthly financial statements preparations, including balance sheet and P&L statements
- Carried out monthly accounting adjustments, including balance sheet reconciliations, accruals and prepayments, etc.
- Revenue recognition reports and variance analysis with commentaries
- Assisted with the production of year-end audit packs and statutory account
- Liaised with other departments to complete the budgeting process
- Evaluated and monitored financial information systems and recommending improvements where needed
Previous Employer – Business Management Services
Position – Accounts Assistant
Dates – February 2020 – May 2021
- Handling all sections of the balance sheet, including monthly accounting adjustments (accruals, prepayments, PPE, leases, etc) and monthly balance sheet reconciliations, including cashbooks journals and bank reconciliations
- Acted as main Finance contact for the admin / site expenses for 15 offices and leading the budgeting and forecasting for each office. Providing analysis of spend variances to the office managers and challenging office costs
- Monthly review of consultancy projects to aid the project completion cycle
- Liaising with project managers to report and review monthly consultancy revenue recognition
- Monthly reporting on deferred income by revenue recognition of subscriptions, reviewing movement and variances
- Producing of monthly management accounts for four Subsidiaries, with analysis of the P&L, reporting on variances between budgets
- Leading the budgeting and forecasting process for 15 sites
- Assisted with statutory fillings globally including financial statements and tax returns
Previous Employer – Risk Retention Group
Position – Accounts Assistant
Dates – February 2017 – July 2019
- Analysed financial information of businesses to be credit worthy and attain approval from management
- A variance analysis, on company’s creditors, ensuring the branches have not exceeded the credit limit
- Liaised with other departments to ensure the processing of daily internal and external payments and the processing of credit card receipts
- Worked with the financial reporting accountant assisting with the audit. Reconciling nominals and data capturing to be analysed and presented to auditors. Identifying items of tax relief in line with the accounting standards and applying the appropriate treatments
- Preparation monthly reports such as fuel analysis reports, consolidated accounts receivables reports, sales cut-off reports
- Bank, month end and balance sheet reconciliations
- Assisted with preparation of management accounts and producing a monthly consolidated summary of all the different branches across the group
- Administrated and maintained the company’s fuel card system
Previous Employer – Software Company
Position – Data cleanser / Accounts verifier
Dates – July 2016 – October 2016
- Analysed large amounts of data and accounts ensuring they are still viable
- Rand out over 100 accountancy practices per day explaining the future of the software and its advantages for their business
- Lead generating for the sales department
