About Candidate

Education/Qualification

  • ACCA – Part Qualified – 3 exams sat – self funded
  • 2020    Keele University – BA Accounting and Finance with International
  • 2016    Cheadle Hulme School – 4 A Levels Achieved, and 9 GCSEs Achieved, including Mathematics and English

Systems used

  • Microsoft Word and Excel – Intermediate
  • Xero
  • Sage Line 30
  • ApprovalMax and Rapport3 software packages

Career Summary

Current Employer – Construction / Tarmac

Position – Accounts Assistant

Dates – February 2025 – Present

This candidate has quickly realised that the has made a mistake joining this company – they would like to return to a professional office-based role

Previous Employer – UK based Renovations / New Build / Project

Position – Finance Assistant

Dates – November 2021 – December 2024

Reported to the Finance Controller – worked as part of a team of 2 people

Assisted with elements of Financial and Management Accounting tasks.

  • Assisted with Journal Preparation
  • Update of Cash Flow
  • Assisted with Input / Update across Balance Sheet
  • Assisted with Bank Reconciliations – ongoing
  • Supported Monthly and Quarterly Financial reporting process

Sales Ledger / Purchase Ledger

  • Tasked with manually drafting and sending out 150+ invoices a month to Clients equating to £1.5m
  • In charge of ensuring Engineers provided correct and timely information for Invoicing
  • Responded to external queries quickly and with precision to ensure timely Payment of Invoices
  • Co-ordinated the upload and assigning of Timesheets to the project system Rapport3
  • Updated for Month End
  • Code / Batch and Post of Invoices
  • Processed and ran Payment runs for Employee Expenses 
  • Reconciling the Credit Card Accounts and assigning the items against the correct nominals, while also chasing the card owners for receipts when necessary

Credit Control

  • Chased overdue Invoices daily for Payment, and rectified any issues that came up
  • Created a Debtors list to be shared across the team, to allow for communication when multiple people were chasing
  • Ensured the Collection process was followed
  • Assisted with Reconciling Month End Accounts

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