ACCA Qualified Management Accountant
About Candidate
Education/Qualification
- Part Qualified ACCA- 3 Exams remaining
- 2020 – BA(Hons) 2:1 Accounting & Financial Management – UCLAN
- 2017 – AAT Levels 2&3
- 2015 – 4 AS Levels – Runshaw College
- 2014 – 11 GCSEs including Maths & English
Systems used
- Excel – Lookups and Pivots
- SAP
- Sage
- Rev 8
- Word & Outlook
Career Summary
Current Employer – Automobiles Retailor
Position – Branch Accountant
Dates – November 2022 – Present
After one year at The Car Retailors, there was an opportunity at the Bolton Branch to become their Branch Accountant – management believed he would be a good fit.
- Production of the branches management accounts – oversee preparation and presentation of monthly management accounts for the branch, ensuring all financial data is accurate and aligned with company standard, adhering to internal deadlines.
- Balance sheet reconciliations – manage the full reconciliation process of the branches balance sheet, maintaining accuracy and resolving discrepancies in a timely manner. Working with management to ensure compliance with internal controls and external accounting standards.
- Variance analysis – conducting monthly in-depth analysis of variance between budget and actual performance, providing detailed explanations and insights for sales and aftersales management teams.
- Facilitate monthly accounts meetings with the Sales and Aftersales departments – highlighting any areas of concern and driving continuous improvement, to ensure profits are maximised and KPIs are achieved.
- Presenting at quarterly Director meetings and providing updates on performance (YTD vs budget) and actions taken to drive branch performance.
- Audit and compliance – assisted with internal audits, whereby team achieved an overall score of 98% compliant, demonstrating compliance to company standards and a successful approach to performance management.
- VAT returns – managed the preparation of quarterly VAT returns ensuring timely filing and full compliance with HMRC requirements.
- Cost control – lead cost control initiatives to manage the operating expenses of the branch, identifying opportunities for savings without compromising product and service quality. Providing regular reports on cost performance to senior branch management.
- Team leadership – lead and develop a team of 4 accounting staff, providing guidance, training, and performance management. Always ensuring a collaborative environment, ensuring effective team output, and supporting the team with career development and support to meet their objectives.
- Yearend analysis – managed the closing of year end finances ensuring all records are complete and accurate
- Create annual budget for the next financial year – communicating with branch management to prepare the annual budget to ensure the figures are realistic and achievable.
Previous Employer – Automobiles Retailor
Position – Graduate Accountant
Dates – September 2021 – November 2022
- Daily banking, consulting with customers underpayments or where a product consultant undertook a balance.
- Intercompany and supplier purchase ledger, invoice input, payments, and query resolution.
- Settling customers part-ex finance.
- Managing accounts email inbox for both Leyland and Shrewsbury.
- Assisted at Shrewsbury Branch as acting branch accountant, being first point of call where Shrewsbury’s finances were involved.
- 15- and 30-day forecasts for Shrewsbury Branch
- Production of Shrewsbury management accounts
- Training new employees at Shrewsbury Branch.
- Quarterly VAT return
- Consult with sales, aftersales and branch managers at Shrewsbury regarding the branches current financial position based on sale margins, sales volume and other key KPIs
Previous Employer – Grocery Store
Dates – September2018 – August 2021
Position – Purchase Ledger Analyst
Dates – September2020 – August 2021
Once graduated there was an opportunity in the finance department, at their head office. Learnt to deal with pressure in this role as it was essential that month end deadlines were met.
- Responsible for the weekly payment run ranging between £2,000,000-£6,000,000
- Dealing with a high volume of invoices in a fast-paced working environment ensuring plan and prioritise tasks.
- Responsible for managing and maintaining over 200 supplier accounts enhancing efficiencies and attention to detail
- Analysing purchase orders and ensuring stock has been received by liaising with the warehouse depot, retail stores, and distribution centres.
- Assisting with supplier reconciliations and helping to resolve invoice queries (internal and external) promptly to ensure invoices are paid in accordance with the agreed terms.
- Managing mailboxes to ensure supplier and stakeholder queries are resolved in a prompt manner
Position – Specialist Customer Service Assistant
Dates – September 2018 – September 2020
Previous Employer – Financial Services
Position – Purchase Ledger Assistant
Dates – March 2017 – June 2018
Previous Employer – Estate Agents
Dates – August 2015 – January 2017
Position – Accounts Assistant
Dates – August 2016 – January 2017
- Created pivot tables for aged debtors and aged creditors relating to residential
