About Candidate

Education/Qualification

  • Part Qualified AACA
  • Part Qualified CIMA
  • 2023    Nottingham Trent University – BA (Hons) Accounting and Finance

Systems used

  • Microsoft Word and Excel
  • Pinnacle
  • Yardi

Career Summary

Most Recent Employer – Property management

Position – Accounts Assistant

Dates – August 2024 – February 2025

  • Bookkeeping
  • Raised ad hoc charges to properties
  • Invoice processing (Posting supplier invoices)
  • Executed weekly/ monthly payment runs
  • Calculate and raise monthly sales or rent invoices to clients
  • Credit control and arrears monitoring
  • Download bank statements and update bank activity daily
  • Delt with tenant /client queries
  • Updated KPI reports

Previous Employer – Car Dealer

Position – Accounts Assistant

Dates – July 2023 – August 2024

  • Operated on Pinnacle software (Cashbook, ledgers, vehicles)
  • Downloaded bank statements and posting transactions
  • Worked with management and assistant accountants by importing BACs payments to Bank accounts
  • Contact customers to verify bank details for payments and resolving issues
  • Allocated payments to invoices and downloading them for processing
  • Processed and imported Sales and Vehicle recharges
  • Day-to-Day bank reconciliation for bank accounts and cashbook
  • Distribute outstanding receipts using Blackline technology and Pinnacle software
  • Collaborate with sites to resolve any outstanding receipts from customers
  • Collaborate with the credit management team to address any outstanding vehicle receipts

Previous Employer – Work Experience

Position – Accountant and Bookkeeper (Shadowing)

Dates – January 2022 – February 2022

  • Shadowed the bookkeeper and accountant
  • Learned about company invoices, sales etc.
  • Learned the practical use of Accounts
  • Handled past documents and invoices for the company

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