Accounts Assistant

£28000 / year

About Candidate


  • 2021 AAT Level 3 – Blackburn College
  • 2017 10 GCSEs achieved including Maths and English – Darwen Vale High School

Systems used

  • Microsoft Word and Excel (V Look ups, Pivot Tables, Formulas)
  • Proclaim
  • Sage 50

Career Summary

Current Employer – Estate Agency

Position – Retail Accounts Assistant

Dates – February 2021 – Present

  • Worked in a sole role reporting to the CEO/CFO
  • Responsible for reconciling 35 bank accounts all in GBP
  • Processing between 30 and 150 invoices on a daily basis
  • Whilst working within Finance relating to the Retail industry, have been responsible for assets exceeding £15 million
  • Responsible for preparation of monthly payroll for around 100 staff members
  • Calculating Bonuses and commissions
  • Responsible for both Purchase Ledger/Sales Ledger and Credit control
  • Responsible for all end of year reporting
  • With this responsibility came my chance to refine skills with Sage, credit control, monthly invoicing, bank and credit card reconciliations, intercompany transaction reconciliations, payroll preparation, weekly reports for CEO review along with all aspects of the purchase and sales ledger
  • Whilst working here, have also been able to develop customer care skills and be able to find a resolution to a new array of concerns that customers may have which has also included concerns due to Coronavirus
  • Responsible for a number of different sites during the same period which has taught how to prioritise workload, organisational skills, data entry and a lot of determination

Previous Employer – Medical Clinic  

Position – Accounts Assistant

Dates – January 2018 – February 2021

  • Worked in a sole role reporting to the Managing Director
  • Responsible for processing around 15 Invoices a day
  • Responsible for Purchase Ledger and Sales Ledger
  • Gained experience with customer and supplier queries and accounts – This includes building a good rapport to develop mutually beneficial work relationships
  • Held Budget and finance meetings with the Directors
  • Responsible for Credit control, part of the role in which have hit targets that have been higher than they have ever been before and continue to increase each month
  • Negotiations with the customer was a big part of the role working credit control along with issuing claims with the courts and progressing this through to settlement
  • Responsible for Account reconciliation and month end accounts have also been a part of the role in which have assisted with
  • Have been presented with the member of the term award twice for exceeding targets and always giving best

Previous Employer – Hotel

Position – Waitress and Bar Staff

Dates – June 2017 – March 2018

Previous Employer – Farm

Position – Waitress / Café Assistant & Till Operator

Dates – August 2015 – August 2017

Previous Employer – Farm

Position – Animal Care Assistant

Dates – March 2015 – August 2016