Accounts / Audit Semi Senior

Education/Qualification

• CIMA Managerial Level (March 2013)
• CIMA Operational Level (November 2011)
• AAT Level 4 (January 2004)

Systems used

• Microsoft Word and Excel
• Xero
• Sage 50
• Quickbooks
• FreeAgent
• TaxCalc
• Iris

Career Summary

Current Employer – Practice – £1m

Position – Accounts & Audit Semi Senior

Dates – December 2023 – Present

• Working in a small accounting team and reporting to the Partners
• Manage a portfolio of 60+ clients, acting as main point of contact for accounts, tax and queries
• Prepare and review statutory accounts (FRS 102a/105) for SMEs up to £4m turnover
• Deliver management accounts and financial insights to c.40 clients
• Oversee VAT compliance across varied client base (manual and cloud records)
• Support and train junior staff, reviewing work and improving accuracy
• Assist with friendly society audits, contributing to audit assignments

Previous Employer – Accountancy  

Position – Accountant

Dates – November 2022 – September 2023

• Reviewed client bookkeeping records and prepared accurate VAT returns across a varied client base
• Processed monthly payroll for c.140 clients using BrightPay, ensuring accuracy and compliance with deadlines
• Prepared statutory accounts (FRS 102a & FRS 105) using TaxCalc for a range of SMEs
• Completed corporation tax and self-assessment returns in line with HMRC requirements

Previous Employer – Accountancy

Position – Bookkeeper / Accountant

Dates – April 2015 – July 2020

• Managed bookkeeping and VAT return for multiple clients using cloud-based accounting software
• Prepared year-end accounts and supporting tax computations for a range of clients
• Worked across a variety of cloud accounting platforms, including Xero, FreeAgent, QuickBooks and KashFlow

Previous Employer – Retailer  

Position – Cash Allocation Clerk

Dates – 2013 – 2015

• Managed a team of 6 across finance and administration, overseeing day-to-day workload, task allocation and support
• Oversaw month-end processes including reconciliations, ensuring accuracy and timely completion
• Liaised with auditors and HMRC, handling queries and supporting compliance requirements

Previous Employer – Manufacturer // T/O £3.6m

Position – Accounts / Admin Manager

Dates – 2007 – 2009

Previous Employer – Wholesale / Footwear // T/O 9.6m

Position – Accounts Assistant

Dates – 2005 – 2006

Previous Employer –  Logistics

Position – Accounts Administrator

Dates – 2005

Previous Employer – Hotel =

Position – Bar Supervisor

Dates – 2003 – 20058

Previous Employer – Accountants 

Position – Trainee Accountant Auditor

Dates – 1999 – 2003