Accounts / Cash Control

Education/Qualification

• 2023 – University of Salford – BSc – Accounting and Finance – First Class
• 2020 – A-Levels- Rochdale Sixth Form College – BTEC Business
• 2018 – GCSE results – Falinge Park High School – 9 GCSE at 9-4 – including Maths, English and Science

Systems used

• Sage 50
• Excel
• CRM systems
• Word, PowerPoint & Outlook

Current Employer – Sports Fashion Retailer (Various roles from April 2023 – Present)

Position – Finance Service Assistant

Dates – June 2024 – Present

• Reports to Transactions Team Leader – works in a fast paced and target driven role and business
• Processing Accounts and Financial information- compile and organize financial data into relevant accounts Processing 400 transactions daily to ensure 100% accuracy in coding and VAT recovery
• Maintaining 100% policy compliance in submissions
• Recharge personal and out of policy spend as required and Undertake payments using virtual Barclay card. Generating and delivering 50 reports to HOD per month, with an accuracy rate of 100%
• Creating Payments on various banking platforms ensuring a 100% timely execution rate
• Paying Invoices off and making sure enough cash flow in each account
• Check VAT compliance and policy compliance and Supporting employees on expense queries and system guidance and provide support to employee out of pocket expenses using Core HR
• Reviewing foreign petty cash requests and issue cash to employees. Ensure policy is followed and paperwork / receipts / cash is returned at the end of the trip.

Position – Finance Cash Controller

Dates – August 2023 – June 2024

• Handled and processed 25 invoices daily, verifying accuracy and entering them into the accounting system, contributing to 30% improvement in payment processing speed and error reduction
•  Record journal entries to adjust financial transactions and maintain accurate accounting records
• Comparing financial records to ensure consistency and accuracy, identifying and resolving any discrepancies ensuring 100% accuracy with reports and bank
• Support the month-end process
• Assisted in preparing financial statements and reports at the end of each month, ensuring timely and accurate closing procedures
• Supporting the senior staff and directors as required
• Completed tasks as assigned to support overall financial operations reducing the time required for task completion by 40%

Position – Customer Care Advisor

Dates – April 2023 – August 2023

• Achieved an average wrap time of 2 minutes, with 80% of calls under the 10-minute target
• Resolved 75% of customer issues on the first contact, maintaining a 90% satisfaction rate resulting in 10% reduction in customer complaints/repeat calls
• Contributed to team KPIs by achieving 85% of the target. This included meeting goals, like first-call resolution rate, customer satisfaction scores
• Maintained a 100% compliance rate with all company policies and regulatory requirements, with zero incidents of non-compliance
• Successfully managed 11 systems simultaneously, completing tasks with an efficiency rate of 85% while minimizing errors and delays

Previous Employer – Financial Organisations and Institutions

Position – NHS Call Handler

Dates – May 2021 – September 2021