Analyst Practice
About Candidate
Education/Qualification
- 2023 Bright Network – Internship Financial Services and Consulting with PWC
- 2023 Digital Garage – Google Digital Marketing Qualification
- 2022 Sage Digital Financial Skills (AAT)
- 2021 Bright Network – Internship Audit and Tax with PWC
- 2021 Bright Network – Internship Consulting with PWC
- 2024 – Manchester Metropolitan University – Accounting and Finance (with placement year)
- 2020 Rochdale Sixth Form College – A Levels in Business Studies, Mathematics and Economics
- 2018 Hollingworth Academy – 7 GCSEs including Mathematics and English
Systems used
- Excel including Lookups / Pivots / Sums (completed advanced course)
- AURA
- Agresso
- Word & Outlook
Career Summary
Most Recent Employer – Accountants
Position – Audit Associate
Dates – September 2024 – June 2025
Worked with various teams on a variety of different clients to complete a range of tasks
- Navigated companies’ evidence gathering activities by using company system AURA
- Conversed with clients about any errors on their draft financial statements
- Reviewed audit-tie through notes and reconciled the clients’ workings and agreeing to prior year financial statements
- Tested samples of operating expenses and cost of sales expenses and reconciled to clients’ workings
- Ensured mathematical accuracy when comparing prior year figures and brought forward balances at beginning of financial year
- Planned the debrief for teams and planned a social in April for the whole Manchester team
Previous Employer – Council
Position – Finance Team
Dates – September 2022 – September 2023
Worked in a team in a sole role to complete a range of tasks in the Children’s Sector which are highlighted below
- Chased outstanding VAT payments not paid prior to end of March
- Ensured all SEN schools reconciliations were all balanced at year end
- Attended sessions helping teachers to prepare budgets for the new year
- Prepared the budget templates for the Head Teachers to use as guidance
- Used data validation for finding lists / created Pivot Tables and used slicers to filter out the specific data we needed
- Input Journals quickly and effectively into the system
- Searched and analysed invoices to see if in correct cost centre
- Uploaded external Payrolls for each school into the system
- Looked up SMP payments and uploaded correct amount
- Reconciled schools’ financial statements
- Helped prepare financial statements for the education sector –
- Copied and pasted each invoice on to the correct spreadsheet
- Filtered by cost centre and whether it was pre 16 or post 16
- Checked the amounts balanced to what was on the invoice
- Posted the amount on to the reconciliation
- Balanced the reconciliation back to zero
- Handled year end accruals to outstanding creditors
