Assistant Management Accountant

£32000 / year

About Candidate


  • 2017 AAT Level 3
  • 2017 Completed year 1 AS Level in Business – awarded Grade A – Oldham College
  • 2016 AAT Level 2 Passed
  • 2016 11 GCSE’s achieved including Maths and English

Systems used

  • Microsoft Word and Excel – including Vlookups and Pivot Tables
  • Sage 50
  • SAP

Career Summary

Current Employer – Educational Institution

Position – Assistant Management Accountant

Dates – March 2021 – Present

  • Day to day jobs include analysis of income and balance sheets alongside meetings with borrowers to discuss trading performance and ability to pay the loan in the future

In October 2020 started a Personal Training course, however Covid-19 Lockdown meant this came to an end

Previous Employer – Manufacturer

Position – Finance / Accounts Assistant

Dates – September 2018 – September 2020

  • Based in a Team of fourteen and reported to the Commercial / Site Accountant – has also worked closely with the Financial Controller and Finance Director
  • Covered across Purchase and Sales Ledger – accurate processing of Invoices
  • Responsible for producing the Annual Budget alongside the Commercial Accountant – produced Gross Margin / Sales Report sand would review previous years spend / sales
  • Produced a weekly efficiency report for the Senior Management meeting – has also presented in the Commercial Accountants absence
  • Updated the Asset Register monthly – produced / printed all reports in SAP and ensured old assets had been depreciated and added in new ones
  • Produced Nominal Reports for Managers across the business – these could be across Specific Customer Sales or by distribution centre
  • Produced weekly Labour/Payroll costs and analysed / investigated and large variations to budget
  • Produced monthly manufacturing Costing -investigated any large variances

Previous Employer – Accountants

Position – Trainee Accountant

Dates – August 2017 – August 2018

  • Reported to 4 Partners – working in the Practice has give a great insight into Accounts Preparation and Finance
  • Extensive use of Sage 50 / Excel and Word
  • Worked to prepare Year End Accounts for Sole Traders / Partnerships and Limited Companies
  • Worked to build and maintain strong Client relationships
  • Worked to prepare Clients Income Statements / Bank Account Reconciliations and Expense Reconciliations / Loan Accounts and Assets / Rental Income
  • Prepared a clear Statement of monies in and out of the Clients business
  • Assisted with preparation of Trial Balance – including Journals
  • Preparation of Tax Returns – Capital Gains and Corporation Tax / HMRC submissions including VAT and PAYE
  • Assist with preparation of Payroll Data and Analysis
  • Prepare Profit and Loss review
  • Ad hoc duties as required

Previous Employer – Supplier   

Position – Finance Assistant

Dates – July 2016 – August 2017

  • Reported to the Directors worked to assist with preparation of element of Financial and Management Accounts
  • Responsible for weekly Credit Control duties across aged / current debt – values ranged between £200 – up to £40,000
  • Produced a weekly aged debtor report and chased either on amount due or days overdue – built and maintained solid working relationships with Stakeholders at all levels
  • Produced lists for Payment – the payment run was done monthly and could range in value up to circa £100,000
  • Always worked to provide the highest levels of Customer Service
  • Prepared Customer Sales breakdowns