About Candidate

Education/Qualification

  • 2022 – AAT Level
  • 8 GCSEs including Maths & English

Systems used

  • Excel – Intermediate
  • Sage 50
  • Open Accounts
  • Word & Outlook

Career Summary

Most Recent Employer – One Manchester (Housing Association and Builders)

Position – Finance Assistant – Interim

Dates – April 2024 – October 2024

  • Reported to the Head of Finance – worked as part of a larger team
  • Processing 150 Supplier Invoices and Credit Notes per day using data entry skills
  • Reconciling Supplier Statements using OpenAccounts and Excel skills
  • Sending remittances to Suppliers – via Excel
  • Extensive Query Management and Resolution – worked Internally and Externally with Suppliers / queries related to Invoices / Payments etc.
  • Sending Invoices and Credit Notes to the relevant Coding departments.
  • Reprocessing Invoices and creating dummy Credit Notes by editing PDF’s.
  • Ad hoc duties as required

Previous Employer – Halliwell Homes

Position – Finance Administrator

Dates – September 2023 – March 2024

  • Calculating, raising and issuing c 500 Sales Invoices to Customers – Monthly
  • Created PDFs for each Invoice / Allocated Nominal Codes
  • Reconciled Credit Cards and Supplier Statements – negotiated Payment Terms / set up Banking etc.
  • Processed Expenses and Penalty Charge Notices
  • Extensive use of Excel and Sage Line 50
  • Raising and issuing Credit notes
  • Credit Control duties involving consulting with LAs by Telephone and Email
  • Allocation and Reconciliation of Payments – used Excel Formulas to manage Accounts
  • Set up new Customers
  • Created and issued PO’s verifying with relevant Invoices
  • Created Daily and Monthly Forecasts using historical data to predict expected Income and Expenditure
  • Reconciled Bank Statements to Sage 50 daily and resolving any discrepancies

Previous Employer – Bury Council

Position – Private Hire Driver

Dates – June 2015 – September 2023

Previous Employer – Liverpool Council

Position – Private Hire Driver

Dates – June 2014 – June 2015

Previous Employer – Bains & Ernst

Position – Debt Solutions Advisor

Dates – October 2005 – December 2012

  • Interviewing clients to assess their financial situation and discuss debt solutions.
  • Analysing documents such as wage slips and bank statements provided by the customers to calculate affordability for debt repayments.
  • Drafting IVA paperwork using Word and Excel detailing customer’s assets, creditors, personal history and proposed dividends to creditors.
  • Making any necessary amendments to proposals requested by insolvency practitioners.
  • Won prizes for best interviews and highest quality draft proposals.

Previous Employer – Coral Racing

Position – Betting Office Manager

Dates – April 1997 – September 2005

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