Finance Assistant
About Candidate
Education/Qualification
- AAT Level 3 Diploma in Accounting
- Tameside College – National Diploma in Foundation Studies (Art and Design)
- Ashton-under-Lyne Sixth Form College – A- Levels and AS Levels Achieved
- Longdendale High School – GCSEs Achieved, including Mathematics and English
Systems used
- Microsoft Word and Excel / Epsys / SAP
Career Summary
Current Employer – International Facilities Management
Position – SSC Finance Assistant
Dates – October 2023 – Present
- Payment practices
- Invoices parked without a purchase order
- Goods receipt/invoice receipt debit balances
- Spend data
- Balance sheet reconciliations for GR/IR and creditors ledger
- Debit balances on creditor accounts
- Retained a number of accounts to manage following promotion due to positive relationships built with suppliers, including regular meetings with their account managers and credit control, and account reconciliations
- Gained a base knowledge of Dynamics 365 while assisting with migration project of roles from one office to our own office in Manchester
- Other ad hoc duties, such as finding out a spend with a certain supplier or in a certain category over a number of months
- Continuation of job responsibilities from previous position as Accounts Payable Administrator and support of team
Previous Employer – International Facilities Management
Position – Accounts Payable Administrator
Dates – August 2018 – October 2023
- Managed a set of supplier accounts, including regular statement reconciliations and consolidated invoice processing
- Handled high-volume data entry and coded invoices to general ledger, WBS, and cost centre codes
- Processed CIS invoices and liaised with suppliers regarding Domestic Reverse Charge when necessary
- Maintained frequent communication with suppliers and business members
- Used SAP, Outlook, and Excel on a daily basis
- Conducted analytical reporting of KPIs and spend data
- Assisted new starters with systems and processes
Previous Employer – Recruitment
Position – Temporary Positions
Dates – March 2018 – August 2018
- Worked in various temporary roles including Claims Advisor for a credit hire company
- Served as an Administration Assistant within a property business
- Worked as an Accounts Payable Administrator at OCS
Previous Employer – Engineer Company
Position – Administration Assistant
Dates – July 2017 – October 2017
- Carried out various duties including purchasing, calculated and typed up quotations, and processed orders
- Checked invoices against purchase orders and delivery notes
- Used Sage 50 to issue invoices, input purchase invoices, and reconcile bank statements
- Processed payroll using Sage
- Handled daily tasks such as emailing, telephone contact with customers and suppliers, and dealing with incoming post
Previous Employer – Telephone Answering Service
Position – Customer Service Advisor
Dates – April 2014 – November 2016
- Worked as a ‘virtual PA’ within a well-known telephone answering service, handling over 160 calls per day for a wide range of businesses
- Used a bespoke system to send email and SMS messages to clients
- Took detailed messages, transferred calls to relevant persons, and screened calls
- Assigned emergency call-outs to engineers and followed up when necessary
- Managed order taking and processing
- Trained and mentored new starters
Previous Employer – The Co-operative Insurance
Position – Customer Advisor
Dates – July 2008 – December 2013
- Handled inbound sales enquiries for home and motor insurance from quotation stage to policy inception
- Supported customer service teams by managing renewal enquiries during busy periods
- Maintained an excellent compliance record while consistently meeting targets
- Performed additional duties such as maintaining and updating records, handling general enquiries, and complaint resolution as the first point of contact
