Finance Assistant

Education/Qualification

• 2025 AAT Level 3 Diploma in Accounting – Pass
• 2022 Burnley College – AS Levels in Physics, Business Studies, and Accounting
• 2021 Colne Park High School – 10 GCSEs including Mathematics and English

Systems used

• Excel including Lookups and Pivots
• Xero
• QuickBooks
• Digita
• Stripe
• Word & Outlook

Career Summary

Most Recent Employer – Chartered Accountants

Position – Accounts Assistant

Dates – September 2022 – July 2025

• Based in a team of fifteen and was responsible for bookkeeping for a diverse client base – primarily sole traders in farming, hospitality, and construction
• Prepared full sets of accounts for sole traders and limited companies with both Digita and cloud-based software
• Prepared and submitted VAT returns
• Reconciled multiple bank accounts
• Prepared financial analysis using online accounting software
• Managed internal bookkeeping tasks such as invoicing and daily bank reconciliations
• Acted as the primary point of contact for assigned clients, resolving queries and providing support, which strengthened problem-solving skills and client relationship management

Previous Employer – Regional Brewery

Position – Front of House Team Member

Dates – May 2021 – September 2022

• Built strong communication and interpersonal skills through daily interaction with customers and colleagues
• Developed strong time management and organisational skills while balancing multiple tasks under pressure and worked effectively as part of a team