Finance Assistant

Education/Qualification

• 2025 ACCA – 3 exams passed – Applied Knowledge

• 2024 AAT Level 2 passed
• 2024 Saga Business Cloud Accounting-Business Cloud Accounting Digital Badge
• 2024- Xero Advisor Certification
• 2024-Xero Payroll Certification
• Ramsgrange community school- Leaving Certificate Higher Level including Mathematics and English 

Systems used

• Microsoft Word and Excel – Intermediate
• Sage / Cloud
• Xero – Accounts and Payroll

Career Summary

Current Employer – Office Technology and Print Solutions Sector

Position – Finance Assistant 

Dates – February 2025 – Present

As the Finance Assistant they reports to the Directors and works closely with external Auditors PM & M

Daily Responsibilities:

• Process 10–15 purchase invoices per day with high accuracy and attention to coding.
• Perform daily sales and purchase invoicing, ensuring smooth processing across departments.
• Conduct daily bank reconciliations to maintain up-to-date cash balances.
• Chase debtors weekly (both customers and businesses) via email and phone to maintain healthy cash flow.
• Monitor and manage creditors, ensuring timely payment and efficient supplier relationships.
• Maintain accurate financial data using Xero and Excel

Month-End & Reporting Responsibilities:

• Calculate monthly tax payments and support VAT preparation at year-end.
• Prepare cash flow forecasts for the upcoming month to aid decision-making.
• Summarise receivables and payables monthly, reconciling opening and closing balances to highlight changes.
• Create fuel usage reports for company vehicles, analysing monthly consumption and costs.
• Produce quarterly profit margin reports for service clients, identifying where pricing adjustments are needed.
• Compile monthly overhead reports (direct debits, utilities, internet, phones, salaries, etc.) in Excel for management review.
• Distribute monthly statements to all customers and business partners at the start of each month.

Key Achievements:

• Introduced structured reporting templates in Excel for clearer monthly cash flow and margin tracking.
• Improved debtor collection efficiency through consistent follow-up and communication with clients.

Previous Employer – Medical Device Outsourcing Sector

Position – Guidewire Creation and Quality Assurance

Dates – February 2022 – July 2024

• Developed precision and consistency by meeting strict production and quality assurance standards
• Enhanced team collaboration and communication skills to achieve daily operational targets

Previous Employer – Horticulture Sector

Position – Quality Control Specialist

Dates – July 2020 – December 2021