Finance Associate

Education/Qualification

• 2019 BA Hons Banking and Finance – Manchester Metropolitan University
• 2016 A Level Accounting / BTEC Business Studies – Xaverian College
• 2014 GCSEs achieved in Maths and English at grade A – C – Manchester Academy

Systems used

• Microsoft Word and Excel

Career Summary

Most Recent Employer – Supermarket

Position – Finance Associate

Dates – October 2021 – June 2022

• Worked within the Payments team in Finance Operations, alongside buyers and the procurement teams
• Responsible for the timely and accurate processing of new supplier data within Oracle E-business Suite, Prime Revenue and ensuring supplier’s data is accurately maintained
• Created and managed supplier setup analysis which feeds into team KPI’s and Finance Operations dashboards which are shared with senior managers
• Carry out verification checks aligned to company policy, legal and data governance requirements
• Complete daily audit reports in a timely manner

Previous Employer – Software Company

Position – Customer Support Consultant

Dates – January 2021 – October 2021

• Worked within the Collections and Recoveries Team, responsible for collection of overdue debt, providing a professional and informative point of contact for clients
• Negotiate payoff deadlines or payment plans including creating budgeting planner
• Compiled financial statements from clients to review and evaluate their financial health and earnings potential
• Liaised with external organizations in gathering additional financial support available

Previous Employer – Bank

Position – Customer Service Advisor

Dates – March 2019 – November 2020

• Develop and maintain good working relationship with customers by assisting with their daily banking needs
• Setup and maintain customers’ accounts including processing payments and withdrawals
• Cultivating customer loyalty, promote and sell financial products and services to customers
• Operate UK and overseas currency tills and complete routine balance checks