Finance Associate

£23000 / year

About Candidate

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