Finance Business Analyst

£22500 / year

About Candidate

Education/Qualification

  • 2021 ACCA – Part Qualified – Ethic Module and Sign Off to be completed
  • 2021 Master’s Student, Accounting and Finance – BPP University
  • 2019 BA Hons 2:1 Accounting and Finance – BPP University
  • 2016 A Levels achieved in Business Studies and Economics – Connell Sixth Form College
  • 2014 10 GCSEs achieved including Maths and English at grade B – C

Systems used

  • Microsoft Word and Excel – including Vlookups and Pivot Tables / Xlookups and Sums
  • Vistex
  • SAP
  • In House Systems

Career Summary

Current Employer – Travel Agent

Position – Finance Business Analyst (within Catering Division)

Dates – January 2022 – Present

Reports to a Regional Finance Business Partner – works as part of a Team

Daily works across SAP and Excel

  • Analysis of stock balances
  • Analysis of stock consumption against meals sold
  • Analysis of variance to realisable
  • Analysis of airline spends and margins
  • Analysis of airline flights and meals vs budget and forecast
  • Analysis of weekly labour hours and cost per hour
  • Analysis of holiday pay and preparation of monthly accrual
  • Assist with the month end management accounts, including preparation of journals
  • Assist with variance analysis and month end commentary
  • Assist with the preparation of the balance sheets and supporting reconciliations for the portfolio
  • Prepare a monthly summary of the Regions un-invoiced revenue, with detail by customer and ageing
  • Take ownership of one or more small units P&L and balance sheet
  • Prepare forecasts and budgets and assist in preparation of profit walks and business presentations
  • Complete adhoc financial analysis as required by the business

Previous Employer – Distribution Company  

Position – Various Roles

Dates – January 2021 – December 2021

July 2021 – December 2021 Data Price Analyst

  • Reported to the Vendor Bid Supervisor
  • Ensured all claims are prepared and submitted to vendor in defined timeframe
  • Dealt with queries from external partners in a pro-active and timely manner
  • Detailed claim reconciliation and investigation of losses
  • Processed claim settlements within the SAP/Vistex system
  • Assisted with the future onboarding process of additional external partners onto the Tracker Networks facility
  • Analysis of pricing errors and corrections
  • Management of open claims and aging
  • Demonstrate flexibility in providing support (where required) to other members of the Data Pricing team in the entry and maintenance of Pricing Rules in the SAP/Vistex system, from supplied Agreement documentation – within defined SLAs to ensure accurate pricing data is available on the system in a timely manner
  • Backfill other areas where required e.g., pricing, rebates
  • Training – ensuring documentation is up to date and ongoing training of colleagues where required
  • Build strong relationships with stakeholders in Sales, Commercial, Purchasing and Finance to ensure that communications and relations between the departments are effective
  • Work to daily/weekly/monthly KPI’s
  • Demonstrate strong awareness of and commitment to Ethics and Compliance and the Group Business Conduct Guidelines

January 2021 – July 2021 Assistant Accountant

  • Prepared and post month end journals
  • BS control account reconciliations
  • Management of mailbox requests
  • Travel expenses and Reporting
  • Fixed Assets and Depreciation Management
  • Maintain the Assets Under Construction schedule
  • Bank reconciliation
  • Petty Cash Postings
  • Demonstrate a strong awareness of and commitment to Ethics and Compliance and the DCC Group Code of Conduct

Previous Employer – Retail

Position – Stock Clerk

Dates – December 2020 – January 2021

  • Investigate stock discrepancies through DLX and Microsoft excel (VLOOKUP, Pivot tables, Index)
  • Co-ordinate PI checks, relocations, consolidation, and picker locks
  • Produced daily and weekly reports in a timely manner with publication to the agreed management team
  • Worked with Inventory managers and team leaders to continuously improve the storage and inventory controls
  • Completed stock counts and bin checks
  • Maintained IT warehouse system and ensure all data is accurate and up to date
  • Work closely with the team
  • Formulate current and future warehouse stock control requirements to ensure effective communications and escalate issues as appropriate
  • Provided additional support to the operation is necessary and deputise for the immediate manager when required