Finance Coordinator
About Candidate
Education/Qualification
- 2019 Essex County Counsil – ICF
- 2019 Rolling Accounts – CIMA Cert BA and Strategic Risk Management
- 2017 City and Guilds – Business Finance Management, Strategic Planning, Trading Accounts Diploma, Excel Pro Certificate.
- 2011 Stourbridge College – AAT Level 4, A Level Business Law and BTEC Finance and Business
- 2008 The Kingswinford School – 9 GCSEs including Mathematics and English
Systems used
- Microsoft Word and Excel
- Sage 50
- Sage 200
- Intact
- SAP
- PSF Financials
- IRIS
- Icomplete
- Agr esso
Career Summary
Current Employer – Van Hire Company
Position – Finance Coordinator
Dates – May 2025 – Present
- Creating a database for stock using excel
- Using Vlookups and other formulas to identify issues with invoicing
- Reconciliation (I singlehanded found the missing £3 million and established the cause)
- Implemented new processes and procedures regarding invoicing and communication
- Building relationships with customers to ensure swift payment
- Creating invoices in Global
- Dealing with queries (100s per day)
- Solely responsible for the Nexus/Royal Mail account (this brings in £1.2million per month)
- Month end close down (sales ledger)
- Weekly payroll
Previous Employer – Support Work
Position – Finance Assistant
Dates – January 2025 – April 2025
This was a varied role, some days I was credit control others I was purchase and sales ledger
- Completed month end and ran finance reports for other departments
- Given full training on the two systems they used, I complete and SAGE Intact
- Processing invoices on I complete
- Chasing for invoices from clinicians
- Running confidential reports regarding patients
- Processing expenses for Doctors/Nurses
- Month end including – accruals, prepayments and fixed asset depreciation
- Chasing for monies owed
- Dealing with suppliers and customers regarding queries or issues
Previous Employer – Education
Position – Finance Assistant
Dates – February 2017 – January 2025
An education Trust comprising five Primary schools with nursery facilities. Approximately 300 staff and 1000 pupils in total
- Assisting the CFO with year end and preparation for audit. Supplying statements and other documentation to the Department For Education, Directors/Trustees and auditors.
- Providing information to auditors
- VAT returns
- Budget preparation & reporting, forecasting & variance analysis
- Bank reconciliations
- Managing credit card payments/statements for all Head Teachers
- Collating financial information and presenting to directors
- Accruals & prepayments
- Journal entries
- Running the Trial Balance, preparation of balance sheets and P&L, in order to produce the monthly management accounts for each school, including virements.
- Producing/analysing the trading accounts.
- Processing up to 3,500 invoices per month including utilities and other direct debit payments
- Overseeing the ParentMail inbox and reconciling payments on a weekly basis for meals, trips, etc
- Creating sales invoices & statements, including the hiring out of school premises and equipment to external parties.
- Presenting to various stakeholders on matters relating to over/under spend and other critical budgetary issues.
- Completing BACS & introducing processes to speed up payments
- Processing orders for equipment, training courses, supply teachers, etc
- Allocating payments
- Monitoring aged debtors and actioning where necessary
- Debt reduction/cost cutting
- Fund raising
- Dealing with and solving finance related queries efficiently
Other Achievements:
- Part of the project team implementing a new finance system and a contract management system
- Working with Amazon to reduce our invoice processing time by creating a customised computer program.
- Updating the finance regulations and procedures
Previous Employer – Training Provider
Position – Finance Assistant
Dates – March 2014 – February 2017
- Invoice processing
- VAT returns for the UK & Ireland
- Petty Cash control
- Creating payroll files
- Processing expenses
- Budgeting
- Creating tenders
- Chasing suppliers
Previous Employer – Private limited company
Position – Purchase Ledger Clerk
Dates – January 2013 – February 2014
Maternity Cover
- General office duties including payroll and finance related tasks such as timesheet, entering and checking employee data and purchase ledger
