Finance Officer

Education/Qualification

• ACCA – 7 exemptions – sitting exam December 2024
• 2020 – Manchester Metropolitan University – BA (Hons) Accounting and Finance
• 2017 – North Chadderton School and Sixth Form – 3 A Levels (A*-C Applied ICT, Applied Business, Applied Science)
• 2014 – North Chadderton School and Sixth Form 6 GCSEs Achieved, including Mathematics and English

Systems used:

• Microsoft Word and Excel – Intermediate Pivot Table / Formulas
• PFS Financials for Journals / VAT Returns / Bank Reconciliations
• In House Systems

Career Summary

Current Employer – Educational institution

Position – Finance Officer

Dates – February 2022 – Present

• Works in a small team reporting to Finance Manager
• Produces Monthly Reports to be included in Budget including Income and Expenditure
• Assists with Month-End processes including Accruals, Prepayments and Bank Reconciliations
• Responsible for daily Reconciliation of main Bank Account (there are other Accounts for which are Reconciled for additional Income)
• Reconciles Statements and Journals – including Recharges / Bursary Payments etc
• Attends Budget and Forecast Meetings with Budget Holders – responsible for updating and making changes to Budgets
• Review Variance, makes notes and report
• Assisting in preparation and processing of Payroll, ensuring that employees are paid accurately and on time
• Lettings and Incomes – responsible for accurate preparation of Paperwork relating to the Hire of Pitches / Halls etc.
• Responsible for preparing and sending Sales Invoices
• Sales Ledger/Credit Control duties – using Aged Debt Listing via Telephone and Email
• Allocate and Reconcile Payments
• Purchase Ledger End to End – including Supplier Statements / Payments and Month End
• Ad hoc duties

Previous Employer – Medical facility

Position – Clerical Officer

Dates – July 2021 to February 2022

• Reception and general admin duties

Previous Employer – Professional Supplies Clinical and non-clinical temporary staff

Position – Admin and Clerical (Vaccination Hub)

Dates – February 2021 – February 2022

• Duties include booking and scheduling patient’s appointments and inputting data

Previous Employer – Courier Service

Position – Warehouse Operative

Dates – November 2020 – February 2021

• Scanning, sorting and loading packages