ACCA Finance Accountant – Property
About Candidate
Education/Qualification
- Ongoing – ACCA – Final Exam March 2025
- 2016 The University of Sheffield – BSc Mathematics – Class II(ii)
- 2013 Aquinas College – A Levels Achieved
- 2011 Bramhall High School – GCSEs Achieved, including Mathematics and English
Systems used
- Microsoft Word and Excel – Intermediate
- Xero
- In House Systems
Career Summary
Current Employer – Estate Agents and Lettings
Position – Management Accountant (was Assistant Accountant)
Dates – December 2021 – Present
- Reports to the Finance Controller
- Responsible for producing and presenting Monthly Management Accounts for 6 out of 12 Group Companies (£15m turnover)
- Management Accounts packs include – detailed Variance Analysis for Board review – works with Finance and Non-Finance Managers
- Worked on a Project to implement an 18-month rolling Budget and Profit and Loss Forecast for each company to enhance financial planning
- Supervise, train, and support the Assistant Accountant from January 2024
- Conduct Cash Flow Forecasting and Reporting to ensure financial stability
- Prepare and submit quarterly VAT returns in compliance with HMRC regulations
- Perform Bank Reconciliations and maintain the accounting system (Xero) for accuracy and efficiency
- Process Payroll Journals across the Group, investigating Variances and ensuring accurate reporting
- Calculate performance-based rewards in line with bonus schemes for Payroll processing
- Collaborate with departmental Stakeholders to gather insights for rolling Monthly forecasts
- Assist with Year-End Audit procedures and Statutory Reporting preparation for external Accountants
Previous Employer – School
Position – Various Roles
Dates – April 2019 – December 2021
Position – Cash Management Accountant
Dates – May 2020 – December 2021
- Prepared and presented monthly management accounts, including accruals, prepayments, and journal postings
- Conducted cash flow forecasting to support financial planning and decision-making
- Performed bank reconciliations and oversee group-level bank reconciliation processes for 60+ entities, investigating discrepancies as needed
- Managed capital accounting, including updating fixed asset registers and calculating/posting depreciation
- Prepared capital expenditure reports to track and monitor investment spending
- Assisted with interim and year-end audits, ensuring compliance with external reporting requirements
Position – Trainee Group Accountant
Dates – April 2019 – May 2020
- Performed bank reconciliations and balance sheet reconciliations to ensure financial accuracy
- Posted expenses, prepayments, and accruals as part of month-end processes
- Maintained and updated the fixed asset register, including calculating and posting depreciation
- Updated cash flow records and prepare cash flow forecasts for financial planning
- Prepared and submit quarterly VAT returns in compliance with regulatory requirements
- Processed supplier and other business payments efficiently and accurately
- Assisted in preparing corporation tax returns to ensure timely submission
- Support statutory accounts preparation in collaboration with external accountants.
Previous Employer – Financial Services
Position – Various Roles
Dates – August 2017 – March 2019
Position – Cash Reconciliation Administrator
Dates – April 2018 – March 2019
Position – New Business Administrator
Dates – April 2018 – March 2019
Previous Employer – Primary School
Position – Teaching Assistant
Dates – March 2017- July 2017
Previous Employer – University
Position – PGCE Secondary Mathematics
Dates – September 2016- February 2017
