Part Qualified ACCA
About Candidate
Education/Qualification
- ACCA Studier -three exam remaining -self funded- complete March 2026
- 2020 Manchester Metropolitan University – BA Honors in Accounting and Finance
Systems used
- Excel including Lookups /Pivots /Sums
- SAP
- NetSuite
- Kefron
- Word & Outlook
Career Summary
Most Recent Employer – Multi-million-pound professional services organisation
Position – Controllership Senior Analyst
Dates – July 2023 – February 2025
- Reported to the Financial Controller and the Finance Director in a team of seven
- Partnering with a range of different stakeholders across the business to provide insights into business performance and highlighting opportunities for cost efficiency improvements
- Responsible for extracting and analysing data sets to assist with decision making and financial planning on a monthly and quarterly basis
- Reviewed areas including hours worked, billing processes and review processes
- Assisted with building and developing reports to provide regular financial performance reporting and forecasts, to track key business KPIs
- Worked with NetSuite on areas from Trial Balance to Variance Analysis
- During buy out went through Internal Audit and, with Financial Controller, tested all reconciliations
- Participated in forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and reviewed results
- Tracking and reporting projects vs budgets costs and analysing variations to improve accuracy
- Assessing the Senior Finance Managers with Finance Modelling and Process Improvement Projects
- Reviewed and maintained internal controls and defined and implemented control processes
- Preparing financial statements and accounts for audit
- Reporting and analysis as required by the auditors and assisting with the preparation on of the annual financial statements
- Preparing accounts for the acquisition and responding to queries and investigations from acquiring company
- Complete control of the end-to-end account payables and accounts receivables process including invoicing, creating sales and purchase orders
Previous Employer – Multi-million-pound payment systems services
Position – Finance Assistant
Dates – May 2022 – June 2023
- Based in a large team reporting to the Finance Manager
- Responsible for reconciliation of Trial Balance accounts and statements
- Responsible for investigation and reporting of erroneous entries and rejected payments/transaction and liaising with teams to find workable solutions
- Analysing processes to provide potential solutions to inefficiencies
- Took complete control of the end-to-end Account Payables and Accounts Receivables processes including invoicing, creating sales and purchase orders, and settling invoices via Bacs and credit card payments
- Managed the Finance inbox and provided remittance/ investigating queries
- Completed a wide variety of accounts and journal entries
- Trained new starters on systems and processes
- Investigation of merchant queries
Previous Employer – Pets Shop
Position – Finance Assistant
Dates –October 2021 – April 2022
- Based in a team of five and reported to the Financial Controller
- Entering invoices and credit notes onto SAP
- Entering expenses, sales, and bank statements into Microsoft Excel
- Reconciling vendor statements
- Paying suppliers via BACS
- Managing the Purchase Ledger inbox
Previous Employer – Accountants Practice
Position – Accounts Assistant
Dates – June 2020 – September 2021
- Data entry for VAT quarters, client accounts and payroll
- Entering expenses, sales, and bank statements into accounts on Microsoft Excel
- Reconciling bank statement
- Payroll completed on a monthly and weekly basis
