Senior Accountant

Education/Qualification

• 2023    ACCA Qualified
• 2016    University of Bolton – BSc Business Management (2:1 obtained)
• 2013    University of Bolton – Foundation Year – Engineering
• 2011    Bury College – 3 A Levels – Psychology, Biology and Physical Education
• 2009    Whitworth Community High School – 12 GCSEs Achieved, including Mathematics and English

Systems used

• Excel
• QuickBooks
•  Xero
• Sage
• CCH
• Alphatax
• Word & Outlook

Key skills

• Skilled and experienced Practice Accountant looking to make a move into Commerce and Industry following on from qualification in 2023
• Used to working with a broad range of companies by size and business type
• Strong communication skills across stakeholders
• Excellent range and use of accounting packages
• Up to date on tax positions for business
• Would suit a hands-on Finance Manager position – able to supervise and coach

Career Summary

Current Employer – Chartered Accountants

Position – Accountant

Dates – February 2020 – Present

• Preparation of yearend accounts for limited companies with turnovers up to £30m and for sole traders – with supporting tax computations for the limited companies
• Businesses vary across a variety of types including Clothing, Aesthetics, Wedding Venues, Retail and Leisure
• Responsible for full preparation of the management accounts from journal postings through to the Profit and Loss
• Includes larger companies due for audit – works with the Audit Team to prepare their report and final accounts
• Works with intercompany transactions / wages / commissions/monthly sales / profit and loss / covenant conditions / Fixed Assets / complex prepayments and accruals / external funding agreements
• Reconciles PAYE, VAT, Debtors and Creditors, Net Wages, Pensions, Sales, and Purchase Ledgers
• Reviews and prepares variance analysis – quarter to quarter, last year, year to date and movement between periods
• Prepares the Profit and Loss accounting for missed postings and compares Gross Profit for anomalies
• Prepares KPIs as required reporting on areas such as commissions
• Responsible for training and assisting the juniors with any issues/queries and assisting the Practice Manager by reviewing the trainee accounts files
• Involved with billings, deadlines, and job allocations on a regular basis

Reason for Leaving: A desired move into Commerce and Industry

Previous Employer – Chartered Accountants

Position – Accountant

Dates – September 2018 – February 2020

• Preparation of the year end accounts for sole traders and limited companies with supporting tax computations
• Introduced to QuickBooks and used this along with Xero and Sage to complete client bookkeeping and VAT returns
• Certified user of Xero accounting, Xero payroll and QuickBooks
• Worked as an Auditor including stock takes and accompanying the Senior Auditor to client sites and performing tests on the client systems and records such as payroll and cut off tests

Previous Employer – Mitchell Charlesworth Chartered Accountants

Position – Accountant

Dates – March 2017 – September 2018

• Responsible for yearend accounts for Sole Traders and Limited Companies
• Corporation Tax computations