About Candidate

Education/Qualification

  • AAT Level 4
  • BSc Accounting and Finance
  • 3 A Levels achieves in Sports, Business Studies and Baccalaureate
  • 10 GCSE’s achieved grade A-C including Maths and English

Systems used

  • Microsoft word and Excel – Intermediate
  • Bespoke in-house systems

Career Summary

Current Employer – Accoutrant

Position – Senior Associate

Dates – September 2021 – Present

  • Responsible for evaluating personal capacity and workload for the week ahead
  • Perform numerical and disclosure checks on final versions of financial statements
  • Single point of contact for the firms biggest client, handling all of their requests that come into my department and answering any questions/queries they have directly
  • Checking complexity of financial documents
  • Communicating required changes to operations team and onsite teams to ensure deadlines are met and quality is preserved
  • Perform quality checks on financial statements
  • Verifying information to relevant registries
  • Ensuring that all figures are summed, calculated, and referenced correctly
  • Confirm that the relevant reports agree
  • Complete disclosure checklists that are designed to check the legal requirements of a framework have been correctly applied
  • Communicate my recommended changes to the client to ensure quality in the final deliverable
  • Review the work of colleagues who have a lower accreditation
  • Provide verbal and written feedback outlining areas of strength and improvement
  • Part of a small team who develops existing processes to make them more efficient
  • Successfully planned and facilitated training to the whole department, which involved a number of organising components and quality checks

Previous Employer – Retailor

Position – Administration Supervisor

Dates – May 2019 – August 2021

  • Ran a small administration team reporting to the line and store manager
  • Responsible for developing and training junior members of the team in addition to delegating tasks to ensure that the store hit their KPI’s
  • Carried out the daily banking of all the tills to establish any discrepancies that would then be investigated further
  • Ensured that all documents and files were GDPR compliant and confirmed that all staff personnel files had the correct eligibility to work documents