Angie Bourke

Numerically minded with a range of accounting and finance experience. I'm looking for the right person to see and appreciate what I can offer. Fantastic problem solver, innovative by nature, academically gifted, charming and personable all round asset.

Experienced in both single handedly managing a finance function and supervising, developing and managing junior staff. Part ACA qualified but happy to (and quite interested in) switching to CIMA or another management accounts qualification. I've decided to continue training for accounts qualifications rather than completing the degree I have spent a year studying due to not having learned any new knowledge on the course!

Currently open to a new challenge and available immediately

Bookkeeper - Brudenell Social Club - Leeds

(2022-04 - 2024-09)

I'm working in this role part time doing accounts and submissions for a group of companies. I've had the pleasure of developing my own organisational systems and implementing more efficient processes to keep everything fully logged and running smoothly. I am very happy in my role but chose part time hours so that I can expand on my freelancing work alongside it.

• All aspects of purchase ledger and sage maintenance
• VAT reconciliations
• Bank reconciliations
• Regular meetings with suppliers and managers of our various sites
• Working with business owners to troubleshoot and improve process group-wide
• Reporting errors, inaccuracies and service issues to relevant management

Management Accounts Assistant - Metals4U ltd - Leeds

(2021-04 - 2022-04)

This role built on my experience of working within a finance department in industry rather than in an accounts practice. I feel that my short time here has hugely expanded my skillset including me leading a team, gaining HR experience and mentoring new through balance sheet reconciliations and month end processes. After such exposure and practice I would certainly consider my skills more of an assistant accountant than an accounts assistant and am very grateful for the development.

I am now looking to do reduced hours (working 4 days a week) hence the reason I am looking elsewhere. My reason for leaving can be discussed at interview.

• Managing the maintenance of the purchase ledger
• Overseeing reconciliations of bank and credit cards
• Credit control
• Company wide assistance with any/all excel problems
• Accounting for VAT
• Overseeing month end processes and balance sheet reconciliations
• Negotiating/setting payment terms with suppliers
• Preparing the monthly payment run
• Petty cash
• Fixed asset register and depreciation
• Issuing credit notes/accounting for all refunds

Accounts Assistant - J27 Accountants - Leeds

(2019-03 - 2021-04)

Working in this role in an accounts practice has been invaluable for my experience and understanding of year end accounts preparation. Working with a variety of clients on many different types of software has been key in giving me a broader and more complete set of accounting skills. This started as a temp position and just continued on from there.

• Data entry and analysis of financial information
• Extensive use of Receipt Bank, Quickfile and Accountancy Manager systems
• Bank reconciliations
• Sorting transactions into relevant ledger codes
• Recording input and output VAT
• Receptionist duties
• Requesting additional info/clarification from clients where needed
• Reconciling the company accounts internally
• Taking payments
• Research and implementation of more efficient processes and software

Tax trainee - TAP - Leeds

(2018-05 - 2019-02)

This was my first accounting role and my favourite job to date. In this role I completed 4 of the 6 courses that make up the CFAB qualification (which is the first stage of the full ACA qualification). I learned a huge amount about various types of accounting, particularly corporate tax compliance, but the main thing I learned from this role was that my future is in the accounting sector.

• Tagging financial statements
• Preparation of tax computations
• Analysing and categorising raw accounting data
• Speaking with HMRC regarding clients' tax accounts
• Completing money laundering checks for new clients
• Producing letters of engagement for new clients
• Creating and maintaining a spreadsheet which produced deadline reminders for each service we provided for each client
• Contacting clients for additional information where required
• Studying accounting, assurance, tax and law (both self study and college study)

Webchat Agent - Direct Line Group

(2016-06 - 2017-07)

In this role I was a webchat agent dealing with motor insurance policies. This was a fast paced highly targeted role in which I would speak to three customers at a time across three brands.

• Answering sales queries
• Making changes to insurance policies
• Complaints handling
• Website issues support
• Taking card payments and setting up direct debits
• Renewal of policies
• Cross selling other products
• Liaising with the underwriting department
• Fraud prevention

Customer Advisor - British Gas

(2013-01 - 2016-05)

I was taking inbound calls dealing largely with billing queries for energy accounts. I credit this job with having developed my customer service skills to the high level they are now at, as 70% of all conversations were complaints.

• Calculating and producing bills
• Assisting with direct debit queries and adjustments
• Selling repair plans to suitable customers
• Complaints handling
• Liaising with the repair department
• Giving energy efficiency advice
• Taking card payments

Customer Service Advisor - HSBC group

(2007-04 - 2009-06)

I was working on the phones taking inbound calls assisting with many types of queries before moving to the account opening department. In this role I was dealing with a lot of admin duties as well as making outbound calls to customers.

• General banking enquiries
• Anti money laundering checks
• Sales of new products
• Complaint handling
• Online banking assistance
• Online card security assistance
• Account opening checks
• Carrying out credit checks for potential customers
• Advice regarding legality of bank charges
• Giving fraud prevention advice
• Writing and posting outbound letters
• Processing mortgage applications

A-Level or equivalent - Mathematics and further mathematics - Leeds City College (2010-09 - 2012-06)