Elliot Smith

Commercial finance professional with 3 years' experience in forecasting, cash flow management, financial reporting, and process automation. Passed CFA level 1 and holds a BSc in Accounting and Finance. Experienced in building forecasting models, improving reporting processes, and supporting commercial decision-making through financial analysis.

Strong command of Excel (PivotTables, LOOKUPs, SUMIFs, Macros), Microsoft Office, SAP, budgeting processes, and financial reporting. Open to global relocation for a role in investment analysis, asset management, or corporate finance.

Finance & Accounts Assistant - Sekura Global Ltd - Colchester, UK

(2024-01 - 2025-01)

• Performed bank reconciliations and processed customer/supplier invoices
• Developed and maintained a 4-month rolling cash flow forecasting model across 5 business entities, analyzing invoice payment and receipt patterns to improve liquidity forecasting accuracy. Insights generated from the model supported purchasing, marketing and working-capital decisions, enhancing short-term cash flow management and supplier relationships
• Supported year-end audit preparation, ensuring compliance with internal controls and financial documentation standards
• Met monthly deadlines while identifying key areas for process improvement
• Utilized data analytics tools for financial insight
• Passed CFA Level 1 (CFA Institute) while managing full-time workload, showcasing discipline and commitment

Commercial Finance Assistant - UK Plumbing Supplies Ltd - Colchester, UK

(2022-01 - 2024-01)

• Managed bank payments and credit note processing
• Utilized macros to enhance working speed and efficiency (email automation, invoice creation)
• Developed Excel-based tools for rebate and contract support input, reducing admin errors
• Streamlined administrative processes to improve efficiency
• Completed Advanced Excel Training

Service & Finance Admin Assistant - Technotrans - Colchester, UK

(2021-01 - 2022-01)

• Managed customer communications via email and phone
• Used SAP software for order placement and invoicing
• Processed timesheets and provided general office support

BSc - Accounting and Finance - University of Essex (2018-01 - 2021-01)

A-Levels - Business Studies, Geology, Maths, Music Technology, Financial Studies - Sixth Form College, Colchester

GCSEs - Maths, Statistics, English, Chemistry, Physics - The Gilberd School, Colchester