Jack Lee

I am a finance graduate with extensive experience in financial reporting, credit control, forecasting, customer services and administration. Currently I am seeking a job in the financial services industry which offers the potential for progression.

Credit Control Administrator, Idox Software Ltd, Glasgow — 2023 to Present

• Month & year end financial reporting; Group aged debtors report, unallocated sales credits, bad debt provisions, trial balance reconciliation.
• Daily banking & reconciliation of bank statements.
• Management of multiple credit ledgers including international customers.
• Extensive use of Microsoft office (excel, powerpoint & word).
• Carrying out weekly credit control forecasting reports. 
• Customer maintenance; carrying out credit checks on new customers, onboarding onto ERP system & ensuring customer records are kept up to date.

• Register invoices using coins accounting software.
• Purchase ledger management.
• In regular contact with suppliers to maintain strong working relationships.

• Manage a team of up to three leisure assistants, ensuring the smooth running of the facility.
• Processing of invoices using XERO accounting software
• Various administrative tasks; onboarding new clients, data collection/handling and managing pool schedule.

• Answering incoming calls from members of public to advise on a number of issues such as universal credit applications and housing disputes.

BA(Hons) Finance, Investment and Risk (Upper second class honours)

HND Financial Services (Graded units: AA)