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Jack Worsley

Trainee Financial Accountant

Talent
Broughton, Preston, PR3 5BZMember since September 8, 2026
Data entrySpreadsheetsAttention to detailVerbal communicationAnalytical skillsXeroQuickBooksSage 50Sage PayrollInvoicingVAT returnsReconciliationsCustomer serviceCash handlingInterpersonal skills
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Data entrySpreadsheetsAttention to detailVerbal communicationAnalytical skills

About

Reliable and detail-oriented with a background in accounting and voluntary experience in both archival and retail charity settings. Comfortable working in structured environments with data and documentation, and equally confident interacting with colleagues and members of the public. Quick to learn new systems and enthusiastic about contributing to a well-run team.

Experience

Trainee Financial Accountant - KBM Chartered Certified Accountants and Registered Auditors

(2024-03 - 2025-02)

  • Worked with a variety of financial systems, including Xero, QuickBooks and Sage 50
  • Assisted with day-to-day financial tasks including invoicing, ledger maintenance, VAT returns and reconciliations
  • Generated a variety of financial reports on Xero, QuickBooks and Sage 50
  • Used Sage Payroll to process monthly pay runs and update employee details

Archives Volunteer - Lancashire Archives

(2025-03)

  • Extract relevant information from historical documents and record it into spreadsheets
  • Maintain a consistent and accurate approach to long-term data entry projects

Charity Shop Volunteer - Longridge RSPCA Charity Shop

(2024-06)

  • Assist with customer service and cash handling
  • Developing strong interpersonal skills by working with the public and volunteers

Education

AAT Professional Diploma in Accounting - Accounting - Blackpool and The Fylde College (2023)

Skills

Trainee Financial Accountant

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