Finance Officer (AP & AR) at St Giles Trust (2022-01 – 2026-03)
- Processed accounts payable and accounts receivable and corporate credit card transactions, ensuring accuracy and timely processing.
- Maintained accurate financial records through timely data entry and effective use of accounting systems.
- Supported month-end and year-end close processes, including reconciliation, journal postings, accruals, prepayments, and preparation of financial records
- Ensured compliance with charity policies, donor requirements, VAT regulations, and relevant financial procedures
- Assisted with month-end and year-end financial processes, including reconciliations, journal postings, accruals, prepayments, and ensuring accurate financial records.
- Improved operational efficiency by reviewing and enhancing AP/AR systems, controls, and financial processes.
- Compiled reports for leadership colleagues on areas such as aged debtors/creditors, expense analysis, and cash flow impact
- Categorised and allocated income by working with colleagues in other teams, such as HR, IT, fundraising and others
- Optimised team performance by providing coaching, mentoring and professional development support, as well as role clarity and workload balance
- Skilled at managing stakeholder expectations and aligning business objectives across departments
Assistant Accountant at Options Consultancy (2020-01 – 2021-12)
- Processed supplier invoices in accordance with contractual obligations and company policies
- Ensured the accurate and prompt settlement of staff expenses and foreign office cash advances, including liaising with national and international consultants and organisations to resolve payment queries
- Reconciled bank accounts, petty cash, voucher accounts, and UK credit card transactions on a monthly basis, as well as preparing pre-payment journals, and reconciling general ledger accounts at month-end
- Resolved outstanding balances by reviewing and actioning aged creditors reports
- Supported processes to prepare for annual company audits
Purchase Ledger Assistant at Hills Prospect (2018-01 – 2020-12)
Supported the smooth running of all aspects of purchase ledger, banking and finance, including
- processing and reconciling purchase orders against supplier invoices
- identifying and investigating discrepancies or pricing or delivery issues
- actioning purchase invoices and non-trade invoices
- reconciling supplier accounts, bank statements, and credit card transactions
- preparing and assessing cash flow statements
- Coordinated with internal and external stakeholders to drive operational improvements
Practice Accountant at Krypton Consulting (2017-01 – 2017-12)
- Ensured adherence to regulatory requirements in the management of all aspects of a client portfolio, including building long-term relationships to fulfil client accounting needs
- Ensured information input into sales, purchase and general account ledgers for sole traders, partnerships, and limited companies, was accurate and up to date, and posted month-end journals
- Prepared and submitted corporation and personal tax returns
- Compiled quarterly VAT returns, and advised on HMRC regulations
- Worked closely with other departments such as Payroll, providing support and advising on accounting issues
Finance Assistant | Purchase Ledger at Family Mosaic Housing Association (2015-01 – 2017-12)
- Undertook various accounting duties to support maintenance of ledgers, including using SUN Systems to prepare financial statements, monthly and annual accounts
- Reconciled cashbook entries, supplier statements and general ledger accounts
- Managed the smooth running of processes to allocate payments, receipts and control accounts
- Prepared and posted expense journals and schedules of direct debits, together with managing petty cash and compiling monthly accruals and prepayments
- Generated reports for managers and users, assisted with annual audits, and prepared statutory accounts
- Coded and used Swordfish to allocate supplier invoices to users for approval
- Liaised with users and suppliers to manage outstanding invoices and accounts
Accountant Junior at Macturner Accounting Centre (2013-01 – 2014-12)
Account Assistant at Believers Love World International (2006-01 – 2012-12)
