Cardiff University / Prifysgol Caerdydd

Operations Manager at Decorus for Sage

Sheffield DocFest

Head of Finance

One Hundred Stars Trading Limited

Finance and Operations Manager

Mackenzie Bookkeeping

Accountant

Decorus for Sage

Operations Manager

The Isobar

Interim Operations Manager

Sage Support Administrator

Moorville Residential

Management Accountant

Charlotte Mackenzie Accountancy Services

Sutton McGrath Hartley Ltd

At Capita Employee Benefits I have taken on the role of a Scheme Accountant working within a large accounts team in the pension industry.  The job has allowed me to become more involved in producing full reports and accounts for large pension schemes to their final annual financial position.  The job has allowed me to gain a much more in-depth knowledge of a bespoke accounting package and has improved my IT skills on both Microsoft Office and specialist computer programmes.  I carry out monthly and quarterly reports managing cash flow forecasting and stating the financial position of the schemes.  I deal with the customers on a one to one basis which are mainly large corporate clients and have established and maintained a professional working relationship.

Capita Employee Benefits

Scheme Accountant

At Dearson Winyard I took on the role of an Assistant Accountant working within a small accounts team in the immigration industry.  The job allowed me to become more involved in managerial accounts and allowed me to demonstrate reporting techniques which have had a significant influence on the strategic management of the company.  The job allowed me to gain a much more in-depth knowledge of Sage 50 and also allowed me to become involved in other areas of the business.  I carried out all bank reconciliations and also developed a Home Office fee reconciliation sheet which prior to my arrival resulted in a £200,000 debt which could not be accounted for.  I carried out monthly and weekly reports managing cash flow forecasting and stating the financial position of the company.  I was also a key member of the team implementing a new quarterly bonus structure based on a number of financial and additional factors integrating the balanced scorecard framework.  This allowed me to focus on improving my management accountancy skills through various reporting techniques.  I also took over all the preparation of the management accounts.

Dearson Winyard International

Assistant Accountant

At Barber Harrison and Platt I have taken on the role of an Assistant Accountant working within general audit and accounts.  The job focuses on gaining audit and accounts experience working with a variety of different businesses in different industries whilst training for my ACCA qualification.  The job has enhanced my skills using a variety of different accounting software programmes and grasping the inner workings of the financial sides of various companies.  The accounting software programmes I have used are Sage 50 and 100, Bespoke Sage software, Quickbooks and general bespoke accounting software.  I have also prepared accounts through small companies’ manual data entry.  I have worked for companies varying from approximately £10m turnover to small independent businesses.

BHP Chartered Accountants

At Lupton Fawcett I took on the temporary role of a Legal Secretary working within the Childcare team.  The job focuses on the administrative side of legal services and has significantly enhanced my basic secretarial skills.  I have gained experience in audio-typing, legal computing systems and a very demanding telephone system.

Lupton Fawcett Denison Till

Legal Secretary

At Blue Wealth I took on the role of Office Manager working directly with the principal of the company.  The job focuses on the administrative side of financial services with a strong emphasis on supporting the adviser with client’s pensions and investments.  Since starting the position I have been trained and since operated all the necessary computer systems demonstrating my adaptive and quick learning nature.  I have also helped develop marketing materials to enable the business to focus on the up and coming pension changes.  I have also attended networking events to help improve the brand identity of the business.

Blue Wealth

Business Development Manager

At the University of Sheffield I worked within the Town and Regional Planning academic department focusing on the marketing, IT, research finance and general clerical tasks.  The marketing element of my role was the main focus of my job and allowed me to carry out marketing tasks which included the design and production of all marketing material in the department.  It also involves market research on competitors, previous, current and prospective students and external bodies who influence the department in any way.  The development of the department’s website was a significant part of my marketing role which was enhanced by the use of Adobe Photoshop CS5.  I was also a member of the finance team within the department which involved producing reports through the use of spreadsheets and data analysis.

University of Sheffield

Departmental Support Officer

At Simplicity Financial Services I was originally given the role of working directly with the manager of the company providing organised and efficient assistance in the sales of financial services.  My duties included liaising with financial institutions on behalf of clients, submitting applications, dealing with customer enquiries and informing them of the status of their applications.  While in this role I also acquired qualifications in financial services allowing me to become a registered protection and mortgage adviser.  In this role I advised clients on their financial situation taking into account the financial market and the clients’ finances.  As a result of this role I worked closely on marketing projects within the company and because of this was asked to change my role to the company’s project manager.  In this role I focused on the financial situation of the company both projected and current and in addition to this worked with the company directors on website and direct mail marketing.

Simplicity Financial Services

Administrator / Mortgage Adviser