Financial Analyst

• Aug 2021 - Present

Financial Analyst

• Jul 2019 - Feb 2021

Financial Analyst

• Mar 2018 - Jan 2019

Financial Analyst

• Mar 2015 - Nov 2017

Contributing significantly to numerous audits, by supporting the Audit Manager and Audit Partner and participating as a key member of the audit team responsible for planning, audit testing and completing audits Understand, evaluate and test the design and operation of accounting and internal control systems, offering recommendation for any weaknesses noted Preparing lead sheets for balance sheet and income statement items and performing the associated test of details before reporting on findings Testing fixed assets for completeness, accuracy of validation, occurrence and physical existence as part of a comprehensive business audit Auditing income and expenditure by testing sample items from the general ledger for completeness, cut-off and accurate valuation Communicating with banks to confirm balances, and obtaining year-end bank reconciliations from clients to match against cashbook and bank statements Obtaining evidence of sales and purchase invoices through sampling of debtors and creditors, to check accuracy of valuation, completeness, occurrence, rights and obligations Preparing statutory accounts for limited companies and limited liability partnerships using source documents in accordance with accounting standards and UK GAAP Calculating corporate tax liabilities for limited companies and limited liability partnerships, and also calculating personal tax liabilities for employed, self-employed and partnership entities Preparing quarterly VAT returns for sole traders and limited companies Liaising with clients on a daily basis to advise them on general accountancy matters, communicating effectively both verbally and in writing to develop positive relationships Managing statutory accounting and tax matters Delegate appropriate work to junior members of staff

Accountant/Auditor

• Feb 2011 - Feb 2015

• Proving exemplary problem solving skills combined with the ability to multi-task, which led to an assignment on one of the company’s biggest audit projects • Contributing significantly to numerous audits, by supporting the Audit Senior and Audit Partner and participating as a key member of the audit team responsible for planning, audit testing and completing audits • Understand, evaluate and test the design and operation of accounting and internal control systems, offering recommendation for any weaknesses noted • Preparing lead sheets for balance sheet and income statement items and performing the associated test of details before reporting on findings • Testing fixed assets for completeness, accuracy of validation, occurrence and physical existence as part of a comprehensive business audit • Auditing income and expenditure by testing sample items from the general ledger for completeness, cut-off and accurate valuation • Communicating with banks to confirm balances, and obtaining year-end bank reconciliations from clients to match against cashbook and bank statements • Obtaining evidence of sales and purchase invoices through sampling of debtors and creditors, to check accuracy of valuation, completeness, occurrence, rights and obligations • Preparing statutory accounts for limited companies and limited liability partnerships using source documents in accordance with accounting standards and UK GAAP • Calculating corporate tax liabilities for limited companies and limited liability partnerships, and also calculating personal tax liabilities for employed, self-employed and partnership entities • Preparing quarterly VAT returns for sole traders and limited companies • Liaising with clients on a daily basis to advise them on general accountancy matters, communicating effectively both verbally and in writing to develop positive relationships • Delegate appropriate work to junior members of staff and review their work in a structured format

Stock controller

• Aug 2009 - Jan 2011

• Ensuring the professional, efficient and profitable operation of the store by performing middle-management duties • Consistently meeting targets by ensuring on-going performance improvement within the department and coordinating the workload within the team to achieve store objectives • Carrying out a range of financial duties including payroll, price control, banking and stock price reductions • Delivering a high level of customer service by effectively responding to enquiries, resolving problems and assisting with product selection, as well as handling cash and card transactions accurately • Maintaining optimal stock levels and carrying out various administrative duties