Experience

Blue Spire Accountants & Financial Planners

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountant

  • Jan 2020 - Present



James Todd & Co Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Bookkeeper

  • Apr 2019 - Jan 2020

  • Confidently complete monthly and quarterly bookkeeping for VAT Returns. • Producing monthly and quarterly management accounts; this involves reconciling bank accounts, preparing and posting prepayments, accruals, payroll journals, fixed asset registers/depreciation and calculating corporation tax liability based on company profit to date to advise of dividends available. • Preparing self-assessment calculations for directors to advise of personal tax due throughout the year considering various sources of income. • Prepare year-end packs for the accounts team; this involves reconciling all accounts on the balance sheet to ensure correct hire purchase figures, loans, inter-company transactions and that all tax accounts reconcile with HMRC • Experience preparing draft financial accounts on IRIS. • Preparation and submission of monthly CIS returns. • Preparation and submission of quarterly CT61 loan interest returns. • Xero advisor certified. I have assisted in the development of management accounts within James Todd by building a bespoke report within Xero and rolling this out across the bookkeeping team. Show less



Premier UK Business

• Petersfield, Hampshire

• Bookkeeper

  • Feb 2016 - Mar 2019

  Bookkeeper; • Monthly and quarterly bookkeeping, bank reconciliation, monthly reports, VAT returns, extended trial balances and dividend calculations for clients. • Completion and submission of self-assessment tax returns. Assistant to Finance Director; • Managed credit control within the business. • I took it upon myself to undertake fee reviews for clients to ensure the billing was in line with the time and services provided. Upon approval from the business partners I contacted over 200 clients to agree new higher fees or monthly direct debit payment plans, and increased the billing and turnover as a direct result. • Raised invoices and credit notes in a timely manner upon instruction from the accounts team. • Drafted engagement contracts and obtained required documents for all new clients to ensure the company adhered to money laundering and due diligence regulations. Administrative Manager; I started my role as a client support executive; this involved building relationships with clients and implementing internal systems, procedures and reports to ensure effective and efficient support. The business grew significantly, so having developed the role and grown with the business I was instructed to hire a small team which I proceeded to manage; • Oversaw a team of staff to ensure the client support maintained a high standard. • Corresponded with clients on all matters from scheduling accounts work to assisting in helping them understand their figures and tax. • Held weekly management meetings to ensure a strong relationship within the team, discussed any arising issues and found solutions. Completed target setting, goals and annual appraisals with the team. • Created monthly work schedules for members of the accounts team to ensure work was completed within the internally agreed timescales and staff hours were being used productively. • I have experience in recruitment, holding interviews and employment termination meetings. Show less



True Adventure Ltd

• Administrator

  • Oct 2014 - Oct 2015

  Administrator for True Adventure, a company that work alongside schools to organize expeditions abroad for students. Responsibilities include: Payment schedules and banking for travelers; understanding the ‘Workbooks’ reporting system to update each individual’s payments for credit control and forecasting purposes, ensuring accuracy and meeting set timescales. Corresponding with travelers and accurately displaying payment and balance records for each individual on our website. Raising invoices and sending welcome letters and certificates to new customers. Double checking anything and everything. I have a very keen eye for detail and, due to the nature of the job, it is vital to have correct financial, passport and medical details and records. Organizing airline contracts, ensuring correct passenger numbers and accurate names so as not to incur airline fees. Ensuring all medical kits are checked and correct to take on expedition, which is vital in an emergency situation. Maintained market intelligence on competition through regular research. Co-ordinated large conferences to promote the products the company offered. Show less



Midhurst Rother College

• Administrator (Data)

  • Jul 2011 - Mar 2014

  My responsibilities involved: Maintaining and updating ‘progress reports’ by set deadlines; collecting and analysing tracking data for all students, and to work in a fast paced office as a strong team throughout exams seasons so exams would run smoothly. One of my greatest achievements working at MRC was the improvement I made to tracking progress and targets. Initially by completing ‘progress reports’ on Excel after each reporting period, then using conditional formatting, formulas and filters, I created spreadsheets for each subject to see where students needed to be placed into intervention, or where targets needed to be raised to meet outstanding student progress. This involved analysing data for each student and having discussions with teachers, department heads and parents to explain the data. Conducting presentation assemblies to 150, year 7 students to explain their grades in a format more understandable to them. Scheduling all internal exams for 4 year groups, made entries on the SIMS system and arranged invigilation. This involved discussing tier entries with teachers, getting the correct papers from teachers in a timely manner and ensuring they were all counted and locked away prior to the exam, along with planning the exams into the daily school timetable. During exam periods I completed exam paperwork records every day for each exam; having to keep up with demands of ever changing seating plans and student illnesses. I was also responsible for all controlled material, ensuring this was securely checked in to the safe and awarding bodies were contacted immediately if something was incorrect. I ensured all students were entered for their correct exams and entries were double checked and signed off by subject leaders; all deadlines were met to avoid late fees, thus keeping costs down within the department. I completed invigilator timesheets for payment. Show less



7Fish Restaurant

• Waitress/Bar Maid

  • Aug 2009 - Jul 2011

  I worked here throughout my college education and again recently when I returned from my travels in July 2014. My roles have changed over my time here. I was often responsible for opening up the restaurant in the mornings and set up for the day. My role currently is on the bar which involves closing down at the end of the night, as part of this role I have completed personal license holder training. We work as a close, trustworthy team and I have learnt and developed skills in teamwork, customer services and handling money. Show less