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Palwi Sood Acma, Cgma is a seasoned professional with 5+ years of experience in finance and recruitment. She has expertise in financial operations, AAT program delivery, and apprenticeship coordination. Palwi holds certifications from Xero, AAT, CIMA, and OCR.

Credentials

  • XERO Advisor
    Xero
    Nov, 2017
    - Apr, 2026
  • AAT
    AAT
    Apr, 2015
    - Apr, 2026
  • CIMA
    CIMA
    Feb, 2012
    - Apr, 2026
  • OCR
    OXFORD CAMBRIDGE AND RSA EXAMINATIONS
    Apr, 2014
    - Apr, 2026

Experience

  • Future Connect Training & Recruitment Ltd
    • London, Greater London, United Kingdom
    • Senior Consultant
      • Aug 2018 - Present
      • London, Greater London, United Kingdom

      AAT Program Delivery:• Plan, deliver, and assess high-quality AAT courses to a diverse range of students.• Develop and implement engaging curriculum and lesson plans that meet educational standards and industry requirements.• Provide academic support and guidance to students, ensuring their success and progression.• Maintain accurate records of student progress, attendance, and assessment results.AEB Funding Management:• Oversee the administration and compliance of AEB funding, ensuring all activities adhere to funding regulations and guidelines.• Prepare and submit accurate funding claims and reports to relevant bodies.• Monitor and evaluate the effectiveness of AEB-funded programs, implementing improvements as necessary.• Liaise with funding bodies and stakeholders to stay updated on policy changes and opportunities for additional funding.Apprenticeship Coordination:• Manage the end-to-end process of apprenticeship programs, from recruitment to completion.• Develop strong relationships with employers to create apprenticeship opportunities and ensure successful placements.• Provide ongoing support to apprentices and employers, addressing any issues or concerns promptly.• Ensure all apprenticeship activities comply with regulatory requirements and quality standards.

    • Finance Function Manager
      • Dec 2017 - Aug 2018

      • Overseeing financial operations, ensuring accuracy and compliance.• Preparing and analyze financial statements, reports, and budgets.• Leading budgeting, forecasting, and financial planning processes.• Coordinating and manage annual audits and financial reviews.• Implementing and monitor financial control systems and policies.• Enhance operational efficiency and streamline financial processes.• Advising clients on financial planning, budgeting, and forecasting.

  • Harley Street Dental Studio
    • London, United Kingdom
    • Accounts Manager
      • May 2015 - Nov 2017
      • London, United Kingdom

      • Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.• Reconciled company bank, credit card and line of credit accounts on a daily, weekly and monthly basis.• Communicated with customers to identify and resolve outstanding payments.• Developed monthly, quarterly and annual profit and loss statements and balance sheets.• Month-end journal preparation and assisting with overall ledger control.• Maintaining accounting ledgers• Reconciling accounts and resolving discrepancies• Streamlined bookkeeping procedures to increase efficiency and productivity.• Generated invoices upon receipt of billing information and tracked collection progress.• Tracked financial progress by creating quarterly and yearly balance sheets.• Managed and responded to all correspondence and inquiries from customers and vendors• Liaising with external accountants/auditors in relation to annual accounts preparation. • Other ad-hoc duties

    • United Kingdom
    • Accounting
    • 200 - 300 Employee
    • Accounts Assistant
      • Jan 2015 - May 2015

      • Knowledge of purchase and sales invoices, VAT and tax returns and bank reconciliation.• Reconciling payments with bills.• Inputting, matching, batching and coding of invoices,• Checking Purchase Invoices to delivery notes.• Proficient in the use of computerised accounting systems and spreadsheets and advanced excel.• Accurately processing supplier invoices and credit notes.• Good keyboard skills and able to quickly input and manipulate financial data.• Monitoring customer accounts for non-payment and delayed payment.• Ensuring all invoices are validated against relevant purchase orders• Other ad-hoc duties

    • Business Development Executive
      • Feb 2014 - Dec 2014

      • Present new products and services and enhance existing relationships.• Present to and consult with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.• Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.• Using knowledge of the market and competitors, identify and develop the company’s unique selling propositions and differentiators.• Submit weekly progress reports and ensure data is accurate.• Ensure that data is accurately entered and managed within the company’s CRM or other sales management system.

  • M4 Foods ltd
    • London, United Kingdom
    • Retail Manager
      • Feb 2008 - May 2012
      • London, United Kingdom

      • Generated and reviewed daily and weekly business reports completed under retail standards, I was engaged in budgeting and forecasting sales and my responsibilities included planning purchase and monitoring inventory control.• Responsibilities included arranging and coordinating staff meeting, liaising with store manager and resolving staff queries.• Identified and contacted prospective customers to promote sales and increase revenue hence meeting sales targets.• Maintain comprehensive knowledge of the company’s products and services.

  • St. Mary's High School
    • London, United Kingdom
    • Teaching Assistant
      • Mar 2009 - May 2009
      • London, United Kingdom

      • Helping students in their coursework and assignment;• Motivating pupils with enthusiastic, imaginative presentations;• Maintaining discipline;• Organizing the classroom and learning resources to create a positive learning environment;• Coordinating activities and resources within a specific area of the curriculum, an supporting colleagues in the delivery of this specialist area;

Education

  • 2012 - 2015
    CIMA
  • 2010 - 2012
    Cardiff Metropolitan University
    Master of Business Administration (MBA), Accounting and Business/Management
  • 2007 - 2010
    Middlesex University
    Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Suggested Services

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Industry Focus. “Accounting”

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