Experience

Breakthrough Associates Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Relations Associate

  • Jan 2022 - Present

  Based in the Client Relations and Finance team managing clients R&D tax credit reports from start to finish. Responsibilities included: • Successfully hosting calls with new and existing clients to outline their qualifying activities and explain updates to the R&D tax credit scheme, followed by the creation and distribution of contracts to the said clients. • Acting as the main point of contact for clients, whilst ensuring relevant technical and financial information is obtained to progress their report to completion within our SLA. Also responsible for conducting a final review of reports in-line with an internal checklist. • Analysing clients P&L accounts to determine whether their business qualifies for the SME or RDEC scheme. • Compiling client’s financial data, using Excel to manipulate it into a tangible format, which is then used in collaboration with the client to determine qualifying expenditure. • Monitoring and analysing company output to provide reports to senior management to assist with forecasting and track workflow progress. • Solely responsible for maintaining our CRM system, Monday, including the creation of new client profiles, and the efficient running of our workflow board used by all staff members. Show less



Metro

• United Kingdom
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Graduate Brokerage Clerk

  • Oct 2020 - Feb 2022

  Based in the newly formed brokerage team following Brexit. Responsibilities included: • The creation of import and export entries across multiple modes of transport (road, air, and sea-freight) including the accurate application of VAT, duty, and excise duties in line with HMRC policies • The accurate completion of Transit Accompanying Documents (TAD) for UK-EU movements, ensuring all details are correct including the office of transit and destination to avoid any undue VAT penalties in EU member states • Regular and efficient communication with EU and UK hauliers and customers to identify their import custom requirements in line with delivery time requirements • Responsible for departmental communication with WNS (India-based machine learning provider) on data errors, as well as implementing exceptions in their data scanning methods as per the needs of Metro’s customers. Show less



BNP Paribas Personal Finance

• France
• Banking
• 700 & Above Employee

• Customer Support Advisor

  • Feb 2020 - Apr 2020

  Based in the collections department, my responsibilities included: • Making outbound calls to inform customers when their accounts have fallen into arrears and setting up payment plans with those customers to pay their arrears through negotiating monthly instalments to fit the customers’ circumstances • Updating customer files on software such as CACS and Tallyman, in a timely manner to ensure to as many queries can be resolved within a certain timeframe to meet and exceed company KPI’s (calls per day) • Communicating and escalating data changes internally i.e., incorrect contact details, or changing customer circumstances • My time at BNP was cut short due to the COVID-19 pandemic. Show less



Atkinson Accounts

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accounting Intern

  • May 2018 - Jun 2018

  Involved in financial accounts of small companies specifically in: • The initial creation of financial statements, including a bank reconciliation, whereby software such as Abbyy FineReader was employed to sort company transactions, allowing for the comparison between company account records and bank statements, with any discrepancies being investigated • Oversaw the creation and testing of a new portal for our clients to assist with service selection and quotations for those services, called e-Accounting, removing the requirement for face-to-face consultations as well as expanding Atkinson’s reach • The introduction of new clients through uploading their data onto Digita software and completing VAT record checks against the VAT number they have provided. Show less