Abi Smart
Banbury,Oxon
Summary
Experienced Financial Administrator recognised for integrity and precision in managing financial operations. Enhanced financial reporting processes, leading to more accurate budgeting and forecasting. Streamlined invoicing system, reducing processing time and errors, ensuring timely payments and improved cash flow. Proven experience managing a team. Has spent the last 2 years in a hybrid roll splitting time successfully between office and being highly motivated and productive wfh.
Overview
4
4
years of post-secondary education
26
26
years of professional experience
Work history
Financial administrator
Eight Wealth Management
Banbury , Oxon
2023.11 - Current
- Assured accuracy of company and client records, resulting in up-to-date financial information.
- Prepared packs for the advisors for meetings daily and ensured accuracy.
- Oversaw and submitted new business and ongoing contributions.
- Conducted comprehensive research on financial regulations, ensuring compliance at all times.
- Supported management team with vital financial data for key decision-making processes.
- Delivered accurate financial reports with meticulous data entry and record-keeping tasks.
- Managed client correspondence for improved communication and relationship-building.
- Maintained sensitive employee data securely, adhering to confidentiality policies at all times.
- Coordinated daily workflow, delegating tasks to ensure timely completion of financial operations.
- Safeguarded financial data with strict adherence to data security and anti-fraud requirements.
- Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
Deputy manager
The Joiners Arms
Bloxham , Oxon
2021.04 - 2023.10
- Reduced operational inefficiencies by streamlining workflow processes.
- Managed daily operations for smooth running of the office.
- Supervised team members for optimal task completion.
- Assisted in budget management to control costs effectively.
- Enforced company policies for a safe and productive work environment.
- Provided guidance to junior staff, fostering professional growth and development.
- Addressed customer complaints promptly, improving customer satisfaction levels.
- Addressed customer issues with compassion and professionalism, ensuring swift, successful resolution.
- Maintained excellent client relationships by dealing with queries and complaints calmly and professionally.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
- Translated senior management directives into actionable front-line policies and implemented changes with staff.
- Consistently arrived at work on time and ready to start immediately.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Used Microsoft Word and other software tools to create documents and clear communications.
- Oversaw daily operations to achieve high productivity levels.
credit control team leader
Hogg Robinson
Farnborough, Hampshire
2003.09 - 2007.05
- Reduced staff turnover with an effective motivation strategy.
- Ensured adherence to company policy by all team members, maintaining professionalism at all times.
- Led project coordination, resulting in timely delivery.
- Encouraged open communication, fostering a positive work culture.
- Conducted regular performance reviews to identify areas of improvement for each team member.
- Devised actionable plans towards achieving set business objectives within deadlines.
- Improved customer satisfaction through close collaboration with the team.
- Fostered a high-performing environment to drive productivity and quality.
- Handled employee grievances professionally, minimising potential workplace disputes.
- Successfully delivered on tasks within tight deadlines.
Accounts administrator
Banbury Computers
Banbury, Oxfordshire
2000.12 - 2003.02
- Streamlined communication channels by promptly forwarding messages and post to relevant departments or personnel.
- Upheld confidentiality with sensitive information handling procedures.
- Coordinated office supplies orders to keep necessary materials available at all times.
- Facilitated prompt issue resolution through careful tracking of complaints until they were fully addressed.
- Ensured the availability of up-to-date content on company brochures and promotional material for prospective clients' use.
- Maintained accurate logs of visitor entries for security purposes.
- Delivered front of house duties with warm and professional manner.
- Monitored account activity, detected discrepancies promptly.
- Decreased errors in payroll processing with meticulous review of data.
- Assisted in monthly closings, ensured timely completion of tasks.
- Assisted senior accountant for audit preparation.
- Filed tax returns accurately and on time for avoidance of penalties.
- Improved data consistency by identifying and eliminating inaccuracies.
- Generated account statements outlining payments and balances.
Accounts assistant
Glazparts
Banbury, Oxfordshire
2001.05 - 2003.07
- Managed client accounts to ensure timely payments.
- Improved accuracy of financial data by conducting thorough checks and balances.
- Assisted in budget preparation, helped control expenditure.
- Streamlined office procedures to enhance productivity levels.
- Assisted in monthly closings, ensured timely completion of tasks.
- Prepared detailed financial reports for improved decision making.
- Conducted bank reconciliations regularly to maintain accurate records.
- Liaised with clients regarding overdue payments, facilitated swift resolution of issues.
- Assisted senior accountant for audit preparation.
- Used correct classifications and coding for accounting transactions.
Education
A-Levels - sociology law and psychology
stratford upon avon
Stratford-upon-Avon, Warwickshire 1995.09 - 1997.06
GCSEs - 8 A 2 B grades
Warriner School
Bloxham, Oxfordshire 1992.09 - 1995.06
Skills
- Invoicing management
- Pension administration knowledge
- Microsoft excel expertise
- Credit control methods
- Budgeting proficiency
- Account reconciliation
- Account discrepancy handling
- Team management and mentoring
- Sage adept
- Calm under pressure
- Communication skills
- Problem-solving
Affiliations
- walking my dogs
additional time
My husband is a builder with his own company and I manage his tax returns, invoicing, and books. I also do all the administration for my youngest sons football team.
Timeline
Financial administrator
Eight Wealth Management
2023.11 - Current
Deputy manager
The Joiners Arms
2021.04 - 2023.10
credit control team leader
Hogg Robinson
2003.09 - 2007.05
Accounts assistant
Glazparts
2001.05 - 2003.07
Accounts administrator
Banbury Computers
2000.12 - 2003.02
A-Levels - sociology law and psychology
stratford upon avon
1995.09 - 1997.06
GCSEs - 8 A 2 B grades
Warriner School
1992.09 - 1995.06