An AATQB professional with strong expertise in financial record-keeping and accounts management. Skilled in reconciling statements, managing invoices, and ensuring compliance with accounting standards. Strong focus on team collaboration and achieving results, adaptable to changing needs. Recognized for reliability, accuracy, and effective communication skills.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Accounts Assistant
ML Fabcuts Ltd
Dartford, United Kingdom
03.2023 - Current
Reconciled 30+ bank and ledger accounts monthly with 0% discrepancies.
Recovered over £15,000 in overdue receivables within 60 days by implementing a new collections protocol.
Processed 200 plus monthly invoices with a 99% accuracy rate, ensuring on-time payments to 50+ suppliers.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Assisted in preparing monthly financial reports and reconciliations.
Implemented streamlined filing system for enhanced document retrieval.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Input financial data and produced reports using Xero software
Communicated and resolved disputes with customers regarding outstanding invoices, payments and adjustments.
Processed invoices and maintained accurate accounts payable records.
Accounts Assistant
WummyKay Consultant Ltd
London, United Kingdom
05.2016 - 03.2023
Issued quotes and invoices to clients based on projected work and services rendered
Set up banking details and facilitated contractor payments, including the processing and reimbursement of invoices
Managed monthly payrolls and submitted FPS and EPS to HMRC
Processed phone and email-based orders from initial contact to invoicing and payment stage
Managed company financial account with strict attention to detail.
Introduced an online data entry system which reduced invoice input time by 60%
Improved company revenue by 59% following dedicated progression methods
Trainee Accounts Assistant
KBM Training and Recruitment
London, United Kingdom
01.2021 - 01.2022
Processed large volume of sales and purchase invoices using Sage 50, QuickBooks and Xero software
Performed client account management duties including bookkeeping, VAT and preparation of financial statements
Prepared year end accounts and financial statement for sole traders and partnerships
Assisted with reconciliation procedures of management accounts on a weekly basis
Managed non-current asset registers and applied calculated depreciation
Processed supplier's payments and customer's receipts
Handled staff monthly payroll and generated payslips including P45, and P60
Prepared final trial balance and monthly management accounts.
Reconciled and balanced accounts with accuracy
Account Specialist
Pearson Plc
London, United Kingdom
01.2008 - 01.2016
Consistently exceeded customer service length agreement target by 95%
Implemented changes that increased department efficiency by 10%
Achieved a 98% customer satisfaction rating by providing comprehensive and supportive customer service
Successfully managed customer complaints contributing to a 90% increase in resolved complaint files
Meticulously maintained CRM databases for Pearson, facilitating accurate and up-to-date records of customer information
Established customer relationships by quickly responding to requests and resolving issues effectively
Resolved routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgement with an emphasis on courtesy
Managed client accounts, ensuring timely resolution of inquiries and issues.
Developed and maintained strong relationships with clients to enhance customer satisfaction.
Coordinated activities with local and international Customer Service divisions, interacting with external departments on common issues, with practical solution
Education
BSc Hons - Applied Accounting
Oxford Brookes University
Exford, United Kingdom
03-2013
Skills
Invoice processing
Payment processing
Journal entries
Bank reconciliation
Xero Certified
Data Management
Ledger and journal entries
Time management
Attention to detail
Accounting software proficiency
Credit control
VAT returns preparation
Microsoft Excel
QuickBooks Certified
Affiliations
ACCA – Association of Chartered Certified Accountants
AAT – Association of Accounting Technicians
IFA – Institute of Financial Accountants
Certification
AAT Level 3 Diploma in accounting - April 2026
(AATQB Status)- July 2025
AAT Level 3 Certificate in Bookkeeping - April 2025
Level 3 Diploma in Computerised Accounting for Business - September 2023
Level 3 Certificate in Digital Accounts Assistant - September 2021
Level 2 Certificate in Digital Bookkeeping and Payroll Administration - September 2021