Quickbooks, Sage & IRIS
Alyssia Ann Ward
Chief Executive Officer
Summary
Results-driven CEO with expertise in delivering and implementing complex solutions on large scale of transformation projects across five locations. Holds extensive experience and knowledge in Finance, Payroll, Sales, Compliance and Customer Services. Methodology analysing and delegating projects to ensure smooth running of the business, whilst also identifying under preforming departments and areas with resolutions to reduce stagnation and increase the growth. Possesses effective communication skills, meticulous attention to detail and a strong competency in managing stakeholders at all levels of seniority.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Finance Manager
The Marine Group
Penarth
11.2022 - 12.2022
- Supported operations management, sales and marketing efforts to increase revenue and overall financial health.
- Reviewed documentation and identified financial discrepancies where applicable.
- Assisted Head of Finance with creating organizational structures to improve accounting and finance functions.
- Trained existing staff members in various financial procedures to prepare for job requirements.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Supported operations by communicating with customers, filing documents and managing data.
- Identified accounting errors when cross-referencing documents and database information.
Chief Executive Officer
Exact Payroll Limited
Newport
01.2022 - 10.2022
- Increased company revenue from 18 million to 119 million through aggressive new market strategies within a year.
- Coached and guided senior managers to improve employee job satisfaction and achieve higher performance levels.
- Reviewed individual department performance and worked with leadership to improve processes, procedures and practices.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Researched and facilitated software integration to streamline accounting and financial processes.
- Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
- Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Finance Director
Exact Payroll Limited
Newport
01.2019 - 12.2021
- Forecasted trends and recommended improvements based on financial risk analyses.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Assisted with recruiting, interviewing and hiring new department employees.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Assisted the finance team with daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
Client and Office Manager
Exact Payroll Limited
Newport
05.2018 - 05.2019
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Implemented project management techniques to overcome obstacles and increase team productivity.
- Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns.
- Updated reports, managed accounts and generated reports for company database.
Account Manager
Exact Payroll Limited
Newport
07.2016 - 05.2018
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions.
- Liaised with external customers and internal departments to provide and gather information enabling customer requirements to be met.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
Bookkeeper
Sullivans Chartered Accountants
Pontypridd
08.2015 - 07.2016
- Developed and maintained courteous and effective working relationships.
- Improved operations through consistent hard work and dedication.
- Participated in team-building activities to enhance working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Posted daily receipts and payments in accordance with corporate protocols.
- Calculated deductions and processed payroll for employees.
- Established IRIS, Sage and QuickBooks accounting systems to reflect accurate financial records.
Accounts Assistant
Accounting Solutions
Blackwood
02.2012 - 07.2015
- Reviewed figures, postings and documents for correct entry, completeness and accuracy.
- Organized data into multiple spreadsheets to streamline data.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
- Used accounting software to prepare weekly and monthly financial reports.
- Communicated regularly with customers regarding account questions and issues.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Helped prepare month-end, quarterly and year-end closings.
Education
AAT Level 4 Diploma in Professional Accounting
ACT
Cardiff 04.2017 - 01.2019
AAT Level 2 Certiicate in Accounting
ACT
Cardiff 04.2015 - 03.2016
AAT Level 3 Diploma in Accounting
ACT
Cardiff 03.2016 - 02.2017
Skills
Written and interpersonal communication
Software
Merit Software & Brightly
Interests
Motocross
Sky Diving
Timeline
Finance Manager
The Marine Group
11.2022 - 12.2022
Chief Executive Officer
Exact Payroll Limited
01.2022 - 10.2022
Finance Director
Exact Payroll Limited
01.2019 - 12.2021
Client and Office Manager
Exact Payroll Limited
05.2018 - 05.2019
AAT Level 4 Diploma in Professional Accounting
ACT
04.2017 - 01.2019
Account Manager
Exact Payroll Limited
07.2016 - 05.2018
AAT Level 3 Diploma in Accounting
ACT
03.2016 - 02.2017
Bookkeeper
Sullivans Chartered Accountants
08.2015 - 07.2016
AAT Level 2 Certiicate in Accounting
ACT
04.2015 - 03.2016
Accounts Assistant
Accounting Solutions
02.2012 - 07.2015
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