Achieved 100% accuracy in banking software usage, ensuring compliance with transfer controls and maintaining precise cash records for 30+ client accounts.
Processed 500+ direct receipts monthly while resolving 95% of outstanding reconciliation items, reducing unallocated cash by 20%.
Managed 200+ cheques monthly, cutting cheque-related delays by 98%, and minimized risks by resolving 100% of issues within 24 hours, enhancing risk management by 15%.
Increased process efficiency by 30% through automation, met 100% SLAs by upholding high customer service standards, and improved KPI reporting accuracy by 10% through precise data provision.
Ensured 100% compliance with RICS guidelines for client money management and improved efficiency by resolving 90% of cross-functional queries within SLAs.
Finance Query Analyst
Advanced
Birmingham, West Midlands
07.2023 - 10.2023
Resolved 95% of invoice queries within set timelines, reducing outstanding payables by 90% through Salesforce invoice rectification and ensuring 100% resolution of missing billing requests to maintain accurate financial records.
Achieved 98% billing accuracy, consistently meeting SLAs and improving client satisfaction, while generating clear account statements to enhance financial transparency.
Ensured 99% accuracy in financial reports through thorough cross-checks, maintained 100% compliance with complex documentation and standards, and prevented discrepancies by effectively managing payables and receivables.
Provided insights that improved operational efficiency by 20%, increased efficiency by 75% through cross-functional collaboration, and streamlined processes to enhance productivity.
Managed high-value projects efficiently, maintaining quality and productivity, while ensuring smooth financial operations through proactive issue resolution and compliance adherence.
Financial Reporting Accountant
Grant Thornton UK LLP
Birmingham
01.2022 - 07.2023
Completed first draft of financial statements under FRS 102 & 101 with 98% accuracy, aligning trial balances and key figures while ensuring 100% inclusion of company details such as directors, addresses, and subsidiaries.
Processed debit and credit journal entries to make necessary adjustments and applied correct accounting policies to meet financial reporting standards.
Supported auditors by providing timely and comprehensive information, streamlining audit process, and presenting daily financial reports to audit teams for prompt decision-making.
Met workflow targets by adhering to KPIs, compliance, and risk standards while ensuring accurate reporting of financial transactions to aid in comprehensive financial analysis.
Utilized advanced Excel functions (PIVOT TABLES, VLOOKUPs, XLOOKUPs) for efficient data analysis, enhancing financial reporting accuracy and decision-making.
Complaints Handler
Barclays Bank
Birmingham, West Midlands
09.2018 - 09.2020
Maintained 100% accuracy rate in data entry by recording detailed notes using customer relationship management software, ensuring 100% capture rate of inquiries and complaints within internal database.
Achieved consistent 95% client satisfaction rating by providing policy advice that resulted in 90% adherence rate to product policies among clients, enhancing overall service quality.
Resolved 80% of customer complaints by adhering to established guidelines while promptly escalating complex inquiries to team leaders for efficient resolution, ensuring seamless customer support.
Reduced complaint lifecycle by 30% through effective time management and improved service processes, while communicating customer feedback through appropriate channels, leading to 20% increase in actionable insights.
Took ownership of customer correspondence, delivering exceptional service with 95% resolution rate on initial contact and consistently meeting regulatory timelines.
Cash Operations Analyst
extraenergy
Birmingham
04.2018 - 09.2018
Produced clear and detailed Monthly Operating Reports (MOR) with 98% accuracy rate, along with precise ad-hoc Management Information (MI) reports, including projection waterfall reports, demonstrating future cash flow and default performance with 95% precision.
Ensured 100% corporate compliance by verifying adherence to security, confidentiality, privacy, and safety policies, while maintaining payment performance board to provide real-time insights into payment performance metrics.
Forecasted cash collection performance across all payment channels with 95% accuracy, analysed and reported discrepancies in direct debit collections, and achieved 90% resolution rate for identified issues.
Processed bank reports for accurate allocation of failed direct debits by specific failure codes, minimizing errors by 85%, and collaborated with Business Analysts and senior stakeholders to enhance payment processes, improving efficiency by 15%.
Provided guidance to departments and staff on setting up direct debits, resolving direct debit issues, and handling cancellations, reducing errors by 80% while ensuring smooth payment operations.
Customer Service Advisor
extraenergy
Birmingham, West midlands
09.2016 - 04.2018
Provided detailed advice on product and service benefits, resulting in 95% customer satisfaction rating.
Handled over 500 requests with friendly, knowledgeable service and support, consistently receiving positive customer feedback.
Shared customer feedback and recommended improvements, contributing to 10% increase in team performance metrics.
Investigated and resolved over 200 customer queries within defined SLAs, maintaining response time of under 24 hours.
Adhered strictly to policies and procedures, ensuring 100% company compliance in all interactions.
Managed high-volume customer queries simultaneously, averaging resolution rate of 95% through effective multitasking.
Established and maintained positive relationships with clients, going extra mile to build rapport and foster long-term connections.
Administration officer
British Red Cross
Glasgow, Glasgow City
12.2012 - 08.2016
Proficiently greeted clients and visitors, fostering welcoming office environment.
Conducted typing tasks and efficiently distributed memos for effective communication.