Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
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Bethany Barwell

Bethany Barwell

Bourne

Summary

Driven individual with experience in high-volume and high-pressured portfolio management. Prepares financial records and reports with accurate, current information for reliable calculations. Collaborates, leads and communicates well within a team. An ambitious individual with a drive for improving knowledge, skills and experiences.

Overview

14
14
years of professional experience
10
10
years of post-secondary education

Work History

Audit and Accounts Manager

Saffery LLP
Peterborough
10.2018 - Current
  • Audit of not for profits, including charitable trusts, and corporate entities
  • Preparation of financial statements for sole traders, partnerships and small to large companies
  • Preparation of monthly and quarterly management accounts
  • Preparation of monthly and quarterly VAT returns, including partial exemption calculations and annual adjustments
  • Bookkeeping preparation, from basic processing, through to payment runs, including large scale tax payments and investment portfolio drawdowns.
  • Setting up system controls throughout the accounting and bookkeeping process
  • Dealing with HMRC on an array of matters, from VAT, corporation tax and self-assessment tax
  • Superuser for Xero and Key Prime, including have a strong knowledge of Sage. The work on Xero has included migrations from other systems
  • Training of those in the team in a variety of matters, including bookkeeping, accounts preparation and audit.
  • Client engagement manager for a large client base
  • Team management, including being a line manager/PAD reviewer
  • Company secretarial work, including Companies House submissions and Charity Commission submissions. These include annual confirmation statements, director/trustee/secretary appointments, terminations and detail changes, legal charge adjustments, and the annual return for the Charity Commission
  • Reviewed and corrected account discrepancies for improved financial reporting.

Audit and Accounts trainee

Rawlinsons (now Azets)
Peterborough
08.2012 - 10.2018
  • Preparation of financial statements
  • Preparation of simple corporation tax returns
  • Preparation of simple self-assessment tax returns
  • Preparation of monthly and quarterly VAT returns
  • Balance sheet reconciliations
  • Audit preparation

Restaurant and bar staff

The Crown Hotel (now Knead pubs)
Stamford
07.2010 - 08.2012
  • Working as a team to deliver customer service throughout a busy restaurant service, as well as dealing with challenging customers and group bookings which added a lot of pressure

Education

Accountancy

ACA
Nottingham
09.2015 - 08.2018

Accountancy

AAT
Peterborough
09.2012 - 08.2015

A-Levels -

Stamford Endowed Schools
Stamford, Lincolnshire
09.2010 - 08.2012

GCSEs -

Casterton College Rutland
Casterton
09.2008 - 08.2010

Skills

  • Financial management and reporting skills, including a keen eye for precision
  • Strong team coordination skills, including looking for ways to improve efficiency
  • Preparation of financial statements and monthly management accounts/reports, including forecasting
  • Strong work ethic and drive for high levels of customer service
  • Ability to build relationships internally and externally

Affiliations

  • Netball

Accomplishments

Various client service award nominations and wins

Timeline

Audit and Accounts Manager

Saffery LLP
10.2018 - Current

Accountancy

ACA
09.2015 - 08.2018

Accountancy

AAT
09.2012 - 08.2015

Audit and Accounts trainee

Rawlinsons (now Azets)
08.2012 - 10.2018

A-Levels -

Stamford Endowed Schools
09.2010 - 08.2012

Restaurant and bar staff

The Crown Hotel (now Knead pubs)
07.2010 - 08.2012

GCSEs -

Casterton College Rutland
09.2008 - 08.2010

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Bethany Barwell