Carys Davies
Llanybydder,Ceredigion
Summary
Proactive individual with keen analytical mindset and knack for financial analysis and problem-solving. Possesses strong organisational skills and solid foundation in financial principles. Committed to driving financial efficiency and supporting strategic goals in Finance Officer role. Knowledgeable about client management and relationship-building from previous roles.
Overview
37
37
years of professional experience
7
7
years of post-secondary education
Work history
Account handler
Farmers Union of Wales
Lampeter, Ceredigion
2010.03 - Current
- Managed client accounts whilst ensuring excellent customer service.
- Streamlined administrative processes for improved productivity and workflow.
- Prepared regular performance reports with meticulous attention to detail.
- Maintained detailed records of all client interactions for accurate reporting.
- Monitored client payment schedules to ensure timely collection of premiums.
Account clerk
Llaeth Cymraeg
Llandysul, Ceredigion
2008.03 - 2010.06
- Analysed financial data, identified discrepancies in accounts.
- Calculated and prepared cheques for client's Milk Records and other payments.
- Performed routine calculations to produce analyses and reports as requested by the finance director, resulting in up-to-date information availability.
- Managed client invoices, ensuring prompt payment of outstanding balances.
Administrative assistant
John Lewis
Llandysul, Ceredigon
1988.06 - 2010.02
- Managed front desk duties to ensure smooth operation of reception area.
- Initiated purchase orders for office supplies ensuring cost-effective procurement..
- Performed bookkeeping tasks, including invoicing and expense tracking.
Education
Business Studies
Coleg Ceredigon
Cardigan, Ceredigion 1986.09 - 1988.06
CSEs -
Ysgol Gyfun Emlyn
Newcastle Emlyn, Ceredigion 1981.09 - 1986.06
Skills
- Bookkeeping principles
- Administrative efficiency
- Renewal processing
- Premium calculation
- Quotation preparation
- Policy renewals
- Account management
- Compliance requirements
- Excellent communication skills
- Microsoft Office
- Customer Service
Timeline
Account handler
Farmers Union of Wales
2010.03 - Current
Account clerk
Llaeth Cymraeg
2008.03 - 2010.06
Administrative assistant
John Lewis
1988.06 - 2010.02
Business Studies
Coleg Ceredigon
1986.09 - 1988.06
CSEs -
Ysgol Gyfun Emlyn
1981.09 - 1986.06