Summary
Overview
Work history
Education
Skills
Timeline
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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
03.2010 - 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
03.2008 - 06.2010
  • 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
06.1988 - 02.2010


  • 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
09.1986 - 06.1988

CSEs -

Ysgol Gyfun Emlyn
Newcastle Emlyn, Ceredigion
09.1981 - 06.1986

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
03.2010 - Current

Account clerk

Llaeth Cymraeg
03.2008 - 06.2010

Administrative assistant

John Lewis
06.1988 - 02.2010

Business Studies

Coleg Ceredigon
09.1986 - 06.1988

CSEs -

Ysgol Gyfun Emlyn
09.1981 - 06.1986

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Carys Davies