Catherine Joseph
Summary
Detail-oriented finance professional with experience in financial support, budgeting, and contract management. Proven ability to manage accounts, prepare financial reports, and ensure compliance with regulations. Strong analytical skills used to streamline processes and enhance financial performance..
Overview
21
21
years of professional experience
8
8
years of post-secondary education
Work history
2020.03 - 2026.01
- I took a career break to raise children while maintaining financial acumen through independent learning.
Finance Assistant
Frampton Park Preschool
2019.02 - 2020.02
- Managed banking operations, ensuring accurate handling of cheques and cash.
- Processed supplier invoices and facilitated timely payments.
- Assisted with payroll to maintain accurate staff hours and support financial accuracy.
Finance Officer - Temporary Assignment
The City Academy, Hackney
2018.09 - 2019.01
- Reconciled bank and credit card statements.
- Supported the Finance Manager in year-end audit processes.
- Processed supplier invoices, generated purchase orders, and prepared payment runs.
- Raised sales invoices and allocated income appropriately.
Finance Officer
Brook Young People
2018.01 - 2018.08
- Processed bank transactions and posted them onto the ledgers.
- Raised and dispatched sales invoices in line with the contract terms and sales agreement.
- Ran the weekly debtors report and chased customers for payment.
- Prepared and posted journals for staff credit card statements.
- Managed the credit control inbox.
- Processed supplier invoices, staff expenses and credit card statements.
Information, Finance & Contracts Officer
NSPCC
2015.05 - 2017.12
- I provided financial support to the Children's Services department by producing accurate financial and management accounting information.
- Managed income streams ensuring accurate sales invoicing and credit control.
- Monitored aged debt reports and pursued overdue payments.
- Conducted month/year end procedures, including accruals, reconciliations and financial reporting.
- Raised purchase orders and receipt costs in line with the contract payment schedule, chased suppliers for outstanding invoices.
- Produced monthly P&L reports for project managers.
- Ensured contract compliance and maintained contract tracking systems.
- Provided monthly KPI reports for senior management.
Assistant Management Accountant
The Princes Trust
2013.05 - 2015.03
- I produced timely and accurate management accounts for head office functions, reviewing annual budgets and monthly forecasts, analysing regional financial performance and recommending improvements.
- Ensured all financial accounting transactions for head office functions were processed and coded accurately.
- Conducted income reconciliations and donor income tracking.
- Assisted in the re-forecasting of financial and non-financial performance on a quarterly basis.
- Posted financial transactions, including accruals, deferrals and prepayments.
- Produced monthly reports to stakeholders, consisting of outlining the month's overhead and profit & loss.
- Liaised with budget holders to review variances and financial performance.
- Raised purchase orders for suppliers and goods receipted invoices for payment.
- Supported the team during budget preparation, mid-year reviews and financial year end.
- Posted the Head Count journal for all employees, ensuring completeness and accuracy was carried out according to the accounting policies.
Finance Administrator
The Prince's Trust
2011.08 - 2013.05
- I assisted the finance team with providing an effective and efficient service to stakeholders, acting as first point of contact on all financial queries.
- Processed Development Awards and supplier invoices into the finance system (IPOS).
- Raised sales invoices and credit notes for the organisation within a timely manner.
- Reconciled the sales ledger account and posted the income journal into SUN at the end of the month.
- Logged and banked cheques and cash on a weekly basis.
- Administered queries received through the Finance Inbox and sent them onto the appropriate person in the team to action.
- Handled gift aid registration and assisted with audit preparations.
Admin Officer (Contract)
Central Accounting Office (HMCS)
2010.07 - 2010.06
- Managed fine payments, investigated missing payments, and liaised with legal representatives.
Crone Corkill
2010.05 - 2010.06
- Charles Taylor – Receptionist/ Admin Support
- The Imperial Society of Teachers of Dancing – Receptionist/ Admin Support.
- Temporary Roles
Reception/ Admin support
Sue Ryder Care
2009.09 - 2010.04
- I provided a high-quality front of house and customer service at the London Office by promptly answering inbound calls and acting as first point of contact to all visitors.
- Managed Reception Admin Support volunteers and ordered photo and name badges for staff when requested.
- Oversaw petty cash and volunteer travel expenses.
- Published staff's weekly whereabouts on Beekeeper.
- Responded to general enquiries from the general email account or passed it onto the relevant person/department to action.
- Carried out stock takes and ordered stationary when supplies were low.
- Managed the bookings and usage of meeting rooms and logged building and photocopier repairs with the supplier.
Receptionist
MLS Business Centre
2008.06 - 2009.05
- Managed front-desk operations and meeting room bookings.
Team Administrator/ PA Duties
Bucks Music Group Ltd
2006.04 - 2008.04
- Processed royalty statements in the internal system and identified and resolved discrepancies to maintain accurate data and contract compliance.
- Screened the Managing Directors calls and managed their extensive diary by organising/re-arranging meetings, booking venues for meeting, events etc.
- Booked travel and accommodation for staff.
- Audio and copy-typed letters, faxes and memos for the Director.
- Authorised and managed staff's annual leave request and logged employee's holiday & sickness absences.
- Prepared detailed agendas for team meetings, provided accurate minute taking and followed up on any outstanding actions.
- Created and maintained product pages on the company's website for their online store.
- Sent out monthly newsletters and press releases to subscribers.
Receptionist/ Admin Assistant
DAKS Simpson Ltd
2004.10 - 2005.12
- Handled switchboard operations, logistics coordination and administrative support.
- Operated a busy company switchboard, managed meeting rooms through the online system and liaised with catering staff.
- Sent out customer's orders from the online shop.
- Ordered stationery and booked local and international couriers.
- Assisted the Royalties Manager with the monthly royalties' process.
Education
AAT Level 2 and 3 -
Kaplan
London 2014.09 - 2015.02
Business Administration and Information Technology course
Workforce
London 2003.06 - 2003.09
BTEC National Diploma - Computer Studies
Hackney Community College
2000.09 - 2003.06
Clapton School For Girls
London 1995.09 - 2000.06
Skills
- Excel proficiency (VLOOKUP, Pivot tables, Formulas)
- Reconciliation expertise
- Organizational and time management skills
- Knowledge of accounting and reporting software proficiency
- Month-End closure experience
- Financial analysis
References
References available on request
Timeline
2020.03 - 2026.01
Finance Assistant
Frampton Park Preschool
2019.02 - 2020.02
Finance Officer - Temporary Assignment
The City Academy, Hackney
2018.09 - 2019.01
Finance Officer
Brook Young People
2018.01 - 2018.08
Information, Finance & Contracts Officer
NSPCC
2015.05 - 2017.12
AAT Level 2 and 3 -
Kaplan
2014.09 - 2015.02
Assistant Management Accountant
The Princes Trust
2013.05 - 2015.03
Finance Administrator
The Prince's Trust
2011.08 - 2013.05
Admin Officer (Contract)
Central Accounting Office (HMCS)
2010.07 - 2010.06
Crone Corkill
2010.05 - 2010.06
Reception/ Admin support
Sue Ryder Care
2009.09 - 2010.04
Receptionist
MLS Business Centre
2008.06 - 2009.05
Team Administrator/ PA Duties
Bucks Music Group Ltd
2006.04 - 2008.04
Receptionist/ Admin Assistant
DAKS Simpson Ltd
2004.10 - 2005.12
Business Administration and Information Technology course
Workforce
2003.06 - 2003.09
BTEC National Diploma - Computer Studies
Hackney Community College
2000.09 - 2003.06
Clapton School For Girls
1995.09 - 2000.06