CHARLOTTE LLEWELLYN
Llanharan,Rhondda
Summary
A confident, hardworking individual with a willingness to develop a career in finance. Boasts excellent attention
to detail, an analytical thinker applying education and personal skills to problem solve, quickly assisting and
supporting individuals or teams. Comfortable with working towards set objectives and deadlines with the ability
to communicate clearly and effectively both externally and internally. Enjoys reading fantasy
novels, swimming and travelling.
Overview
3
3
years of professional experience
Work history
Finance Officer - Temp Contract
Hedyn Homes
Pontypool, Torfaen County Borough
04.2025 - 01.2026
- Prepared accounts payable transactions weekly, reducing errors through meticulous detail.
- Maintained compliance by updating repairs and maintenance records in One Housing.
- Generated invoices aligning with accounts receivable schedules and terms.
- Collected financial details from suppliers for precise sundry payment preparation.
- Monitored account activity, promptly identifying discrepancies.
- Assisted internal audits via organised document management.
- Resolved invoicing queries through departmental coordination.
- Issued detailed invoices for rechargeable repairs to tenants.
- Processed standing orders and returned direct debits with high attention to detail, ensuring correct account posting.
Finance Officer – Temp Contract
Tenovus Cancer Care
Cardiff
09.2024 - 03.2025
- Performed bank reconciliations to ensure accuracy of financial records.
- Contributed to preparation of annual budgets for upcoming financial year.
- Assisted in gathering and organizing financial data for interim audit process.
- Posted journals to accounting system, ensuring accurate and timely entries.
- Provided coverage for purchase ledger during colleague's annual leave, ensuring continuity of operations.
- Maintained and updated fixed asset register to ensure accurate tracking and reporting.
- Helped with fire risk assessment of retail locations to ensure compliance with safety regulations.
Finance Administrator
GBC Brewery Ltd
Llantrisant, Rhondda Cynon Taf
05.2024 - 09.2024
- Pivotal to the migration of accounts from Merlin to Xero
- Achieved Xero Certified Advisor Status
- Helped produce costings on new products
- Built strong relationships with existing clients and suppliers
- Helped to produce far reaching social media marketing content
- Made and recorded payments to suppliers accurately and in a timely manner
- Took on the role of logistics, to facilitate deliveries between the brewery and customers
- Kept accurate record of all invoices inwards and outbound, across two accounting systems
- Produced key beer duty returns, and ensured payment within agreed terms
Accounts assistant
Purever UK Ltd
Pont-y-clun, Rhondda Cynon Taf
05.2023 - 05.2024
- Produced accurate general ledger entries with Dynamics 365 Business Central.
- Posted financial data to appropriate accounts in an automated accounting system.
- Negotiated terms and conditions, payment plans and settlements.
- Posted journal transactions and cash receipts on sales ledger.
- Contacted customers about overdue payments by phone, letter and email.
- Delivered exceptional customer service on all calls while maintaining calm and professional demeanour in challenging circumstances.
- Exceeded collection target goals with assertive communication and negotiation skills.
- Supported with forecasting and budgeting to manage expenses.
- Managed activities of accounts receivable and credit control functions, ensuring timely collection of outstanding amounts and maintenance of outstanding debts within 30 days.
Finance Officer
Ogmore Valley Community Council
Ogmore Vale
09.2022 - 04.2023
- Provided financial reports as part of monthly meeting, monitoring data and information processing to minimise errors
- Supported production of annual budgets
- Thoroughly maintained cashbook and VAT return records in Excel to maintain compliance with council's financial regulations
- Monitored and reviewed financial controls, processes and procedures to enable best practice development
- Prepared monthly bank reconciliations with 100% accuracy
- Organised and carried out month-end, quarterly and year-end processes
- Supported management in preparation of audit papers and documents.
Education
AAT Level 2 - Accounting
Bridgend College of Further Education
Bridgend 10.2022 - 07.2023
Bachelor of Arts - English Language and Literature
The Open University
Milton Keynes 10.2025 -
Skills
- Microsoft Excel
- Bank reconciliations
- Bookkeeping
- Management accounting
- Exceptional communicator
- Budget monitoring
- IT literate
- Accounting Software
Volunteer Experience
- Baobab Bach CIC, Volunteer Team Leader, Lewistown, 2022-07, 2023-04, Pantries Lewistown TRA, Met and greeted people on arrival of pantry to create welcoming atmosphere, Maintained clean, organised and well-stocked food pantry, Delivered supportive customer service to people from range of different backgrounds and cultures, Upheld food quality standards by strictly monitoring food product 'used by' and 'best' before dates, as well as refrigeration temperatures, Discussed individuals' food requirements and possible further needs, providing further signposting support as appropriate, Marketed food pantry activities to increase awareness and accessibility in local community., Built strong relationships with community partners and stakeholders., Discussed individuals personal requirements in discreet, empathetic and professional manner, and sign-posted according to needs., Undertook workshops with Stop Loan Sharks to build awareness and diligence of spotting customers potentially at risk.
- YMCA Bridgend, Admin Assistant Volunteer, Bridgend, 2019-06, 2019-10, Displayed strong customer service skills with professional telephone manner to resolve customer enquiries, Maintained office files in both electronic and hard copies, Assisted with invoicing and payroll to help facilitate efficient workflow, Maintained reception area in orderly manner to provide visitors with positive first impression of company, Verified documents and associated records to catch and resolve discrepancies, Maintained office petty cash book.
Timeline
Bachelor of Arts - English Language and Literature
The Open University
10.2025 -
Finance Officer - Temp Contract
Hedyn Homes
04.2025 - 01.2026
Finance Officer – Temp Contract
Tenovus Cancer Care
09.2024 - 03.2025
Finance Administrator
GBC Brewery Ltd
05.2024 - 09.2024
Accounts assistant
Purever UK Ltd
05.2023 - 05.2024
AAT Level 2 - Accounting
Bridgend College of Further Education
10.2022 - 07.2023
Finance Officer
Ogmore Valley Community Council
09.2022 - 04.2023