Summary
Overview
Work History
Education
Skills
Current Endeavors
Accomplishments
Interests
Timeline
Generic

Daniel Banks

Financial Accountant
Birmingham

Summary

My profession is in financial services with comprehensive expertise in managing financial records and ensuring accurate reporting. Adept at fostering team collaboration and driving results through meticulous financial analysis. I am renowned for reliability and adaptability in dynamic financial environments. I possess strong problem-solving skills and a passion for accuracy, with a keen interest in pursuing a career in accounting and finance.

Overview

4
4
years of professional experience

Work History

Financial Accountant

Sterling BCM Limited
09.2022 - Current
  • I have been trained in preparing year-end accounts for a diverse range of clients, including retail businesses, construction firms, consultants, and property companies, all with turnovers exceeding £1 million. My role has also expanded into self-assessment, primarily focusing on rental accounts, to further prepare me for handling tax inquiries.
  • In addition, I am currently responsible for preparing over 35 VAT returns each month. I efficiently compile and finalise all necessary invoices ensuring accuracy and timeliness. I have guided junior team members with my knowledge of the VAT topic, and a practical setting motivates me to contribute effectively to the success of a dynamic team.
  • As part of my responsibilities, I proactively communicate with clients to ensure strict HMRC deadlines are met, which I do both verbally and in writing. I have willingly extended my working hours to guarantee that all deadlines are achieved, which has consistently resulted in high client satisfaction.
  • Looking ahead, I am eager to expand my skills with accounting software, like Xero, to comply with the movement towards MTD.

Floor Staff

Morrisons Supermarket
11.2021 - 04.2022
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Education

Level 4 Apprenticeship - Diploma in Accounting And Business

ACCA
04-2026

Level 3 Apprenticeship - Assistant Accountant

AAT
06.2024

GCSE & A Level -

Plantsbrook School
07.2022

Skills

Accounts payable and receivable

Financial reporting

Accounting and bookkeeping

Microsoft Excel proficiency

Bank reconciliation

Tax preparation

Account reconciliation

Fixed asset management

Current Endeavors

  • As of February 2025 I have embarked on the next step to achieving greater qualifications in which I am currently studying for my Level 4 ACCA accounts apprenticeship. This will benefit me as I am strengthening my understanding making me a more qualified and competitive candidate for future roles.
  • While I am 21 years young, I have big aspirations to impose an image of myself where others do not question my abilities and can confidently rely on me to get the job done.

Accomplishments

  • I daily supervised a team of 3 staff members.
  • Documented and resolved multiple VAT queries which led to many satisfied clients.
  • Achieved better accessibility and accuracy by introducing Xero for bank reconciliation tasks.
  • Used Microsoft Excel to develop payables and receivables tracking spreadsheets.

Interests

I stay active with different activities such as competitive swimming and long distance running

Timeline

Financial Accountant

Sterling BCM Limited
09.2022 - Current

Floor Staff

Morrisons Supermarket
11.2021 - 04.2022

Level 4 Apprenticeship - Diploma in Accounting And Business

ACCA

Level 3 Apprenticeship - Assistant Accountant

AAT

GCSE & A Level -

Plantsbrook School

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Daniel BanksFinancial Accountant