Danny Grant
Newcastle upon Tyne
Summary
I am a responsible, highly organized professional currently looking for work in finance field and studying for CIMA Certificate in Business Accounting. Being trustworthy and dependable, I have a genuine sense of commitment. My friendly, punctual, hardworking nature makes me an excellent team player with knowledge and experience in the financial sector. I always intend to looking combine work alongside learning new capabilities. It is essential for me to be a reliable and proactive employee, to demonstrate tact and collaboration. I am discreet, professional and an ethical employee who handles confidential information appropriately.
Overview
4
4
years of professional experience
Work History
Purchase Order Coordinator
Visuna Company
Washington
08.2024 - 08.2025
- Assisting with Credit Control Queries
- Allocating a large volume of POs to invoices for multiple accounts
- Procuring proforma Invoices every month
- Chasing aged debt and POs.
- Excel reports
- PO Processing and SAP invoicing
- Coordinating with clients to ensure a smooth workflow.
- Chasing POs
Financial Administrator
Thomas Miller Claims Management
Newcastle upon Tyne
01.2024 - 08.2024
- Preparing documents for payment runs and invoices
- Creating batch invoices for clients
- Assisting account manager with financial postings
- Posting purchase invoices on Xero and other systems
- Setting up new suppliers.
- Checking for vital errors in sales & purchase invoices.
- Importing monthly Sales invoices into Xero
- Posting Ad Hoc payments & payment runs on to the bank.
- Handing financial queries
- Calling suppliers to confirm bank details & other financial information
Accounts Receivable Assistant
The Rudd Group, Ltd.
Newcastle upon Tyne
01.2023 - 09.2023
- Producing invoices for all three divisions of the group: Bob Rudd, Clear Cool and Inn Stay
- Banking of receipts, dispute management
- Reconciliation, credit control
- Running brewery reports, Sage payments
- Daily banking and petty cash
- Ledger account maintenance
- Strong Excel skills
Financial Operations Administrator
RBC Brewin Dolphin Limited
Newcastle upon Tyne
01.2022 - 01.2023
- Creating daily financial reports in Excel, operational MI and reconciliations.
- Applying, amending and deactivating fees using True Potential Wealth Platform.
- Creating invoices and following up afterwards.
- Working on Suspense Account, errors and corrections.
- Matching commission statements and allocating cash.
- Managing workload against multiple deadlines.
- Supporting the client life-cycle by providing administrative assistance to branches and client-facing executives.
- Running Manual Journal entries for CM0500 on Fiscal.
- Chasing providers for aged debt and financial documentation by email and telephone.
Education
CIMA Certificate in Business Accounting -
Chartered Institute of Management Accountants (CIMA)
07.2025
AAT Level 2 Foundation Certificate in Accounting -
Newcastle College
Newcastle, UK11.2021
BTEC Level 3 National Extended Diploma - Cyber Security & Networking
Newcastle College
Newcastle, UK07.2019
Level 2 Digital Skills Cambridge Technical -
Newcastle College
Newcastle, UK06.2017
Skills
- Experienced team player with a strong team ethic; always build positive working relationships within my department and across the wider firm
- Solution-oriented with a methodical approach to the tasks
- Proven numeracy, literacy, and communication skills through my studies and work
- Excellent organizational and planning skills, with attention to detail and analytical ability
- Capable of prioritizing to meet deadlines
- Able to follow instructions; hardworking, orderly, and dependable
- Experience in reconciliations, VAT, fees, invoice processing, and remittance checking
- IT Skills: Microsoft Word, strong Excel skills including PivotTables, data V-Lookup, and financial/data reports
- Skilled in working remotely, self-motivated with a sense of discipline and time management
- Experienced in using Sage50&Sage Cloud Accounting Software
References
References available upon request.
Timeline
Purchase Order Coordinator
Visuna Company
08.2024 - 08.2025
Financial Administrator
Thomas Miller Claims Management
01.2024 - 08.2024
Accounts Receivable Assistant
The Rudd Group, Ltd.
01.2023 - 09.2023
Financial Operations Administrator
RBC Brewin Dolphin Limited
01.2022 - 01.2023
CIMA Certificate in Business Accounting -
Chartered Institute of Management Accountants (CIMA)
AAT Level 2 Foundation Certificate in Accounting -
Newcastle College
BTEC Level 3 National Extended Diploma - Cyber Security & Networking
Newcastle College
Level 2 Digital Skills Cambridge Technical -
Newcastle College
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