Passionate Bookkeeper with experience in data accuracy and management. Independent problem-solver focused on customer service and product development. Works well under tight deadlines.
Overview
19
19
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work history
Bookkeeper
Milne Craig Chartered Accountants
Paisley, Renfrewshire
2022.06 - Current
Managed financial records by meticulously entering and updating data.
Maintained accurate books for clear financial visibility.
Produced timely financial reports with use of bookkeeping software.
Analysed fiscal transactions to ensure all activities adhered to company policies.
Organised supplier payments punctually to sustain good business relationships.
Managed end-to-end bookkeeping for varied portfolios, including sole traders, limited companies and SMEs.
Training new and existing clients on accounting software such as Sage 50, sage cloud and Xero.
Preparation and submission of VAT returns and CIS returns.
Bank Reconciliations.
Accounts manager
One Call Facilities Management Ltd
Hillington, Glasgow City
2021.05 - 2022.06
Improved financial accuracy by implementing advanced accounting procedures.
Reviewed and corrected account discrepancies for improved financial reporting.
Enhanced team productivity with regular training sessions.
Coordinated monthly management meetings reporting on the status of accounts payable and receivable.
Processed monthly payment run for all large suppliers and manage the day to day purchasing of smaller items via credit card.
Managed client relationships, gained trust and loyalty.
Identified cost-saving opportunities by conducting thorough expenditure reviews.
Oversaw accounts payable and receivable activities for efficient cash flow management.
Prepared monthly reports, account reconciliations and financial statements.
Handled customer and supplier concerns and complaints to resolve issues and build loyalty.
Provided customers with price information and handled financial transactions.
Processed customer payments and set up direct debits for long-term service contracts.
Bookkeeper
J. S. Mackie & Co Management Accountants
Hamilton, South Lanarkshire
2019.07 - 2021.05
Start to end bookkeeping for a wide range of clients such as newsagents, consultancy companies, restaurants, haulage companies and baby boutiques.
Raising and sending sales invoices, checking and entering purchase invoices and bank reconciliations and submitting VAT Returns
Setting up new clients with VAT registration through HMRC and reregistering clients who are no longer trading or fall below the threshold.
Accounting software packages used were Sage 50, Xero and Quickbooks.
Processed invoices promptly, enabled swift payment processing.
Worked closely with accountants during end-of-year closeout procedures, ensured accuracy of figures reported in annual reports.
Resolved discrepancies to balance books and maintain correct accounting records.
Credit controller
Ethigen Ltd
East Kilbride, South Lanarkshire
2016.09 - 2019.06
Managed customer accounts for maintaining positive client relationships.
Negotiated repayment arrangements, improving cash flow in the process.
Reduced business risk with stringent credit checks and assessment.
Established effective payment plans to facilitate timely debt recovery.
Processed monthly direct debits of £4million and £1million in Bacs payments.
Carrying out credit checks on all new clients and ensuring pharmacies are all regulated by GPHC and applying for the necessary insurance.
Conducted research into references for reliable approval outcomes.
Liaised with sales department and the warehouse for achieving better client communication.
Conducted regular account reviews to maintain accurate records.
Coordinated legal actions against defaulters to safeguard company interests.
Monitored client's credit situation closely, mitigating risks associated with late payments.
Contacted customers about overdue payments by phone, letter and email.
Identified most pressing client debt cases to pursue.
Accounts assistant
Edmundson Electrical Ltd
Kirkintilloch, East Dunbartonshire
2005.06 - 2015.03
After leaving school, this was my first job starting as a Office Junior. My duties included Telesales, taking payment over the phone by debit/ credit card. Placing orders with suppliers. Sending customer invoices, chasing overdue customer accounts. Bank reconciliation and assisting with VAT returns. Accounts software used was Sage 50.
Met deadlines by managing workload independently.
Reconciled all company accounts, including credit cards and expenses.
Due to the company closing the office I was based in, I changed to the Scottish Credit Office where my position was only Credit Control. I started off looking after 4 Edmundson Electrical branches to 9 branches.
Education
Bookkeeping
AAT
2024.03 - 2024.09
HND Accounts - Accounts
South Lanarkshire College
East Kilbride, South Lanarkshire
2012.08 - 2015.05
Certificate of Higher Education - French, Maths, Geography, English, Accounting and Finance
Hamilton Grammar School
South Lanarkshire
1998.08 - 2002.05
Skills
Strong verbal communication
Attention to detail
Financial record keeping
Customer Service
Account management
Debt recovery procedures
Double-Entry bookkeeping
Affiliations
Going to the gym, spending time with my family
Certification
I was pleased to receive a Distinction on completion of my AAT exams.
References
References available upon request.
Timeline
Bookkeeping
AAT
2024.03 - 2024.09
Bookkeeper
Milne Craig Chartered Accountants
2022.06 - Current
Accounts manager
One Call Facilities Management Ltd
2021.05 - 2022.06
Bookkeeper
J. S. Mackie & Co Management Accountants
2019.07 - 2021.05
Credit controller
Ethigen Ltd
2016.09 - 2019.06
HND Accounts - Accounts
South Lanarkshire College
2012.08 - 2015.05
Accounts assistant
Edmundson Electrical Ltd
2005.06 - 2015.03
Certificate of Higher Education - French, Maths, Geography, English, Accounting and Finance