
First-Class Accounting graduate and ACA trainee with two years of professional services experience, combining financial analysis, data analysis and client relationship management. Experienced in analysing financial information, resolving client queries and working across diverse client portfolios, with strong Excel, Power BI and commercial skills. A confident communicator with experience mentoring colleagues and representing a professional services firm at external business events. Seeking to apply analytical, commercial and problem-solving skills within a forward-thinking business services, advisory or analyst role.
Completed two years of ACA training within a professional services environment, working across a diverse portfolio of clients and developing strong analytical, commercial and client-facing capabilities.
• Analysed financial information across a varied client portfolio, investigating discrepancies, resolving queries and supporting the preparation of accurate financial accounts and tax computations.
• Managed multiple client assignments and competing deadlines, coordinating information requirements and communicating with clients and colleagues to progress work efficiently.
• Used Excel, Xero, Sage and specialist financial systems to process and analyse financial data, developing strong digital capability and attention to data quality.
• Built trusted client relationships through regular communication, translating financial queries and requirements into clear, practical explanations.
• Selected to train a new starter and act as a buddy to a colleague joining from another department, providing guidance on systems, processes and working practices.
• Represented the firm at external business networking and young-professional events, including Somerset Chamber of Commerce events, building professional relationships and strengthening commercial awareness.
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