Summary
Overview
Work history
Education
Skills
Hobbies
References
Timeline
Generic

Fatima Patel

Leicester

Summary

Proactive and detail-oriented Accountant with 7 years’ experience across diverse financial functions. Known for innovative problem-solving, strong time management, and the ability to lead and collaborate effectively in high-pressure environments. Adept in Excel and committed to continuous improvement, with a track record of delivering accurate and insightful financial reporting. Currently progressing toward ACCA qualification to further expand leadership and strategic contributions within finance

Overview

10
10
years of professional experience
2033
2033
years of post-secondary education

Work history

Management accountant

Barker Ross Staffing Solutions Ltd
Leicester
08.2021 - Current
  • Prepared and developed monthly management packs, accounts, and board pack for CEO and director.
  • Calculated and posted month-end journals to ensure accurate financial reporting e.g wages, holiday pay and rebate journals that were required
  • Reconciled opening balances and conducted thorough balance sheet reconciliations.
  • Organised and executed month-end, quarterly, and year-end processes efficiently.
  • Trained new employees on accounting principles and company procedures to enhance knowledge.
  • Strengthened client relationships by promptly addressing credit control inquiries.
  • Processed timesheets on IQX, ensuring accuracy for candidate payments and client charges.
  • Completed quarterly VAT returns, verifying accuracy of figures and investigating discrepancies.
  • Prepared schedules of accruals and prepayments to maintain up-to-date accounting records.
  • Reviewed accounts payable invoices and cheques to confirm correct payments.
  • Managed cash flow with accurate recording of transactions.
  • Covering CIS inbox, reviewing and replying swiftly for candidate payments
  • Analysed accounts receivable, reducing outstanding debts considerably over time.
  • Utilised Excel functions to simplify complex calculations and streamline work process e.g Pivot tables, vlookup
  • Covering scores, using 2 spreadsheets to bring together information providing profit figures for the branches.
  • Investigating and balancing sales on the BR analysis if there are any differences

Accounts Assistant

Elite Labels (Leicester) Ltd
10.2020 - 08.2021
  • Raising Pro-forma invoices in USD and GBP using Excel and Sage 50.
  • Credit control, chasing unpaid pro-forma invoices and the accounts with overdue balances on Sage.
  • Processing of purchase invoices, authorising and entering them onto Sage 50.
  • Actioning the bank transaction summary report for both GBP and USD daily; giving the sales staff any paid pro-forma invoices.
  • Entering the bank transactions for both GBP and USD (entering the exchange rate for each day) onto an excel spreadsheet which will be used to allocate payment on Sage.
  • Taking any card payments over the phone using the online website with confidence.
  • Invoicing all paid pro-forma invoices on Sage and posting/emailing out to the customers.
  • Entering any Excel pro-forma invoices once paid onto sage using the correct proforma account and the exchange rate when required.
  • Preparing a report for Payroll; downloading the previous week’s report from Astrow, making any adjustments which is given to my supervisor for payroll.
  • Supporting the team when required during month end preparation. Working as a team to ensure all purchase invoices have been entered onto Sage 50. Allocation of payment, invoicing all paid pro-forma invoices and updating the ledgers.
  • Working together to answer all customer or supplier queries; missing purchase invoices/chasing payment etc. Customers disputing their accounts, requesting any missing invoices etc.

Finance Assistant

Spirit Healthcare Ltd
10.2018 - 09.2020
  • Processing of purchase invoices, authorising and entering on to Sage 50
  • Payments to suppliers for invoices including foreign payments (EUR, CZK & USD)
  • Bank reconciliation for several companies.
  • Using excel to create bespoke customer documents.
  • Credit control; posting/emailing customer invoices, chasing overdue invoices.
  • Allocating receipts to customer invoices
  • Identifying and mitigating ethical risks when working as an accounting professional.
  • Acting as a role model for leadership and being a motivational influence on new employees.
  • During my mid-term review, I was congratulated for my performance and my positive impact within the department.
  • Time management skills, working on multiple projects and adhering to individual deadlines and resource planning.
  • Making sure we are GDPR compliant where required.
  • Ensuring team member adhere to company procedure and criteria to allow consistency within reports.

Sales Assistant

GranbyStreetPhones Ltd
07.2017 - 08.2018
  • Supporting customers during their time at the store
  • Dealing with issues they may have.
  • Solving problems, they may have with their device by directing them to the correct person.
  • Making customers feel comfortable by showing them different products in the store if they are having issues.
  • Suggesting different devices which may help them in deciding on what they would like to purchase at the store.

Teaching Assistant

Uplands Infants School
04.2015 - 05.2015
  • Supporting the teacher during the school day
  • Constant supervision of children of all ages.
  • Ensuring the classroom looks presentable and clean.
  • Being aware of health and safety risks, by adhering to health and safety standards.
  • Being a team leader when the children are given tasks to complete.
  • Giving support to the children during lesson hours, providing them with encouragement and motivation.
  • Preparing the classroom before the lessons
  • Organising the lessons classroom to fit the e.g., preparing colours and paint pots for the children’s art lessons.

Education

Level 2 - AAT Foundation Certificate in Bookkeeping - undefined

Level 3 - AAT Accountancy Diploma - undefined

Wyggeston and Queen Elizabeth I College - Certificate in Financial Studies, Law

Wyggeston and Queen Elizabeth I College (WQE)
01.2016 - 01.2018

GCSE - Math, English Language, English literature, History, core science, additional science, Religious studies, leisure and tourism

Sir Jonathan North College
01.2011 - 01.2016

ACCA Level 7 Apprenticeship -

BPP
Leicester

Level 4 – AAT Professional Diploma -

Kaplan Publishing Limited
09.2022

Skills

  • Ability to work under pressure
  • Teamwork
  • Punctuality
  • Meeting deadlines
  • Time management
  • Communication Skills
  • Microsoft Excel Proficiency
  • Attention to detail
  • Numerical skills
  • Communication with non-finance staff
  • Balance sheet experience
  • Account reconciliation
  • Bookkeeping
  • Sage Accounting
  • Credit Control

Hobbies

Hobbies: Developing cooking and baking skills., Watching and playing football., Photography and photo/video editing.

References

References are available at request.

Timeline

Management accountant

Barker Ross Staffing Solutions Ltd
08.2021 - Current

Accounts Assistant

Elite Labels (Leicester) Ltd
10.2020 - 08.2021

Finance Assistant

Spirit Healthcare Ltd
10.2018 - 09.2020

Sales Assistant

GranbyStreetPhones Ltd
07.2017 - 08.2018

Wyggeston and Queen Elizabeth I College - Certificate in Financial Studies, Law

Wyggeston and Queen Elizabeth I College (WQE)
01.2016 - 01.2018

Teaching Assistant

Uplands Infants School
04.2015 - 05.2015

GCSE - Math, English Language, English literature, History, core science, additional science, Religious studies, leisure and tourism

Sir Jonathan North College
01.2011 - 01.2016

Level 2 - AAT Foundation Certificate in Bookkeeping - undefined

Level 3 - AAT Accountancy Diploma - undefined

ACCA Level 7 Apprenticeship -

BPP

Level 4 – AAT Professional Diploma -

Kaplan Publishing Limited

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