Summary
Overview
Work history
Education
Skills
Timeline
CustomerServiceRepresentative

Helen Harris

Coventry,West Midlands

Summary

Methodical and reliable individual committed to helping accounts teams deliver accurate financial records. Identifies inefficiencies and reports non-compliance to regulations. Quick learner confident at meeting deadlines in fast-paced environments.

Overview

31
31
years of professional experience

Work history

Accounts Assistant

Merchant Money
Bubbenhall, Warwickshire
01.2015 - Current
  • Verified items billed against items received, following up with vendors to reconcile variances.
  • Supported preparation for annual audit process.
  • Reconciled all company accounts, including credit cards and expenses.
  • Prepared Excel spreadsheets to track banking transactions and financial performance.
  • Input sales, purchase and cash transactions.
  • Produced accurate general ledger entries with Anchor softwere and CL loan Systems
  • Met deadlines by managing workload independently.

Credit Controller

Middlemarch Environment
Coventry
06.2006 - 12.2011
  • Assessed customer compliance with repayment schedules through thorough account reviews.
  • Contacted customers about overdue payments by phone, letter and email.
  • Oversaw correct daily account balancing process.
  • Investigated invoices, requesting appropriate evidence from suppliers.
  • Informed new customers on up-to-date credit terms and conditions.
  • Negotiated terms and conditions, payment plans and settlements.
  • Monitored outstanding balances and followed up payments.’
  • Developed guidelines and procedures to achieve timely payments from customers.

Planning Manager

Carillion Rail
Rugby, Warwickshire
01.2000 - 04.2006
  • Developed and maintained relationships with operational management teams at operations sites across UK networks.
  • Mapped out new solutions to problem areas to fit within clients' vision.
  • Supported stockholders by generating and interpreting business information to encourage informed business decision-making.
  • Monitored processes and procedures, making sure that the company met compliance regulations.
  • Facilitated project team's setup of proper project control structures, systems and tools.
  • Calculated and maintained alternate performance option plans to avoid delays in production completion.
  • Prepared and submitted planning appraisals, statements for site-related developments and changes and Certificates of Lawfulness.

Mortgage consultant

Connells Estate Agents
Coventry, West Midlands
01.1994 - 01.1999
  • Facilitated tracking of sales performance against KPI targets by creating and maintaining accurate records.
  • Maintained quality of service, ensuring constant up to date mortgage industry trends.
  • Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.
  • Secured affordable, cost-effective mortgage options tailored to client needs to drive satisfaction rates.
  • Generated leads through sales presentations and cold calling to build new business, increasing sales revenue.
  • Consistently exceeded monthly sales targets using exceptional negotiation skills.
  • Provided additional advice and guidance on buildings cover and life insurance.
  • Established viability and creditworthiness, analysing financial statements, credits and payment history.
  • Conducted client interviews to determine most suitable mortgage product according to client needs and priorities.

Apprentice Accountant

Rugby Borough Council
Rugby, Warwickshire
09.1992 - 01.1994
  • Reconciled company credit cards, employee expenses and commissions.
  • Balanced reports to submit for approval and verification.
  • Built solid working relationships with clients using exceptional communication skills.
  • Used initiative to go above and beyond assigned workload and supporting colleagues.
  • Offered support and advice while providing outstanding customer service.
  • Communicated with suppliers to reconcile invoice payments.
  • Organised digital and physical files using methodical approach.

Education

AAT - Accounts

Warwickshire college
Warwickwickshire
09/1995 - 09/1997

Degree in Business and Finance - Business

Aston University
Birmingham
09/1991 - 06/1995

Skills

  • Sage 100
  • Accounts Payable/Accounts Receivable
  • Accounts Receivable (AR)
  • Credit notes
  • Bank reconciliations
  • Payroll
  • Ledger maintenance
  • QuickBooks

Timeline

Accounts Assistant

Merchant Money
01.2015 - Current

Credit Controller

Middlemarch Environment
06.2006 - 12.2011

Planning Manager

Carillion Rail
01.2000 - 04.2006

Mortgage consultant

Connells Estate Agents
01.1994 - 01.1999

Apprentice Accountant

Rugby Borough Council
09.1992 - 01.1994

AAT - Accounts

Warwickshire college
09/1995 - 09/1997

Degree in Business and Finance - Business

Aston University
09/1991 - 06/1995

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Helen Harris