Iain Swan
Glasgow
Summary
Highly efficient professional with extensive customer relations, client relationship management, and financial administration expertise. Demonstrates proficiency in report generation, data entry, and administrative support. Skilled in order processing, and financial software utilisation. Adept at managing customer complaints and ensuring order fulfilment with resilience under pressure. Strong analytical skills combined with commercial awareness and excellent communication proficiency. Proficient in Microsoft Office Suite and possesses a good telephone manner.
Reliable and proactive individual with exceptional communication and problem-solving abilities, excelling in fast-paced environments. Demonstrates strong organisational skills paired with keen eye for detail, ensuring smooth operations and customer satisfaction. Eager to contribute to operational excellence and drive success in accounting or financial services role.
Overview
31
31
years of professional experience
Work history
Client Operations Representative
U.K. Health Security Agency
03.2020 - 01.2025
- Responding to enquiries from the public regarding Covid 19
Temporary Worker
Office Angels
04.2018 - 08.2019
- Finance Assistant contracted to Delegate in Glasgow from April 2018 until office closure in January 2019
- Processing Purchase Ledger Invoices
- Manage Bank and statement reconciliations
- Process Monthly supplier statement reconciliations
- Manage Weekly supplier payments
Office Manager
The Glasgow Distillery Company
09.2017 - 03.2018
- Refining existing and establishing new administrative processes, covering all administrative functions in an expanding distillery in Glasgow
- Managing customer sales order and distribution process
- Supplier invoice receipt and processing
- Warehouse stock control and reporting
- Processing duty free stock movements
- Management of stock and materials for and during production
- Liaising with outsourced accountants; HMRC and other compliance
Business Support Assistant
East Renfrewshire Council
07.2017 - 09.2017
- Temporary position covering sick leave at Barrhead Health and Community Care Centre
Settlement Analyst - Trade Support Team
Barclays Wealth Management
10.2015 - 03.2017
- Working as part of a team providing back office support to Barclays Capital and/or Barclays Wealth clients
- Managing the timely and accurate flow of data from Private Banker and Investment Managers order placing, through to trade execution and settlement
- Supporting and leading an Operational Function within the Shared Services environment
Administrative Co-Ordinator
X.P.O. Logistics
12.1999 - 10.2015
- Company Overview: A key stakeholder within the Scottish depot of a Third Party Logistics Provider, responsible for many areas of a high profile contract with B&Q
- Finance: Managing and reporting of all financial transactions to senior management including purchase & sales ledger, company credit card transactions, petty cash and staff expenses
- Assisting in the preparation of monthly/annual management accounts, financial reports and other month-end processes
- Managing P.O
- Raising & processing on electronic P.O
- System
- Dealing with invoice queries from head office & suppliers
- Batching invoices & expenses for onward processing at Head Office Finance
- Monitoring of GRNI balances & dealing with exceptions
- Assisting in month end processes
- Payroll: Managing and reporting weekly/monthly payroll processes for all permanent & agency staff
- Extracting payroll files from timecards, exporting data Onto EXCEL report weekly
- Sense checking of weekly payroll data for completeness & accuracy
- Calculating and preparing payroll uploads for onward submission to Head Office payroll
- Ensuring all personnel files were up to date with P45s, P60s, holiday tracker etc, and new starts or leavers were communicated to the Payroll provider
- Stock Management: Planning and overseeing the collection and dispatch of stock throughout the B&Q network, providing a full verifiable audit trail to ensure proof of collection/delivery
- Responsible for maintaining levels of vehicle fuel, equipment, stationery, and consumables and ordering on a weekly, monthly or ad hoc basis
- Management of office procurement & stock control systems
- Management of fuel system including ordering and receipt of deliveries, accurate reporting and maintenance
- KPI Analysis & Reporting: Generating insightful reports via Access, Excel and other means
- Reporting key performance indicators and weekly expenditure to senior X.P.O
- And B&Q Management
- Record stock deliveries in/out and investigate discrepancies, with issues escalated to senior management
- Record and report on driver activity to ensure their time is being used productively
- Collate information regarding supplier activity, such as late or missing deliveries, and investigate discrepancies
- A key stakeholder within the Scottish depot of a Third Party Logistics Provider, responsible for many areas of a high profile contract with B&Q
Investment Administrator
Scottish Amicable Investment Managers
01.1996 - 01.1999
Account Executive
Pagoda Forex Currency Management
01.1994 - 01.1996
Skills
- Customer relationship management
- Report generation
- Client relations management
- Highly efficient
- Data Entry
- Outstanding customer service
- Results-oriented
- Computer literacy
- Procurement expertise
- Multi-tasking
- Resilience under pressure
- Order processing
- Administrative support
- Order tracking
- Analytical
- Invoice processing
- Time-management
- Microsoft Office Suite
- Good telephone manner
- Communication proficiency
- Commercial Awareness
- Data Entry
- Order fulfillment
- Customer Service
- Telephone skills
- Financial reporting
- Financial data interpretation
- Data processing
- Financial literacy
- Knowledge of accounting software
- Month-End closure experience
- Financial management
- Database management
- Financial report analysis
- Foreign exchange expertise
- Forex knowledge
- Financial market analysis
- Financial modelling techniques
Timeline
Client Operations Representative
U.K. Health Security Agency
03.2020 - 01.2025
Temporary Worker
Office Angels
04.2018 - 08.2019
Office Manager
The Glasgow Distillery Company
09.2017 - 03.2018
Business Support Assistant
East Renfrewshire Council
07.2017 - 09.2017
Settlement Analyst - Trade Support Team
Barclays Wealth Management
10.2015 - 03.2017
Administrative Co-Ordinator
X.P.O. Logistics
12.1999 - 10.2015
Investment Administrator
Scottish Amicable Investment Managers
01.1996 - 01.1999
Account Executive
Pagoda Forex Currency Management
01.1994 - 01.1996
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