James Allen
Bridgnorth,Shropshire
Summary
Motivated and meticulous Accounts Associate with a solid foundation in financial reporting and compliance. Recognised as an adaptive person with an initiative-taking attitude, quickly adapting to new systems and processes. Committed to continuous professional growth and thrive in dynamic environments that challenge me to expand my technical and analytical skills. I am eager to contribute to a high-performing team while pursuing opportunities that foster development and long-term career progression in the field of accounts preparation.
Overview
2
2
years of professional experience
Work history
Accounts assistant
Stanton Ralph & Co Limited
Bridgnorth, Shropshire
08.2023 - Current
- Proficient in preparing micro-entity financial statements, ensuring accuracy and compliance with relevant reporting standards.
- Provided multiple clients with month-end produces and reconciliations to help assist with year-end procedures.
- Experienced in completing weekly bookkeeping and monthly VAT returns to ensure clients have maintained records and meet submission deadlines.
- Responsible for clients Xero/Quickbooks/Sage training and guaranteeing continuous support via face to face meetings, phone calls and emails.
- Supplied clients with their final tax returns and explained any changes HMRC have issued this year which has affected or could benefit them.
Education
Certificate of Higher Education - AAT Level 2
Telford College
Telford, Telford and Wrekin 09.2018 - 06.2019
Diploma of Higher Education - AAT Level 3
Telford College
Telford, Telford and Wrekin 09.2019 - 06.2020
Higher National Diploma - AAT Level 4
Telford College
Telford, Telford and Wrekin 09.2020 - 06.2021
Higher National Diploma - L7 Accountancy or Taxation Professional Apprenticeship Standard
ICAEW
Birmingham 04.2023 -
Skills
- Strong communication skills
- Adaptable and motivated
- Bookkeeping expertise
- Keen attention to detail
- Xero mastery
- Advanced excel knowledge
- Problem-Solving
- Capable multitasker
- Team Player
- Goal orientated
Affiliations
- Golf
- F1
- Motocross
Timeline
Accounts assistant
Stanton Ralph & Co Limited
08.2023 - Current
Higher National Diploma - L7 Accountancy or Taxation Professional Apprenticeship Standard
ICAEW
04.2023 -
Higher National Diploma - AAT Level 4
Telford College
09.2020 - 06.2021
Diploma of Higher Education - AAT Level 3
Telford College
09.2019 - 06.2020
Certificate of Higher Education - AAT Level 2
Telford College
09.2018 - 06.2019
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