James Thompson
Wroughton,Swindon
Summary
Proficient clerical team member, knowledgeable in Management Accounting and Bookkeeping practices. Dependable in maintaining accurate records to an exceptional standard. Executed professional administrative tasks to employ excellent customer rapport and build positive client relationships. A highly adaptable individual with effective communication, problem-solving, and conflict-resolution capabilities.
Overview
3
3
years of professional experience
Work history
Finance Apprentice
Nationwide Building Society
Swindon, Wiltshire
09.2023 - Current
- Assisting with the production of the Business Performance Pack, a Management Accounting Dashboard.
- Performing monthly, quarterly, and year-end financial processes.
- Maintaining strict confidentiality documentation.
- Ensuring adherence to regulatory governance.
- Studying for professional finance qualification.
Power of Attorney - Documents Administrator
Nationwide Building Society
Swindon, Wiltshire
01.2023 - 09.2023
- Inspecting legal documentation, ensuring full completion and validity, to process Power of Attorney applications.
- Strict compliance with GDPR regulations.
- Liaise with various departments, to ensure efficient resolution to all queries raised.
Accounts Assistant
Workman LLP
Swindon, Wilthsire
02.2022 - 07.2022
- Communicated with clients to facilitate timely payments and reduce outstanding accounts receivable.
- Updated databases whilst complying with GDPR regulations.
- Accurately identified and allocated incoming cash to relevant tenant accounts.
- Managed general inbox emails/ enquiries, promptly following up and resolving.
- Completed AAT training modules in Bookkeeping Transactions and Bookkeeping Controls.
Education
Accounting
AAT
12.2024
A-Levels -
The Ridgeway School & Sixth Form College
Swindon2020
GCSEs -
The Ridgeway School & Sixth Form College
Swindon2018
Skills
- Analysing Financial Information
- Interpersonal/ Communicational skills
- Data/ Cyber security
- Proficient with Microsoft Office apps
- Professional Judgement
- Bookkeeping
- Administration
Timeline
Finance Apprentice
Nationwide Building Society
09.2023 - Current
Power of Attorney - Documents Administrator
Nationwide Building Society
01.2023 - 09.2023
Accounts Assistant
Workman LLP
02.2022 - 07.2022
Accounting
AAT
A-Levels -
The Ridgeway School & Sixth Form College
GCSEs -
The Ridgeway School & Sixth Form College
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