Summary
Overview
Work history
Education
Skills
Timeline
Generic

Jodie Morey

Pensax,Worcester

Summary

Experienced account management professional with a strong background in payment processing, Microsoft Excel, and account reconciliation. Proficient in bookkeeping, accounts payable, and sale ledgers. Adept at managing financial records and ensuring accuracy in all transactions.

Overview

16
16
years of professional experience

Work history

Client Service Administrator

PPM Financial Planning
Redditch, Worcestershire
07.2022 - Current
  • Streamlined client communication by promptly addressing queries and concerns.
  • Improved client relationships through effective management of expectations.
  • Enhanced service delivery by coordinating with various departmental teams.
  • Ensured timely completion of tasks, contributing to overall productivity.
  • Processed client requests in a professional manner, maintaining high levels of accuracy.
  • Maintained an organised filing system with meticulous attention to detail.
  • Updated databases regularly for accuracy and reliability of information.
  • Prioritised tasks effectively, ensuring all deadlines were met without compromising quality.
  • Managed meeting schedules to ensure smooth operations.
  • Coordinated office supplies order to maintain inventory levels.
  • Ensured clean and welcoming environment, resulting in positive feedback from visitors.

Self Employed Cleaner

JLC Custom Cleaning
Rubery, Worcestershire
01.2021 - 07.2022
  • Utilised eco-friendly products to maintain a safe, chemical-free environment.
  • Provided deep cleaning services for occasional needs such as post-construction or move-in scenarios.
  • Ensured customer satisfaction by addressing specific requests or concerns promptly.

Assistant Accountant

GKN Driveline
Birmingham, West Midlands
08.2018 - 01.2022
  • Processing & managing the say to say sales and purchase invoice transactions for multiple inter companies.
  • Reconciling supplier statements to the ledger.
  • Reviewing bank statements to book cash receipts and payments.
  • Liaising with internal staff and external suppliers to resolve intercompany invoice issues and discrepancies.
  • Assisting with intercompany recharges.
  • Maintaining masterdata of supplier and customer accounts.
  • Facilitating BACS payments and treasury payments.
  • Processing employee expenses in timely manner.
  • collecting information for P11D and PSA.
  • Ensured accurate reporting by following up on bank reconciliations promptly when required.

Accounts Payable Assistant

Grupo Antolin
Redditch, Worcestershire
04.2015 - 08.2018
  • Reduced processing time by efficiently managing invoices and statements.
  • Conducted monthly reconciliations for accurate financial reports.
  • Collaborated with suppliers to resolve any discrepancies in billing.
  • Facilitated swift resolution of invoice queries, ensuring smooth relationships with vendors.
  • Maintained organised filing system for efficient document retrieval.
  • Assisted with month-end procedures to ensure timely reporting.
  • Ensured prompt payment of invoices for improved supplier relations.
  • Worked closely with the finance team to maintain accurate records.

Finance Assistant

Halfords
Redditch, Worcestershire
09.2008 - 04.2015
  • Ensuring 55 ledgers were maintained and up to date
  • Inputting a high volume of invoices onto SAP
  • Processing invoices against purchase order numbers.
  • resolving all queries to ensure prompt payment to suppliers.
  • Liaising with suppliers to maintain a healthy relationship.


Education

GCSEs -

Arrowvale High School
Redditch

A-Levels -

Arrowvale
Redditch

Skills

  • Account management
  • Payment Processing
  • Microsoft Excel
  • Account reconciliation
  • Bookkeeping
  • Accounts payable
  • Sale ledgers

Timeline

Client Service Administrator

PPM Financial Planning
07.2022 - Current

Self Employed Cleaner

JLC Custom Cleaning
01.2021 - 07.2022

Assistant Accountant

GKN Driveline
08.2018 - 01.2022

Accounts Payable Assistant

Grupo Antolin
04.2015 - 08.2018

Finance Assistant

Halfords
09.2008 - 04.2015

GCSEs -

Arrowvale High School

A-Levels -

Arrowvale

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Jodie Morey