Summary
Overview
Work history
Education
Skills
Timeline
Generic

Jonathan Jones

Cwmbran,Torfaen County Borough

Summary

I am hardworking, driven, and highly focused on my goals. I have 3 years of experience working in the accounting sector and have obtained many skills of which I would like to progress further.


I often take initiative in many situations but know when to seek assistance if needed. My initiative has led me to the implementing of a new software that helped my clients and my previous company create more efficient processes.


I have many interests mainly being sports, I played football for my county and took the role of captain as I have great leadership skills and work well with others. I am confident in my abilities and thrive in social situations, I am also very punctual and have a good manner when dealing with customers or clients.


My main goal in my work is to be efficient, therefore I plan and schedule my workflow effectively and keep my work organised. My aim is to find a company with high aspirations and willingness to help me progress in any role that I take on. I have kept my skills fresh by completing online courses and training, thus am ready to jump straight in to a role at anytime. I am 100% committed to pursuing a career on a permanent basis and aim to thrive in any opportunity that arises.

Overview

5
5
years of professional experience
6
6
years of post-secondary education

Work history

Voluntary Administrator

Sight Cymru
Pontypool, Torfaen
12.2022 - 06.2023
  • Completing admin duties such as: scanning and filing documents, speaking to service users via telephone.
  • Assisting with setting up monthly events by sourcing venues and equipment.
  • Completing financial reports on the set up cost of events.
  • Helping with groundwork while being present at events by setting up equipment and creating a plan and schedule.
  • Completing research on advertising the charity and creating business plans. Also researching different venues and meeting with venue holders to discuss the possibility of holding events.

Accounts Assistant

UHY Hacker Young
Newport, Newport
08.2022 - 11.2022
  • Admin duties such as: Conversing and assisting clients daily (via email and telephone), scanning and filing documents, filling timesheets and scheduling and organising my workflow.
  • Training clients on how to use software such as; Dext, Xero and others.
  • Completing and receiving qualification in advisor status on Xero, Sage, QuickBooks, Dext, and Excel. I have 3 years of experience using these software along with others.
  • Completing bookkeeping and data entry on a monthly basis for clients and ensuring everything is up to date.
  • Putting together monthly management accounts and sending them out to clients with explanations and observations.
  • Creating end of year accounts / tax returns and preparing them for filing.
  • Completing monthly / quarterly VAT returns and submitting them.
  • Training new employees on company processes and procedures when completing accounts and how to use our software.
  • Reporting to my line manager on a monthly basis with progress on my workflow and updating on my training progression.

Accounts Assistant

Azets
Cardiff, Cardiff
05.2022 - 07.2022
  • Admin duties: Speaking to clients via telephone and email. Scanning and filing documents. Filling in timesheets and organising my work schedule.
  • Completing bookkeeping and data entry for many clients (medium Limited companies).
  • Putting together end of month / year management accounts then submitting them to my line manager for review.
  • Completing monthly / quarterly VAT returns for clients.
  • Reporting to my line manager with end of month reviews on my workflow and my progression in training.
  • Completing formal training in software such as: Xero, QuickBooks, Dext, Silverfin, Excel, and others.

Accounts Senior

Seamount Business Services
Blackwood, Caerphilly County Borough
06.2019 - 04.2022
  • Admin duties (answering the office telephone when required, scheduling meetings with clients, scanning and filing client documents, organising and scheduling my workflow, Creating and submitting timesheets)
  • Training clients on how to use our software such as Dext and Xero.
  • Holding meetings with my clients discussing monthly / end of year accounts and giving them recommendations and advice.
  • Training employees on company process and how to use software.
  • Checking the workflows of the employees I was responsible for supervising and receiving weekly updates from them on their progress.
  • Completing monthly and annual accounts for clients (Sole trade & Ltd companies)
  • Completing and submitting tax returns and annual accounts.
  • Completing monthly and quarterly VAT returns for clients and submitting them as well as CIS returns.
  • Completing training in payroll and assisting the payroll department when needed.
  • Completed my Level 2 AAT and began studying Level 3.
  • Discovered and implemented the use of a software called Dext, to help clients make the process of submitting their documents more efficient for them and for us. I was then responsible for setting this up and training the clients on how to use it.

Retail Assistant

Iceland
Cwmbran, Torfaen County Borough
05.2018 - 10.2018
  • Customer service such as serving customers and assisting them with any issues they had.
  • Operating the check-out tills and handling money.
  • Cashing up the tills after closure and then counting money.
  • Stock taking, which gave me experiencing in counting stock accurately and recording this as such.
  • Replenishing stock and making the shelves look presentable to customers.

Education

Accounting -

AAT
09.2019 - 05.2020

A-Levels -

Hereford Sixth Form College
Hereford
09.2018 - 06.2019

GCSEs -

Abersychan Comprehensive School
Torfaen
09.2013 - 06.2018

Skills

  • Corporate tax / Personal tax preparation and submission
  • Data entry
  • Financial reporting
  • Management qualities
  • Communicating with clients/customers in a professional manner
  • Fully trained in many accounts software such as: Xero, Sage, QuickBooks, Excel, Dext

Timeline

Voluntary Administrator

Sight Cymru
12.2022 - 06.2023

Accounts Assistant

UHY Hacker Young
08.2022 - 11.2022

Accounts Assistant

Azets
05.2022 - 07.2022

Accounting -

AAT
09.2019 - 05.2020

Accounts Senior

Seamount Business Services
06.2019 - 04.2022

A-Levels -

Hereford Sixth Form College
09.2018 - 06.2019

Retail Assistant

Iceland
05.2018 - 10.2018

GCSEs -

Abersychan Comprehensive School
09.2013 - 06.2018
Jonathan Jones