Summary
Overview
Work history
Education
Skills
Affiliations
Certification
Languages
References
Timeline
Generic
Joseph Taylor

Joseph Taylor

Ruthin,Denbighshire

Summary

My name is Joseph Taylor, a dedicated Geography BA student at Loughborough University with a strong work ethic and a passion for both collaborative and independent tasks. I am loyal, diligent, and committed to achieving excellence in everything I do. Outside of academics, I enjoy boxing and fitness as well as spending quality time with both family and friends. I am highly ambitious and aim to become a fully qualified chartered accountant, with long-term aspirations of advancing to a financial director role as I continue to gain experience and develop my skills.

Overview

8
8
years of professional experience
1
1
Certification

Work history

Corporate finance intern

Diploma PLC
Barbican, City of London
09.2023 - 09.2024
  • Contributed to the year-end annual report process by reviewing financial accounts to ensure accuracy and compliance.
  • Calculated key group recharge fees, including insurance recharges and quarterly management fees, supporting financial accuracy and transparency.
  • Collaborated with the head office accountant in the Accounts Payable department, processing invoices in the ERP system and preparing BACS files for the weekly payment run.
  • Performed key reconciliations, such as the accounts payable and bank general ledgers, recalculating balances across multiple currencies.
  • Assisted the M&A team by researching acquisition targets, presenting insights, managing targets through Midaxo, and participating in early-stage financial modelling for acquisition prospects.
  • Completed a two-month assignment in Nashville, USA, successfully recovering over $1 million from customers, and developing negotiation, problem-solving, and interpersonal skills.
  • Utilized QuickBooks and Opera 3 ERP systems for manual journal postings and tax edits, integrating with Salesforce and Avalara for efficient tax management in the US.
  • Participated in internal audits across multiple countries, reviewing financial controls and business operations, and helped implement Auditboard audit software, providing training and support to colleagues while collaborating with the risk and compliance team.

Labourer , North Hills Farm

North Hills Farm
Llandegla, Denbighshire
09.2018 - 12.2023
  • Performed groundwork across multiple locations, including post-project landscaping to restore and enhance the environment.
  • Collaborated as part of a labour team, demonstrating strong teamwork and organizational skills to ensure bricklayers and other workers remained on schedule.
  • Took on a key sales role during the Christmas season, managing tree sales and showcasing leadership, communication, and customer service abilities.

Volunteer , Adults with learning difficulties

Northwich Gateway Club
Northwich, Cheshire
09.2016 - 06.2022
  • Supported adults with learning difficulties by providing assistance and organizing structured activities.
  • Collaborated with a team of volunteers, ensuring clear communication to create a positive and inclusive environment for participants.
  • Led and planned individual sessions, utilizing leadership skills to ensure smooth execution and full engagement of all members.

Education

Bachelor of Arts - Geography

Loughborough University
Loughborough
10/2021 - 06/2025

A-Levels -

Ysgol Brynhyfryd
Denbighshire
09/2019 - 06/2021

GCSEs -

Ysgol Brynhyfryd
Denbighshire
09/2018 - 06/2019

Skills

  • Data interpretation
  • Excellent communication
  • Autonomous
  • Advanced knowledge of Excel and PowerPoint
  • Communication skills
  • Critical thinking
  • Decision-Making
  • Analytical

Affiliations

  • Rugby
  • Boxing
  • Football
  • Weightlifting
  • Travelling

Certification

  • STA Level 2 Award in Teaching Swimming,

Safety Training Awards (STA)

  • Duke of Edinburgh Bronze Award



Languages

Welsh
Intermediate

References

Simon Garett - North Hills Farm (07825 884123)

Melissa Roden - Diploma PLC Head of Internal Audit (melissa.roden@diplomaplc.com)

Wilson Ng - Diploma PLC Group Financial Controller (wilson.ng@diplomaplc.com)


Timeline

Corporate finance intern

Diploma PLC
09.2023 - 09.2024

Labourer , North Hills Farm

North Hills Farm
09.2018 - 12.2023

Volunteer , Adults with learning difficulties

Northwich Gateway Club
09.2016 - 06.2022

Bachelor of Arts - Geography

Loughborough University
10/2021 - 06/2025

A-Levels -

Ysgol Brynhyfryd
09/2019 - 06/2021

GCSEs -

Ysgol Brynhyfryd
09/2018 - 06/2019

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Joseph Taylor