Summary
Overview
Work history
Education
Skills
Extra Achievements
Timeline
Generic

Joshua Stewart

Leicester,Leicestershire

Summary

Final-year Accounting and Finance student (graduating September 2026) with placement experience in financial reporting, budgeting, and accounts receivable/payable management. Proficient in Excel and Oracle BI, with a strong foundation in audit support, data analysis, and process optimisation. Eager to apply analytical and technical skills in a graduate financial accounting role and contribute to accurate, value-adding financial decisions.

Overview

1
1
year of professional experience
4
4
years of post-secondary education

Work history

Financial Accountant

NHS Integrated Care Board
Lincoln, Lincolnshire
07.2024 - Current
  • Assisted in month-end and annual account preparation, including full responsibility for reports such as Better Payment Practice Code (BPPC) and purchase of Non-NHS Healthcare.
  • Update the financial monitoring report, mapping all monthly transactions and year-to-date budgets for each cost centre.
  • Produce recurring reports using data from Oracle BI, including invoices on hold and invoices over £25k.
  • Monitor and analyse telecommunications costs, achieving an 11.6% annual reduction by tracking usage and contract changes.
  • Generate monthly internal audit (TIAA) reports, highlighting outstanding actions for each director, and support external audit procedures through IPE testing with EY.
  • Create and improve payroll forecasts, leading a small team to implement advanced Excel formulas that enhanced forecasting efficiency.
  • Prepare accrual, adjustment and budget journals for SOFP transactions, and correct negative payable/receivable entries to ensure accuracy at month-end ledger close.

Education

Bachelors (Hons) - Accounting And Finance

University of Lincoln (Year 1)
Lincoln
10.2022 - 09.2026

Skills

  • Financial reporting (annual & monthly)
  • Budgeting & forecasting (payroll, telecoms)
  • Accounts receivable/payable management
  • Internal & external audit preparation and compliance
  • Data analysis & process optimisation
  • Advanced Excel & Oracle BI proficiency

Extra Achievements

  • Successfully managed a self-directed investment portfolio, achieving a 534.5% rate of return within 13 months through rigorous due diligence, market analysis, and long-term strategy execution.
  • Completed SDN training courses, including advanced Excel (formulas, formatting, and data handling) and student placement development.

Timeline

Financial Accountant

NHS Integrated Care Board
07.2024 - Current

Bachelors (Hons) - Accounting And Finance

University of Lincoln (Year 1)
10.2022 - 09.2026
Joshua Stewart