Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
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Kate Cotterell

Cannock,Staffordshire

Summary

Experienced Finance Assistant with expertise in purchase ledger management and accounts payable processing.

Proficient in supplier account reconciliation, payment runs, and purchase order management.

Strong command of financial systems and Microsoft Excel.

Committed to streamlining processes and enhancing financial accuracy. Boosted departmental efficiency by implementing new invoicing procedures and reducing discrepancies.

Known for exceptional teamwork and delivering projects on time.

Overview

2027
2027
years of professional experience

Work history

Finance Assistant

The Wrekin Housing Group
Telford
2017.01 - 2026.06
  • Over 10 years’ experience working within finance, predominately in the purchase ledger.
  • Supported management of purchase ledger operations during a senior-level secondment.
  • Managed supplier account creation and maintenance across multiple group companies.
  • Produced management reports and supported accountants and department managers.
  • Administered weekly payment runs ensuring compliance with financial procedures.
  • Reconciled major supplier accounts and resolved payment issues efficiently.
  • Process high volumes of invoices and purchase orders.
  • Manage unmatched invoice reporting and query resolution.
  • Maintain supplier relationships and respond to finance queries.
  • Reconcile supplier statements and direct debit transactions.
  • Support year-end activities including accrual and prepayment identification.

Deputy Manager

Fuse Enterprise CIC
Stafford
2016 - 2017
  • Working 37.5 hrs; as Deputy Manager across two centres (Promoted in January 2016) with the added role of Finance Officer for Fuse Enterprise CIC.
  • I have recently been trained to use Open Accounts by the finance team at Wrekin Housing Trust Telford.
  • Key responsibilities (Finance) Banking daily takings, Sales invoicing for all of Fuse activities, updating the purchase ledger, reconciling payments.
  • Key responsibilities (Deputy Manager) Managing the team with; rotas, holidays, training, Promotion of both centres, support our community worker in training of volunteers and Working closely to assist the Manager.

General Assistant

Fuse Enterprise CIC
Cannock
2015 - 2016
  • Working 22.5 hours; as a General Assistant (Started in the February 2015)
  • Preparing rooms for regular bookings dealing with new bookings.
  • Working closely to assist the manager.
  • Added responsibility for managing the team, rotas/holidays.

Education

AAT Level 3 - Merit

Telford College

AAT Level 2 - Distinction

Telford College

EDL NVQ Level 2 Diploma - Retail Skills

work based

CACHE level 3 - Teaching assistant

Walsall technical college

CACHE level 2 - Teaching assistant

Walsall technical college

NCFE Counselling level 2 -

Cannock chase technical college

B.T.E.C National diploma - Graphics

Stafford Art College

GCSEs - 10 B-C grade

Cardinal Griffin R.C School

Skills

  • Purchase Ledger Management
  • Accounts Payable Processing
  • Supplier Account Reconciliation
  • Payment Runs (BACS, Cheques & Direct Debits)
  • Purchase Order & Catalogue Management
  • Financial Systems & Reporting
  • Stakeholder & Supplier Relationship Management
  • Invoice Processing & Query Resolution
  • Microsoft Excel & Finance Systems
  • Process Improvement & Team Support
  • Knowledge of accounting software
  • Bookkeeping knowledge
  • Purchase orders handling

Affiliations

  • Interests include exploring nature trails, maintaining a regular fitness routine and reading personal development books

References

References available upon request.

Timeline

Finance Assistant

The Wrekin Housing Group
2017.01 - 2026.06

Deputy Manager

Fuse Enterprise CIC
2016 - 2017

General Assistant

Fuse Enterprise CIC
2015 - 2016

AAT Level 3 - Merit

Telford College

AAT Level 2 - Distinction

Telford College

EDL NVQ Level 2 Diploma - Retail Skills

work based

CACHE level 3 - Teaching assistant

Walsall technical college

CACHE level 2 - Teaching assistant

Walsall technical college

NCFE Counselling level 2 -

Cannock chase technical college

B.T.E.C National diploma - Graphics

Stafford Art College

GCSEs - 10 B-C grade

Cardinal Griffin R.C School
Kate Cotterell