Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Kate Harwood

Barnsley,South Yorkshire

Summary

Finance assistant with expertise in financial reporting and analysis. Delivers precise management accounts and P&L analysis to support strategic decision-making. Enhances compliance and operational efficiency through effective budget management and strong relationship-building skills. Committed to pursuing a career in business partnering.

Overview

7
7
years of professional experience

Work History

Finance Assistant (Apprentice)

Wm Morrison Supermarkets Limited
09.2022 - Current

Executed various finance roles at Morrisons.

  • Central Logistics: Assist in preparation of weekly and monthly management accounts.
    Support analysis of P&L accounts.
    Investigat variances and favourabilities against budget.
  • Finance Business Partner: Prepared and delivered weekly sales presentations to executive directors in the long-term absence of a manager.
    Supported business partners in identifying areas for improvement to better align with the business strategy.
    Contributed to the development and phasing of budgets with business partners.
  • Maintenance: Facilitated establishment of a new partnership with third-party company and implemented procedures and controls ensuring compliance with accounting standards, regulatory requirements, and budget targets.
  • Central Accounting: Posted journal and ledger entries accurately.
    Assisted in preparation of financial statements and reports.
    Supported closing of books at month-end.

Retail Assistant

C Birkinshaw Butchers
08.2019 - 08.2022
  • Greeted customers upon entry, offering assistance and guidance to enhance shopping experience.
  • Assisted customers in selecting products, offering detailed advice to meet their needs.

Education

A-Levels -

New College Pontefract
01-2022

GCSEs -

Darton Academy
01-2020

Better Learners Better Workers - Engineering and Advanced Manufacturing Sector Ambassador

Sheffield City Council
01-2020

CIMA

Skills

  • Communication
  • Presentation to high-level audiences
  • Financial analysis
  • Budget management
  • Strategic alignment
  • Relationship-building

Interests

  • Competitive cycling background; developed a strong work ethic and the discipline to maintain training schedules
  • Active member of a HYROX training group; practicing functional fitness where communication and pacing within a team

Timeline

Finance Assistant (Apprentice)

Wm Morrison Supermarkets Limited
09.2022 - Current

Retail Assistant

C Birkinshaw Butchers
08.2019 - 08.2022

A-Levels -

New College Pontefract

GCSEs -

Darton Academy

Better Learners Better Workers - Engineering and Advanced Manufacturing Sector Ambassador

Sheffield City Council

CIMA
Kate Harwood