Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kate Jones

Milnathort,Kinross-shire

Summary

  • Meticulous bookkeeping, finance and accounting professional with over 16 years of experience as a trusted advisor helping companies with financial analysis, reporting, auditing and strategic planning.
  • Absolute integrity and maintenance of strict confidentiality.
  • Both financial and management accounting skills with strong technical and Excel knowledge.
  • Strong expertise of integrated computerised accounting systems with the ability to implement new systems.
  • A proficient user of spreadsheets, word processing and email applications with excellent numeracy skills.
  • Pay meticulous attention to detail and have the aptitude and skills to learn on the job.
  • Self motivated, honest and hardworking, with a positive outlook and know how to work as part of a team.
  • Good written and verbal communication, to clearly communicate financial matters to a wide range of people.
  • Ability to self-manage and carry out tasks with minimum supervision.
  • Can plan, manage and prioritise a varied workload and meet deadlines.
  • Can take the initiative when required and respond flexibly to unforeseen events.

Overview

10
10
years of professional experience

Work History

Finance Manager

The Buffalo Farm Produce Ltd
Kirkcaldy, Fife
06.2025 - Current

Oversaw budget preparation to align with organisational objectives.
Managed month-end and year-end financial reporting for management insights.
Executed monthly journal entries through Sage to ensure financial accuracy.
Optimised cash flow management strategies.
Handled VAT returns using Sage to ensure compliance.
Coordinated HMRC payments efficiently.
Led bank reconciliation efforts to maintain financial integrity.
Directed the completion of ONS submissions.
Prepared year-end accounts in collaboration with external accountants for review.

Management Accountant

Todd & Duncan Ltd
Kinross, Kinross-shire
03.2023 - 05.2025

Assisted in budget preparation.
Prepared daily, weekly, monthly, and annual reports for management.
Supported cash flow management.
Facilitated foreign currency transactions.
Managed month-end and year-end accounts.

Management Accountant

The Buffalo Farm
Kirkcaldy, Fife
08.2021 - 03.2023

Oversaw preparation of comprehensive monthly management accounts.
Directed completion of timely monthly VAT returns.
Managed payroll operations efficiently.
Led budget preparation to align financial objectives.
Supervised accounts payable and receivable activities.
Coordinated year-end accounts finalisation to ensure compliance.

Management Accountant

Timber Garden Buildings Scotland LTD
Glenrothes, Fife
10.2016 - 05.2021

Assisted in managing cashflow effectively.

Produced monthly management accounts along with necessary reconciliations.

Prepared annual accounts while ensuring deadlines were met.

Oversaw payroll processing and completion of VAT returns.

Helped in the preparation of annual budgets.

Request More History of Experience

if Required

Education

CIMA - Part Qualified (Completed Certificate & Management Level -

Current

HND - Business & Finance Management

South Devon College
Torquay
07.98

Ba (Hons) - Accounting

Sheffield Hallam University
Sheffield
05.07

Skills

  • Accounting Software, Sage, TM1 Accounting
  • MS Office: Teams/Outlook/Access/Excel/Word/Power point
  • Certified Management Accountant (CMA) - Management Level
  • Budget forecasting expertise
  • Financial statement analysis
  • Accounting and bookkeeping
  • A/P and A/R
  • General ledger accounting
  • Report generation and statistics
  • VAT return filing
  • Adobe software proficiency
  • Report writing
  • Organisational strengths

References

Available on request

Timeline

Finance Manager

The Buffalo Farm Produce Ltd
06.2025 - Current

Management Accountant

Todd & Duncan Ltd
03.2023 - 05.2025

Management Accountant

The Buffalo Farm
08.2021 - 03.2023

Management Accountant

Timber Garden Buildings Scotland LTD
10.2016 - 05.2021

Request More History of Experience

if Required

CIMA - Part Qualified (Completed Certificate & Management Level -

HND - Business & Finance Management

South Devon College

Ba (Hons) - Accounting

Sheffield Hallam University
Kate Jones