Katie Dixon
Nafferton,East Riding of Yorkshire
Summary
I am an experienced Finance Assistant with the ability to help streamline systems and processes for maximum efficiency. I have good attention to detail to ensure all financial data is accurate and updated. I am diligent and proactive, if there is anything I am unsure of, I will seek advice or work on a solution myself. I deal with queries, emails and phone calls in a timely manner to ensure that we deliver an excellent standard of customer service. I have a good knowledge of financial reporting and data entry which I apply within my current role on a daily basis.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work history
Finance Assistant
Headlands School
Bridlington, East Riding of Yorkshire
09.2016 - Current
- Entered transactions into internal databases including manual journal processing.
- Raised purchase orders, processed purchase invoices and processed payments via BACS to Suppliers.
- Monitored accounts payable and receivable statuses, keeping financial records up-to-date. Ensuring all supplier information si also kept updated and accurate.
- Dealt with cash both online and physical which students pay in for trips, planners etc.
- Reconcile bank transactions to ensure all balances and deal with any discrepancies which may occur.
- Produced monthly financial reports, ensuring all balances before submitting them to the Council - these include VAT Reports.
- Raised Sales Invoices when required and ensured the Sales Day Book and Ledger is kept accurate and updated.
- Dealt with phone call queries from Parents regarding payment deadlines for trips
- Dealt with phone calls from Suppliers regarding purchases made or future purchases.
- Dealt with several emails that are received on a daily basis relating to Finance in an appropriate manner.
- Assisted the School Business Manager with preparing financial documents for Governors and Audit to ensure all was accurate and correct.
- Reviewed monthly transactions made on company purchase card ready for approval.
- Maintained our online filing system, making sure all documents are saved and formatted correctly
- Implemented new, efficient systems to help streamline the documentation held.
- Produced cost centre and ledger expense reports for the School Business Manager to help monitor spending.
- Inventoried office supplies and equipment and prepared stock orders for purchase.
Education
NVQ Level 2 - Accounting
AAT
09.2019 - 08.2020
NVQ Level 2 - Business Administration
NCFE
09.2016 - 08.2017
NVQ Level 2 - ICT
City & Guilds
09.2016 - 07.2017
GCSEs - BTEC Level 2 Sport
Pearson
Bridlington SchoolGCSEs - Statistics
Pearson
Bridlington SchoolGCSEs - Science
AQA
Bridlington SchoolGCSEs - Additional Science
AQA
Bridlington SchoolGCSEs - D&T Textiles
AQA
Bridlington SchoolGCSEs - French
AQA
Bridlington SchoolGCSEs - Geography
AQA
Bridlington SchoolGCSEs - English Language
Cambridge International Examinations
Bridlington SchoolGCSEs - Level 2 ECDL in IT Application Skills
Ofqual
Bridlington SchoolGCSEs - Mathematics
Pearson Edexcel
Bridlington SchoolGCSEs - English Literature
WJEC CBAC
Bridlington SchoolSkills
- Invoice processing
- Cash handling
- Payment Processing
- Microsoft Excel
- Attention to Detail
- Financial reporting
- Data Entry
- Issue resolution
- Account reconciliation
- Bookkeeping
- Invoicing
- Accounts receivable and payable
- Monthly finance reporting
- Expense reports
- Telephone etiquette
- Inventory tracking
- Preparing documents for financial auditing
- File and database management
- Month-end financial reporting
- Organisational skills
- Working on my own initiative and as part of a team
Affiliations
- Football is a main hobby for me, I love being part of a team and feeling valued. It is a great way to spend my Sundays with friends.
- Another hobby is hiking. Exploring new places and hiking hills is an ideal day out. I love being outdoors.
- Socialising with friends and family is important to me, whether that be going for a day out or an evening meal.
Timeline
NVQ Level 2 - Accounting
AAT
09.2019 - 08.2020
Finance Assistant
Headlands School
09.2016 - Current
NVQ Level 2 - Business Administration
NCFE
09.2016 - 08.2017
NVQ Level 2 - ICT
City & Guilds
09.2016 - 07.2017
GCSEs - BTEC Level 2 Sport
Pearson
GCSEs - Statistics
Pearson
GCSEs - Science
AQA
GCSEs - Additional Science
AQA
GCSEs - D&T Textiles
AQA
GCSEs - French
AQA
GCSEs - Geography
AQA
GCSEs - English Language
Cambridge International Examinations
GCSEs - Level 2 ECDL in IT Application Skills
Ofqual
GCSEs - Mathematics
Pearson Edexcel
GCSEs - English Literature
WJEC CBAC
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