Summary
Overview
Work history
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Kirsty Charles

Stratford Upon Avon,Warwickshire

Summary

Enthusiastic hard-working individual with many years' experience working within an accounting role both independently and as part of a team. Dedicated to maintaining accurate records with attention to detail and expert knowledge in multiple accounting software packages including Xero, VT, Sage, Quickbooks, Moneysoft and Taxfiler.

Reliable Bookkeeper experienced in busy accounts administration for prompt, precise department support. Proactive and flexible for responsive planning and task delivery. Focused and accurate for reliable record and report completion.

Overview

23
23
years of professional experience
1
1
Certification

Work history

Bookkeeper

Bernard Rogers & Co
Stratford-upon-Avon, Warwickshire
07.2023 - Current
  • Maintaining accurate financial records for multiple clients.
  • Utilising accounting software to streamline collection of accurate data.
  • Assisted in payroll administration.
  • Bank reconciliations.
  • Producing and submitting VAT returns.
  • Visiting clients.

Assistant Accountant

RJ Wilber Ltd
10.2014 - 09.2022
  • Preparing monthly payrolls for small businesses including auto enrolment pension contributions and CIS deductions.
  • Resolving queries with HMRC on client's behalf.
  • Monthly and quarterly bookkeeping for clients including reconciliations for banking, purchase ledger and sales ledgers.
  • Maintaining fixed registers
  • Preparing and submitting quarterly VAT returns to HMRC
  • Preparing and filing accounts and Corporation tax returns to HMRC
  • Preparing and filing sole trader and self-assessment tax returns to HMRC

Sales Ledger Clerk

Peter Clark Estate Agents
01.2014 - 09.2014
  • Maintained petty cash for ad-hoc business expenses.
  • Processed sales invoices in Sage 50
  • Chasing outstanding invoices.

Accounts Assistant

Three Counties Insurance Brokers Ltd
11.2003 - 12.2013
  • Inputting customer receipts
  • Bank reconciliations
  • Chasing outstanding debts
  • Reconciling monthly statements from suppliers
  • Processing payroll for 15 staff members
  • Setting up and processing direct debit scheme
  • Maintained petty cash for ad-hoc business expenses.
  • Preparing annual budgets

Education

HND - Business Administration

Coventry University
Coventry

NVQ Level 3 - Administration

OCR

9 GCSEs - Grade A-C

Alcester Academy
Alcester

Skills

  • Credit control knowledge
  • Financial reporting familiarity
  • Bookkeeping software
  • Microsoft Excel
  • Payroll administration
  • Account reconciliation
  • Double-entry bookkeeping

Certification

  • CIMA Certificate in Business Accounting
  • AAT Level 3 Diploma in Accounting
  • AAT Certificate in Accounting

Affiliations

  • Horse Riding
  • Book club
  • Walking
  • Helper at local Brownie group

References

References available upon request.

Timeline

Bookkeeper

Bernard Rogers & Co
07.2023 - Current

Assistant Accountant

RJ Wilber Ltd
10.2014 - 09.2022

Sales Ledger Clerk

Peter Clark Estate Agents
01.2014 - 09.2014

Accounts Assistant

Three Counties Insurance Brokers Ltd
11.2003 - 12.2013

NVQ Level 3 - Administration

OCR

9 GCSEs - Grade A-C

Alcester Academy

HND - Business Administration

Coventry University
Kirsty Charles