LATISHA HARDY
Guildford
Summary
Experienced finance and administration professional with a background in payment services, accounts support, and office management. Skilled in processing payments, invoicing, and providing accurate financial and administrative support. Strong track record in client communication, handling sensitive information, and implementing efficient systems to improve workflows. Adaptable and organised, with the ability to manage competing priorities and deliver results within strict deadlines.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Payment Services Coordinator
Insync Group
09.2024 - 08.2025
- Managed client schedules and processed payments, ensuring deadlines were met.
- Completed invoicing with accuracy.
- Oversaw and prioritised a busy shared inbox.
- Liaised directly with clients to confirm payment figures and resolve discrepancies.
- Identified errors quickly to ensure corrections were made in time for payroll.
Accounts Assistant / Administrator
Smart Tax
08.2022 - 04.2024
- Liaised with clients to gather income and expenses for tax purposes.
- Created client profiles and maintained accurate financial records.
- Reviewed and marked bank statements to categorise income and expenditure.
- Drafted tax returns using IRIS software and provided rebate estimates.
- Developed and implemented a CRM system with prompts to streamline operations.
- Played a key role in a newly established company by setting up processes from start to finish, covering the entire client journey from first sales contact through to tax return completion.
- Designed and maintained spreadsheets to track client progress, including chase history and tax return stage.
- Ensured compliance by verifying and recording clients’ Right to Work and passport documentation into the system.
- Introduced a structured workflow to monitor deadlines and reduce the risk of late submissions.
- Worked closely with directors to improve internal procedures and reporting accuracy.
- Provided clear client communication to explain requirements and guide them through the tax return process.
Case Administrator
National Probation Service
10.2021 - 08.2022
- Prepared appointment letters and breach paperwork for court submission.
- Managed sensitive information in line with strict data protection standards.
- Processed travel warrants and liaised with probation officers for required documentation.
- Maintained accurate filing and uploaded key records to internal systems.
Dental Nurse
Smile 101
03.2021 - 10.2021
Education
GCSEs - undefined
Woolmer Hill School
Skills
- Payment processing & invoicing
- Tax return preparation (IRIS software)
- Client communication & relationship management
- Process improvement & CRM system development
- Administrative support & email management
- Financial record-keeping
- Microsoft Excel, Word & Outlook
- High level of organisation & attention to detail
Certification
- Beauty Guild – Accredited Makeup Artist
- LOLA Academy – Level 4 CPD Aesthetics Practitioner
Timeline
Payment Services Coordinator
Insync Group
09.2024 - 08.2025
Accounts Assistant / Administrator
Smart Tax
08.2022 - 04.2024
Case Administrator
National Probation Service
10.2021 - 08.2022
Dental Nurse
Smile 101
03.2021 - 10.2021
GCSEs - undefined
Woolmer Hill School