Highly motivated and experienced professional with a strong background in financial analysis and cost management, now seeking to transition into an Assistant Quantity Surveyor role. Adept at budgeting, cost forecasting and providing detailed financial reporting. Skilled in using financial software and collaborating with project teams to ensure projects are delivered on budget.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
Work history
Finance Manager
Harrington Homes (SW) Ltd
Cornwood, Ivybridge
06.2023 - 11.2025
Processing of Subcontractor self billing certificates and invoices
Processing of sales invoices and maintaining the sales ledger
Review and preparation of supplier and subcontractor payment runs
Monthly filing of all CIS returns
Review of job costing allocations and running monthly cost reports for the Quantity Surveyors
Posting and reconciliation of all loan and interest transactions from multiple lenders statements
Review bank reconciliations for all group companies
Preparation and filing of monthly VAT returns
Reconciliation of balance sheet control accounts
Managing the Finance assistant
Assist with the preparation of monthly management accounts for group companies
Assist the Group Company Accountant with forecasting and other ad hoc tasks
Assistant Management Accountant (Promotion)
Burrington Estates (New Homes) Ltd
Exeter, Devon
04.2021 - 06.2023
Assist with the preparation of monthly management accounts for group companies
Reconciliation of balance sheet control accounts
Preparing schedules and posting of accrual and prepayment journals for month end and year end
Record capital expenditure and calculate depreciation
Reconciliation of intragroup transactions, investigate and resolve any queries Processing of house sale completion statements and reconciliation of house sale control account
Posting and reconciliation of all loan and interest transactions from multiple lenders statements
Preparation of monthly and quarterly VAT returns
Monthly filing of all CIS returns and liaising with HMRC if required
Bank reconciliations for all group companies
Assist with the year-end audit
Supporting the Finance department with ad hoc tasks and production of general financial information and analysis
Finance Assistant
Burrington Estates (New Homes) Ltd
Exeter, Devon
06.2017 - 03.2021
Set up of new subcontractors and CIS verification
Checking, coding and processing of all supplier and subcontractor invoices Reconciliation of supplier and subcontractor statements
Preparation of supplier and subcontractor payment runs ensuring all invoices have been approved in line with authorisation matrix
Set up of payments for approval
Maintain summaries of subcontractor retention and ensuring all relevant departments have signed off work prior to payment
Finance Assistant
Marketing Source Ltd
Exeter, Devon
06.2015 - 05.2017
Preparation and issuing of all sales invoices
Recording sales ledger payments, producing monthly statements and resolution of any customer queries
Inputting of all purchase ledger invoices
Preparation of monthly payment runs and set up of supplier payments
Processing of expense claims, credit card statements and petty cash
Processing of all bank transactions and bank reconciliation
Monthly variance analysis, comparing actuals to budget for budget meetings
Production of weekly financial reports for the Senior Management Team
Preparation of weekly cashflow forecast for the treasury department
Preparation and submission of quarterly VAT return
Accounts Assistant and Costing Clerk
Gallifordtry
Newton Abbot, Devon
12.2013 - 05.2015
Recording of all goods received notes (GRN) against relevant purchase orders
Managed and resolved any queries regarding GRN for purchase ledger department
Attended sites to investigate and resolve material/plant supply issues
Created accurate cost reports for managers by exporting data from the system
Preparation of reports on site performance including equipment off hiring, damages and stock losses