Leonie Pitts

I have held the position of Accounts assistant on a part time basis for just over a year with Initium Corporate Finance Ltd, reporting to the Financial Controller. During this time, I have been responsible for daily bank reconciles, management of the AP inbox, monthly and AD-HOC payment runs as well as process ownership for colleague expenses and credit card reconciliation.

A large percentage of my role is to prepare payment runs efficiently to ensure the smooth running of the business' finances. I keep a concise record of invoices and payments due throughout the month to ensure all payments are made in a timely manner.

I currently use Xero, Microsoft excel and Microsoft office. I'm familiar with exporting data to spreadsheets and importing into Xero; a system I use fortnightly to process colleagues expenses and monthly to reconcile the company credit cards.

I am responsible for organising all payments and expenses on a schedule that is beneficial for the business, eliminates the risk of error and is appropriate for colleagues waiting for expenses.

Over the past year I have taken ownership of the AP process to allow the Financial Controller to commit her time to further roles in the business.

After the arrival of my daughter in June 2020, I began housekeeping on a self employed basis for 2 years until the arrival of my son in January 2023.

My duties included general cleaning and tidying of private clients' homes, with availability for weekly, bi-weekly and one off deep cleans for end of tenancy. I managed my time and hourly salary in a concise way to work efficiently for both myself and my clients. Occasionally, I handled cash and kept records of my earning with a cash book system.

The position I started with at Lloyds was based in the Credit Card Disputes team, handling cases and undergoing investigations related to credit card fraud or disputes over payments. I was part of a large team but worked on my own individual cases.

I was offered a permanent position along with a promotion to a higher pay banding in August 2019, to which I accepted and started my new role in a department dealing with incoming customer and colleague calls, disputes and sensitive customer information.

I left the company in 2020 after the arrival of my daughter and was in need of flexible working hours to fit around my family life.

This position was my first job and I worked with the company for 3 years. My responsibilities were similar to that of my catering role with Places For People, however this was more shop front based and customer facing.

I gained experience with handling food and beverages and more prominently, cleaning down fridges and chilled cabinets and hot plates at the end of the working day.

A few duties for this role I undertook included preparing and serving foods and beverages, cleaning down the kitchen work surfaces and handling money. I was responsible for opening and closing the premises with a colleague, and ensuring the cafe area and toilets were kept to an exceptional standard.