Summary
Overview
Work History
Education
Skills
Custom
Affiliations
Accomplishments
Certification
Timeline
Generic

Loren Sims

Basingstoke,Hampshire

Summary

A detail-oriented professional with expertise in accounts banking, financial reporting, and project testing.

Proficient in reconciliations and documentation, with advanced knowledge of Microsoft Office and SAP systems. Demonstrates strong organisational and presentation skills, coupled with excellent communication abilities and a reliable, adaptable work ethic.

Committed to delivering high-quality results while embracing change and continuous improvement.

Solid understanding of training and mentoring employees. Dedicated team player, proactive and hands-on in task completion.

Overview

11
11
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work History

Finance Change & Reporting

The AA
Basingstoke
12.2024 - 03.2025
  • After the Banking Team and reconciliations work was successfully trained over to India I moved into the Finance Change and Reporting team.
  • This is a varied role which focuses on;
  • Master data management within the SAP system
  • Reconciliations investigation and corrections
  • Journal postings
  • Integration of new incoming projects and products
  • Cross training and knowledge transfer
  • This is a new team with on going objectives

Operation Treasury, Banking & Payments Control Operative

The AA
07.2021 - 12.2024
  • After my secondment ended I moved back into my previous team, now merged together within Finance.
  • Along side my daily jobs below I was also involved in the reconciliations correction & training project which moved over to India by the end of May 2024.
  • My role was now varied from what I did before and other responsibilities:
  • Daily cashflow and forecasting
  • Processing daily payment cycles
  • Reconciliation of direct debit and standing orders
  • Reconciliation of expenses and travel
  • Month end reports
  • SAP reconciliations of GL codes and profit centers
  • Raising and processing purchase orders and invoices
  • Balance sheet reconciliations
  • Trend reports and stats

AA SAP Testing Team Validation

The AA
04.2020 - 06.2021
  • I wanted to explore more of the business and the systems that I work on in more detail
  • Therefore, I took a 1yr secondment into the SAP testing team on the new data project
  • My responsibilities were:
  • Creating testing scenarios and implementing them in the test environment
  • Validating of test data runs
  • Raising of defects – following them through with the IT development team
  • Weekly development meetings
  • Live data run validation
  • Month end reporting
  • Maintaining and updating the live environment

AA Assistant Financial Reporting Accountant

The AA
04.2018 - 04.2020
  • I worked within two teams; Financial Reporting & Management Accounting for the road side assistant department
  • During the month my work was with the Financial Reporting team:
  • Processing daily payment cycles
  • Reconciliation of direct debit and standing orders
  • Reconciliation of failed payment cycles
  • Reconciliation of interest and refunds
  • Investigating and raising of defects – following them through to completion
  • Month end reports
  • At the end of the month I worked for the Management Accounting team with the reporting and reconciling of accounts for the business partners
  • Accruals and prepayments journals
  • SAP reconciliations of GL codes and profit centers
  • Producing reports and documentation for the business partners
  • Balance sheet reconciliations
  • Trend reports and stats

Senior Finance Administrator

AXA Wealth Limited
04.2014 - 03.2018
  • I worked in a very fast paced deadline specific environment
  • I had to keep on top of my workload by prioritizing and monitoring my daily tasks
  • My daily duties could change and vary day to day and being able to adapt quickly and efficiently was key
  • Daily cashflow
  • End of month banking reconciliations
  • Quarter end and year end banking reconciliations
  • Daily banking tasks for the 3 different types of products AXA offers
  • Authorising all external and international payments via Faster Payment, CHAPS, BACS and Cheques
  • Helping the customer service call center with client money queries
  • Raising invoices and cheques
  • Complaint cases payments
  • Monitoring our Finance queries mailbox
  • Training staff

Education

AAT Level 3 - Accounting

BCOT College
Basingstoke
09.2016 - 08.2018

A Level - Health & Social Care, Psychology, IT

Queen Mary’s College
01.2006 - 01.2008

High School Diploma - English, Science, Maths, Health and Social Care, Drama

Brighton Hill Community College
01.2001 - 01.2006

Skills

  • Accounts banking skills
  • Financial reporting
  • Testing projects
  • Reconciliations
  • Competent in the use of IT Software such as Microsoft Office
  • SAP knowledge
  • Good presentation and organisational skills
  • Approachable personality
  • An excellent communicator
  • Ability to work effectively within a team
  • Adaptable to change
  • Good time management skills
  • Reliable and respectable worker
  • Good documentation skills

Custom

Available on request.

Affiliations

  • Completing my first half marathon in April 2025 the London Landmarks Half Marathon for Bladder Cancer Awareness a cause close to my heart.

Accomplishments

Received AA Award in 2024 for my work on the training project to India.

Student of the Year for AAT Level 3

Certification

AAT Level 2 & 3 qualified

Timeline

Finance Change & Reporting

The AA
12.2024 - 03.2025

Operation Treasury, Banking & Payments Control Operative

The AA
07.2021 - 12.2024

AA SAP Testing Team Validation

The AA
04.2020 - 06.2021

AA Assistant Financial Reporting Accountant

The AA
04.2018 - 04.2020

AAT Level 3 - Accounting

BCOT College
09.2016 - 08.2018

Senior Finance Administrator

AXA Wealth Limited
04.2014 - 03.2018

A Level - Health & Social Care, Psychology, IT

Queen Mary’s College
01.2006 - 01.2008

High School Diploma - English, Science, Maths, Health and Social Care, Drama

Brighton Hill Community College
01.2001 - 01.2006

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Loren Sims