
ACA-qualified professional transitioning from tax to accounting, motivated by understanding financial data to improve business performance. My current role includes exposure to the P&L, with a clear objective to build full month-end ownership and progress into an Accounting role.
Demonstrating commitment to a career in accounting, recent completion of the Accounting Foundations: Bookkeeping course, strengthening understanding of financial statements, debits, and credits.
The Excel for Accounting course on LinkedIn Learning, has improved my understanding of essential formulas and tools needed to analyse financial data and identify improvement opportunities.
Received the L1 Xero Associate certification, demonstrating proficiency in processing sales invoices, supplier bills, and bank reconciliations during the timed assessment.
Facilitated 50 employment-related securities returns, achieving combined fees of approximately £300k.
Prepared due diligence reports to identify potential tax risks in target companies.
Collaborated effectively with a National Team on various share plan projects.
Organised weekly presentations by junior team members to enhance their professional development.
Analysed business processes and reviewed internal checklists to optimise operational efficiency.
Reviewed finances for all projects to ensure reasonable profit levels.
Delivered projects on time and within budget, minimising risks and maximising opportunities.
Secured agreements for new projects with clients, totalling over £200k.
Collaborated with internal and external stakeholders in tax, audit, and legal matters.
Supported junior colleagues in developing technical knowledge and skills.
Prepared Corporate Tax computations for owned-managed businesses, partnerships, and multinational limited companies.
Developed comprehensive tax advisory reports, including research and development assessments.
Presented financial analyses, budgets, and forecasts to internal stakeholders to support decision-making.
Commercial Finance
Stakeholder Management
Budgeting
Process Improvement
Decision Making
Analytical
Team player
Strong communication skills in written and spoken form
Adaptable and resilient, able to handle multiple tasks under pressure
Methodical with attention to detail
Results/solution driven