Lucas Cassels
Kendal
Summary
A driven finance apprentice with strong problem-solving and communication skills. I have experience using financial software and a solid understanding of financial principles. I am proactive, approachable, and able to work effectively under pressure while consistently meeting deadlines. I am independent when studying and work hard to complete exams and college assignments.
Overview
6
6
years of professional experience
1
1
year of post-secondary education
Work history
Finance Apprentice
NHS
Kendal, Cumbria
2024.09 - 2026.02
- Facilitated preparation of financial reports to guarantee timely delivery.
- Utilised accounting software to enhance efficiency and accuracy in record keeping.
- Enhanced communication channels between finance department and other business units.
- Reviewed invoices for payment, verifying supplier order history and bank details.
- Finalised month-end reporting while adhering to strict deadlines.
- Finalised accruals for Accounts Payable overseeing trust responsibilities.
- Acquired expertise in financial income processing and accounts payable
- Collaborated with clients to address finance-related queries, elevating customer satisfaction.
Online Assistant
Sainsbury’s
Kendal, Cumbria
2023.12 - 2024.09
- Prepared and organised postage bags for collection.
- Acted as a key point of contact for staff and customers.
- Reduced customer dissatisfaction by selecting appropriate substitutions.
- Accurately fulfilled customer orders within required timeframes.
- Supported online drivers to load delivery vans efficiently.
- Maintained a positive and productive working environment.
Foods Assistant
Marks & Spencer
Kendal, Cumbria
2023.07 - 2023.09
- Rotated stock to ensure product freshness.
- Handled payments and operated cash points accurately.
- Received and processed deliveries, rotating existing stock.
- Provided tailored assistance to customers, including those with disabilities.
Glass Collector
Romneys
Kendal, Cumbria
2020.06 - 2020.10
- Maintained cleanliness and efficiency during busy service periods.
- Handled customer issues promptly to ensure satisfaction.
- Worked independently while anticipating restaurant needs.
Education
A-Levels - Business & Sports Science
Kirkbie Kendal School
Kendal, CumbriaGCSEs - Business, English Language, English Literature, Maths, Science, Media, Resistant Materials, Geography
Kirkbie Kendal School
Kendal, CumbriaAAT Level 3 - Finance
First Intuition
Manchester 2024.09 - 2026.02
Skills
- Prioritisation and time management
- Professional communication
- Financial software usage
- VAT calculation
- Accounting techniques
- Self-directed working
- Resilience
- Accounting software
- Invoice processing
Additional information
In my spare time, I enjoy playing football and going to the gym, which has helped me develop discipline, teamwork, and strong communication skills. I am currently studying towards my Level 3 AAT qualification and aim to progress further within finance to become a knowledgeable and respected accountant.
Timeline
Finance Apprentice
NHS
2024.09 - 2026.02
AAT Level 3 - Finance
First Intuition
2024.09 - 2026.02
Online Assistant
Sainsbury’s
2023.12 - 2024.09
Foods Assistant
Marks & Spencer
2023.07 - 2023.09
Glass Collector
Romneys
2020.06 - 2020.10
A-Levels - Business & Sports Science
Kirkbie Kendal School
GCSEs - Business, English Language, English Literature, Maths, Science, Media, Resistant Materials, Geography
Kirkbie Kendal School