Lucy Woodham

I have a wide range of duties in my role. My main duty is to manage Accounts Payable therefore my day to day tasks consist of:

• Uploading supplier invoices
• Setting up new suppliers and dealing with any queries
• Raising and approving POs
• Preparation and actioning the weekly, multi-currency payment run
• Staff expenses

Furthermore, I complete a cash flow forecast weekly and assist in the preparation for month-end reporting such as pre-payments, accruals, payroll journals and complete the bank and credit card reconciliations.

I also, help staff with any job related queries such as the preparation of budgets.

I joined The Squad Management as Apprentice Accounts Assistant whilst studying for a Level 2/3 AAT Qualification.

My role consisted of:

• Creating invoices
• Credit control
• Bank reconciliation
• Employee expenses
• Petty cash

Here I gained strong knowledge of the accounting software Sage and entering data into the sales and purchase ledger, allocating supplier recharges, and creating new suppliers. Whilst being employed here, I developed strong client relationships and the ability to discuss their current statements and any queries they have in a confident manner, both verbally and written.

Whilst at Arcadian Corporation, an insurance auditing company, I had a range of administrative duties:

• Preparing file notes ready to be distributed to clients and to be used when my colleagues are auditing
• Assisting my colleague with an on-site client audit where I helped retrieve information from claim files
• Accounts assistant duties: producing cashflow forecasts and organising the VAT return
• My time at Arcadian was always viewed, by both me and my employer, as a temporary role to gain an understanding of auditing, whilst I found employment within the accounting industry.

Once I left Sixth form, I started working at Weightmans Solicitors as an Administrative Assistant, for the Casualty Team. My duties consisted of:

• To open new client matters on the Fee Earner Desktop which consists of entering crucial information from the latest cases
• Constructing letters, emails, and relevant court documents on request
• Distributing the daily post to all members on my team
• Uploading fee notes and invoices to the office payment system
• Producing and sending out bills to clients
• Organised any documents that need to be delivered to the Counsel or Court

Whilst in this role I gained crucial experience on how to communicate in a large corporate business.