NATALIE MCDONALD
Henfield,West Sussex
Summary
Detail-oriented accounts assistant with a solid background in accountancy and bookkeeping, ensuring precision and quality in work outputs. Strong interpersonal abilities facilitate effective communication with stakeholders and collaboration within teams. Motivated self-starter, dedicated to continuous learning and tackling new challenges.
Overview
17
17
years of professional experience
Work history
Finance and Accounts Manager
T2 Security Ltd
2025.01 - 2025.10
- Fostered continued professional development among finance staff through training initiatives.
- Liaised with stakeholders to provide clear communication on financial matters.
- Prepared accurate monthly and quarterly reports for management review.
- Monitored industry trends to advise on potential investments or divestments.
- Streamlined financial processes by implementing efficient, up-to-date systems.
- Managed timely preparation of annual budgets for strategic decision-making.
- Ensured integrity of accounting records through regular checks and balances.
- Upheld ethical standards in all transactions, setting example for entire finance department.
- Developed effective tax strategies in line with organisational goals.
- Reviewed bookkeeping and management accounts to achieve clear and correct reports.
- Finalised VAT returns with rigorous transaction checks.
Accounts Assistant
Xeinadin (MMP Accounting Solutions Limited)
2022.09 - 2024.12
- Managing own client portfolio ensuring deadlines are effectively met
- Using computerised accounts production package Iris to complete and submit annual accounts and tax returns
- Preparing quarterly management accounts for clients
- Reviewing and submitting VAT and CIS returns
- Meeting with clients, sending proposals and invoicing
- Completing any Company Secretarial submissions
- Liasing with HMRC, using online portal for agent services
- Reviewing junior accountants bookkeeping and accounts preparation
- Managing month end and WIP for completed work
- Maintaining client's cloud accounting software
- Manging current workflow and allocating team members with appropriate work to their level
- Ensuring all software and regulatory training is up to date
Finance Assistant/Patient Care Co-ordinator
Henfield Medical Centre - Henfield
Henfield
2016.08 - 2022.08
- Xero Accounting Package
- Raising/processing invoices
- Debtor analysis, and chasing outstanding debt
- Creditor reconciliations
- Bank reconciliations
- Petty cash reconciliations
- Supporting the external accountants;
- Preparing end of month dispensary records
- Preparing end of month till receipt records
- Monthly supplier payment run
- Assist in preparation of payroll/pension information
- Assisting with end of year queries
- Banking cash and cheques, and dealing with post
- Responsible for all email/phone correspondence, dealt with in a timely and accurate manner
- Organising multidisciplinary meetings with external entities, ensuring annual targets are met
- Organising quotes for equipment and services, presenting findings to the CEO to aid decision making
- Maintaining equipment licenses
- Updating and maintaining medical insurance
- Training new staff on system software, managing roll out of apprentice training
Accounts Assistant
Accountancy & Business Matters- Henfield
Henfield
2014.01 - 2016.01
- Sage 50 Accounting Package
- Raising/processing invoices
- Dealing with all HMRC queries
- Responsible for all email correspondence, dealt with in a timely and accurate manner
- Maintaining client records to prepare external auditing schedules
- Petty cash reconciliations
Accounts Assistant
DD Management Services - Hurstpierpoint
Hurstpierpoint
2009.01 - 2010.01
- Sage 50 Accounting Package
- Basic bookkeeping
- Raising/processing invoices
- Tax returns for clients at customer premises
Education
Association of Accounting Technician (AAT) Level 4 -
Association of Accounting Technician
2024.09 -
A-Levels - Business Studies, Level 3 Certificate in Financial Studies, AS Levels - 3
Lewes 6th Form College
2009.07 -
GCSE - undefined
Steyning Grammar School
Steyning 2006.01 -
Skills
- Xero Quickbooks, Sage, Kashflow, Freeagent
- Iris – Company Secretarial, Accounts Production, Business Tax, Personal Tax, Openspace
- Bookkeeping
- Self-motivated
- Driven
- Time management
- Team management
- Extremely organised
- Strong written and verbal Communication skills
- Attention to detail
- Problem solving
- Excel proficient
- Excellent analytical and numerical skills
References
References – To be provided on request
KEY ACHIEVEMENTS
- Preparation of VAT and CIS Returns
- Bookkeeping, and preparation of annual accounts, for both limited companies and partnerships. Including personal tax returns for directors and sole traders.
- Liaising with clients, via email and phone to answer queries. Annual meetings, before accounts submission.
- Successful implementation of new billing system, cloud accounting enhancing output and efficiency.
Timeline
Finance and Accounts Manager
T2 Security Ltd
2025.01 - 2025.10
Association of Accounting Technician (AAT) Level 4 -
Association of Accounting Technician
2024.09 -
Accounts Assistant
Xeinadin (MMP Accounting Solutions Limited)
2022.09 - 2024.12
Finance Assistant/Patient Care Co-ordinator
Henfield Medical Centre - Henfield
2016.08 - 2022.08
Accounts Assistant
Accountancy & Business Matters- Henfield
2014.01 - 2016.01
A-Levels - Business Studies, Level 3 Certificate in Financial Studies, AS Levels - 3
Lewes 6th Form College
2009.07 -
Accounts Assistant
DD Management Services - Hurstpierpoint
2009.01 - 2010.01
GCSE - undefined
Steyning Grammar School
2006.01 -