Summary
Overview
Work history
Education
Skills
LANGUAGES
Timeline
Generic

DANIEL ROULSTON

Skelmersdale,Lancashire

Summary

Driven individual with strong analytical skills and proficiency in financial software, coupled with solid understanding of accounting principles and attention to detail. Demonstrates excellent communication and organisational abilities, essential for supporting financial operations and team collaboration. Capable of streamlining processes and contributing to company's financial accuracy and efficiency.

Overview

13
13
years of professional experience

Work history

Assistant Accountant

Liverpool City Region Combined Authority
Liverpool
07.2025 - Current
  • Assisted senior accountants in preparation of monthly and yearly closings, improving process efficiency.
  • Assisted in the production and presentation of financial management information, budget monitoring and other reports as requested.
  • Supported business change in financial processes to ensure improvements in efficiency and effectiveness.
  • Provided assistance and advice to budget holders on financial matters
  • Worked closely with the auditing team during yearly audits to guarantee full cooperation from accounting department.

Payments Assistant (Temporary Contract)

Liverpool City Region Combined Authority
Liverpool
01.2025 - 07.2025
  • Carried out day-to-day duties accurately and efficiently.
  • Quickly learnt and applied new skills to daily tasks, improving efficiency and productivity.
  • Successfully delivered on tasks within tight deadlines.
  • Processing invoices, ensuring timely payments (750-1000 per week)
  • Verified vendor accounts by reconciling monthly statements and related transactions.

Finance Assistant

Edge Hill University (Maternity Cover)
Ormskirk
12.2023 - 11.2024
  • Preparing monthly reports
  • Processing and Reconciliation of invoice and credits using the Saffron system
  • Processing Requisition requests
  • Statement Reconciliation
  • Ensuring Invoices are paid using the PIM software
  • Setting up new Suppliers following strict regulations

Accounts Assistant

The Vella Group (Temporary Contract)
Skelmersdale
06.2023 - 12.2023
  • Inputting invoices and credit notes
  • Reconciliation of statements
  • Processing monthly remittances and e-Payments
  • Resolving queries with suppliers
  • Chasing for credit notes from suppliers
  • Maintaining Purchase Ledger emails
  • Chased missing transactions to help facilitate timely payments
  • Managed internal inbox, assigning queries and responding within strict internal SLAs

Manager

Pretty Little Things Crafts and Gifts
Skelmersdale
01.2016 - 03.2023
  • Verified items billed against items received and followed-up with vendors and employees to reconcile variances
  • Maintained accuracy when reviewing and reconciling general ledger
  • Oversaw budgetary and financial activities and implemented strategies to grow business and profits
  • Drove implementation of new market expansion to propel business forward and adapt to market changes
  • Set and maintained business procedures that streamlined operations
  • Supervised and delegated tasks to employees to meet key productivity targets
  • Managed team by offering support and constructive feedback to improve skills and maximise potential

Election Assistant

West Lancs Bourogh Council
01.2023 - 02.2023
  • Counting Election Votes
  • Escorting/supervising election staff bringing votes into election hall
  • Separation and disposal of vote forms containing personal information
  • Cleaning and moving material post election
  • Following completion of the count, I was the only non council worker asked to come back the next day to assist in taking down the election material
  • During that second day, I was asked by the Election manager if I would be free and able to return for the next election for extended work pre, during and post the election due to seeing my work ethic and friendly nature
  • Promoted safe working environment by implementing regulatory standards, policies and guidelines
  • Collaborated with team members to achieve target results

Fulfillment Operative

Amazon
Warrington
10.2020 - 01.2021
  • Worked well as an individual but also as a team member, assisting others when necessary
  • Consistently exceeded production targets
  • Maintained a clean, safe working environment by adhering to protocol to mitigate health and safety risks

Sales Assistant

Pretty Little Things Crafts and Gifts
Skelmersdale
10.2012 - 01.2016
  • Extended existing customer relationships through extensive communication and tried-and-true marketing strategies
  • Addressed customer issues to ensure swift and successful resolution
  • Improved productivity initiatives, coordinating itinerary and scheduling appointments
  • Oversaw store opening and closing, including reconciling cash drawers and making bank deposits
  • Added sales lines targeted towards client requirements to increase footfall and profits

Education

AAT LEVEL 3 - PART QUALIFIED

First Institute

AAT LEVEL 2 - undefined

First Institute

SPORTS NUTRITION AND COACHING

Skelmersdale College

GCSE - MATHS, ENGLISH, SPORTS BTEC, SCIENCE

High School
Skelmersdale

Skills

  • Customer Service
  • Excel
  • Data Entry
  • Microsoft Excel
  • Time Management
  • Reconciliation
  • Accounting
  • Accounts Payable
  • Sage 50
  • Communications
  • Accounts Receivable
  • Purchasing
  • Management

LANGUAGES

English

Timeline

Assistant Accountant

Liverpool City Region Combined Authority
07.2025 - Current

Payments Assistant (Temporary Contract)

Liverpool City Region Combined Authority
01.2025 - 07.2025

Finance Assistant

Edge Hill University (Maternity Cover)
12.2023 - 11.2024

Accounts Assistant

The Vella Group (Temporary Contract)
06.2023 - 12.2023

Election Assistant

West Lancs Bourogh Council
01.2023 - 02.2023

Fulfillment Operative

Amazon
10.2020 - 01.2021

Manager

Pretty Little Things Crafts and Gifts
01.2016 - 03.2023

Sales Assistant

Pretty Little Things Crafts and Gifts
10.2012 - 01.2016

AAT LEVEL 2 - undefined

First Institute

SPORTS NUTRITION AND COACHING

Skelmersdale College

AAT LEVEL 3 - PART QUALIFIED

First Institute

GCSE - MATHS, ENGLISH, SPORTS BTEC, SCIENCE

High School
DANIEL ROULSTON