
AAT Level 4 qualified aspiring accountant with a solid understanding of core accounting principles, including financial and management accounting, taxation, and internal controls. A motivated and adaptable individual with a strong work ethic and proactive approach to learning, who embraces challenges and consistently delivers high-quality work both independently and as part of a team. Seeking a trainee accountant or entry-level finance role to develop practical experience and build a long-term career within a professional accounting environment.
• Communicated clearly and empathetically with clients, ensuring understanding and building trust
• Maintained accurate records and updated progress reports to support effective documentation
• Handled day-to-day issues calmly and efficiently in a fast-paced environment
• Supported administrative tasks including data entry, documentation, and general record keeping
• Managed multiple tasks under pressure while maintaining organization and attention to detail
• Followed internal procedures and risk assessment guidelines to ensure safe environment
• Documented incidents and updates clearly to support team communication
• Provided support to individuals in challenging situations while maintaining professionalism
• Managed IBA account processes, including premium processing, claims allocation, and reconciliations, ensuring accuracy and compliance
• Processed and maintained financial records for multiple client accounts, consistently meeting deadlines
• Performed client and insurer reconciliations, identifying and resolving outstanding balances
• Maintained organized and compliant financial records while handling confidential data appropriately
• Investigated discrepancies and resolved account queries using strong analytical and communication skills
Microsoft Excel (Advanced – formulas, data analysis, data organisation)
Sage 50
QuickBooks (Certified)
Financial data entry and record keeping
Preparation and interpretation of financial statements
Management accounting (budgeting, costing, variance analysis)
Personal and business tax
Internal controls and risk awareness
Strong attention to detail
Analytical thinking
Organisation and time management
Ability to work under pressure
Clear written and verbal communication
Teamwork
Addison Accounts & Training – Bedford, Bedfordshire
Admin Assistant (30-hour Work Placement) | Jan 2022 – Feb 2022
• Provided administrative support, including organizing client files, updating records, and preparing documents for meetings
• Assisted with data entry, invoice processing, and basic bookkeeping tasks using QuickBooks, Excel, and Sage
• Supported payroll preparation and reconciliations under supervision, gaining practical exposure to account processes
• Maintained accurate and organized financial records, ensuring attention to detail and confidentiality
• Demonstrated commitment to professional development by working towards QuickBooks certification