Sami Sheikh
London
Summary
Accomplished finance professional with extensive expertise in high-volume invoice processing, accounts payable and receivable management, and credit control. Demonstrates proficiency in Sage and QuickBooks, alongside intermediate Excel skills for financial data analysis and reconciliation. Adept at month-end reporting, budget preparation, and expense tracking with a strong attention to detail. Known for problem-solving abilities, effective communication, and organisational skills. Committed to maintaining GL accuracy and customer orientation while showcasing adaptability in diverse environments.
Overview
4
4
years of professional experience
2024
2024
years of post-secondary education
1
1
Certification
Work History
Finance Assistant
Green Planet Foundation
11.2023 - 01.2025
- Process 50–100 invoices daily, ensuring accuracy and prompt supplier payments using Sage
- Assist in month-end procedures, including reconciliations and preparing financial reports
- Support payment runs and oversee debt collection efforts to maintain cash flow stability
- Perform credit control tasks by monitoring aged debtor reports and liaising with clients to resolve outstanding payments
- Provide ad hoc support to the finance team to ensure compliance with charity-specific accounting standards
Financial Advisor
SSNC
03.2023 - 11.2024
- Delivered personalized financial advice to clients, representing major UK banks
- Conducted detailed financial assessments and advised on investments, insurance, and retirement planning
- Strengthened client relationships, achieving high retention rates and exceeding sales targets
- Assisted team members with financial analysis and contributed to reporting initiatives
Customer Service Representative
XYZ Retail
01.2021 - 02.2023
- Managed payment processing and maintained accurate transaction records using QuickBooks
- Reconciled daily cash flows and identified financial discrepancies for resolution
- Contributed to financial planning initiatives by analyzing customer purchasing trends and behaviors
Education
AAT Level 2 Certificate - Accounting
A-Levels - Finance, Business Management, Accounting
Completed College
Skills
- Accounts payable and receivable management
- Credit control and debt collection
- Month-end reporting and reconciliations
- Proficiency in Sage
- Proficiency in QuickBooks
- Intermediate Excel skills
- Financial data analysis and reconciliation
High-volume invoice processing
- Budget preparation
- Expense tracking
- Strong attention to detail
- Problem-solving abilities
- Effective communication
- Organizational skills
- Adaptability
Certification
- Customer Service Excellence Training
- Professional Financial Representative Certification
Languages
English
Bengali
References
References available upon request.
Timeline
Finance Assistant
Green Planet Foundation
11.2023 - 01.2025
Financial Advisor
SSNC
03.2023 - 11.2024
Customer Service Representative
XYZ Retail
01.2021 - 02.2023
A-Levels - Finance, Business Management, Accounting
Completed College
- Customer Service Excellence Training
- Professional Financial Representative Certification
AAT Level 2 Certificate - Accounting
Similar Profiles
Safdar AliSafdar Ali
Energy Engineer at Green Home Green PlanetEnergy Engineer at Green Home Green Planet
Arad JafarbeglouArad Jafarbeglou
Pizza maker at green planet pizzaPizza maker at green planet pizza
RAVI SHAHRAVI SHAH
Owner manager at Planet Green DisposablesOwner manager at Planet Green Disposables