Sarah Carter
Lancaster,North Yorkshire
Summary
Organised and reliable Accounts Assistant with strong administrative background and experience in Microsoft office and cloud based accounting systems. Friendly communicator with detailed knowledge of producing high-quality documents, spreadsheets and presentations. Ability to work to tight schedules and prioritise work load. Strong communication skills, able to work well individually or as part of a team.
Overview
14
14
years of professional experience
Work history
Accounts assistant
Wootton & Co
Hornby, Lancashire
2024.03 - Current
- Managed petty cash transactions, safeguarded company resources.
- Improved accuracy of financial data by conducting thorough checks and balances.
- Monitored account activity, detected discrepancies promptly.
- Assisted in monthly closings, ensured timely completion of tasks.
- Entered financial information into corporate database for easy access and retrieval.
- Liaised with clients regarding overdue payments, facilitated swift resolution of issues.
- Processed staff expenses claims, ensured fair reimbursement practices.
- Managed client accounts to ensure timely payments.
- Conducted bank reconciliations regularly to maintain accurate records.
- Filed tax returns accurately and on time for avoidance of penalties.
- Recorded sales, purchase, and cash transactions accurately in financial systems.
- Prepared Excel spreadsheets to track banking transactions and financial performance.
- Completed daily and monthly bank reconciliations and noted any discrepancies.
- Met deadlines by managing workload independently.
- Prioritised administrative tasks based on tight deadlines.
- Managed payroll by tracking employee hours and entitlements.
- Prepared balance sheets and trial accounting balances.
- Followed bookkeeping regulations and tax legislation to maximise external compliance.
Bar staff member
H&D Hospitality
High Bentham, North Yorkshire
2022.08 - 2024.02
- Provided attentive service to create a welcoming environment for customers.
- Ensured customer satisfaction by providing excellent service.
- Engaged with guests to create positive rapport, encouraging loyalty and repeat visits.
- Increased footfall with engaging promotional strategies.
- Handled cash transactions to ensure accurate accounting.
- Kept records of tabs accurately, avoiding monetary discrepancies.
- Managed customer disputes effectively, preserving business reputation.
- Communicated with kitchen staff to coordinate timely service.
- Rotated stock regularly, reducing waste from expired products.
- Adhered to health and safety regulations strictly.
- Completed end-of-day cleaning duties, leaving the bar ready for next day's trade.
Catering assistant
Giggleswick School
Giggleswick, North Yorkshire
2018.09 - 2022.07
- Collaborated with team members to ensure seamless catering operations during events.
- Managed inventory of catering supplies, minimising waste through effective usage and timely ordering.
- Demonstrated knowledge of dietary restrictions by preparing suitable alternatives.
- Ensured freshness of ingredients by properly storing them according to food hygiene standards.
- Implemented hygiene protocols throughout daily duties ensuring safe food handling.
- Maintained cleanliness of kitchen area to ensure health and safety regulations were met.
- Mastered skills across various kitchen roles, providing support in alternative positions during staff absences.
- Adhered to health and safety guidelines whilst performing daily tasks.
- Adhered to health and safety guidelines whilst performing daily tasks.
- Followed safeguarding procedures to identify and minimise risk for pupils.
Care assistant
Spinal Homecare
Kendal, Cumbria
2016.02 - 2018.08
- Assisted in all aspects of personal care, retaining comfort and dignity.
- Assisted with personal care tasks, ensuring hygiene and cleanliness for patient comfort.
- Respected privacy and dignity of each resident during provision of care services.
- Provided emotional support to patients, contributing to enhanced mental wellbeing.
- Encouraged independence among patients whilst assisting them with tasks.
- Responded promptly to emergency situations, ensuring safety of all residents.
- Adhered strictly to professional standards, regulations and policies at all times while executing duties.
- Documented reports on daily observations accurately, helping in keeping track of every resident's progress over time.
Care assistant
Bluebird Homecare
Lancaster, Lancashire
2011.10 - 2015.07
- Assisted with daily living activities to improve patient comfort and well-being.
- Supported personal care tasks to maintain hygiene and cleanliness standards for patients.
- Administered medication to patients, ensuring proper health management.
- Adhered strictly to professional standards, regulations and policies at all times while executing duties.
- Adhered strictly to health and safety regulations during all projects.
- Displayed respect and friendliness while actively providing assistance to patients.
Education
Diploma of Higher Education - Accounting
AAT
United Kingdom 2024.09 -
NVQ Level 2 - Mathamatics
AAT
United Kingdom 2024.12 - 2025.01
NVQ Level 2 - Hair dressing
Lancaster and Morecambe College
Lancaster, Lancashire 2008.09 - 2010.07
GCSEs - Level 2 Literacy
Lancaster and morecambe college
Lancaster, Lancashire 2008.09 - 2010.07
Skills
- Accounting software proficiency
- Double-entry bookkeeping
- Bookkeeping operations
- Account reconciliation
- Payroll processing
- Tax returns
- Basic tax knowledge
- Microsoft Excel
- Spreadsheet proficiency
- Effective time management
- Ethical integrity
- Communication skills
- Time keeping
- Phone/Email and face to face communication
Affiliations
- When I'm not working i enjoy walking in the Lake District with my dog, I also play rounders for Bentham through the summer and enjoy Badminton through the winter months.
References
References available upon request.
Timeline
NVQ Level 2 - Mathamatics
AAT
2024.12 - 2025.01
Diploma of Higher Education - Accounting
AAT
2024.09 -
Accounts assistant
Wootton & Co
2024.03 - Current
Bar staff member
H&D Hospitality
2022.08 - 2024.02
Catering assistant
Giggleswick School
2018.09 - 2022.07
Care assistant
Spinal Homecare
2016.02 - 2018.08
Care assistant
Bluebird Homecare
2011.10 - 2015.07
NVQ Level 2 - Hair dressing
Lancaster and Morecambe College
2008.09 - 2010.07
GCSEs - Level 2 Literacy
Lancaster and morecambe college
2008.09 - 2010.07