Sofia Lorenzo
Summary
Highly skilled accounting professional with extensive experience in advanced Xero, Sage accounting software, and various cloud accounting tools such as Dext and Engager. Proficient in advanced Microsoft Excel and Google Workspace, with a strong focus on VAT returns, HMRC compliance, payroll and RTI submissions. Expertise in account and bank reconciliations, AR/AP management, expense management, subscription management, and the preparation of management and year-end accounts. Demonstrated ability in cash flow reporting, budgeting, project budgeting, and carbon emissions accounting. Committed to leveraging skills to drive financial accuracy and efficiency within an organisation.
Overview
11
11
years of professional experience
Work history
Virtual Finance Assistant
Lodestar Accounting Limited
09.2025 - Current
- Manage a portfolio of multiple clients across a range of sectors, providing end-to-end bookkeeping and finance support.
- Prepare VAT returns, ensuring compliance with HMRC requirements, correct treatment and accurate coding.
- Prepare and complete payroll for clients, including RTI submissions, payslips, pensions, and statutory payments, ensuring HMRC compliance.
- Prepare annual accounts for sole traders and small businesses, ensuring accuracy and compliance with UK accounting standards.
- Produce management accounts, including profit & loss reports, balance sheets, and cash flow summaries.
- Support clients with financial queries, budgeting, and improving financial processes and record-keeping.
- Use cloud accounting and practice management tools including Xero, Dext, Engager, and other digital finance platforms to manage workflows, documentation, and client records.
Finance Assistant
Nodes & Links Limited
02.2023 - 08.2025
- Managed Accounts Payable/Receivable, processed invoices and payments, ensuring timely transactions.
- Prepared and posted month-end journal entries, including accruals, prepayments, deferred income and expense allocations, ensuring accurate financial reporting.
- Supported with payroll in processing employee salaries and maintaining accurate payroll records.
- Analysed financial data to assist in forecasting and budgeting processes, providing insights to senior management.
- Regularly reconciled bank statements with financial records.
- Audited and processed employee expense claims.
- Assisted in preparing and submitting VAT returns.
- Updated and maintained general ledger accounts.
- Provided documentation and support during audits.
- Lead carbon emissions accounting initiatives, including emissions data analysis, reporting, and integration into wider financial and management reporting processes
Accounts Assistant
H I Weldricks Limited
06.2020 - 02.2023
- Monitored customer accounts, managing credit control and ensuring timely payments.
- Collaborated with the inventory team to reconcile stock records with financial data.
- Updated and maintained general ledger accounts.
- Assisted in the preparation of year-end financial statements and audit processes.
- Organised and reconciled bank statements to identify discrepancies in accounts.
Accounts Clerk
Rothwell Construction Ltd
06.2019 - 06.2020
- Liaised with vendors to resolve payment and billing issues, maintaining positive relationships.
- Performed general administrative tasks, such as filing, photocopying, and answering finance-related inquiries.
- Assisted in reconciling accounts, ensuring that all entries matched the supporting documents.
- Assisted in reconciling supplier statements with company records, resolving any discrepancies.
Shop Assistant
Morrisons PLC
04.2015 - 05.2019
- Provided excellent customer service by assisting shoppers with product inquiries and locating items in the store.
- Conducted regular inventory checks to maintain accurate stock levels and reported discrepancies to management.
- Adhered to health and safety regulations, ensuring the store environment was safe for customers and staff.
- Resolved customer complaints and issues efficiently, ensuring a positive shopping experience.
Education
ACCA Qualification
02.2023 -
AAT Certificate in Accounting -
Doncaster College
01.2021 - undefined
Certificate of Higher Education -
BPP University Leeds
09.2016 - undefined
A-Levels -
Hall Cross Sixth Form
Doncaster 09.2014 - undefined
GCSEs -
Hungerhill Secondary School
Doncaster 09.2009 - undefined
Skills
- Advanced Xero user
- Sage accounting software
- Dext, Engager & Cloud accounting tools
- Advanced Microsoft Excel
- Google Workspace (G Suite)
- VAT returns & HMRC compliance
- Payroll & RTI submissions
- Account & bank reconciliations
- AR / AP management
- Expense management
- Subscription management
- Management & year-end accounts
- Cash flow reporting & budgeting
- Project budgeting
- Carbon emissions accounting
Languages
Spanish
Fluent
Affiliations
- Passionate about sustainability and creating a hopeful future.
- Keen gardener and plant fanatic.
- Enjoy learning about software engineering and coding (Javascript, HTML & CSS)
Timeline
Virtual Finance Assistant
Lodestar Accounting Limited
09.2025 - Current
Finance Assistant
Nodes & Links Limited
02.2023 - 08.2025
ACCA Qualification
02.2023 -
AAT Certificate in Accounting -
Doncaster College
01.2021 - undefined
Accounts Assistant
H I Weldricks Limited
06.2020 - 02.2023
Accounts Clerk
Rothwell Construction Ltd
06.2019 - 06.2020
Certificate of Higher Education -
BPP University Leeds
09.2016 - undefined
Shop Assistant
Morrisons PLC
04.2015 - 05.2019
A-Levels -
Hall Cross Sixth Form
09.2014 - undefined
GCSEs -
Hungerhill Secondary School
09.2009 - undefined