Sophie Jinks
Truro,Cornwall
Summary
An energetic employee, with six years of experience within practice and industry, who is well-versed in strong communication and organisation skills. Thriving on challenge and continual development with a proven track record in account reconciliation, internal controls and AR/AP management; as well as being adept at data collection and sampling, payroll processing, and financial reporting. Committed to enhancing organisational efficiency through meticulous financial oversight and strategic planning.
Overview
8
8
years of professional experience
4041
4041
years of post-secondary education
1
1
Certification
Work history
Freelance Coaching & Riding
Self-employed
Truro, Cornwall
12.2025 - Current
- Established positive relationships with parents and riders through regular communication and feedback.
- Planned and delivered lessons that taught various riding techniques including dressage, showjumping, and cross country.
- Identified and corrected issues with technique to ensure safe riding practices.
- Facilitated one-to-one and group horse riding lessons tailored to match student abilities and enhance learning
- Addressed individual learner concerns promptly, contributing to high client satisfaction rates.
- Created an encouraging learning environment to motivate riders towards improvement.
- Supported riders in gaining confidence through consistent guidance.
- Maintained high standards of animal welfare while educating students on equine care.
- Designed personalised training programmes that boosted rider confidence.
- Communicated promptly and clearly to meet the needs of my clients and their bookings
- Organised my diary to facilitate clients in the most efficient way
Management Accountant - Work Experience
Teagle Machinery Ltd
Truro, Cornwall
11.2025 - 11.2025
- Shadowed accurate financial records preparation through meticulous account reconciliation.
- Coordinated month-end close procedures for timely reporting. Including posting manual journals.
- Developed comprehensive performance reports for senior management review.
- Conducted variance analysis to identify potential areas of concern.
- Involved in strategic planning sessions to provide financial insights and recommendations.
Accountant
Whyfield Ltd
Truro, Cornwall
08.2022 - 11.2025
- Reviewed and reconciled ledgers to maintain integrity of financial data. Carried out as part of monthly or quarterly bookkeeping services for clients.
- Generated accurate financial reports using advanced software tools. Experienced with Xero, Quickbooks, FreeAgent, Payroll Manager, Excel and TaxCalc and linking these to an internal CRM system.
- Completed detailed profit and loss analysis; identified improvement areas. Alongside producing management accounts to clients on a regular basis to help monitor business performance.
- Handled complex account reconciliations; ensured consistency in records.
- Liaised with external stakeholders such as HMRC to solve and support clients with their tax needs.
- Assisted with strategic tax planning efforts by completing 'pre-year-end reviews'. Communicated with clients to ensure relevance and accuracy of forecasted liabilities.
- Trained new employees on accounting principles and company procedures. Internally reviewed colleagues work.
- Produced accurate tax returns complying with official requirements and serving client needs for minimising liabilities.
- Prepared and submitted VAT returns, Tax returns, CIS returns and Year-End Accounts, ensuring deadlines were adhered to.
- Hosted meetings with clients to ensure their understanding of financial reports produced for them, alongside giving relevant software training.
- Completed weekly CPD to maintain up to date with regulatory changes and legislation
- Communicated with and held responsibility for the care of my own client base consisting of over 100 clients and acting as their main point of contact for support and advice.
- Experienced dealing with different company structures such as Sole Trader, Partnerships, CIC's & Ltd. companies
Purchase Ledger Clerk
Teagle Machinery Ltd
Truro, Cornwall
02.2019 - 08.2022
- Managed supplier accounts within the Epicor system, including creating new suppliers, updating changes to details and maintaining an up-to-date approved supplier listing for maximum productivity.
- Reconciled supplier accounts, investigating and resolving unknown or missing transactions via email, post and phone to minimise discrepancies.
- Reviewed and recorded purchase card transactions, performing accurate monthly reconciliation to statements and producing monthly spending reports.
- Create weekly payment runs through aged payables reports and statements, providing detailed lists to maximise productivity.
- Processed purchase invoices received from suppliers within the shortest period possible, ensuring complete accuracy and readiness for payment.
- Approved travel expenses in line with company expenses policies, escalating concerns to Financial Director.
- Processed fuel card transactions twice monthly, ensuring information was up-to-date and Access database was maintained.
- Employed communication and problems solving skills to resolve invoices queries and raise credit notes through contact with suppliers.
- Improved efficiency of the business by reducing aged creditor days thus reducing the percentage of suppliers placing us on credit hold.
- Promptly resolved complex supplier queries to ensure the company maintains goodwill.
- Providing information and reports for auditors efficiently and accurately.
- As well as managing the purchase ledger function of the business, also trained to be able to complete end-to-end process payroll for 137 employees.
- Maintained organisational efficiencies by constantly updating payroll and timekeeping records in TAMS and Opera.
- Completed and submitted HMRC documentation, including RTI submissions.
- Maintained payroll information by calculating, collecting and entering data.
- Processed new hire paperwork and documents.
- Calculated salaries, rate changes, retroactive adjustments, overtime, bonus, vacation, termination and garnishments using Excel and Opera.
- Maintained employee confidence and protected payroll operations by keeping information confidential.
- Checked accrued hours against listed hours for leave time.
- Experience covering the sales ledger function when people are on annual leave which entails;
- Optimised receipt allocation process in the Epicor system.
- Calculated bills owed by customers, prepared invoices, and distributed statements.
- Monitored accounts payables and receivables to proactively spot and handle problems.
Shop Assistant
Five Jays Limited
Falmouth, Cornwall
03.2018 - 02.2019
- Fostered positive relationships with customers to enhance loyalty and retention.
- Replenished floor stock and processed deliveries promptly, maximising product availability for customers.
- Trained new employees to deliver first-class customer care.
- Operated cash registers with accuracy and processed cash and card transactions.
- Covered extra shifts and maintained flexible schedule to achieve store goals.
- Updated product labelling and promotional pricing.
- Addressed customer enquiries and concerns, facilitating decision-making and minimising hesitation.
- Completed comprehensive store opening and closing procedures.
- Participated in yearly stock takes to maintain accurate stock records.
- Placed orders with suppliers to ensure continued stock supplies.
- Took charge and handled deliveries including checking and signing them.
Education
Diploma of Higher Education - Professional Diploma in Accounting (Level 4)
Association of Accounting Technicians (AAT)
TruroA-Levels -
Truro College
Truro, CornwallSkills
- Variance analysis
- Microsoft Excel
- Cashflow management
- Account reconciliation
- Internal controls and audits
- AR/AP expertise
- Data collection and sampling
- Payroll
- Financial Reporting
Certification
- HGV Category C qualified driver
- Full clean UK driving licence
- DBS checked, safeguarding trained and hold a current First Aid certificate
- Pony Club AH qualified and actively working towards gaining the esteemed 'A' Test
- Pony Club accredited coach
Affiliations
- Avid equine enthusiast who attends regular local and national competitions
- Sitting as a Committee Member across various local associations
- Sporty and outdoorsy
References
References available upon request.
Timeline
Freelance Coaching & Riding
Self-employed
12.2025 - Current
Management Accountant - Work Experience
Teagle Machinery Ltd
11.2025 - 11.2025
Accountant
Whyfield Ltd
08.2022 - 11.2025
Purchase Ledger Clerk
Teagle Machinery Ltd
02.2019 - 08.2022
Shop Assistant
Five Jays Limited
03.2018 - 02.2019
Diploma of Higher Education - Professional Diploma in Accounting (Level 4)
Association of Accounting Technicians (AAT)
A-Levels -
Truro College