Tracy Davies-Smith
Richmond,North Yorkshire
Summary
Detail-oriented Finance and HR professional with extensive experience in operational support across financial and people functions. Delivered end-to-end accounting, VAT and CIS returns, payroll processing, and credit control while managing recruitment, onboarding, and compliance support. Proven ability to maintain confidentiality and facilitate effective communication at all organisational levels.
Overview
31
31
years of professional experience
Work History
Accounts Assistant
J & J Ward
09.2026 - Current
- Allocated customer receipts and maintained accurate credit control records daily to support financial integrity.
- Prepare and process weekly and monthly supplier payment runs on schedule.
- Reconcile supplier statements and resolve matching differences promptly.
- Achieved accuracy in supplier statement reconciliation
- Resolved customer and supplier queries efficiently to enhance relationships and support operational flow.
- Managed company credit card expenses and maintained records to ensure compliance and accuracy.
- Performed intercompany reconciliations to ensure accuracy
Finance & Business Administrator
A S Joinery
01.2024 - Current
- Managed end-to-end accounting processes using Clear Books to ensure accurate financial reporting.
- Oversee invoicing, expenses, bank reconciliations and cashflow forecasting.
- Prepare VAT & CIS returns and maintain subcontractor payment records.
- Coordinated supplier relationships and prepared year-end accounts for timely financial closure.
- Assisted business owner by managing scheduling and correspondence.
Accounts Assistant & HR Manager
Holmesterne Foods
02.2018 - 05.2026
- Weekly/monthly payroll including RTI, overtime, holiday pay and statutory payments.
- Full HR advisory support including disciplinaries, grievances and investigations.
- Provided HR advisory services on disciplinaries, grievances and investigations, facilitating resolution and compliance.
- Recruitment, job adverts, interviews, onboarding and inductions.
- Right-to-work checks, personnel file management and GDPR compliance.
- Probation reviews, exit interviews and HR reporting.
- Training coordination and external provider liaison.
- Management of sickness absence processes and long-term cases.
- Collaboration with H&S consultants on accidents and RIDDOR reporting.
- Oversaw finance-related operations ensuring accuracy and compliance.
- Performed daily SAP financial data entry and managed ledger to maintain financial integrity.
- Quarterly VAT returns and weekly/monthly management reporting.
- Credit control and debtor management.
- Bank and account reconciliations.
- Primary contact for internal and external audits.
- Coordinated supplier payment processes and financial documentation control.
Accounts Assistant & HR Manager
Yorkshire Game
01.2006 - 01.2018
- Weekly/monthly payroll for full workforce.
- Sage accounting: ledgers, reconciliations, VAT reclaim and reporting.
- Managed finance-related activities, ensuring accuracy and compliance with financial regulations.
- Reconciliation of credit cards, expenses and supplier accounts.
- HMRC compliance and financial documentation accuracy.
- Oversaw HR operations, supporting recruitment, onboarding, and employee engagement initiatives.
- Recruitment, interviews, inductions and performance reviews.
- Creation of contracts and development of company handbook.
- HR compliance for SEDEX, BRC and other audits.
- Provided HR advice to management, facilitating effective disciplinary processes and fostering a compliant workplace.
- Training coordination and personnel file maintenance.
Receptionist & Nursing Assistant
Swale Veterinary Surgery
01.2002 - 01.2006
- Managed reception duties, generated invoices, and processed payments to facilitate smooth operations.
- Provided sensitive client service while ensuring confidentiality of information.
- Coordinated daily activities and resources for preparation and aftercare of animals, supporting overall operational efficiency.
Office Secretary
Recycling Resources
01.2001 - 01.2002
- Coordinated daily office operations, managing diaries and maintaining cost spreadsheets to ensure smooth workflow.
- Handled incoming calls and enquiries, offering professional assistance and directing to appropriate departments for further action.
- Maintained an efficient filing system, ensuring easy access to critical documents.
- Acted with diplomacy and maintained confidentiality when dealing with sensitive issues.
- Acquired diverse skills through various roles, enhancing adaptability and versatility in office tasks.
Shop Assistant
Country Fayre Bakery
01.1996 - 01.2001
- Assisted customers in locating products, offering recommendations based on specific needs.
- Assisted customers with inquiries and purchases to enhance shopping experience.
- Replenished items and organised displays to keep stock looking professional.
Education
GCSEs - English Literature, English, RE, Geography, Maths, Art, French
Richmond School
Richmond, North Yorkshire01-1999
Skills
- Finance & Accounting
- Financial reporting
- VAT & CIS returns
- Sales & purchase ledger management
- Bank, supplier and credit card reconciliations
- Credit control and cashflow management
- Payroll processing
- Audit preparation
- Systems: SAP, Sage, Clear Books, Microsoft Office
- HR advisory support
- Regulatory compliance
- Talent acquisition
- Employee performance evaluation
- Training programme management
- Personnel management systems
- Policy management
- HR reporting
Hobbies & Interests
- Gardening
- Walking
- Holidays
Education & Professional Development
- CIPD Level 5
- CIPD Level 3
- AAT Level 2 Accounting Technician
- Credit Control & Debt Management
- CACHE Level 2 - Mental Health First Aid & Advocacy
- Employment Law Update (2024)
- ACAS Courses - Investigations, Discipline & Grievance, Employment Law
- Food Safety Level 2 & 3, HACCP Level 2
- NVQ Customer Service Level 2
- NVQ Administration Level 2
References
Available upon request.
Timeline
Accounts Assistant
J & J Ward
09.2026 - Current
Finance & Business Administrator
A S Joinery
01.2024 - Current
Accounts Assistant & HR Manager
Holmesterne Foods
02.2018 - 05.2026
Accounts Assistant & HR Manager
Yorkshire Game
01.2006 - 01.2018
Receptionist & Nursing Assistant
Swale Veterinary Surgery
01.2002 - 01.2006
Office Secretary
Recycling Resources
01.2001 - 01.2002
Shop Assistant
Country Fayre Bakery
01.1996 - 01.2001
GCSEs - English Literature, English, RE, Geography, Maths, Art, French
Richmond School