- Equestrian
- Ballroom and Latin Dancer
Victoria Ann Healy
Worcester,Worcestershire
Summary
Detail-oriented Finance Assistant skilled in managing financial documents, resolving discrepancies, and maintaining accurate records. Supports team success through effective collaboration and continuous development. Experienced in financial record-keeping, invoice processing, and account reconciliation while ensuring compliance with regulations in fast-paced environments.
Overview
35
35
years of professional experience
Work History
Finance Assistant
Conveyor units
Worcester, England
07.2023 - 01.2024
- Prepared and processed financial documents..
- Monitored credit limits and conducted credit checks to assess new or existing clients' creditworthiness.
- Issued invoices and credit memos to customers, maintaining meticulous financial records.
- Prepared and processed financial documents.
- Provided administrative support, including filing, photocopying, and handling sensitive financial information securely.
- Filed and maintained invoices, customer records and other paperwork to facilitate ease of retrieval.
- Carried out basic day-to-day administrative tasks to support staff needs.
- Answered and directed incoming calls to relevant staff members using multi-line telephone system.
- Welcomed guests and clients in a friendly, positive manner.
Debt Recovery Assistant
England
Worcester, England
01.2018 - 07.2023
- Facilitated recovery of outstanding arrears from referral to recovery stage, ensuring all necessary steps were taken before legal proceedings.
- Managed Leaseholders and Freeholders accounts referred for debt recovery, ensuring efficient handling and timely action.
- Prepared and sent Letters Before Action to initiate recovery processes.
- Supported team in recovering Service Charge and Ground Rent arrears by providing comprehensive administrative duties post-process completion.
- Maintained adherence to company policies and legal guidelines within the department.
- Maintained the accuracy and currency of financial (and other) data in the CRM system.
- Conducted Land Registry searches and cross-referenced data to ensure accuracy.
- Reviewed Lease/TP1 documents to verify interest rate details.
- Monitoring agreed payment plans.
- Corresponding with Leaseholders via letter, telephone and/or email
- Monitoring of shared inboxes and replying to individuals, Mortgage lenders and solicitors
- Take credit/debit card payments over the telephone.
- Income and expenditure forms utilised.
- Executed additional administrative tasks to facilitate workflow..
- Assessed and treated patients within agreed protocols and frameworks.
Credit Controller
Mainstay/First Port/Aviva
10.2018 - 08.2020
- Maximised arrears recovery, achieving client-specific KPI collection rates.
- Credit Controller for the collection of Service Charge & Ground Rent arrears across three portfolios.
- Conducted regular aged debt reviews to ensure timely account follow-up, reporting progress and issues to property managers.
- Review of Leases and Land Registry legal documents.
- Completing relevant paperwork for referral to external collection companies' solicitors.
- Liaised with colleagues across departments to align strategies and achieve objectives.
- Maintained detailed records of accounts and preferences.
- Managed additional administrative duties to support operations.
Bookkeeper
Partner
01.2019 - 01.2020
- Maintained general ledger with timely and accurate journal entries to ensure financial integrity.
- Reconciled bank statements against company books, identifying discrepancies and rectifying errors for precise financial reporting.
- Managed financial transactions and updated account ledgers to maintain accurate financial records.
- Implemented efficient bookkeeping systems to streamline financial operations and improve data accuracy.
- Reviewed and analysed expense receipts and credit card statements to identify trends and ensure compliance.
- Managed invoicing, timesheets, and general administration while balancing full-time position.
Accounts Assistant/Credit Control/ Marketing/ Telephonist/ Receptionist and Bookkeeper
Haines Watts Worcester
Worcester
01.2007 - 01.2018
- Worked with credit control to chase payment of outstanding sales invoices.
- Investigated and helped resolve collections and billing disputes
- Issued invoices and credit memos to customers, maintaining meticulous financial records.
- Provided administrative support to the finance department, organising documents and managing schedules for optimal efficiency.
- Responded to email inquiries promptly, delivering clear and concise information to address queries.
- Handled incoming telephone calls, taking accurate messages and relaying to personnel to support timely communication.
- Performed daily administrative duties to assist staff operations.
- Greeted guests and clients warmly to create a welcoming atmosphere.
- Organised and executed successful events and exhibitions, boosting brand visibility and generating leads.
Worker
Barnardo's Charity Support
06.2013 - 09.2015
- Delivered respite care for disabled children, enhancing their well-being and providing relief for families.
- Fostered strong client relationships by providing practical and emotional support throughout care, contributing to overall satisfaction.
- Recorded daily progress reports, ensuring clear communication with supervisors and team members to support care continuity.
- Maintained confidential records of residents' care, adhering to GDPR and safeguarding policies.
- Maintained client confidentiality at all times in line with organisational guidelines.
Voluntary Worker
NewHope Charity Support
01.2013 - 01.2015
- Coordinated respite activities for children with special needs at community centre, enhancing their social interaction and emotional well-being.
- Developed and delivered arts and craft sessions, fostering creativity and self-expression among participants.
- Kept work areas organised and clean for a professional appearance.
- Completed all work within agreed timeframes, without assistance and to high-quality standards.
- Followed company, safety and performance requirements at all times.
Reception / Customer Service
MMBRE The Repair Centre
Worcester
01.2005 - 01.2006
- Managed account functions to ensure smooth operations and customer satisfaction
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
- Maintained clean, safe working environments to eliminate accident risks.
Post Clerk
Spring Gardens Medical Centre
Worcester
01.2004 - 01.2005
- Managed correspondence for medical staff, ensuring timely delivery and appropriate action on returned post.
- Coordinated library inventory, guaranteeing material availability and accurately inputting data for A and E and test requests.
- Conducted data entry tasks with a high degree of accuracy, updating databases and maintaining up-to-date records.
- Handled confidential documents, ensuring secure filing and retrieval as per compliance regulations.
- Secured data by following confidentiality procedures.
Technical Support
Worcester Bosch
Worcester
01.2002 - 01.2004
- Coordinated engineer schedules and delivered technical support to resolve customer issues.
- Provided technical support during public consultations, addressing community concerns regarding engineering projects.
- Supervised junior technical support associates, providing mentorship and guidance to develop their skills.
- Provided technical support during rehearsals to adjust lighting and electrical setups as required.
Customer Support
Town and Country Insurance Services
Worcester
01.2001 - 01.2002
- Front line customer support, Generated customer quotes for service plans, ensuring accurate pricing and timely delivery for customer satisfaction, Mid-Term Adjustments, Processed banking transactions, maintaining accuracy and compliance with financial regulations, Credit control, Handled incoming and outgoing mail promptly, Performed general administrative tasks, supporting daily operations and contributing to overall team efficiency.
- Provided customer support via social media, resolving queries promptly and improving customer satisfaction.
- Conducted comprehensive training programmes for staff on new internet banking features, ensuring high levels of competency and customer support.
- Participated in training sessions to stay abreast of new products and services, enabling effective customer support.
Customer Enquiry Line Operator
Kays/White Arrow
Worcester
01.1996 - 01.2000
- Resolved client queries and concerns via computer-based customer enquiry line. Processed customer instructions for drivers to ensure timely parcel delivery.
- Followed health and safety procedures to minimise risk of injury.
- Followed production schedule to achieve set time scales and quality standards.
- Packaged finished products and prepared boxes, containers and pallets for shipment to distribution centres.
Receptionist
Midland Shire Farmers
Worcester
01.1990 - 01.1992
- Welcomed guests and clients in a friendly, positive manner.
- Answered and directed incoming calls to relevant staff members using a multi-line telephone system.
- Handled incoming telephone calls, taking accurate messages and relaying to personnel to support timely communication.
- Managed reception and switchboard operations while overseeing credit control for LPG.
Office Junior
Andrew Grant
Worcester
01.1989 - 01.1990
- Organised and filed documents to ensure efficient board maintenance.
- Greeted visitors and appropriately directed to designated areas.
- Stored all paperwork in designated places securing important documents for confidentiality purposes.
- Answered phones and performed clerical office functions to address queries, concerns and issues, escalating complaints to management.
Education
Worcester -
Blessed Edward Oldcorne
Worcester01-1990
GCSEs - Math, English, CDT, Home Economics, R.E and Biology
The Dudley School
Dudley, West MidlandsECDL - European Computer Driving Licence. Module 1-6. Concepts of Information Technology, Using the Computer and Managing Files, Word Processing Spreadsheets, Database and Information and Communication. Presentation.
Learn Direct
WorcesterNVQ - Level 2 Business and Administration, Level 3 Social Care, Level 3 Diploma as Teaching Assistant
Worcester College of Technology
WorcesterSkills
- Credit control
- Accounts receivable management
- Credit assessment
- Credit analysis
- Invoice issuance
- Invoicing procedures
- Reconciliation
- Financial document preparation
- Data recording
- Data entry skills
- Excel proficiency
- Task management
- Planning and prioritising
- Team collaboration
- Customer service
- Client communication
- Administrative support
- Problem solving
- Conflict resolution
- One-on-one training
- Adaptable attitude
Interests
Timeline
Finance Assistant
Conveyor units
07.2023 - 01.2024
Bookkeeper
Partner
01.2019 - 01.2020
Credit Controller
Mainstay/First Port/Aviva
10.2018 - 08.2020
Debt Recovery Assistant
England
01.2018 - 07.2023
Worker
Barnardo's Charity Support
06.2013 - 09.2015
Voluntary Worker
NewHope Charity Support
01.2013 - 01.2015
Accounts Assistant/Credit Control/ Marketing/ Telephonist/ Receptionist and Bookkeeper
Haines Watts Worcester
01.2007 - 01.2018
Reception / Customer Service
MMBRE The Repair Centre
01.2005 - 01.2006
Post Clerk
Spring Gardens Medical Centre
01.2004 - 01.2005
Technical Support
Worcester Bosch
01.2002 - 01.2004
Customer Support
Town and Country Insurance Services
01.2001 - 01.2002
Customer Enquiry Line Operator
Kays/White Arrow
01.1996 - 01.2000
Receptionist
Midland Shire Farmers
01.1990 - 01.1992
Office Junior
Andrew Grant
01.1989 - 01.1990
Worcester -
Blessed Edward Oldcorne
GCSEs - Math, English, CDT, Home Economics, R.E and Biology
The Dudley School
ECDL - European Computer Driving Licence. Module 1-6. Concepts of Information Technology, Using the Computer and Managing Files, Word Processing Spreadsheets, Database and Information and Communication. Presentation.
Learn Direct
NVQ - Level 2 Business and Administration, Level 3 Social Care, Level 3 Diploma as Teaching Assistant
Worcester College of Technology