Detail-oriented financial professional with over eight years of experience in financial record management and report preparation. Expertise in accounting software such as Sage50, Click, and Xero, focusing on financial analysis, budgeting, and client relationship management. AAT qualified, committed to operational improvement and compliance with industry standards.
Overview
9
9
years of professional experience
Work History
PURCHASE LEDGER CLERK
UNITY TEAM LIMITED
London
02.2024 - 03.2026
Reconciled supplier account statements and proactively chased missing documentation to ensure ledger accuracy.
Presented supplier invoices for approval in a weekly payment runs, reducing processing delays.
Managed end-to-end approval and payment processing, ensuring compliance with the payment schedules.
Generate payments via online banking portals and prepared detailed reports for the CFO to enable timely payment authorization.
Prepared and confirmed remittances for all payments, maintaining transparent communication with suppliers.
Ensured timely settlement of payments for key suppliers, strengthening vendor relationships.
Posted all payments to company ledgers, maintaining up-to-date and accurate financial records.
Liaised with suppliers and internal operations teams to resolve invoices queries efficiently.
Raised monthly tenants rent, service charge and insurance invoices, and proactively chased overdue payments to improve cash flow.
ACCOUNT ASSISTANT
MARIAN ENGINEERING LIMITED
Birtley
05.2022 - 01.2024
Updated financial transactions in internal database using accounting software Sage50 and Click to ensure accurate financial records.
Produced month-end reconciliation reports by cross-checking sales, purchases, and stock to maintain financial accuracy.
Assisted manager to create monthly payroll and ensured data compliance according to company’s time record policy.
Responsibly managed cash book by maintaining the records of all payment runs and ad-hoc payments.
Confidently resolved queries from purchase invoice and offered resolutions through aligning sales department.
Handled online quotations and coordinated relevant documents for the producing unit to streamline processing.
ACCOUNTANT ASSISTANT
MICC FACTORY
Washington
09.2017 - 03.2022
Worked collaboratively with the accounts team while maintaining computer records and distributing the incoming posts.
Prepared bank reconciliation statements and review petty cash entries at the end of each month.
Experienced in using accounting software such as Kingfisher to post and issue invoices or payments.
Coordinated with account managers and executives to develop specialised sales strategy for key clients.
ADMINISTRATOR
MICC FACTORY
Washington
09.2017 - 03.2022
Tracked goods import declarations and created monthly KPI reports on shipment data.
Collected and archived export evidence and declarations for HMRC compliance.
Supported administrative tasks in shipping, maintaining auditable records for MICC LTD.
Education
AAT Diploma in Professional Accounting - Level 4 Qualified
Osborne Training
United Kingdom
05-2026
AAT Advanced Diploma in Accounting - Level 3
Newcastle College
United Kingdom
07-2021
Functional Skills qualification in English - Level 2
New Durham College
United Kingdom
07-2016
Functional Skills qualification in Mathematics - Level 2
New Durham College
United Kingdom
07-2016
Skills
Accounts payable
Sage50
Xero
Excel
Word
PowerPoint
Click
Communication
Decision-making
Customer service
Team player
Problem-solving
Language
Mandarin
English
Timeline
PURCHASE LEDGER CLERK
UNITY TEAM LIMITED
02.2024 - 03.2026
ACCOUNT ASSISTANT
MARIAN ENGINEERING LIMITED
05.2022 - 01.2024
ACCOUNTANT ASSISTANT
MICC FACTORY
09.2017 - 03.2022
ADMINISTRATOR
MICC FACTORY
09.2017 - 03.2022
AAT Diploma in Professional Accounting - Level 4 Qualified
Osborne Training
AAT Advanced Diploma in Accounting - Level 3
Newcastle College
Functional Skills qualification in English - Level 2
New Durham College
Functional Skills qualification in Mathematics - Level 2