Summary
Overview
Work history
Education
Skills
References
Hobbies and Interests
Timeline
Generic

Zack Wellard

Sittingbourne,Kent

Summary


Accomplished Financial Analyst accustomed to monitoring and enforcing budget controls to reduce costs and increase profitability. Strong background in continuous improvement and risk mitigation. Excels in collaborating with cross-functional teams to support seamless financial operations.

Overview

7
7
years of professional experience

Work history

Financial Analyst

Countrystyle recycling
11.2023 - 09.2025
  • Weekly meetings with the operations management team to review performace of the prior week using new systems that were implemented to track output.
  • Drove cost reductions on a new accqusition through KPI indicators which was presented to the board.
  • -Spreadsheets created consisted of variance against prior weeks & prior years as well as graph trends throughout the year in order to keep track on performance.
  • -Ownership of reconciliations with our biggest customers & suppliers to ensure what charged was correct.
  • -Analysing P&L’s for the commercial team & ensuring figures are correct and in the right period.
  • -Weekly & monthly stock recs
  • -working closely with the finance team to ensure month end figures are correct.

Accounts assistant

Countrystyle recycling
01.2023 - 11.2023
  • -Reconciling bank statements at month end
  • -Entering accruals & prepayments and ensuring spreadsheets were up to date
  • -Reconciling company credit cards
  • -Dealing with staff expenses
  • -Started working with the finance business partner in producing weekly KPI’s to present to the business to help influence decisions. This led to a promotion to a Financial analyst role.

Account Assistant (Receivable)

Cabot Financial (UK)
03.2020 - 12.2022
  • Duties included
  • My day to day job constantly varies due to heavier workloads & less resource, however this allowed me exposure to a number of finance systems including DM9, SUN Systems, Sage & many others. I was often asked to pull reports for audit purposes and work daily to hit strict deadlines in order to stay SOX Compliant.
  • I was frequently responsible for training within my team due to staff change over which enabled to show my leadership abilities
  • Processing a high volume of customer refunds daily & ensure they are processed within the deadline for treasury to pay.
  • Card & sage pay reconciliations to ensure customer payments online are complete.
  • Processing external agent files to customer accounts & reconciling each agents statement at the end of the month to ensure all invoices have been received and payments have been made to us in colleration to remittances.
  • Debtor’s listings completed weekly to ensure all Vendors, agents & litigation company’s payments reconcile to the remittances we have received and processed on to the customer accounts.
  • Ensuring unrecognised income is resolved as per company policy.

Accounts Payable

MKD Steel Lines Ltd (structural&Architectural metal works)
01.2019 - 03.2020
  • Duties included:
  • Processing purchase&sales invoices and credit notes through Sage
  • Completing bank reconciliations on Sage.
  • End of month payments with suppliers on different credit terms, whilst ensure the company’s credit limits are not exceeded
  • Calculating Monthly CIS figures for sub-contractual work for submission to HMRC
  • Payroll
  • Producing costing & budgeting sheets for various jobs. This would include totals for all the expenses, materials & PPE we had for that job & comparing the figures to the original budget and then applying the mark-up method to charge out to clients.
  • Dealing with supplier and customer telephone enquires
  • Assisting the Financial Director in submitting VAT Returns
  • Completing year end letters for sub-contractors.

Education

Diploma of Higher Education - Accountancy

Canterbury college
Kent

Skills

  • Problem solving, Flexibility, Creativity, Leadership
  • Proficiency in all areas of Microsoft Office, including Excel, Word and PowerPoint
  • Ability to work under pressure and meet tight deadlines
  • Professional, Work well in a team, Procurement, Organised

References

Available on request.

Hobbies and Interests

I am a keen football fan who regulary attends football matches. I enjoy working out at the gym and playing golf on the weekends.

Timeline

Financial Analyst

Countrystyle recycling
11.2023 - 09.2025

Accounts assistant

Countrystyle recycling
01.2023 - 11.2023

Account Assistant (Receivable)

Cabot Financial (UK)
03.2020 - 12.2022

Accounts Payable

MKD Steel Lines Ltd (structural&Architectural metal works)
01.2019 - 03.2020

Diploma of Higher Education - Accountancy

Canterbury college

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Zack Wellard