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Part-Qualified Accountant
Joseph Burns
,
Altrincham, United Kingdom
Experience
Other titles
Skills
I'm offering
Part-Qualified Accountant with a demonstrated history of working in the financial sector and real estate industry. Strong finance professional, skilled in Mathematics, Engineering, Time Management, Teamwork, and Leadership.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Ongoing relation / part-time
Available
My experience
2020 - ?
job
Accounts Executive
Pension Works.
• Looking after both accounts payable and receivable including processing invoices for payment, preparing the payment run, invoice creation and credit control.
• Processing the daily bank reconciliation and transactions.
• Assisting in month end duties including sales reconciliation.
• Assist with budgeting, cashflows and sales forecasts on a month by month basis.
• Assist with preparation of statutory accounts.
• Management and balancing of ledgers.
• Accruals and prepayments.
• Processing the daily bank reconciliation and transactions.
• Assisting in month end duties including sales reconciliation.
• Assist with budgeting, cashflows and sales forecasts on a month by month basis.
• Assist with preparation of statutory accounts.
• Management and balancing of ledgers.
• Accruals and prepayments.
Management, Sales, Processing
2019 - 2020
job
Insurance Broker, London Belgravia Brokers
HMRC.
• Providing clients with specialist property insurance cover.
• The ability to liaise and sell to property developers and other associated bodies such as; architects, project managers and lawyers through regular communication and interpersonal skills.
• Speaking to and managing clients on a day to day basis, sorting their insurance needs with exemplary levels of customer service.
• Being able to speak in a professional environment confidently, taking ownership and meeting targets both weekly and monthly.
• Successfully brokering high value insurance deals in the UK property sector.
• The ability to liaise and sell to property developers and other associated bodies such as; architects, project managers and lawyers through regular communication and interpersonal skills.
• Speaking to and managing clients on a day to day basis, sorting their insurance needs with exemplary levels of customer service.
• Being able to speak in a professional environment confidently, taking ownership and meeting targets both weekly and monthly.
• Successfully brokering high value insurance deals in the UK property sector.
Customer service, Service, Insurance
2018 - 2018
job
Accounts Assistant, AUD Architecture
unknown.
During this summer placement I assisted the accounts team of an architectural firm and gained exposure to numerous accounting functions. My role included-
• Transfer and allocation of invoices.
• Monitoring revenue levels monthly illustrated by using graphical methods (Excel).
• Reconciling cash book and petty cash book.
• Maintaining accounts receivable documentation electronically and on paper.
• Tested various financial documents and reports for accuracy and compliance.
• Presenting feedback and suggestions for improvement to senior and team managers.
• Transfer and allocation of invoices.
• Monitoring revenue levels monthly illustrated by using graphical methods (Excel).
• Reconciling cash book and petty cash book.
• Maintaining accounts receivable documentation electronically and on paper.
• Tested various financial documents and reports for accuracy and compliance.
• Presenting feedback and suggestions for improvement to senior and team managers.
Excel, Architecture, Compliance, Presenting, Monitoring
2017 - 2017
job
Admin Assistant to MD, AUD Architecture
unknown.
• Handling phone calls and responding to emails.
• Full diary management.
• Organisation of meetings, minute taking and ensuring completion of actions.
• Building relationships, dealing and negotiating with a range of clients on behalf of the MD.
• Full diary management.
• Organisation of meetings, minute taking and ensuring completion of actions.
• Building relationships, dealing and negotiating with a range of clients on behalf of the MD.
Management, Architecture, Organization
My education
2015
-
2019
Newcastle University
Bachelors, Particular, during my plant design project
Bachelors, Particular, during my plant design project
2008
-
2015
St Ambrose College
Secondary, Chemistry
Secondary, Chemistry
?
-
2020
n/a
Unspecified, RQF Level 4
Unspecified, RQF Level 4
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