Andrew Jones Email & Phone Number

Assisting with accounting tasks and financial month end procedures.Advising, training, and working on the Sage X3 ERP system.

Garforth, Leeds

Outline:• Working closely with the finance department; producing regular reports analysing sales, inventory, and logistics figures; helping streamline repetitive procedures; administering Sage X3; and assisting with accounting tasks and financial month end processes.Key Responsibilities:• Project lead for development work for integration of group subsidiary onto Sage X3.• Creating, maintaining, and distributing a range of reliable reports.• Group administrator of Sage X3, supporting user queries, supplying procedure notes, and training.Key Achievements:• Updated the BOMs and standard costings for the groups largest product portfolio.• Saw the Sage X3 development work successfully deployed.

Swillington, West Yorkshire, United Kingdom

Outline:• Carrying out management accounting and transactional accounting tasks.Key responsibilities:• All AP and AR duties for the groups UK companies.• Maintaining schedules for prepayments and accruals, fixed assets, and the intercompany loan balances.• Reconciling and posting bank transactions; and producing a cashflow forecast report to the financial controller.• Preparation of groups UK VAT returns.• Valuing inventory levels and reviewing serial number reconciliations.Key achievements:• Travelled to the Texas office for 6 weeks to initiate the Sage X3 integration project.• Wrote multiple macro files that reduced the time repetitive tasks took by up to 90%.• Created insightful weekly sales dashboards, that the sales teams and senior management rely on to make strategic decisions.

Leeds, United Kingdom

Performed all AP duties for the groups UK companies.

Leeds, United Kingdom

Face to face sales supporting big brand marketing campaigns across the UK.

Diploma, Investment Advice, Pass

FCA activities 4+6 - IAD Financial Planning & Advice Level 4 Certificate in Paraplanning FCA activities 2+12 - IAD Securities FCA.

Bsc (Hons), Mathematics, 2:1

Activities and Societies: Analyst for the St Andrews Investment Society; sports included Badminton, Handball, Football, and Athletics.My.