Gardi Duccio Email & Phone Number

Stoke-On-Trent, Gb

Stoke-On-Trent, Gb

Stoke-On-Trent, England, United Kingdom

• Manage day-to-day financial records to ensure accurate and up-to-date information. • Process and maintain purchase ledger, including vendor setup and management. • Oversee fixed asset management and prepayment sweeps for accurate financial tracking. • Coordinate purchase orders, invoices, and BACS payments for the central team and Trust schools. • Collaborate with School Business Managers to resolve financial queries and maintain smooth operations. • Maintain the integrity of the Trust’s accounting system by ensuring timely and accurate financial data entry. • Provide support during year-end financial processes and assist in implementing finance controls. • Participate in finance training sessions to continually enhance financial skills and knowledge across the Trust.

Stoke-On-Trent, England, United Kingdom

• Provided freelance investment portfolio management services to clients, leveraging expertise in asset allocation, riskassessment, and investment analysis.• Developed customised investment strategies tailored to clients' financial goals, risk tolerance, and time horizon.• Prepared detailed investment reports and recommendations for clients, highlighting portfolio performance and outliningstrategies for improvement.

Accounting And Finance

4/12 ✅ CIMA's CGMA (Accountancy/Taxation Professional)

Master'S Degree, Banking And Finance

Ba (Hons) Accounting And Business, Accounting And Finance, 2:1

Advance Level, Accounting, Business Studies And Mathematics