Passing of CIMA Certificate level and E1, P1 & F1 of Operational Level (Case study taken February 2018)Production of monthly and quarterly (including marketing information) management accountsCreation and monitoring of budgets, cash flow forecasts and KPI’sSales & purchase ledger, including credit controlMonth end journalsMicrosoft Office (intermediate/ advanced Excel, Pivot tables & Power BI)Sage Act CRMSage 50 Professional AccountsAdobe Creative Suite –… Show more Passing of CIMA Certificate level and E1, P1 & F1 of Operational Level (Case study taken February 2018)Production of monthly and quarterly (including marketing information) management accountsCreation and monitoring of budgets, cash flow forecasts and KPI’sSales & purchase ledger, including credit controlMonth end journalsMicrosoft Office (intermediate/ advanced Excel, Pivot tables & Power BI)Sage Act CRMSage 50 Professional AccountsAdobe Creative Suite – Indesign and PhotoshopIntermediate Financial Modelling and analysis Show less

Work Responsibilities;All finance related activitiesEstimating and quotations for boiler and other related activitiesMarketing & AdvertisingCreation of office and finance proceduresUpdating of employment manual, health & safety manual and the project management manualDevelopment of the current business and marketing planInstallation of a computer server and linking to current computersProvision of information to company director that was not previously provided –… Show more Work Responsibilities;All finance related activitiesEstimating and quotations for boiler and other related activitiesMarketing & AdvertisingCreation of office and finance proceduresUpdating of employment manual, health & safety manual and the project management manualDevelopment of the current business and marketing planInstallation of a computer server and linking to current computersProvision of information to company director that was not previously provided – weekly cash flow andoutstanding debtors/ creditors, monthly management accounts, monthly sales and marketing analysis reports, quarterly sales forecastsDesign of new boiler installation estimate sheet and template quotationsInvestigation into new marketing areas and implementation of a marketing/ exhibition schedule fornext 12 monthsDesign of all marketing material and leafletsDesign of heating system installation floor plans using Microsoft VisioCompletion of monthly payroll for 13 employees including all HMRC submissionsCompletion of annual accounts to trial balance, including pre-payments, accruals etc Show less