• Leading a small team, with direct reports, in analysing and recording client records, as well as overseeing that work is performed to a higher standard• Preparing and completing financial reports by collecting, evaluating, and summarising account information and trends• Increased productivity by almost 80% by establishing a new and highly efficient operating system• Managing new and existing client relationships, whilst identifying new business opportunities for the… Show more • Leading a small team, with direct reports, in analysing and recording client records, as well as overseeing that work is performed to a higher standard• Preparing and completing financial reports by collecting, evaluating, and summarising account information and trends• Increased productivity by almost 80% by establishing a new and highly efficient operating system• Managing new and existing client relationships, whilst identifying new business opportunities for the company• Securing a deal with a marketing strategist to increase revenue, which has currently increased client base by 25%• Developing systems to account for financial transactions by establishing a chart of accounts, defining bookkeeping policies and procedures• Maintaining office services and systems by organising office operations, controlling correspondences, designing filing systemsKey Achievement: Stepping into a managerial role and running the company single-handedly for an extended period Show less

• Created presentations and reports to translate complex data, thus developing negotiation and presentation skills• Coordinated, and participated in client meetings and seminars• Performed end to end quality review of KYC profiles for accuracy, completeness, and validity, ensuring that the KYC records adhered to both company and global regulatory requirements• Built strong professional relationships with various stakeholders in a short space of timeKey Achievement:… Show more • Created presentations and reports to translate complex data, thus developing negotiation and presentation skills• Coordinated, and participated in client meetings and seminars• Performed end to end quality review of KYC profiles for accuracy, completeness, and validity, ensuring that the KYC records adhered to both company and global regulatory requirements• Built strong professional relationships with various stakeholders in a short space of timeKey Achievement: Spearheaded the collation and transfer of data to a new portfolio management software Show less

• Completed bank reconciliations in a timely manner and ensured all queries were dealt with correctly and efficiently• Followed up on vendor outstanding payments• Processed, recorded, and paid invoices to suppliers• Assisted the management accountant in preparing year-end accounts for submission to HMRCKey Achievement: Established a new filing system for efficient record keeping