Customer Service Accounts Receivable

Katie Lindop

Address: Unit * ** Vicar Street, Coogee, Sydney, NSW 2034

DOB: 25.6.1993 Mobile: 047******* Email: ac1mgd@r.postjobfree.com

Education

**** – 2014 Newcastle University

BA Honours Accounting and Finance Classification: First

Modules include:

Financial Accounting Management Accounting Corporate Finance

Taxation Auditing Strategic Business Analysis

Company Accounts Corporate Finance Economics Contract Law Management and Organisations

Skills gained:

Able to locate, extract and analyse data from multiple sources

Able to present quantitative and qualitative information

Be effective in ICT including using spreadsheets, word processing software and online databases

Have effective interpersonal skills, including the ability to work in teams

Understand the context in which accounting operates including the legal and social environment, the accountancy profession, the business entity, the capital markets and the public sector

Able to record and summarise transactions including decision analysis, performance measurement and decision-making.

2004-2011 St. Wilfrid’s Catholic High School and Sixth Form, Wakefield

A Levels: Mathematics A, Business Studies A, English Language B

GCSE’s: 13 Subjects grades A* - A including English, Mathematics and Science.

Achievements:

Employment

Feb 2017 – Faculty of Medicine

Present Faculty Finance Officer

Prepare month-end prepayments, accruals, journals and deliver analysis reports.

Providing support to stakeholders including credit card management, accounts payable, accounts receivable, budget advice.

Reconciling all credit cards on a timely basis, monitoring the Faculty disputed transactions.

Processing expense reimbursements for management.

Preparation of quarterly BAS.

Process project maintenance including opening and closing projects.

Sep 2015 – McGrath Real Estate

Feb 2016 Trust Assistant Accountant

Daily receipting of all direct deposit funds and cheque payments on all properties for NSW and QLD offices and maintaining the spreadsheet of the trust banking.

Opening interest bearing accounts, once the deposits are received.

Ensuring all necessary information is received in time for the settlement of the properties, including liasing with agents and solicitors to ensure folders are fully prepared for settlement.

Accurately entering data including bank information of vendors and purchasers into the system.

Entering account details into the system using the correspondence from the bank.

Prioritising, maintaining and organising the settlements team inbox, whilst handling ad hoc queries.

Compiling agent invoices from the system, ensuring that the commission was calculated accurately and all charges against the agent were included.

Ensuring that contract copies, agent invoices, settlement information are all accurately entered into the system.

Data entry – maintaining and updating the relevant spreadsheets with new information.

Oct 2014 - York Teaching Hospital NHS Foundation Trust

May 2015 Finance Officer

Producing monthly reconciliations of control accounts, ensuring that the overall reported income and expenditure position is correct and inline with the ledger balance.

Assistance with year-end stock counts and valuations across the numerous hospital sites.

Maintaining actual cash flows, ensuring that the cashbook reconciles daily with the bank balance.

Analysing income and preparing income sheets from the cashbook to be processed through the accounts receivable department.

Coding all purchase card and petty cash transactions accurately and inputting them to the general ledger.

Reconciling deductions from salary and preparing payments for third parties.

Assisting the Accounts Receivable department with maximising the organisation's income through raising a substantial amount of invoices daily and negotiating payment plans with patients.

June 2013-

Jan 2014 D&J Randles Chartered Accountants Ltd

Assistant Accountant

Prepared year end accounts for small businesses using Iris Software.

Constructed analytical review of accounts ensuring that figures for the current year are realistic, analysing any irregularities that appeared and discussing these with the client.

Liaising with clients and discussing financial information through email, telephone and face to face communication.

Bank reconciliations.

Inputting cashbook information into an excel spreadsheet and summarising accordingly.

Maintaining a payroll database for a range of businesses with up to 100 employees each.

General reception/ administrative tasks ie answering telephones, organising mail, arranging meetings.

June 2010 to NatWest Bank

Jan 2011 Customer Service Advisor

As a Customer Service Advisor I worked full time during the summer months acting as the first point of call for customers, establishing their individual needs and directing them to the appropriate person. Identified marketing opportunities and provided customers with product information. Achieved daily targets.

Communication was a vital part of the role and helped develop my abilities to overcome problems and present solutions. When a customer complained about the length of time spent in a queue I listened and then demonstrated how to use a rapid deposit machine to pay his bill and how to use the online banking service, which he signed up for straight away.

Additional Skills

IT

- Excellent MS Word skills as applied to coursework, essays and case studies

- MS Excel and SPSS skills; intermediate level of understanding

- Capable use of Mars and Oracle Software.

- MS PowerPoint – able to research, write and present findings importing data and graphs

- Diary management and Email abilities.

Driving

-Holder of a full, clean driving licence.

Achievements

Proud to have achieved a national swimming time after many years of training; juggling early morning training with school and studies.

Completed the Great North Run raising £900 for Meningitis charities.

Clubs, Societies and Memberships

University of Newcastle Accounting Society – member of the Accounting Netball Team.

University of Newcastle Swimming Team

University of Newcastle Ski & Snowboard Club

Interests

I have always been a very athletic and active individual. From the age of nine, I competed at a national level standard of swimming until the age of 17, which required a structured and committed approach to life from an early age. I also enjoy travelling and experiencing new cultures places and meeting new people.

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