Part Qualified Finance Analyst
About Candidate
Profile.
Education / Qualification
Currently Studying CIMA) –– due to complete Operational Level May 2026
AAT Level 3
A Levels
GCSEs including Maths and English
Systems used
Microsoft Word and Excel -Intermediate
Oracle
Xero
About
Motivated and Disciplined Financial Analyst with a real focus on Problem Solving, Improvement and Personal Development. Recently completed CIMA Certificate level, after already achieving AAT Level 3. Studying for CIMA Operational Case Study, enjoying self-directed learning and committed to professional growth with Finance and Accounts. Methodical and detailed in approach to Financial Work, can work extremely well under pressure both independently and in a team. Effective Communication and People skills to help adapt quickly to a range of tasks and individual.
Key Skills Include: Financial Analysis and Reporting / Communication / Teamwork / Proactive Learner / Organisation / Time Management / Motivation and Adaptability.
Career Summary.
| Current Employer | NHS |
| Position | Financial Management Analyst |
| Dates | November 2023 – Present |
- Assist across Managing the Monthly Financial Reporting Cycle – ensuring accurate Financial Positions for Directorates across the Trust
- Support Senior Finance Teams with Reports / Reconciliations and Resolving Financial Queries
- Maintain Financial Adjustments Registers – ensuring Accurate Accruals / Prepayments and Reconciliation
- Review & Analyse Large Transactions to identify and challenge any Anomalies of Miscoding’s
- Support Financial Services by Identifying Financial Pressures and Cost Improvement Targets
- Produce Monthly Performance Reports for Senior Managers
- Contribute to Month & Year End Closings / External Audits and Financial Training for Budget Holders
- Liaise with Senior Budget Holders to Discuss and Monitor their Budgets Against their Actual Spend
- Raise Monthly and Ad Hoc Invoices – Ensuring all Documentation and Files are up to date
- Student Lead for the Finance Team – Point of Contact for other student offering Support and Advice (Attending Student Conferences across North West)
| Previous Employer | Practice Accounting |
| Position | Corporate Advisor Apprentice |
| Dates | September 2022 – September 2023 |
- Worked as an Apprentice in the Healthcare Team – Specialising in Medical Accounting for NHS and Private Healthcare Clients, Primarily GPs
- Prepared Accounts whilst Managing Strict Deadlines – ensured Accuracy and Efficiency to support both Teams and Clients
- Prepare and Reconcile Balance Sheets & Accounts with Attention to Detail and Accuracy
- Assisted with VAT Returns
- Used Xero to Reconcile Bank Statements
- Managed Client Portfolio
- Adhered to Strict Deadlines and Requests
