PQ Assistant Management Accountant

Profile.

Education / Qualification

CIMA – ongoing, Management level (proposed qualified date Is August 2027)

2024 BSc Hons: Accounting and Finance 1^st Class – University

A Level Maths (A*) Economics (A) Physics (A) – Sixth. From Sep 2018 – Jun 2020

2020 GCSE 3 A*s and six 9-6s including Maths and English

AQA Level 1/2 certificate in Further Mathematics A

Systems used

Microsoft Word, PowerPoint, Excel, SAP, Sage 200, InspHire, TM1 Cognos, Report Designer, BigChange, Power BI, and Clockify.

About

An ambitious recent graduate with a First-Class Honours degree in Accounting and Finance with industrious experience in a CIMA based roles, having excellent financial and communication skills. I am a reliable team member, self-motivated individual with exceptional technical skills in Microsoft Excel and systems such as SAP, Sage 200, InspHire and TM1 Cognos.

Competencies

• Highly self-motivated and resilient, demonstrating perseverance in meeting deadlines and overcoming challenges in fast-paced environments.
• Advanced technical proficiency in Microsoft Excel (including formulas, PivotTables, and data analysis), as well as Microsoft Word and PowerPoint for professional reporting and presentations.
• Organised and detail-oriented, with a meticulous approach to managing workloads, analysing financial data, and ensuring accuracy.
• Strong interpersonal and communication skills, confident liaising with colleagues and stakeholders, and presenting information clearly and professionally.

Career Summary.

• Full ownership of the Fixed Asset Register and CAPEX budget, acting as a key liaison between finance and operational departments to ensure accurate reporting and clear communication of financial performance.
• Produced detailed overhead reports across IT, Marketing, Vehicle Leasing, SHEQ, Utilities, Staff Welfare and Professional Fees, analysing P&L data and generating insights from Power BI and Sage 200 to support informed decision-making by budget holders.
• Managed month-end processes in Sage 200, preparing approximately 30 journals per month including fixed assets, depreciation, additions and disposals, accruals and prepayments, creditor journals, fuel, vehicle leases, and departmental overheads.
• Led budget holder meetings, presenting financial performance data and providing variance analysis to enhance cost control and accountability across departments.
• Conducted quarterly fixed asset counts and annual stock counts across five UK depots, ensuring accuracy, compliance, and strong internal controls
• Performed daily bank reconciliations and cashflow monitoring, including monthly reconciliations of HSBC Invoice Discounting (ID) and Asset-Based Lending (ABL) facilities
• Managed stock control within InspHire, producing KPI reports on utilisation and revenue to support operational efficiency and performance tracking
• Prepared operational and statutory reporting, including hire operations reporting, ONS submissions, and recovery analysis across transport, servicing, and production workshop function

• Developed strong accrual accounting expertise through ownership of the month-end process in SAP, preparing approximately 20 accrual journals monthly and 30 additional journals at year-end.
• Managed Marketing overheads and discretionary spend, controlling internal orders and cost centres, and implementing a moratorium on uncommitted expenditure for FY2023 to support cost control initiatives.
• Partnered with the Senior Finance Manager to deliver one annual budget and three forecasts for the Sales & Marketing function, covering 700+ internal orders and 80 cost centres.
• Applied advanced analytical and reporting skills using Excel, TM1 Cognos, and BusinessObjects, while effectively communicating financial insights to senior marketing managers and regional budget holders.
• Streamlined operational efficiency by creating and updating 75 key process documents, consolidating them into a unified system to improve role clarity and reduce transition time.
• Prepared accrual and DSA journals in multiple currencies (GBP, AUD, JPY, USD, EUR), demonstrating strong technical and multi-currency accounting capability.
• Collaborated with Financial Planning teams to produce budgets and forecasts, presenting simplified financial summaries to regional directors across the UK, Europe, Middle East, Singapore, and the USA to support strategic decision-making.
• Supported Accounts Payable and Sales & Marketing teams, resolving purchase order queries and improving process compliance.
• Completed multi-currency income reconciliations (GBP, USD, AUD) and delivered accurate balance sheet reconciliations for marketing overhead accounts.

• Co-founded and established a university accounting and finance society, designing a structured executive team aligned to individual strengths to ensure effective leadership and growth.
• Built and maintained professional relationships with leading industry bodies and firms, including CIMA, ICAEW, CPA Australia, PwC, ICAS, KPMG, Deloitte, EY, RSM, and Azets, successfully coordinating and delivering multiple career-focused events for members.
• Secured significant sponsorship from CIMA and grew membership to over 100 students within six months, demonstrating strong networking, negotiation, and organisational skills.