ACA Qualified First Time Mover
About Candidate
Profile.
Education / Qualification
Qualified August 2024 – ACA – Association of Chartered Accountants
2016 – 2019 – BSc (Hons) Business Management – 2:1
Systems used
Proficient in Microsoft Excel, QuickBooks, Xero, SAGE Cloud, SAGE and CCH
About
ACA-qualified Finance professional with 6+ years’ experience within practice, managing a diverse portfolio of 40 clients across multiple sectors. Experienced in statutory reporting, group accounts, audit delivery, financial controls, VAT compliance, bookkeeping, corporation tax returns and managing relationships with directors and trustees. Strong technical knowledge of FRS 102, Charities SORP and UK reporting requirements, with proven ability to improve processes and resolve financial issues.
Seeking to transition into an industry-based finance role to apply strong technical knowledge and commercial insight to support financial reporting, business growth and decision-making.
Competencies
Financial Reporting & Accounting
- Preparation of statutory accounts under FRS 102 and FRS 105
- Consolidated group accounts and charity accounts under Charities SORP (FRS 102)
- Corporation tax returns for non-audit clients
- VAT returns, bookkeeping and balance sheet reconciliations
- Bank and control account reconciliations
- Opening balance adjustments and financial statement reviews
Audit and Assurance
- Leading statutory audits from planning through to completion
- Audit experience across companies and charities
- Evaluated internal controls and identified process improvement recommendations
- Delivered audits within budget while achieving recovery targets
Stakeholder Management & Leadership
- Managed a portfolio of 40 clients across various industries
- Built strong business relationships with directors, trustees and business owners
- Presented financial statements to Boards of Trustees and addressed technical queries
- Supported HMRC VAT enquiries and investigations into clients VAT affairs
- Supervised, trained and reviewed the work of junior team members
- Delegated audit assignments to ensure deadlines and quality standards were met
Career Summary.
Career Break – April 2026 – August 2026 – Planned career break to travel independently across South-East Asia
| Previous Employer | Mid Tier Accountancy Practice (Top 50) |
| Position | Audit & Accounts Senior /Supervisor |
| Dates | September 2019 – April 2026 |
Promoted to supervisor in June 2025 in recognition of strong technical capability, client management skills and leadership contributions.
- Managed a portfolio of 40 clients, ensuring statutory accounts, audit and compliance deadlines were achieved
- Lead senior on a group audit
- Identified VAT overpayments for a client
- Supported a client’s inexperienced Financial Controller by providing technical guidance, improving accounting processes and reducing audit adjustment over two financial years
- Routinely led a team of up to two junior staff members, providing coaching, delegation and quality reviews to ensure deadlines were met
- Designed an investment accounting template to improve the efficiency and accuracy of quarterly investment journal postings
