Maxine Corry
Address
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
A Purchase Ledger Clerk who is super organised, with an eye for detail and a passion for all things financial. Maxine can ensure the smooth running of all your accounting operations by monitoring your company’s spending and processing of payments for all goods and services purchased by your business. She is also an expert at reviewing current processes and suggesting improvements to increase efficiencies and working practices.
In her current role she works as part of the finance team on the whole purchase ledger process, from orders through to invoices and reconciliation. As part of her duties, she provides a full range of purchase ledger support to colleagues on issues such as chasing orders, matching purchases to invoices, and statement reconciliation. With colleagues she has a reputation for ensuring that all payments are made on time to avoid late fees or disrupted supplier relationships.
On a personal level she behaves and looks professional at all times and pays particular attention to her attendance, punctuality and dress code. These traits help her to deal with the resolution of disputes and queries in a tactful and timely manner. Furthermore, as a true professional she willingly attends and participates in any meetings and training sessions that may be necessary in the performance of her duties.
Right now, she would like to join a company that has a welcoming, friendly and positive work environment where everyone is treated with respect.
CAREER HISTORY
PURCHASE LEDGER CLERK – Start Date – Present
Employers name – Location
Responsible for ensuring the effective day to day operation and maintenance of the company’s sales and purchase ledger processes.
Duties;
- Providing accurate financial information to the Finance Director as needed.
- Raising queries with internal and external clients about any discrepancies.
- Posting and coding supplier invoices with relevant nominal and departmental codes.
- Dealing quickly and appropriately with any queries that arise.
- Supporting the sales and purchase ledger team in busy periods and covering staff absences.
- Being the first point of call for incoming calls relating to account queries.
- Setting up new supplier accounts and maintaining existing account details.
- Processing company expenses and credit cards.
- Ensuring that the purchase ledger is as up to date as possible at the month end.
- Logging and processing payments to clients or colleagues.
- Supervising the work of junior members of the team as required.
- Matching purchase orders with invoices to ensure the amounts, quantities, and terms are accurate.
- Ensuring that all purchases are compliant with the company PO and authorisation process.
- Processing and reconciling the company’s credit card spending transactions.
- Ensuring that payments are made correctly in multiple currencies.
- Assisting with reconciling supplier statements on a monthly basis.
- Matching delivery notes to purchase orders and invoices.
- Raising and managing purchase orders, as well as associated paperwork.
- Handling general administrative tasks, such as scanning, filing, and updating financial documentation.
- Making payments via BACS and cheques.
- Carrying out any other reasonable task as directed by the Finance Manager.
- Reviewing invoices to ensure that they’re accurate and correctly formatted.
- Inputting invoices into the accounting system and ensuring that they are categorized correctly.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Monitoring and recording employee expenses to ensure they are approved and comply with company policies.
- Good attention to detail and can spot discrepancies in invoices, payments, and records.
- Good IT skills and knowledge of software packages like Excel, Sage and BACS.
- Resilient and able to work well under pressure.
- Ability to work under pressure within a fast-paced office environment.
- Ensuring that financial documents are organized and stored properly for future reference.
- Can manage large volumes of invoices, payments, and financial documents efficiently.
- Strong numerical skills and able to work with numbers.
Personal
- Excellent communication skills and a proactive approach to problem-solving.
- Ability to work well under pressure and manage multiple tasks effectively.
- Displaying a positive attitude at all times.
AREAS OF EXPERTISE
Filing invoices
Bank reconciliations
Coding invoices
Data entry
Filing invoices
Bookkeeping
Payment authorisation
Payment processing
Invoice processing
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
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