Maxine Corry
Address
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
A capable Sales Ledger Clerk who can play an important role in maintaining a company’s financial well-being. Maxine has the ability to accurately work with large amounts of numerical data for extended periods of time. She can oversee the efficient reconciliation of banking and sales ledgers for a business as well as overlook and examine cash inflows and outflows related to financing activities. You can rely on her to ensure that all documentation and administration is of high quality and delivered within set timescales.
In her current role she supports the Finance Manager with basic accounting entries and month end duties. As part of her duties, she processes cash received and refunds, allocates payments correctly, investigates discrepancies and manages credit card processing. With colleagues she has a reputation for ensuring that discrepancies are resolved with stakeholders to minimise impact on month end reporting deadlines.
During her career she has become an expert at exploring and identifying the reasons for any variances in figures.
On a personal level she is self-motivated and able to use her own initiative within a fast-paced environment where she needs to work to deadlines. Also has good written and verbal communication skills which allow her to communicate with colleagues in a professional manner.
Right now, she would like to join a company where she’ll have the chance to develop her own skills and be supported by an established team.
CAREER HISTORY
SALES LEDGER CLERK – Start Date – Present
Employers name – Location
Responsible for ensuring the accurate running of the sales and purchase ledger account under the direction of the accounts manager.
Duties;
- Looking after credit control to ensure prompt payment of company invoices.
- Dealing with invoice query emails and calls from customers.
- Accurately matching, coding, and posting supplier invoices in a timely manner.
- Having the lead responsibility for the company accounts receivable function.
- Chasing overdue accounts and updating debtor notes.
- Raising and registering supplier debit notes as and when required.
- Checking that all invoices are issued correctly each month and fully paid for.
- Examining bank statements and reconciling them with general ledger entries.
- Keeping clear records to ensure information is readily available to all members of the Finance function.
- Supporting colleagues and other teams in times of staff absence or during busy periods.
- Inputting expenses, invoices, credit notes, and other journals such as sales and payroll.
- Answering telephone calls in a professional manner and building a rapport with customers and suppliers.
- Handling client and supplier queries via email and telephone in a polite and professional manner.
- Providing new junior clerks with the support and training needed to enable them to complete their duties efficiently and effectively.
- Assisting in the production of financial statements and reports as required.
- Maintaining relevant spreadsheets, online databases, and all accounting software.
- Ensuring compliance with financial regulations and company policies.
- Managing both sales and purchase ledgers utilising Xero accounting software.
- Preparing supplier payments for authorisation.
- Processing bank transactions and reconcile the bank accounts.
- Maintaining the confidentiality of sensitive and confidential financial information.
- Working closely with the sales and customer service departments with regards to any account related enquiries.
- Undertaking any other routine, day to day tasks that are required by the Finance Manager.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Excellent organisational and time management skills.
- Ability to input financial data quickly and accurately.
- Analytical abilities and aptitude towards problem-solving.
- Superb oral and written communication skills.
- Ability to work well within a team and independently.
- Good understanding of bookkeeping principles and practice.
- Can manage heavy workloads and strict deadlines.
- Willing to accept criticism and be challenged.
Personal
- Strong organisational skills with the ability to multitask effectively.
- Excellent communication skills, both written and verbal.
- Can-do attitude with a forward thinking and problem-solving approach towards issues.
- Determined by nature and not someone who gives up halfway through a project.
AREAS OF EXPERTISE
Sage Accounts
Bank reconciliations
Excel
Processing payments
Filing invoices
Payment processing
Managing petty cash
Financial reports
Bookkeeping
Data entry
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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