Senior Finance Assistant Cv Elizabeth Allen Senior Finance Assistant 07700 90XXXX elizabeth.allen@example.com elizabethallen Sheffield, South Yorkshire, S11 8XX STRENGTHS Financial accuracy Check commitments, ledger activity and supporting documents carefully, helping project leads and service teams rely on clear financial records. Clear communication Explain forecasts and variance notes in practical terms, helping colleagues outside finance see the effect of their purchasing and recruitment decisions. Customer service Manage shared inbox queries with clear categories and handovers, reducing repeat requests and giving colleagues a more dependable response. Organisation Balance month end schedules, invoice checks and forecast updates by tracking actions and deadlines across concurrent programmes and projects. Collaborative support Work with budget holders, project leads and service teams to investigate differences and agree useful next steps for accurate financial records. SKILLS Research grant finance Commercial project accounting Financial administration Expenditure monitoring Financial forecasting Financial performance analysis Audit evidence preparation Project invoicing Project account review Financial close out Finance query resolution Shared mailbox management Customer service Stakeholder communication SAP MY CAREER 11.2 Years Senior Finance Assistant at Calder Vale Technology Partnership (4.5 Years) Finance Officer at Pennine Learning Group (3.3 Years) Project Finance Assistant at Sablebrook Engineering Ltd (1.5 Years) Accounts Assistant at West Moor Community Services (1.9 Years) SUMMARY Finance professional with 11 years of experience supporting research, education and commercial project portfolios through grant monitoring, project accounting and customer focused finance services. Review expenditure against budgets, maintain forecasts and resolve ledger and invoice queries, explaining financial information clearly to non finance colleagues. Coordinate commercial billing and close out, prepare grant audit evidence and monitor concurrent awards and contracts. Use SAP and Excel for accurate reporting and month end processes, while working with researchers, project managers, procurement and finance business partners to improve financial controls and service consistency. EXPERIENCE Senior Finance Assistant Calder Vale Technology Partnership May 2022 - Present Sheffield, South Yorkshire Supports financial control across a mixed portfolio of research collaborations and commercial engineering projects, reviewing commitments, actual expenditure and forecasts with project leads. Produces SAP and Excel reports for monthly reviews, investigates variances with budget holders and records agreed actions to keep project forecasts current. Coordinates customer invoicing and account close out for commercial work, checking contract milestones and resolving billing queries before submission. Compiles supporting schedules and transaction evidence for research grant audits, improving the completeness of audit files and making follow up requests easier to resolve. Coordinates financial administration for commercial projects, reviewing project accounts and completing financial close out with project leads and finance business partners. Monitors expenditure and financial performance across smaller research awards, updating forecasts in SAP and Excel so project leads can address variances promptly. Resolves finance queries through the shared mailbox, explaining coding, invoice and forecast information clearly to researchers and professional services colleagues. Finance Officer Pennine Learning Group Jan 2019 - Apr 2022 Barnsley, South Yorkshire Monitored budgets for externally funded teaching and facilities programmes, reconciling ledger activity and highlighting emerging pressures to programme managers. Prepared quarterly forecasts and explanatory variance notes in Excel, helping non finance colleagues understand the financial effect of recruitment and purchasing decisions. Managed a shared finance inbox and streamlined query categorisation, improving handover quality and reducing repeat requests for missing information. Prioritised competing finance requests by deadline and programme impact, using clear inbox categories to direct queries and maintain timely responses. Project Finance Assistant Sablebrook Engineering Ltd Jul 2017 - Dec 2018 Rotherham, South Yorkshire Maintained project cost records for engineering commissions, matching supplier invoices to purchase orders and escalating discrepancies for timely resolution. Prepared draft customer invoices and monthly project summaries, giving project managers a clearer view of unbilled work and expected cash receipts. Accounts Assistant West Moor Community Services Aug 2015 - Jun 2017 Sheffield, South Yorkshire Processed purchase invoices and staff expense claims, checking coding and supporting documents before entry into the finance system. Reconciled supplier accounts and assisted with month end schedules, resolving routine differences with service teams and maintaining an orderly audit trail. EDUCATION BSc Accounting and Finance Sheffield Hallam University 2015 Sheffield, UK CERTIFICATIONS AAT Level 3 Diploma in Accounting 2016 PROFESSIONAL SKILLS Finance Systems: SAP, Sage 50, Xero Spreadsheet Software: Microsoft Excel, Microsoft Access, Google Sheets Office Applications: Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Accounting Platforms: Oracle NetSuite, QuickBooks, Microsoft Dynamics 365 Business Central Reporting Tools: Microsoft Power BI, Tableau, SAP Analytics Cloud Data Formats: CSV, Microsoft Excel XLSX, XML SKILLS Research grant finance Commercial project accounting Financial administration Expenditure monitoring Financial forecasting Financial performance analysis Audit evidence preparation Project invoicing Project account review Financial close out Finance query resolution Shared mailbox management Customer service Stakeholder communication SAP
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