Elisa Tavares

Verify and post disbursement accounts against contracted rates and templates, manage invoice uploads and currency conversions, and maintain relationships with customers and agents to ensure timely DA collection and compliance.

Managed client file opening/closing, recorded sales, expenses and cashbooks in Excel and accounting systems, and liaised with clients and HMRC to resolve document queries and maintain accurate records.

Resolved invoice and billing complaints for private and business customers, issued credit/debit notes, and recorded expenses and payments using CRM and financial systems.

Performed administrative tasks including client file management, payroll hours entry, expense recording, and employee onboarding/offboarding documentation.

Handled administrative duties, customer inquiries via phone and email, and recorded expenses and basic financial entries in Excel.

Completed an Accounting Assistant practice training program covering Sage50, Sage Payroll, QuickBooks and Xero.

Awarded AAT Level 4 Diploma in Professional Accounting.

Completed AAT Level 3 Advanced Diploma in Accounting.

Completed NCFE Level 1 Award in Managing Your Money.

Attended courses associated with vocational accounting training alongside practical practice training.

Completed AAT Level 2 Foundation Certificate in Accounting.

Completed Level 3 Secretariat Technician vocational secondary education (equivalent to 12th year secondary Portugal).