JP

Open to opportunities

Jasmeet Panesar

@jasmeetpanesar

Aspiring chartered accountant focused on financial reporting, IPO advisory and client-focused technical excellence.

What I'm looking for

I seek an ACA training role offering early Plc reporting and IPO advisory exposure, client-facing responsibility, strong mentorship, and technical development toward becoming a trusted adviser.

I recently graduated with a 2:1 in Economics & Management from Aston University and have practical finance experience across accounting, data analysis and client service. I developed core technical skills at Panesar & Associates preparing VAT, payroll and reconciliations, and at Moove Lubricants I built dashboards and supported B2B campaigns.

I have hands-on commercial experience managing short-term rental properties and customer service roles, which sharpened my budgeting, communication and problem-solving abilities under pressure. I deliver improvements through practical tools—Excel trackers and reporting dashboards—that colleagues continued to use after I left.

I am committed to qualifying as an ACA and specialise in financial reporting, governance and IPO advisory. I am drawn to roles offering early responsibility in IFRS/FRS reporting, liaising with auditors, banks and lawyers, and direct client-facing advisory work.

I seek to become a trusted adviser: ACA-qualified, managing a client portfolio in Plc reporting and IPO advisory, mentoring junior trainees and contributing to a pragmatic, integrity-driven advisory team.

Experience

Work history, roles, and key accomplishments

ML

Marketing Analyst

Moove Lubricants

Worked across sales and marketing to build Excel dashboards and analyse campaign performance for B2B events, improving KPI reporting and campaign processes.

Data Analysis Excel Dashboarding B2B Marketing Event Coordination KPIs

PA

Accounts Assistant

Panesar & Associates

Prepared VAT returns, performed bank reconciliations and payroll processing for small business clients, improving accuracy and meeting filing deadlines through process tracking and quality checks.

VAT Returns Bank Reconciliation Payroll Xero Quickbooks Attention To Detail Accounts Payable Accounts Receivable

CT

Customer Service Assistant

COVID Express Testing

Provided customer support for PCR/lateral flow testing processes, implemented an Excel tracker to reduce errors and turnaround times, improving on-time result delivery for travel requirements.

Customer Service Process Improvement Excel Data Tracking Communication Time Management

SE

Short-Term Rental Manager

Self Employed

Managed Airbnb properties including bookings, guest communication, budgeting and operations, resolving issues quickly to protect reputation and secure positive reviews.

Customer Service Property Management Budgeting Conflict Resolution Operations Crisis Management

FA

ACA Trainee

FRP Advisory

3-year ACA training contract focused on Plc financial reporting and IPO advisory, supporting IFRS/FRS reporting, IPO preparation and liaison with auditors, banks and lawyers to deliver client reporting and governance projects.

Financial Reporting IFRS Reconciliations Stakeholder Management Advisory

Education

Degrees, certifications, and relevant coursework

AU

Aston University

Bachelor of Arts, Economics & Management

Grade: 2:1

Activities and societies: Dissertation using R and Stata; data analysis projects; involvement in placements and part-time roles (Panesar & Associates, Moove Lubricants).

Graduated with a 2:1 in Economics and Management, developing analytical and numerical skills and completing a dissertation analysing COVID-19 impacts using regression analysis.

Tech stack

Software and tools used professionally

Xero

F#

ent

QuickBooks

Stata

Availability

Open to opportunities

Location

United Kingdom

Authorized to work in

Job categories

Accountant Financial Reporting Analyst IPO Advisory Analyst Financial Analyst Junior Auditor Accounting Manager Financial Accountant Accounting Finance Accountant Corporate Accountant Chartered Accountant General Accountant

Skills

Financial Reporting IFRS Bank Reconciliation Payroll Management Accounting Xero Quickbooks Excel (Trackers & Dashboards)Data Analysis R Stata Client Relationship Management Problem Solving Time Management Attention To Detail Process Improvement Communication Ent

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