Montana Paul

Prepare and submit corporation tax and personal self-assessment returns, maintain company and rental accounts, and produce VAT returns while managing data entry and client bookkeeping to ensure compliance and timely filings.

Managed purchase ledger processes, payment runs, accounts payable, daily bank postings and monthly reconciliations in Sage 200, and completed month-end accrual and prepayment journals to maintain accurate supplier and ledger records.

Solely managed a portfolio of limited company clients, produced accounts across sectors, maintained bookkeeping for VAT readiness, performed bank and balance sheet reconciliations, and assisted with CT600 preparation and tax filing compliance.

Allocated and reconciled daily bank statements for assigned hospitals, completed bank reconciliations, posted transactions and resolved payment queries to ensure accurate recording of patient payments within deadlines.

Maintained MTD-compliant bookkeeping and prepared VAT returns, performed bank reconciliations, prepared financial accounts for limited companies, partnerships and sole traders, and posted journals and rental accounts.

Prepared accrual-based limited company, sole trader and partnership accounts, produced VAT returns and self-assessments, performed bank reconciliations and petty cash maintenance, and submitted CT600 and SA100 filings.

Supported MIS and finance teams by processing client payment requests, reconciling actuals, updating service user records and supplier setup, ensuring correct financial coding and accurate payments for adult social care services.

Processed supplier invoices, managed central finance inbox, set up payment runs, performed bank and petty cash reconciliations, and raised and chased invoices to support month-end close processes.

Allocated bank payments, processed and registered incoming invoices, reconciled debtor reports, maintained audit files and responded to internal and external finance queries to support accounts payable and receivable processes.

Prepared self-assessment tax returns, company accounts, VAT returns, payroll (CIS/PAYE), bank reconciliations and client communications while managing new client files and producing fee notes to support practice operations.

Completed AAT Level 4 Professional Diploma in Accounting (studies commenced January 2020 and ongoing/current).

Completed AAT Level 3 in Accounting and Finance from September 2017 to September 2018.

Completed AAT Level 2 in Accounting and Finance from September 2015 to June 2016.

Attended foundation year for BA Accounting and Finance from September 2012 to June 2013.

Grade: ABB

Completed BTEC in Forensic Science (ABB) from September 2010 to June 2012.

Grade: A-C

Completed 9 GCSEs (grades A–C) including Maths and English between September 2006 and June 2010.