S M
@sm01
Self-driven finance professional with expertise in accounting and Xero.
What I'm looking for
I am a self-driven and motivated finance professional with a strong passion for learning and problem-solving. My journey in finance began with a BA (Hons) in Accounting and Finance, where I graduated with First Class Honours. I have since honed my skills in various roles, including as an Accounting and VAT Specialist at Xero, where I support small to medium-sized businesses in implementing and optimizing their accounting processes.
Throughout my career, I have successfully led projects such as a mass migration to Xero for Stratton Utilities, completing it ahead of schedule. My ability to communicate complex financial data to non-financial stakeholders has been a key asset in my roles. I am committed to continuous learning and development, striving to become a Xero expert while training others in my team to enhance their product knowledge and processes.
Experience
Work history, roles, and key accomplishments
Accounting and VAT Specialist
Xero
Nov 2021 - Oct 2024 (2 years 11 months)
Supported Practices and Small to Medium Sized Businesses in Accounting and VAT, implementing and setting up Xero for clients. Conducted investigations, testing, and trained team members on product knowledge and processes.
Xero Consultant
Stratton Utilities
Oct 2023 - Oct 2023 (0 months)
Managed a one-month mass migration project from previous software into Xero. Trained the entire finance department on Xero and finished the project significantly ahead of schedule.
Sales and Business Development
M Labs
Feb 2020 - Feb 2023 (3 years)
Established and operated M LABS, creating a business case, setting up Xero, and developing a sales database. Proactively acquired new customers, trained sales staff, identified sales opportunities, and managed working capital and inventory.
Accountant
Gunnercooke
Sep 2020 - Aug 2021 (11 months)
Drafted and reviewed bills for Partners and Legal Counsel, building strong rapport with over 250 partners. Assisted accounts receivable and legal cashiers, worked with IT to automate processes, and reported accurate daily/weekly revenue figures.
Accountant
Abbey & Co Associates
Aug 2019 - Jan 2020 (5 months)
Assisted in preparing accounts under FRS 102 and FRS 105, including corporate tax computations. Managed credit control, liaised with clients for queries, completed bank/credit card reconciliations, and utilized payroll reports.
Trainee Management Accountant
NFA Group
Jan 2019 - Aug 2019 (7 months)
Maintained fixed asset registers and calculated/posted depreciation charges. Completed accurate bank and balance sheet reconciliations at month end for multiple entities. Performed various analyses, including revenue analysis, and processed weekly budgets.
Sales (B2C)
Tesco
Jun 2015 - Jan 2019 (3 years 7 months)
Worked in a highly regulated customer-facing sales role, achieving sales targets individually and as part of a team. Dealt with complex problems, delivered excellent customer service, trained new staff, and took on leadership responsibilities.
Accounts Junior
Stonebridge Accountants
Feb 2017 - Dec 2018 (1 year 10 months)
Assisted in preparing accounts under FRS 102 and FRS 105, including corporate tax computations. Managed credit control, assisted with payroll, liaised with clients, and completed bank/credit card reconciliations.
Education
Degrees, certifications, and relevant coursework
Manchester Metropolitan University
BA (Hons), Accounting and Finance
2015 - 2018
Grade: First Class Honours (81%)
Gained a strong understanding of audit, taxation, and financial analysis through coursework and report writing on FTSE 100 companies. Developed numerical, data analysis, written communication, leadership, task management, and teamwork skills through various units and group presentations.
Bolton Sixth Form College
A Levels, Accounting, ICT and Law
2013 - 2015
Grade: 320 UCAS points
Studied A Levels in Accounting, ICT, and Law. Achieved a total of 320 UCAS points.
Westhoughton High School
GCSEs, English Language and Maths
2008 - 2013
Grade: 9 GCSEs at grades A*-C, including English Language (B) and Maths (B)
Completed 9 GCSEs at grades A*-C. Key subjects included English Language and Maths.
Availability
Location
Authorized to work in
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