Umair Iqbal

• Promoted to Portfolio Manager from Senior Client Manager, expanding responsibilities across the firm.
• Designed and implemented AML policies and procedures, ensuring compliance with ACCA guidance.
• Built and managed an in-house marketing team, driving business development through effective lead conversion.
• Oversaw a team of 5 accountants, leading client communication and tax planning f

I successfully led a team in delivering comprehensive financial services while ensuring regulatory compliance.

• Prepared and submitted statutory financial statements for various UK entities, enhancing client trust and satisfaction.
• Conducted regular client meetings to provide tailored advice on tax planning and compliance, fostering strong relationships.
• Reviewed and approved managemen

-Delivered monthly/quarterly bookkeeping and VAT return, preparation for UK clients using QuickBooks Online, Xero, FreeAgent, and Excel.
-Prepared and filed company year-end and micro-entity accounts to Companies House (TaxCalc, CCH VizTopia, CaseWare, IRIS Tax Filer).
- Filed annual confirmation statements, Self-Assessment returns, and Corporation Tax (CT600) returns.
- Processed monthly payroll

Responsibilities:

-Ensuring effective petty cash management
-Processing payments to vendors by verifying status on FBR portal and applicable tax rates
-Resolving Purchase orders, invoices and payment discrepancies and documentation
-Collection/ Deposit of revenue cheques/cash
-Liaison with vendors and distribution of payment cheques
-Reconcile vendors accounts in timely manner
-Assisting in mana

TREASURY

• Cash Management & improvement of reporting systems
• Payment transactions through RTGS (within the ERP and Internet banking)
• Analysis of the collection of charges
• Cash Flow Report - direct reporting method
• Intragroup lending and reporting
• Monitoring short term and Long term Investments (TDRS)
• Analysis of the course and interest rates
• Work in the Treasury Management System

-Management of Vendor Agreements
-Complete Fixed Asset Verification
-Implementation of RFID’s on Fixed Assets
-Reconciliation of all SOPs department wise with information on Documentum
-Gap Closure on Top Audit Findings
-Analysis – Improvement in Imprest Usage
-Liaison with Treasury and ACP
-Month-End Physical Count ( Inventory Management)
-Labour Hour Reconciliation

The University College of Islamabad is an established independent college offering a range of diplomas, degree & post-graduate courses, and ACCA , CA & FDA qualifications.

Accounting Role:

• Bank Reconciliation
• Bookkeeping of daily transactions on Quickbooks
• Petty Cash Management
• Debtors reconciliation and collection

Lecturing Subjects:

• F2 (Management Accounting)
• F3 (Financial Accoun

• Bookkeeping of daily transactions on Xero & Quickbooks Online for different clients.
• Preparation and filing of quarterly UK VAT returns
• Processing payroll for the clients (monthly/weekly)
• Reporting to management on daily basis and make decision on highlighted points and prepare ad-hoc report if required.
• Bank statements reconciliation, as well as accounts payable and receivable

WEBGATE IT Solutions is a US based IT company. Specializing in software development and solutions.

Key Role & Responsibilities:

-Website Promoting & Updating
-Technical Ability & Website Analysis ( Competitor, Keyword, Back-linking, Social Media )
-Communicating with Clients
-Monthly Reports to Clients

Pursued the ACCA qualification in Accounting and Finance from 2013 to 2017.