If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

00357384

PROFILE

I am a highly motivated Accounting and Finance graduate with a positive ‘can-do’ attitude and most importantly a hunger to learn. Continually I have experience communicating with a wide range of people both through my volunteering work and academic studies (ACA student) as well as adaptability to a fast-paced environment in the corporate world. I would like to leverage my qualities into the role!

EDUCATION

September 2018 - July 2022: University

BA Hons Accounting and Finance (sandwich) 2:1

• Relevant modules: Advance Tax, Wealth Management, Financial Reporting, Advanced Audit and Forensic Accounting

September 2016 – June 2018: Sixth Form

A-levels: Accounting Religious Studies Sociology (B-C)

CAREER HISTORY

Big 4 (Analyst to Assistant Manager)

May 2025 – Present: Senior Tax Technology Assistant Manager

May 2024 - May 2025: Tax Technology Assistant Manager

Jan 2023- May 2024: Tax Technology Analyst

• Specialising work with Generative AI, Pillar 2 and PowerApps solutions.
• Leading the successful delivery of technically complex and demanding UK and international tax projects to our clients.
• Growth of key client relationships by delivering exceptional client service
• Effectively supervising and managing staff development and assignments.
• I have collaborated and lead on various programming projects from the end-to-end process e.g.versioning, testing, deployment using numerous programming platforms e.g SQL and Javascript/Angular
• I have used targeted automation technologies such as Anaplan, Alteryx and PowerBI
• I have successfully performed management and statutory accounts on a variety of clients and use of ERP systems.
• Industry experience in technology, aviation and real estate.

June 2022 - September 2022

Wealth Management Firm

Financial Consultant Intern - TRS

• Helps clients create financial plans to achieve their goals.
• Answers financial questions and addresses concerns.
• Builds long-term client relationships.
• Analyses market and economic trends

June 2020 - July 2021

Media

Business and Finance Intern.

• Used the HubSpot software to manage the business contacts, clients and sales leads.
• Process purchase orders and update the invoice sheet.
• Working on pitches with world-renowned companies (fashion and luxury)j.

September 2019 - June 2021

Accountants

Student Ambassador

• Helped further my knowledge of the ACA qualification and gain confidence in public speaking.
• Delivered presentations in front of my Accounting and Finance classmates as well as in public places e.g. Expos.

SKILLS

Teamwork

• When employed by an accounting firm, I was given the training to work more effectively with other colleagues. We had to work together during group activities to solve a task. It was daunting at first as we did not know each other well.
• I ensured that everyone was comfortable with any decision that was made so that everyone’s voice was heard and everyone was involved. Due to this strong engagement and communication, we were able to triumph through the task and were commended by our superior.

Creativity

• During my 13-month placement at a media firm, I had the opportunity to create and manage pitches. This required that I produce an insightful and professional Microsoft presentation.
• My presentation would be highly visual and not overwhelmed with information which enabled me to display my creativity.
• At the end of the pitch, the client will commend me on the engaging and informative nature of my presentation.

Advanced Excel Skills

• Achieved Microsoft Core Excel Certificate 2016.
• Confident user of Microsoft Excel.
• Whilst working Start and Grow Enterprise. Create spreadsheets and tables to document the activities of the entrepreneurs and track their progress throughout the following months.
• Gained recognition from my employer because of the high quality of my work.

Attention to Detail

• During my financial reporting module, I had to spot an error within a financial statement.
• These errors were hard to detect. I carefully scanned the financial statement and used my knowledge of financial regulation to highlight the error.
• This resulted in praise from my lecturer.

Communication:

• My excellent communication was developed in the position of when I was a student intern.
• I had to use my written communication to fulfil a case study task. And my oral communication to carry out a presentation
• I was able to effectively do this by listening carefully to the task at hand and being confident. For this reason, my employer was pleased with the work I produced.

Organisation & Time Management:

• Throughout my academic studies and occupational roles, I have been able to manage and organise my time effectively. Through journaling in a planner and making timely to-do tasks for the day. This allows me to delegate my priorities successfully, and most importantly stick to the task and make things happen.

VOLUNTERRING

October 2019 - March 2020

B2B

Data Support Administrator

• Used the CRM software to manage large volumes of data consisting of SME business contacts, clients, and sales lead. Also, analysed and cleaned data from multiple sources. Demonstrated attention to detail when using the Excel platform.
• Able to submit the task on time so that the business was not delayed.

October 2019

Financial Services

Student Intern

• This day involved endless opportunities to gain insight into a career at FCA. As well as, meeting their senior leaders and recent graduates.
• I was able to test competency-based interview training and was given fantastic tips on how to perform to my highest potential at Assessment Centres.

February 2019 - May 2019

Life Coach

Social Media Assistant

• Increased traffic towards the website and gathered potential customers by producing engaging content. Also, Undertook a lead generation course which taught me how to find the correct target market.

July 2018 - July 2018

Professional Services

Summer Intern

• Rotation of the various routes: Assurance, Consulting and Tax. And shadowing and guidance from Partners.

INTERESTS

• I enjoy learning British Sign Language (BSL)
• I go to the gym regularly because I like to be active.
• I have a great passion for cooking / baking

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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