Amy Woods

AAT Qualified accountant with 8 years finance experience. As a finance professional I bring a comprehensive skill set and diverse experience to the table. My experience of producing monthly management accounts is underscored by my ability to meet month-end deadlines ensuring accurate and timely reporting. With hands on involvement in accounts payable and receivable I’ve honed my attention to detail and financial acumen. Great communication skills allow me to collaborate seamlessly across departments and present financial information clearly to both finance and non- finance colleagues. My track record includes successful participation in budget setting and monitoring budgetary expenditures, managing the purchase to pay process from start to finish, and proficiency in using systems such as Xero, Sage & Dynamics Nav. 

Accounts Assistant – Tribe culture change – December 23 – Present  Process all incoming invoices into Xero through Dext ensuring all nominals and departments are correct.  Issuing PO’s to associates.  Making travel arrangements for associates.  Reconciling travel invoice to outgoing direct debit.  Processing travel expenses and approving reimbursements.  Setting schedules for payment runs ensuring invoices are paid within the payment terms.  Matching POs to invoices ensuring the costs match.  Preparing accruals schedule for month end.  Processing credit card transactions.  Setting up new suppliers onto Xero.

Finance Lead – Anchorsholme Academy – June 2022 – December 23  Preparation of monthly management accounts for the trust.  Performing monthly reconciliations of the school’s bank accounts and credit cards.  Processing all invoices due for payment and preparing weekly payment runs.  Monthly Vat returns due to the school.  Managing petty cash.  Monitoring budgetary spend.  Providing information to school auditors.  Liaising with the school business lead on monies due from school lettings.  Processing POs for school staff ensuring purchasing procedures are followed.  Reconciliation of supplier statements dealing with any discrepancies.  Involvement in the budget setting process for the upcoming year.

Finance Administrator – Armfield Academy – Sept 2020 – June 22  Processing all invoices due for payment.  Processing PO’s for school staff ensuring purchasing procedures are followed.  Reconciliation of supplier statements dealing with any discrepancies.  Setting up new suppliers on Sage.  Ensuring new members of staff had access to finance system and relevant training.  Monitoring the finance email inbox.

Accounts Assistant – Infinium IT – Oct 2018 – Aug 20  Performing monthly reconciliations of bank accounts and credit cards.  Regular review of the goods received not invoiced spreadsheet.  Preparing weekly payment runs.  Reviewing supplier statements and requesting missing invoices.  Monitoring the incoming finance emails.  Processing all invoices and credit notes.  General office filing as required.

Collegiate High School 1998 – 2002 9 gcse A – c Inc Maths, English & science

AAT Level 4 qualified 

CIMA Study - Operational Level