Jake Watkin

• A hardworking and self-motivated individual, optimistic, determined, enthusiastic person, who is honest reliable and trustworthy.

• Experienced in the use of a variety of technical support.

• An effective communicator across all levels of organisations. Excellent problem-solving skills along with a can-do attitude and enthusiasm for work. 

• With excellent organisational skills, I am very capable of working on my own initiative or as part of a team. I always strive to achieve a high standard in every task set. 

• A conscientious, punctual and hardworking individual with a mature, confident outlook.

• My personal strengths include determination, creativity, and the ability to use my initiative, being able to adapt to difficult situations and challenging environments.

• Currently part way through completing AAT Level 2 & 3.

Finance Officer, Cardiff Sixth Form College, Cardiff

(January 2022 – Present)

Duties include:

• The day to day processing of sales invoices, receipts and managing credit control

• Supporting the financial controller in recording and retrieving financial details, including the maintaining of all financial records.

• Supporting the financial controller by reviewing aged debtors and aged receivables 

• Inputting accounting data into the accounting system with speed and accuracy

• Planning, organising and managing of own workload to ensure contribution to the companies monthly financial reporting process is achieved in a timely and accurate manner.

• Resolution of finance related queries raised by internal and external sources.

• Assist with detailed analysis of monthly costs and preparing repos for the Bursar.

• Provide financial support to team members.

• Regular housekeeping of all accounting ledgers.

Tax Specialist, ANNA Money, Cardiff

(March 2019 – January 2022)

Duties include:

• Preparing financial statements showing business income and expenditure.

• Processing payments, invoices, income, and receipts and entering data into accounting software or databases then filing hard copies.

• Calculating, completing, and filing VAT returns on a monthly, quarterly, and annual basis. 

• Developing monthly financial statements including cash flow, profit and loss and balance sheets.

• Helping our in-house accountants with administrative duties and preparing yearly accounts.

• Verifying the accuracy of business accounts and alerting our in-house accountants of errors.

• General bookkeeping and reconciling of digital documents. 

• Creating and managing a on the phone support service for clients seeking general tax advice and assistance. 

• Hosting and creating educational online webinars for new businesses who need assistance with income tax, corporate tax, and VAT report filings. 

• Writing and publishing educational articles/blogs for new businesses who need assistance with Income tax, corporate tax, and VAT report filings. 

• Providing basic tax training for a customer service team of 35 agents to gain an entry level understanding of UK tax and creating short exams to ensure they are understood. 

• Answering tax related queries and completing compliance onboarding processes through a 24/7 in-app chat service.

• Completing multiple long and short-term projects as an individual and with the wider team using multiple applications such as Kaitan, Mirro and Holospirit.

• Conducting product demos by attending accountancy expos across the UK including Accountex Summit North 2021. 

• Coaching Holocracy to the company at large and training new employees of the basics of working in a flat structure. 

• Hosting weekly meetings as Lead Facilitator to progress ongoing projects and work through employee “Tensions”. 

Customer Care Specialist, Opus Energy Limited, Cardiff

(April 2017 – March 2019)

Duties include:

• Assessing and investigating complaints regarding commercial energy. 

• Taking and handling of management calls concerning high profile issues involved within the energy industry. 

• Adhering to deadline dates issues by the energy Ombudsman to successfully reach an amicable resolution for complaint case files. 

• Working as a selected team of ten to successfully reach targeted goals of complaints to complete per week. 

Assistant Manager, WebHelp Vodafone SMB, Cardiff

(August 2016 – April 2017)

Duties include:  

• Answering customer queries to a professional standard while up-selling of company products.

• Successfully achieving monthly sales targets.

• Training of agents within their first two weeks, coaching of agents within their first three months.

• Managing of multiple teams to achieve company given targets and goals.

• Handling escalated cases and fraudulent situations.

• Creating reports containing statistical information concerning use of the business, heavy use of I.T services including Windows Office, Crystal, Stan and Seabul. 

Guest Service Agent, Disney Life, Cardiff 

(March 2016 – August 2016)

Duties include:   

• Answering guest queries on I.T related issues.

• Constructing informative E-Mails relating to a wide range of Disney services and programmes.

• Use of a variety of work-related programmes including Avayya, SalesForce, GX tools and Invision. 

Customer Service Agent, First Source, Cardiff Bay

(September 2015 – March 2016)

Duties include:   

• Answering customer queries to a professional standard while up-selling of company products.

• Successfully achieving weekly targets relaying a broad range of information of business products and services.

• Maintaining a high standard of professionalism under pressure.

• Heavy use of I.T services.

University of Wales Trinity Saint David

(September 2012 – June 2015)

Bachelor of Arts Degree:

• Business Management 2:1

Ysgol Gyfun Cwm Rhymni

(September 2010 – June 2012)

A-levels:

• History Studies – B
• Information Technology– C
• Business Studies – A*
• Welsh Baccalaureate Intermediate Diploma - Level 2

Ysgol Gyfun Cwm Rhymni

(September 2005 – September 2010)

10 GCSEs, grade A-C, including Maths and English