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Isle of Lewis
Joanne Matheson

Joanne Matheson

Finance Assistant

Accounting / Finance

Isle of Lewis, Western Isles

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About Joanne Matheson:

I have many years of administrative and bookkeeping experience both in Sage and Xero.

My job as Finance Officer involved overseeing of financial procedures and systems, preparing and reporting on budgets.  Reporting to a Finance Committee quarterly, management reports were prepared and a summarisation of the main variances.  All accounts payable activity and bank reconciliations using Sage and Xero systems alongside MS Excel as well as payments from third party platforms such as Stripe, Sum Up, Paypal as well as monthly journals.

Preparing and submitting VAT returns each quarter.  Preparing payroll each month for sending to the accountant and processing pension contributions for staff.  Staff expenses (invoices and receipts) were uploaded to PoP and receipts and invoices uploaded to Sage and Xero. 

I had worked remotely for 2 years during Covid time, have the necessary set up at home for an immediate start and have excellent communication and time management skills, as well as being hardworking and dependable.

I enjoyed working for a small firm for over 15 years. The Trust was a charity and limited company and familiar with these types of accounts.  I have just enrolled onto the AAT Bookkeeping Level 2 course to formalise my years of experience.

I would welcome the opportunity for part-time remote working, up to 15 hours per week.  I currently work Tuesday and Wednesdays and would hope to work around these days but if the right job would come along I would hand my notice in.

Experience

Finance Assistant - The Group Medical Practice, Stornoway at present

Finance Officer - Galson Estate Trust - July 2007 to September 2024

Administrative Officer, Comhairle nan Eilean Siar (local authority) January 1989 - March 2007

Education

HNC Business Administration 1995 Lews Castle College

O Grades - English, Gaelic, Secretarial Studies, Arithmetic, The Nicolson Institute, 1984-1986

Higher - Secretary Studies, The Nicolson Institute 1987

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