Found ? profiles matching your search criteria (financial administrator)

Financial Services Administrator and Paraplanner

I am a Financial Planning Certificate holder with 10 years experience in the finance Industry.I am a quick learner, flexible,... excellent at relationship development, and I am able to adapt to challenging situations quickly.I am a freelance paraplanner, writing suitability reports covering pension, investment and protection recommendations. I became a freelance Paraplanner in an effort to remain an active member of the work force and to keep my skills current whilst balancing the demands of being a mum to a young child. As a freelancer I have built up strong and trusting relationships with a small number of professionals. In one role with a remote IFA, I am primarily responsible for the fund research and portfolio building, which is performed on a monthly basis. I have become extremely familiar with the Intelligent Office Back office system, Synaptics, Salary Exchange and Selectapension systems. I am adept in utilising the Elevate and Novia wrap platforms for producing pre sales illustrations and following applications through to new business. I have become a key asset in overseeing administrators and seeing business through to completion. I am able to assist with the compliance side of the business and have helped IFA’s with their Treating Customers Fairly Records.
Skills: Technical Writing Skills

Administration Manager/Customer Support

I have got extensive experience within sales ledger, customer service, sales support, training procedures, NVQ/QCF/apprenticeship funding, data input, office management and office administration and am able to work with all of Microsoft office packages. I have excellent typing speed of 60-70 words per minute. I can maintain databases and ...have the ability to quickly learn new systems. I have a very regulated working back ground. Working with the Financial... Services Agency and the Skills Funding Agency; therefore, I am used to working under strict guidelines and within tight deadlines. I have managed accounts with over 3000 candidates and have worked with companies that have in excess of £5m turnover. I am very professional and following on from redundancy, I have recently set up my own management business and within the first week have secured a contract working with a large franchise company as national manager. I am a very capable individual and am used to working with large workloads. I am available to work weekdays, evenings and also Saturday's and Sunday's to ensure that deadlines can be met.
Skills: Customer Service | Forecasting | Management Skills | MS... Excel | MS Power Point | MS Word | Office Management | Sage Line 50 | Sage Payroll | Speed typing > 50 WPM | Customer Service Test
Certified Skills: Customer Service Test

Virtual Personal Assistant

For 25 years I've worked in a variety of management roles. I am experienced team leader with ...well-developed organisational skills. I am an experienced Office Manager who is used to having responsibility for all facilities, HR, financial... management as well as general administration. In addition I also have wide customer care experience. I am the type of person who folk see as the go-to person. I would like to help your business in any way I can and with organisation, including events, travel, relocation, shopping and any other service you need. I can also carry out secretarial services, basic bookkeeping and phone duties as required. In summary I hope to make your life easier. I am happy to work for individuals small or medium sized businesses on specific projects or for the long term. I can help plug the gaps while you recruit staff or help you over periods of transition. I look forward to discussing your requirements with you. I am happy to work remotely or in your offices.
Skills: Access | Bookkeeping (double-entry) | Customer Service | English | ... Human Resource | Management Skills | Managing People | MS Excel | MS Word | Office Management | Sage Line 50 | Sales/ Marketing letters | Salesforce | UK English Basic Skills Test | Data Interpretation Test | Office Skills Test | Computer Aptitude Test
Certified Skills: UK English Basic Skills Test , Data Interpretation Test, Office Skills Test, Computer Aptitude Test

Business Planning/Transformation/Finance

I have an MBA from Cape Town (2009) and New York University (2010 - Exchange Program). My undergrad was in... accounts and corporate business administration (1998). I currently own my business, a range of Bavarian craft beers which is a new venture into the UK. I am a highly commercial individual with experience in delivering corporate transformation initiatives, managing capital budgets and fixed assets, business planning to support acquisitions and attraction of investment (10 years +).
Skills: Data Modelling | ...English | Face to face selling | Financial... Modelling | Forecasting | Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Project Management | SAP | Valuations

Sales consultant & Telesales consultant

over 10 years experience in telesales and sales covering IT, Financial Services, Advertising, Lead generation Appointment making. Working for many... household names. Good references can be provided. Administration & Virtual Assistant particularly in Financial Services
Skills: Call Center Skills | Cold calling | Lead... generation | Managing People | MS Dynamic CRM | Sales/ Marketing letters | SAP | Telesales | Training | Lending Practices and Loans Test
Certified Skills: Lending Practices and Loans Test

Zend Certified PHP developer

Thank you for visiting my profile. I am a Zend Certified PHP developer with over 8 years commercial web development experience ranging from web design, server maintenance, web application development, search engine optimisation and website translation. I have worked for both private companies and web agencies in the UK and overseas. For large projects I am always happy to meet clients face-to-face ...however I find that the vast majority of projects can be perfectly executed entirely by web/telephone thus reducing unneccesary financial... overheads which inevitably increase project fees. I hold a Zend PHP 5 Certified Engineer Certificate and a UK degree, my main language is English and I also speak French. I mainly work with PHP/Zend Framework/DOJO/MySQL/JAVA and work to Google webmaster guidelines. Originally from West Lancashire, UK I am now based just outside Lyon in France. In addition to web development I also offer english/french and french/english translation services for a wide range of subjects.
Skills: Adobe Illustrator | AJAX | JavaScript | LAMP administration | ... Linux | MySQL | Photoshop | PHP/HTML/DHTML | Unix Shell | XHTML | XML | PHP5 Test | PHP5 Test | Search Engine Optimization Test | French Vocabulary Skills Test | French To English Translation Skills Test
Certified Skills: PHP5 Test, PHP5 Test, Search Engine Optimization Test, French Vocabulary Skills Test, French To English Translation Skills Test

Managing Director

Lucus is responsible for the overall strategic steer of the group and has a strong interest in the outsourcing and... bid and tender management service at Encompass Consultancy. Lucus started his career in commercial marketing, having studied a Marketing Degree at The University of Hull, further to this he has experience of working for organisations in the public, private and civil society. Lucus has worked for and with key agencies across the region supporting urban regeneration and general community development. He has successfully supported organisations across the region in securing significant revenue and capital funding as well as advising in areas of risk, quality management and assurance and environmental management. Working with organisations in the UK and the US, Lucus has supported private and civil society organisations in areas such as funding, business planning and service redesign, Lucus is currently completing a Master of Business Administration (MBA) in addition to Prince2 and Six Sigma.
Skills: Blackberry/RIM | Capacity Planning | Copy Writing | English | ... Financial Modelling | German | Human Resource | MS Access | MS Excel | MS Power Point | MS Word | Organizational Behavior | Prince 2 | Project Management | Sage Line 100 | Sage Line 50 | Six Sigma Green Belt | Technical Writing Skills | Management Skills Test | Grant Writing Test
Certified Skills: Management Skills Test, Grant Writing Test

Drupal Web Developer

My work experience is in IT consultancy working for a leading consultancy firm based in Oxford, UK. In this role... I was responsible for a multitude of projects each requiring a varied skill set. The technologies used were php (Drupal), MySQL, .net (C#, ASP.NET), SQL Server, MS Office Interoperability, HTML, CSS. As well as niche technologies including MS Analysis Services, BizTalk, MS Operations Manager, LAMP administration. I am perfectly capable of working in a team or as a sole developer, I can also effectively manage teams. These days I work exclusively on Drupal based websites as it's my aim to become a master in one field instead of being a 'jack of all' trades. Check out my company website - rabbit-media . co . uk
Skills: ASP.NET+ADO | C#/.Net | CSS | ...Data Modelling | Data Warehousing | English | Financial... Modelling | French | HTML/DHTML | JavaScript | Linux | MS-SQL | MySQL | Photoshop | PHP | PHP/MySQL | Project Management | SQL | VB/.NET

Virtual Assistant / IFA Administrator / Paraplanner

I have over 13 years office experience covering all areas for example, administration, PA, Office Management, Event Organising, Copy ...& Audio Typing, Invoicing, Chasing Payments and so on. I have spent the last 11 years working within the Financial... Services Industry, and offer specialist IFA services such as new business processing and chasing, research and report/suitability writing (using your templates). I am currently working for a number of IFA's on an ongoing basis and can provide good references.
Skills: Copy Writing | Customer Service | Human Resource | ... Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Office Management | Project Management | Sales/ Marketing letters | Speed typing > 50 WPM | Training | Valuations

Bookkeeper / Accountant

I am Bookkeeper /Accountant with extensive knowledge of accounting procedures and wide experience in start-ups, solo-traders small and medium size enterprises. I am home based contractor who can provide complete office support for your business saving you the overheads, costs of equipment, office space and PAYE liabilities. Variety of my skills and over 20 years of accounting experience enable me to make a positive contribution to the day-to-day running of your business. I ...deal with all aspects of bookkeeping, accounts administration and office management. General Bookkeeping Functions: Set-up, manage and maintain all financial... records and accounting functions in QuickBooks accounting software, for portfolio of clients with turnover between £100, 000 and £500, 000. Responsibilities include: Accounts Receivable and Invoicing, Accounts Payable, Collections, Bank Reconciliation and Cash Management, Multi-Currency Transactions, Fixed Asset Register, Journal Entries for Prepayments & Accruals, Monthly Management Accounts and Analyses, Factoring, Leasing & Financing, Completion & Submission of VAT Returns, Contract Administration, Monthly/Year End Closing & Financial Preparation, Weekly/Monthly Payroll Run, Tax preparation and on line filing. Credit Control Functions: Statement production to customers and chasing debtors via letter and telephone in a professional manner on regular basis to recover overdue payments and dealing with complex queries. ï‚· Additional service: • If required, I can provide service for running cheque payments to suppliers, banking received cheques, attending management meetings and contribution to overall strategy and plans for running business smoothly. • Liasing with auditors, handling VAT, Benefits & Tax inspections, IR Compliance. • The clients also my approach me for helping with all projection in a business plan proposals and adjustments of figures in an existing business plan proposal, training staff and setting up accounting systems. Providing business and management advice for start up small businesses on site for UK and international customer, helping for setting up companies, registration for VAT, registrations for PAYE, on line Company House returns, Corporation Tax and filing accounts on line. Industry Experience: Property Management/Lettings, property developer, Charities, Academic Institution, Wholesalers, Import & Export business consultants, Food supply & distribution chains, IT solutions software providers and IT support consultants, NHS service GPs and Midwifes service, Sport Cubs, Hairdressers, Fashion designer studio, Web designer studios, Print finisher, Recruitment agencies and IT support company, web designer studio, property developer and charities. My clients are mostly self-employed small businesses. I work with them on regular weekly basis, for the fixed payment of £120 per week, for the volume of work up to 100 transaction per week. However, I can work on monthly, quarterly or yearly basis if client requires. The arrangement for picking up the documents is flexible and can be by my self from your office on weekly basis or we can arrange for delivery by post to my address, whatever suits the clients. I do bookkeeping off site but when is necessary I can work from the clients place.
Skills: Accounts filing on line | Blackberry/RIM | Bookkeeping... (double-entry) | Company House returns on line | MS Excel | Quickbooks | Sage Line 50 | Self-assesment Tax returns on line | Trial Balance | VAT returns

Freelance Secretary/PA with full range of services. Sp...

Over 35 years admin/secretarial experience. I offer a wide range of admin/secretarial services on a remote freelance basis. Previously employed as a Medical Secretary I am now a full time freelancer. My work as a Medical Secretary consisted of typing from audio; highly confidential medical correspondence, indepth patient assessments ...& reports. I supported a Consultant Forensic Psychiatrist. I also spent 18 years in the Finance Sector as a Financial... Advisers Assistant. I am easily able to support on a freelance basis in the following areas:- *Secretariat/PA/administration services *Speed/touch typist (80 WPM) *Audio Typing/Transcribing (digital and analogue) *Medical transcriptions; Interview transcriptions; Meeting transcriptions; Verbatim transcription *Copy typing from handwritten documents; report typing; CVs; letters; essays *Document formatting (MS Word); *Data Entry *Spreadsheet and database development *Financial Services admin, submitting mortgage applications & life applications on line. An excellent communicator at all levels, using confidentiality at all times. Proficient in computer skills, and have a friendly manner and loyal and supportive nature Based in Cheshire but can make contact with people further afield. I welcome invites from individuals looking for a competative & reliable freelancer. Thank you, and best wishes.
Skills: Access | Audio Typing (Transcribing) | Customer Service | ... English | MS Excel | MS Power Point | MS Word | Organizational Behavior | Organizational Behavior | Speed handwriting (form of shorthand) | Speed typing > 70 WPM | English Spelling Test (UK Version) | Office Skills Test
Certified Skills: English Spelling Test (UK Version), Office Skills Test

Financial Systems Consultant

I provide Financial Software Implementation and Development service for a range of products (Sage, Sun Accounts, Microsoft AX, Deltek Vision). Including Migration advice & support ...from and to a wide range of Financial, ERP, HR & Payroll systems. I also provide Re-engineering (Business & Financial)... consultancy services. Plus report development - using a range of BI tools, as well as Training in a range of finance systems, plus Excel, Access and a number of BI tools.
Skills: Access | ASP | Bookkeeping (double-entry) | Computer Technician | Crystal Reports | Data Modelling | Data Structures | ...Data Warehousing | Dreamweaver | English | ERP | Financial... Modelling | FrontPage 2000 | HTML/DHTML | JavaScript | Mac OS X | Managing People | MS Access | MS Dynamic CRM | MS Excel | MS Power Point | MS SQL Server | MS Word | Networking Server 2003 | Oracle | Oracle | Project Management | Sage Line 100 | Sage Line 50 | SAP | Sharepoint | SQL | Sun Accounts | Technical Writing Skills | Training | Trial Balance | VAT returns | VBA | Visual Basic | Windows Administration | XML

Finance Manager/Freelance Administration Manager

I provide a one-stop business and office support service ...which includes financial management and bookkeeping, office management and administration and general HR support. Summary of activities and services: Financial... management - day to day bookkeeeping; production of monthly management accounts - trial balance, P&L, balance sheet, cashflow planning; credit control; VAT returns; budgeting and forecasting; banking and reconciliations; petty cash management Office managment - co-ordinating day to day management of office functions; office moves; liaising with suppliers and contractors; implementation of internal systems and policies; administrative support - diary management, travel and meeting bookings Business management - proposal and contract writing, company secretarial; pension and payroll administration
Skills: Bookkeeping (double-entry) | English | MS Excel | MS... Power Point | MS Word | Office Management | Sage Line 50 | SAP | Speed typing > 60 WPM | VAT returns

Translator, Transcriber, PA, VA

I am a language graduate with an MA in English and German Literature and have bilingual language skills. I have over 15 years freelance translation experience and have worked with a variety of clients, mainly through a design and marketing company in Germany. I have experience in technical, pharmaceutical, business and commercial translations. This can be followed up with references on request. I have over 15 years administrative experience in a variety of environments, from manufacturing and pharmaceuticals to government and not for profit. I have supported at Director and Chief Executive level and have dealt with ...everything from diary management and travel arrangements to drafting board papers and minuting executive meetings. I have dealt with financial... administration, correspondence and any other required administration. I have been in involved in project planning and management, instructional design I am well organised, conscientious and hard working. I pride myself in the quality of the work that I do and have a good eye for detail. I am well used to working to tight deadlines and thrive on a challenge.
Skills: Access | Editing Skills | German | Management Skills | ... Managing People | MS Excel | MS Power Point | MS Word | Office Management | Power Point Formatting | Project Management | Speed typing > 50 WPM | Transcribing | Email Etiquette Certification
Certified Skills: Email Etiquette Certification

Bookkeeper

Based in Sidcup. Bookkeeping, accounts and payroll services provided to small businesses and ...individuals in Kent and South London. Became self employed early in 2009 after spending the previous 20 years in financial... management and control in small to medium sized companies and local authority finance. Sound experience in Sage Line 50, Sage Instant Accounts and Sage Payroll, plus proprietary systems in Excel. Self Assessment. PAYE administration and compliance. Invoicing, management reporting, VAT returns, P&L, Balance Sheet etc. Would consider on-site work if required. Registered under Data Protection Act and Money Laundering Regulations.
Skills: Bookkeeping (double-entry) | MS Excel | Sage Instant... Accounts | Sage Instant Payroll | Sage Line 50 | VAT returns

Financial Modelling / Budgeting & Forecasting / Cos...

I have extensive experience in ...building financial models, utilising my skills to deliver cost reduction, restructing and outsourcing programmes within the telecoms, manufacturing and financial... services sectors. During my 20 years as an accountant, I have implemented budgeting and forecasting, management reporting and project management procedures and documentation. I really enjoy working with small businesses, taking away the strain of bookkeeping and other financial and administrative work to allow the owners and staff to concentrate on what they do best - running their business!! I'm very flexible, having worked on very small projects - reconciling a year's worth of subscription banking transactions back to to the sales ledger - to very large projects - managing a 960m operating cost budget. My strengths lie in my ability to quickly assess what's required and get on with it. At the end of the day, you are my customer and I want to you to be delighted with the service I provide.
Skills: Data Modelling | Financial Modelling | MS Excel | ... MS Power Point | MS Word | Project Management | Sage 50

Project Manager/Market Researcher/Transcriber

I work full time as a senior research executive within the financial services team of a leading market research agency.... I have a broad range of skills which I have picked up through the varying roles I have had over the past 10 years. Skills include quantatitve research, project management and event management, secretarial/administrative, transcribing (typing speed of 80wpm with 95% accuracy), audio typing and proof reading. I am looking for part time evening work.
Skills: Power Point Formatting | Project Management | Speed... typing > 70 WPM

Accountant, Bookkeeper, Management Accountant, Financia...

I am a highly astute, committed and multi skilled individual with extensive experience in ...accounting. I have also worked as data collector and office administrator. I would highlight my abilities to manage complex financial... with highest accuracy and speed, can easily handle different situation in very professional manner and possess excellent interpersonal skills. I am focused upon delivering work of the highest professional standards to ensure the exact deadlines, targets and objectives are met. I am very reliable, friendly and flexible person and can be approached easily.
Skills: Bookkeeping (double-entry) | MS Excel | MS Power Point presentations | MS Word | Office Management | Quickbooks | Sage Line 50 | Speed typing > 60 WPM | Trial Balance | VAT returns | Book keeping Test | Microsoft Office Excel 2003 ...Test | Accounts Payable Test | General Financial... Accounting Test | MS PowerPoint 2000 Test | Office Skills Test | Quick Books Pro 2008 Test | MS Excel 2000 Test
Certified Skills: Book keeping Test, Microsoft Office Excel 2003 Test, Accounts Payable Test, General Financial Accounting Test, MS PowerPoint 2000 Test, Office Skills Test, Quick Books Pro 2008 Test, MS Excel 2000 Test

Personal Assistant

Freelance administrator, native English with organisational skill and ability to complete tasks in timely manner. Business support can be provided... with document production: legal documentation, financial reporting and corporate presentations in PowerPoint and/or SlideRocket. Assistance can also be provided with event management, recruitment and research, either remotely or at on-site location.
Skills: Access | Legal Language | MS Excel | MS... Power Point presentations | MS Word | Power Point Formatting | Speed typing > 70 WPM | Transcription | Telephone Etiquette Certification | English Spelling Test (UK Version) | Microsoft PowerPoint 2010 Test | Microsoft PowerPoint 2010 Test | Event Planning Test | MS PowerPoint 2007 Test
Certified Skills: Telephone Etiquette Certification, English Spelling Test (UK Version), Microsoft PowerPoint 2010 Test, Microsoft PowerPoint 2010 Test, Event Planning Test, MS PowerPoint 2007 Test

PHP/LAMP developer and Linux Specialist

Full-time freelance web developer and open source systems expert who ...has been in the business for over 13 years. I have worked with clients large and small from the Financial... Times to one-man startup companies. My skills include.... * Web development (LAMP/PHP/MySQL etc) * Systems analysis * Linux/UNIX system design and administration * Windows system administration * Network design and maintenance
Skills: AJAX | HTML/DHTML | JavaScript | LAMP administration | Linux | ... Management Skills | PHP/MySQL | TCP/IP | Unix Shell | XML