Lucy Heathcote

Lucy heathcote

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  • Timeline

  • About me

    Finance/HR Manager

  • Education

    • Kaplan financial

      2011 - 2016
      Aat accounting and finance aat level 4
    • Ryburn valley high school

      1999 - 2004
  • Experience

    • Going places

      Jun 2007 - Nov 2007
      Travel advisor (temporary position)

      - Dealt effectively with the customers requirements in person and over the telephone. - Handling customer complaints and queries before and after travel- Good attention to detail when checking invoices and tickets to be despatched to clients

    • G a slade associates

      Oct 2007 - Feb 2009
      Production supervisor

      - Liaised with national clients via email, telephone, post and face to face - Ensured customer service provided by myself and my team was to a high standard - Dealt with any queries received from clients effectively and efficiently - Produced accurate floor plans from architect’s plans to tight deadlines- Developed measured plans following onsite visits to client’s properties- Provided a central contact point for international colleagues- Trained new recruits to achieve excellent standards Show less

    • Qbitus products limited

      Feb 2009 - Dec 2016
      Accounts assistant

      - Liaising with colleagues, customers and suppliers daily face to face, by telephone, email and letter dealing with accounts queries- Managing confidential employee records and other sensitive information- Daily use of Sage Accounts completing general bookkeeping tasks and the company payroll, to specified deadlines- Management of the Sales and Purchase ledger including processing of sales orders and invoices, control of payment runs, cash allocation and customer liaison to ensure all accounts meet the company credit terms- Weekly and Monthly bank and cash ledger reconciliations- Processing of the weekly payroll including the company pension scheme using Sage Payroll- Daily factoring inputs and managing roles, liaising and maintaining a strong professional relationship with the factoring company and debtors to ensure all debtor accounts are up to company standards and accuracy of the ledger at the month end.- Daily use of Microsoft programs, specifically Excel and Word, creating credit control letters and spreadsheets/reports- Assisting the FD with the reconciliation of the quarterly VAT return and month end procedures using Sage Accounts- Reporting daily, weekly, monthly, quarterly and yearly to the management team, including the CEO, FD and MD, and to customers as requested- General office administration tasks Show less

    • James chambers (timber merchants) ltd

      Jan 2017 - May 2022
      Accounts assistant
    • Major recruitment

      May 2022 - Jul 2022
      Senior management accountant
    • Leading edge signage and graphics

      Jul 2022 - now
      • Finance/HR Manager

        Oct 2023 - now
      • Finance Executive

        Jul 2022 - Oct 2023
  • Licenses & Certifications

    • Aat level 3

      Aat