Wasim Khan
Wakefield
Summary
Accomplished professional with extensive expertise in financial analysis, I.T systems, and data manipulation. Proficient in Oracle system, SAGE accounts, and Microsoft Office Suite including Excel, Word, and PowerPoint. Demonstrated ability to perform complex data analysis using pivot tables, chart analysis, and advanced functions such as VLOOKUP and XLOOKUP. Strong skills in communication, problem solving, team working, leadership, collaboration, training, and support. Committed to leveraging analytical skills to drive business success and support organisational goals.
Overview
11
11
years of professional experience
10
10
years of post-secondary education
Work history
Finance assistant
University of Huddersfield
12.2020 - 01.2025
- Managing the part time hourly paid process, raising schedules on the system so the part time external staff can be paid
- Managing the forecast and putting in the actual payments every monthly payroll
- Raising sales invoices for research projects and for the school budgets
- Managing the departmental and divisional budgets, creating a list of soft commitments to check what we expect to come out of the budgets over the year
- I run the budgets monthly making sure all the data feeds into the summary which is shown to the budget holders
- Set the budgets for what we think we will spend in each nominal and assign the budget to the nominal
- Budget movements to move budget between nominal and cost centres
- Raising large volumes of purchase orders on the unit 4 system and sending to the supplier to quote on the invoices for payment
- Managing the PIVOS process, from paying the placement providers and sending backing data for the student places which should match the invoice amount
- Managing the social work placements, completing the ESG returns which shows the placement hours we expect the students will complete which then the NHS can pay the correct funding
- Monthly journals for costs that have gone to the wrong budget, managing the quarterly printing costs and splitting between the divisions based on usage of the printers and then process the recharges
- Assisting with the year-end tasks, checking the outstanding order report, checking accruals and prepayments for items such as licences, subscriptions etc
- Trained many new finance assistants in the team, checking and helping them throughout so they are confident in the tasks
- Coding purchase card transactions daily
- Managing the finance mailbox with different queries and managing the TopDesk system
- Processing staff expenses, external claims, student claims
- Monthly PAYE returns – checking large volume of general ledger transactions for any costs that need to be reported to HM Revenue and customs
Accounts assistant
Rehman Michael & Co Chartered Accountants
08.2020 - 12.2020
- Putting together invoices and receipts in order of date, and then putting them through the system, assisting in the creation of financial statements
- Putting through double-entry for all types of businesses on the VT transaction + system such as figures from the bank statements, cheques, purchase and sales invoices, receipts
- Reconciling bank statements with the figures on the system to check if everything matches
- Inputting data for vat clients so the VAT returns can be completed and filed to HMRC and inputting data for non-vat clients
- Creating client folders and filing the documents
- Handling clients face to face and on the telephone – booking appointments, dealing with a range of queries
- Filling in self-assessment tax forms for clients and sending them to HMRC
Temporary Call handler
Yorkshire Bank Capita
07.2019 - 03.2020
- Inbound and outbound calls, helping customers in the transition of switching from another bank and assisting with the completion of switching scheme applications
- Outbound calls to chase up cases and dealing with queries for business internet banking, lending
Finance and Contracting Assistant (Student Placement)
NHS Wakefield CCG
07.2017 - 07.2018
- Oracle system to manage the inflow of invoices such as checking them and then sending to budget managers to approve for payment
- Assisting in the month-end duties helping to calculate forecasts and any accruals or prepayments for each cost centre
- Helping to manage the reconciliations and inputting journals to correct cost centres
- Validation of data including the claim forms to check for any duplicate patient numbers on the claim form, querying with providers for the duplications
- Helping with the year-end duties such as carrying out variance analysis for each cost centre
- Liaising with the internal auditors during year end for the sales requisitions raised and collating the information for them for audit purposes
Retail Assistant
Primark
Wakefield
06.2016 - 06.2017
- Cash-handling and till operating experience
- Working effectively through great team working skills
- Attention to detail when working on different departments on the shop floor
Cashier
KFC
Wakefield
07.2014 - 02.2015
- Processing payments and balancing off the tills at the end of the shift accurately
- Packing the orders and dealing with customers effectively
Education
Bachelor of Arts - Accountancy and Finance
Huddersfield University
09.2015 - 07.2019
A-Levels - Accounting, Business Studies, Mathematics.
Pontefract New College
09.2013 - 07.2015
GCSEs - 11 A- C including Mathematics and English
Kettlethorpe High School
09.2008 - 07.2013
Skills
- Financial analysis
- IT systems
- Oracle system
- SAGE accounts
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Data analysis
- Communication
- Problem solving
- Team working
- Leadership
- Collaboration
- Training
- Support
Custom
- Playing sports such as football and badminton
- Reading daily news online
Accomplishments
Part Qualified ACCA completed 10/13 exams.
Languages
English
Native
German
Beginner (A1)
Punjabi
Native
Timeline
Finance assistant
University of Huddersfield
12.2020 - 01.2025
Accounts assistant
Rehman Michael & Co Chartered Accountants
08.2020 - 12.2020
Temporary Call handler
Yorkshire Bank Capita
07.2019 - 03.2020
Finance and Contracting Assistant (Student Placement)
NHS Wakefield CCG
07.2017 - 07.2018
Retail Assistant
Primark
06.2016 - 06.2017
Bachelor of Arts - Accountancy and Finance
Huddersfield University
09.2015 - 07.2019
Cashier
KFC
07.2014 - 02.2015
A-Levels - Accounting, Business Studies, Mathematics.
Pontefract New College
09.2013 - 07.2015
GCSEs - 11 A- C including Mathematics and English
Kettlethorpe High School
09.2008 - 07.2013
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