2. CURRICULUM VITAE
A well organised, conscientious, reliable, and adaptable individual, with the ability
to work on her own initiative, or as part of a team to produce effective results.
KEY SKILLS
ORGANISING - prioritising, meeting deadlines, using resources effectively
COMMUNICATION - presenting, listening, questioning, talking and answering enquiries
CUSTOMER SERVICE - maintaining high quality standards
INTERPERSONAL - friendly personality able to get on with others from all disciplines
ADAPTABILITY - willing to help colleagues, enthusiastic and eager to learn
CAREER SUMMARY
Present
180 Advisory Solutions Ltd (Company Merge with AMI Financial Solutions Ltd) 9 May 2016 to
30 September 2016 (Redundancy)
AMI Financial Solutions Ltd (Company Merge with W.D. Robb & Co) 1 October 2011 to 9 May
2016
WD Robb & Co Insolvency Practitioners (Company Merge with James Macintyre & Company)
1 April 2008 to 30 September 2011
James Macintyre & Company 1 August 1985 to 1 April 2008
Insolvency Cashier/Administrator
Cashier Duties
Posting all Direct Debits, Bacs Payments and interest received
Ensure all Debtor Contributions are up to date
Reconciling Bank Accounts
Open and close Insolvency Bank Accounts
Liaise with Banks to resolve queries
Drawing cheques
Banking cheques
Journal raising and posting
Recording all transactions on the Insolvency Practitioners System(IPS) and Visionblue
Record income received on IPS/Visionblue and generate receipt vouchers
Record expenses on IPS/Visionblue and generate expenses vouchers
Compose and type correspondence to banks etc
Prepare case billing and typing fee notes
Posting time sheets and preparing Work in Progress schedules
Preparation and filing of Vat Returns
Preparation and filing of Corporation Tax Returns
Ensure all filing is up to date
Paying Creditors Dividends/Consignment to AIB
Administrator – Corporate
Setting up new case file for Cvls, Swucs, Administrations
3. Preparation of statutory notices and forms
Preparation of circulars
Chasing Book Debts
Administrator – Trust Deeds and Sequestrations
Setting up new case files for Trust Deeds and Sequestrations
Preparation of statutory notices and forms
Preparation of Statement of Affairs
Ensuring cases remain fully compliant at all times and that all statutory filling deadlines are
met
Provide Partners & Managers with support during the initial stages of new cases
Completing insolvency paperwork and maintaining client records, right up to the closure of
case files
Preparing Statutory Accounts for Trust Deeds and Sequestrations
Asset Realisation
Preparation of reports to creditors
Preparation of correspondence with creditors and debtors
Adjudication of creditors’ claims
Reviewing Debtors Current Status Reports
Liaising with creditors and debtors by phone and by email
Undertaking file reviews in accordance with the firms policy and procedures
Liaising with secured lenders
Managing case load diaries on IPS/Visionblue
Assisting in office administration duties, including answering the phones and other general
adhoc duties
Reponsible for all closures for Trust Deeds and Sequestrations
August 1985 to April 2008
James Macintyre & Company
Accounts Assistant
Preparation of sole traders, partnership and small limited company accounts, for a wide
variety of clients. Extensive use of Iris Accounts Production and Excel spreadsheets
Client’s weekly and monthly payroll together with year end procedures using Sage Payroll
and Iris PAYEMASTER software
Bookkeeping for clients using Sage Line 50 and Iris Bookkeeping software
Preparation of Tax Returns for Sole Traders
Completion of VAT returns for a variety of clients
Cashier for Insolvency Department
Responsible for overseeing the correct posting of Timesheets to Iris Time & Fees, together
with monthly write offs and WIP reports
Preparation of fee notes for accounts department
Preparation of basic Tax Returns using Iris Business, Tax producing forms 64-8, Tax
computations, CT600
EDUCATION & QUALIFICATIONS
4. 3 Ordinary Grades in English, French and Secretarial Studies
Book-Keeping Level 2 Module 1
Pitman Certificate in Typewriting Elementary
Royal Society of Arts Examinations Board Certificate in Typewriting, Stage I (Elementary) -
distinction
COMPUTER SKILLS
I am computer literate and have experience using IPS (Insolvency Package), Visionblue (Insolvency
Package) Microsoft Word, Excel, Iris Accounts Production and Business Tax, PTP Software, Navision,
Insolv and Access.
I am currently doing a ECDL Course to further my skills.
PERSONAL DETAILS
Date of Birth: 31 August 1969
Nationality: British
Marital Status: Married
INTEREST AND ACTIVITIES
I enjoy spending my free time with family and friends, reading, power walking and listening to music.
REFERENCES:
George Dylan Lafferty
180 Advisory Solutions Ltd
2nd Floor Suite 148
Central Chambers
11 Bothwell Street
Glasgow
G2 6LY
Alison Moore
AMI Financial Solutions Ltd
St. James Business Centre
Linwood Road
Paisley
PA3 3AT
