Catherine Xu is an ACCA Part Qualified Accountant seeking a new role. She has over 15 years of experience in accounting and finance roles of increasing responsibility. Her experience includes statutory accounts preparation, financial reporting, budgeting, and system implementation. Currently, she is the Finance Manager for Eternal Futures Ltd, where she oversees all accounting functions.
1. Catherine XU
3 Farm Way
Hornchurch
Essex RM12 5SR
Tel: +44(0)7402070180
Email:cathxu@hotmail.com
PERSONAL PROFILE
An enthusiastic, highly motivated, and committed individual; ACCA Part Qualified Accountant with a flexible
disposition, excellent communication and interpersonal skill; strong bookkeeping background with analytical
mind; and able to work on own initiative and with others. Well-versed in, acquired hands-on experience on:
Financial reporting and analysis Statutory accounts preparation
Budgeting/Management accounting Investment/Project proposals
Excel and word at advanced level Sage 50 Accounts/SAP/Xero
EMPLOYMENT
Dec.15 - Finance Manager Eternal Futures Ltd London N1 4EN UK
Current Eternal Futures owns brand Calmia that offers home fragrance, home spa, skincare, yoga mats
and travel products and accessories. The company manufactures its own designed products in
China, Taiwan and Turkey; it has customers from UK, Europe, USA and Canada. I work
closely with the General Managing Director and responsible of the accounting functions of the
company. Also liaise with the external auditors of the company as required.
Performing bookkeeping function on daily basis
Performing payroll function on monthly basis
Monthly end closing processing and journal postings
Producing management accounts on quarterly basis
Preparing and submitting VAT on quarterly basis
Fix assets registering and maintenance
Producing cash flow forecasts and monitoring on weekly basis
Producing sales and costs analysis by using formulated format for future reference
Y/E closing procedures/Ratio analysis
Producing statutory accounts at the end of financial year and filling
Company annual returns submission and filling
Recommended and improved internal control with standard working procedures
Ad hoc tasks may require on daily basis such as meeting with bank manager
Advising financing options for the company
Dealing with any issues relating to the accounting function internally and externally
Sep.15 - Financial Accountant TD&A Accountancy Canary Wharf
London UK
Nov.15 TD&A Accountancy and Finance Services is a firm of Certified Accountants in public practice
and also providing wealth management and business growth strategy services. I was
supervised by a qualified accountant who has written five books so far and gained valuable
practical work experience for the following areas.
Journal entries adjustment (Accruals, Prepayment, Depreciation, Payroll)
Control accounts reconciliation (Debtors, Creditors Bank, VAT, Wages)
Bank reconciliation/VAT preparation, reconciliation and submission to HMRC
Stock take, posting opening and closing stock/Fixed assets register
Nominal error checks and corrections/Adjusted trial balance
Producing financial reports (P&L, Balance Sheet, Debtors and Creditors)
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2. Mar.06 - Finance Coordinator Grupo Antolin Leamington Ltd. Leamington
Spa UK
Feb.14 Grupo Antolin is a multinational company at the cutting edge of design and production of
components for car interiors for the automobile industry. Operating in 22 countries and the
head-quarter is in Spain, I work in its UK head-office with SAP – SD module.
Achieved goals to have sales accounts under control; liaising with all departments such as
commercial, quality, logistic and plant manager to resolve all the outstanding issues and
responsible of the monthly end closing for the sales area and always meet the deadlines;
Produced monthly cash flow forecasts to ensure that funding requirements were met;
Produced, analysed, and reconciled sales reports on monthly basis;
Produced commercial reports and debtor’s analysis on monthly basis;
EC Sales - Intrastat calculation and submit to HMRC on monthly basis;
Training and supervising new staff and students in the sales area.
Apr.05-
Dec.05
Assistant Accountant Canada Life Assurance Ltd. Dublin IRELAND
Canada Life is part of the Great-West and Power Financial Group. Canada Life manages funds
exceeding €3 billion and employs over 500 people in the head office. I worked as a member of the Self-
Directed Funds (SDF) project team.
• Worked with the stockbrokers to implement reporting system met the requirements of
Canada Life. Managed the valuations review process and reconciliations;
• Reviewed procedures, drafted new procedures and ensured compliance;
• The monthly/quarterly tasks would include initially informing stockbrokers of cut-off dates
and subsequently issuing reminders, following-up by valuations and generating
reconciliation spreadsheet. Performed and amended reasonableness review at the
policyholder level. Requested quarterly settlement of Management Fees by the stockbrokers,
confirmed settlement, reconciled the calculations and investigated any related issues.
May 02 -
Feb. 05
Accounts manager Mark H Ltd. Hatfield Herts AL9 7JE UK
Mark H is a fashion manufacture and wholesale company, and has business partners across the
world. It has turnover £30m and 50 staff in the head office; I worked closely with the General
Managing Director and provided accounts and management information as required.
• Responsible for all aspects accounts of the company, including fixed assets and VAT returns.
• Also included preparing cash flow forecasts, cost analysis, financial ratios analysis and
financial reports such as Profit and Loss Account and Balance Sheet at monthly basis;
• Liaising with external auditors and set up the management information database; performed
Cost and Profit Analysis for the manager;
• Achievement included setting up accounting procedures; improving the quality control to
prevent errors or fraud; making recommendations and adding new measurements to the
existing system, as well as supplying more accurate and relevant information for the
management control and audit purpose;
Aug.00 -
Apr.02
Accounts Assistant G&R Engineering Ltd. Basildon Essex UK
G&R is a small engineering company and produces bespoke tools or parts as required.
In charge of the running of the office on my own, and dealt with a variety of accounting
duties; responsible for credit control and processing all accounting transactions, including
all aspects of book-keeping and bank reconciliation;
Calculated wages and processing payroll accurately and on time;
EDUCATION AND QUALIFICAITONS
Current Studying for the ACCA exams at professional level.
Sep.97-
July 00
University of East London
BA (Hons) Accounting and Finance (2.2)
Sep. 96-
Aug. 97
Sep.95-
South East Essex College
C&G Advanced Diploma in Programming Level 2&3
Coding and Programming in C++ Level 3/System Analysis Level 3
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3. Aug.96 Basildon College
BTEC NVQ Accounting Level 2 and 3
- References & Supporting Documentation Will Be Provided Upon Request -
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