Joanna Collis

PA and Finance Manager

Wokingham, England, United Kingdom

About

A highly motivated and enthusiastic professional, with excellent interpersonal communication skills. A keen self starter, who’s accustomed to working at the highest levels of confidentiality and with a methodical, analytical and conscientious attitude to all tasks. An ability to work accurately under pressure and to time specific deadlines. A well presented, friendly, confident personality, able to collaborate at all levels, both inside and outside an organisation.

Experience

  • Curriculum Assistant at Edgbarrow School
    May 2023 - Present · 3 yrs 3 mos

    Assisting with day to day admin within Humanities Department, planning school trips.

  • PA at Fujitsu
    Jul 2014 - Jul 2016 · 2 yrs 1 mo

    Responsibilities include: • Complex Diary Management • Travel Booking • Document Administration support (Expenses, leave booking, ad hoc projects) • Meeting and Greeting clients, answering and screening calls • Organisation of meetings and client lunches

  • PA and Office Manager (3 week Contract) at ShoreTel Ltd
    Jun 2014 - Jul 2014 · 2 mos

    Responsibilities include: • Meeting and Greeting clients, answering and screening calls • Organisation of meetings and client lunches • Diary Management • Travel Booking • Liaising with contractors • Purchasing office supplies including cleaning, refreshments, stationery supplies, computer equipment

  • Assistant Accounts Manager at GCL Solicitors
    Oct 2013 - Jun 2014 · 9 mos

    • Ensuring compliance with SAR and Money Laundering regulations • Liaising with Partners regarding aged debtors, Credit control. • Organisation of meeting, minute taking, agenda writing • Processing CHAPS payments of up to and over £1,000,000 daily, production of cheques and day-to-day running of the Client Bank Account • Daily bank reconciliations, checking completion statements for accuracy and processing bills

  • Finance Manager and PA at CP Law Solicitors
    Nov 2011 - Sep 2013 · 1 yr 11 mos

    Duties include – • Preparing quarterly management reports for Directors • Production of monthly fee-earner billing and target analysis • Ensuring compliance with SAR and Money Laundering regulations • Processing CHAPS payments of up to and over £1,000,000 daily, production of cheques and day-to-day running of the Client Bank Account • Daily bank reconciliations • Checking completion statements and processing bills • Monthly payroll, PAYE returns, VAT returns • Maintenance of staff personnel files and holiday records • Handling queries raised by clients, fee-earners and secretaries • Liaising with auditors • Purchase ledger and petty cash • Credit control • Managing finances for CP Law and three other related companies, including VAT returns and daily bank reconciliations, preparing budgets • Handling of sensitive and confidential information, Filing of all accounts correspondence • Organising staff socials