l.murphy portfolio
TRANSCRIPT
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CONTENTS
Page 3 Career Summary & Goals
Page 4 Summary of Resume
Page 6 Sample of Work
Page 9 Education
Page 10 Letter of Reference
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Career Summary & Goals
I am a very ambitious and driven individual. I have a passion for helping
small and new businesses maximise their potential. I get a sense of achievement
when new businesses gain investment from a business plan and financial model
that I have created. I also get a sense of achievement seeing small businesses that
I have helped thrive.
I believe that when a business has the right data in front of them in a
format they can understand and drive improvements from, it will assist with
them business achieving their goals.
I chose to go self-employed doing Bookkeeping, financial modelling
analysis and excel help as I thoroughly enjoy analysing data, creating &
designing reports in excel and working with numbers. Personally I think if you
do something you enjoy doing you will do it well.
My Goal over the next five years is to increase my client list and help
more small / new businesses thrive.
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Summary of Resume
Early in my career I started in hospitality, I have always had a drive to
succeed and this showed even in my earlier roles. I was doing bar and
waitressing but progressed to bar management and other supervisory roles.
Hospitality taught me a lot about people and customer care.
I moved to Devon in August 2006 I got a temporary job as receptionist at
Pasta King in Newton Abbot. This role quickly progressed to permanent and
from receptionist to Accounts Assistant. I have always been very good with
numbers and wanted to explore a career in finance. Pasta King supported my
role by putting me through my AAT level 2, 3 and 4. The finance director was
very supportive and regularly got me involved in bigger projects giving me the
chance to really excel myself. My daily tasks as Accounts Assistant were credit
control, purchase ledger, bank reconciliations and payroll. Other projects that I
got involved with were stock management, profitability of new products.
After 4 years at Pasta King I felt I could not progress any further within
the business so I moved to Goodridge as Finance Analyst.
At Goodridge I created business Key Performance Indicators and
analysed discrepancies in the profit & Loss. When I started at Goodridge there
was minimal reporting therefore I created many reports to assist management
with monitoring there expenditure. The role progressed after 2 years to Business
Analyst. As Business Analyst I ran workshops and interviews to identify user’s
requirements. I investigated ways to meet the stakeholder’s requirements and
put together business proposals. I assisted with implementation of solutions and
/ or designed reports to meet the user’s needs. At every stage I would project
manage the project and always relay back to the proposal to ensure
requirements were met.
My largest and most effective projects were:
Creating a business 5 year financial model which was used for the
sale of the business.
Implementation of a full barcoding system for the manufacturing of
the Goodridge product.
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Investigation of HR system to suit the company’s needs and
increase efficiency within HR department.
Create and design KPI’s that suit the business and help identify
any critical success factors of the business that are not being met.
Automation of reporting, a lot of reports were created manually
and using the systems Goodridge already had in place I learnt how
to get the reports to run automatically without manual
intervention. This helped increase efficiency across many
departments.
In April 2015 I made the decision to go self-employed. My partner is
setting up a new business, a garage in Exeter, “Williams Motors
Limited” and I am doing his bookkeeping and admin. Alongside this I
also develop Bookkeeping sheets for small businesses to help them monitor
their business performance with minimal input. I do remote work using
my excel knowledge helping people that need excel sheets developing or
fixing. I also create financial models for businesses.
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Sample of Work
Bookkeeping Spreadsheet
I created and designed a Bookkeeping sheet that I amend to suit each
client’s requirements.
The sheet is navigated with macro enabled buttons. The business enters
there expenses, income, VAT and assets. The information then consolidates into
a Profit & Loss, Cashflow, Balance Sheet and Profit by Customer. The business
can also use it to print off their customer invoices.
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Financial Forecasting
I created and designed a financial forecast for several clients, this is a sample of
how the Profit & Loss is presented on there:
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Sales Analysis KPI
This form was designed for easy input and has user forms for easy data input.
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Education
2015
ITIL Foundation Certificate in IT service
management
2014
BCS Certificate in Business
Analysis Practice
BCS Foundation Certificate in
Business Analysis
2010
Excel Advanced 2007
2007 – 2010
AAT - Accounting Level 2, 3 & 4
