I support clients by ensuring I am readily available to meet all needs.
Therefore, I often spend my time liaising with clients, ensuring that their reporting requirements are met and providing general advice and support.
The ethos here at Gerald Edelman is that we are more than just accountants. As such, it is vital that I seek ways to improve business processes, not only from a reporting and compliance point of view but also from the perspective of an internal finance function.
I am currently an Assistant Manager within the Business Services department, which is naturally a varied role. My main responsibility is to ensure that accurate financial reports are filed in a timely manner with Companies House, HMRC and the FCA. As board members often require regular financial reports, I am also responsible for ensuring that internal reporting deadlines are met. As well as meeting the needs of clients, I also spend a lot of time training our juniors. They are the future of the firm and the profession and so supporting their career progression is a priority of mine.
If you’re interested…
I started my accountancy career in 2017, straight out of college. I hadn’t decided what I wanted to do at university and came to the conclusion I need to enter a career that utilised my mathematical ability. After flying through the first few exams, I decided to stick with it and qualified in 2021 with first-time passes across the board. I was promoted to assistant manager just over a year later and am hoping to continue on the same trajectory. It still feels like I’m very early on in my career but I’m excited to see what the future brings.
What is the most daring thing you’ve ever done?
At the age of 21, I decided it was time to ‘fly the nest’. I bought my first house with the intention to renovate. At the same time, I was sitting the most difficult exams of my life and dealing with the challenges that arose from the onset of the pandemic. Debatably, this was the most challenging two years of my life, but I’m extremely proud to say that I came out the other side.
What is the most exciting thing on your bucket list?
I’d love to travel to Italy for three to six months and see the entire country in one go, especially as it is one of the most culturally rich countries in the world. Having already visited Rome, I can only imagine what the rest of the country has to offer. Hopefully, I get to do this in the not-too-distant future.
What is one piece of advice you would give to your 10 year old self?
Just keep doing what you’re doing. Somehow it’s gotten me this far in life so why worry about stressing out ten year old me?! Besides, as my dad says ‘Josh knows best’ – I wouldn’t have listened anyway.
Who inspires you?
My Grandad. Even in his final years he radiated joy and had a massive smile on his face. Everyone he met throughout his life loved him. If I could be half the man he was, I’d be proud.