Promotion to Senior Client Account Manager for Dan Robertson

Published by restartitservices on

Accountancy firm Clear Vision Financial Management has promoted Dan Robertson to Senior Client Account Manager.

Dan Robertson joined the Romsey office of Clear Vision Financial Management in September 2017 as a Trainee Accountant after completing his A Levels at Peter Symonds College.

During his time at Clear Vision Financial Management, Dan has provided accounting services to a wide variety of clients including coding and posting of purchase invoices, raising sales invoices and completing and submitting VAT returns and posting of journals to the ledgers. He is also responsible for running the payroll procedure, which includes auto-enrolment whilst also working alongside the management team to assist with the production of management accounts.

He is currently studying towards the AAT Level 4 qualification and was promoted to Client Account Manager in December 2018. Clear Vision Financial Management will continue to support Dan with further training in the future as he is a valuable member of the team and this promotion to Senior Client Account Manager reflects that.

Sean Daniel, Managing Director said, “Dan has been an integral part of the team since joining Clear Vision Financial Management in 2017. We have supported him with his training and we are looking forward to his continued contributions to the team.”

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