Experience

The Association Specialists

• Australia
• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance

  • Aug 2022 - Present

• Finance Manager

  • Jul 2018 - Oct 2022

  Key Responsibilities and Achievements:• Leading and managing a team of six people to ensure that internal and external controls are in place and tight deadlines are met.• Producing 80 sets of monthly management accounts in cooperation with the team to provide clients with a snapshot of their business's health.• Established an adaptable model within the team to bridge the gap when required.• Engineering processes to input each transaction with a source document using various cloud accounting software, which streamlined the audit process and reduced the audit cost by 3%.• Meeting deadlines each month resulted in gaining more clients and increasing profitability by 5%.• Explaining tax and compliance requirements of the clients to ensure adherence to relevant standards and protocols.• Working closely with auditors to ensure timely completion of audits.• Integrating Hubdoc and Xero Expenses to the company to streamline the manual accounting processes which reduced overall costs by 10%.• Coordinating audits in line with internal and external procedures.• Verifying and ensuring the integrity of payments scheduled for 80 clients fortnightly for timely collection.• Preparing and lodging Business Activity Statements (BAS) to fulfil tax reporting requirements set out by the Australian Taxation Office (ATO).• Providing assistance in budget preparation and financial forecasting to establish the goals of the company and anticipate results based on previous financial data; monitor and analyse budget and prepare commentary for the variances against the actual figures.• Consolidating the balance sheet and profit and loss for various entities and reporting them on high level.• Completing month and year-end adjusting journals for processing and reporting and analysis.• Advising on estimates for project funding.• Creating KPI reports.• Conducting internal audits such as wage reviews.• Examining financial records to check for accuracy.

• Accountant

  • Sep 2014 - Jul 2018

  Key Responsibilities and Achievements:• Carried out the reconciliation, management, and processing of high-volume transactions from the database to General Ledger to ensure accuracy.• Performed balance sheet reconciliation for assets and liabilities to ensure the timely release of funds to profit and loss.• Utilised Excel in an efficient manner, mainly using Vlookup and Pivot Tables to achieve efficient manual processes, which reduced the month-end invoice preparation from two days down to three hours.• Successfully automated bank reconciliations by establishing rules in accounting software which trimmed down the reconciliation time from seven hours a day to three hours. For high volume clients, this enabled the timely completion of their tasks and increased the overall profitability of the client by 10%.• Launched and integrated the payment gateways to the accounting software. This led to a more efficient way of recording the data accurately and an overall savings of two hour per client thus increasing the capacity for more business.• Undertook the fortnightly and monthly payroll processing to ensure timely compensation for all personnel.• Ran, managed, and oversaw weekly, fortnightly, and monthly purchase orders and accounts payable to ensure timely payments and avoid penalties.• Maintained and updated a Fixed Asset Register on a regular basis to accurately record assets and their corresponding value.• Held accountable for recording and processing employee expense reports and reconciling credit card statements to ensurecompliance with company policies.• Conducted tax reporting and inventory processing.• Collected and analysed data, which was then used in the weekly and monthly estimates.• Prepared weekly cash flow statements, and controlling expenditure and cash flow• Responded to financial inquiries by gathering and interpreting data.• Managed and trained staff when necessary.



Accurate Business and Accounting Services

• Junior Accountant

  • Mar 2013 - Sep 2014

  Key Responsibilities and Achievements: • Prepared tax returns using Handi Tax to ensure that the client has fulfilled legal obligation to pay the government. • Responded to clients' enquiries regarding taxation to ensure full compliance. • Carried out bookkeeping using Handi Ledger and MYOB to organise financial information and make it easier to locate. • Made minimal errors in a high-volume data environment by leveraging strong attention to detail. • Expanded and grew revenue lines by proactively exploring opportunities to enhance clients' services and taking advantage of cross-selling. • Enhanced time management skills and the ability to adhere to established time parameters which led to increased profitability of the business by 15%. • Aided in preparing and lodging Business Activity Statements (BAS) to ensure timely completion and submission. • Conducted tax return interviews to ensure accurate and up-to-date information is obtained from clients. • Liaised and communicated with the ATO regarding general queries to ensure precision in tax-related activities. • Prepared financial accounts for both companies and individuals to record, summarise, and report transactions resulting from business operations. • Provided assistance with year-end audits to obtain information about the year and help plan for the future. • Developed an ability to work independently and within a team environment to achieve harmonious working relationships.



Macquarie University Postgraduate Representative Association

• Bookkeeper

  • Mar 2011 - Jan 2013

  Key Responsibilities and Achievements: • Held accountable for managing various investments and expenditure accounts to enable growth and control of expenses. • Commenced as an intern and was promoted to a part-timer within four months. I was also recognised by the senior accountants due to quality of work rendered. • Planned various investment opportunities for the funds belonging to the association and decided to invest on different term deposits for various time periods and achieved cashflow improvement by 10%. • Lodged Business Activity Statements (BAS) and processes Superannuation on a quarterly basis. • Responsible for processing payroll fortnightly to ensure that employees receive salaries on-time. • Liaised with auditors and responded to queries surrounding expenditure and income received. • Generated invoices for accounts receivables for the advertisement in survival guide issued to postgraduate students. This ensured timely collection and processing of accounts payable for the services commissioned by the association to hold various social events, including receipt and verification of invoices and payment arrangement, and maintaining the list of all accounts receivable and payable. • Reconciled accounts monthly and maintained and updated the Fixed Asset Register on a regular basis. • Issued receipts to candidates who subscribed for public speaking workshops to provide proof of payment.