Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Associate

  • Dec 2019 - Present



Wiseway Logistics

• Australia
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Receivables & Payables Management

  • Apr 2019 - Dec 2019

  Wiseway Logistics specialises in freight forwarding including airfreight, sea freight and a local interstate. The company has over 120 staff located with locations in Australia, New Zealand and Shanghai and an turnover of $90M-$100M. ♦ Currently managing the invoicing (payables and receivables) for export cargo ♦ Controlled invoicing for airfreight, sea freight, perishables, and state cargo ♦ Played a key role in supporting the bookings and operations team ♦ Introduced new credit management policy ♦ Conducted credit checks on all customers and established and managed limits ♦ Provided explanation to internal stakeholders where accounts have been denied credit ♦ Reduced debtors to a maximum of 60+ days through more proactive control environments ♦ Provided account reports and updates to the CFO/Financial Controller and Director ♦ Facilitated prompt payments for Airlines and terminals ♦ Audited and reconciled payments to avoid double charging for storage fee ♦ Ensured late lodgement and incorrect billing were eradicated ♦ Held client cargo due to client not paying. ♦ Managed as well as other issues where client cargo logistics and needed to be escalated ♦ Liaised directly with clients on compensation claims for damaged or lost cargo ♦ Communicated with the Shanghai team for invoicing and credit control of China-based clients



Maximillian Management

• Assistant Financial Planner | Accountant

  • Nov 2016 - Mar 2018

  The Maximillian group specialise in wealth management and have interests in the financial planning including superannuation, as well as property management and investment for clients. ♦ Prepared client reports on client investment property and expenditure (P&L) reports ♦ Fielded any questions of the client may have in relation to those reports and accounts ♦ Prepared the draft year-end financial report ♦ Drafted the P&L, Balance Sheet, Cashflow and notes to the accounts. ♦ Assisted in the preparation and coordination of the completion of financial plans, ♦ Worked closely with Advisers and Paraplanners on SoA (statement of advice) ♦ Conducted in-depth reviews of clients’ financial circumstances ♦ Assessed current provision and future aims of the client ♦ Researched the marketplace and products to assist with investment strategies ♦ Verified and validated client documentation in accordance with company policy ♦ Managed the reconciliation of bank accounts, AP/AR Ledger, and trust accounts ♦ Prepared the BAS return and Income Tax Lodgement ♦ Assisted the Head of Tax & Accounting with the setup of a new timesheet costing module ♦ Reduced professional indemnity insurance premium from $20K p.a to $11K (45% reduction)



Maximillian Management

• Sales & Marketing Administrator

  • 2015 - 2016

  Maximillian Property is a specialist investment arm that operates under the Maximillian group and works in residential property, commercial property, project marketing, and property development. ♦ Supported the Marketing & Sales Manager on market outreach programs ♦ Identified opportunity to increase the number and volume of prospective clients ♦ Liaised with property developers on sales agreements ♦ Reviewed/audited principal and agency contracts for errors or inconsistencies ♦ Provided descriptions and insights to clients to aid with investment property decisions ♦ Attended and promoted the business at sales exhibitions and conferences ♦ Helped to promote a number of landmark projects ♦ Worked on Greenland, Wanda, Mirvac, Lendlease, Meriton around Sydney ♦ Leveraged from Salesforce CRM build databases of client prospects