Senior Quantitative Analyst

• Mar 2022 - Present

Quantitative Analyst

• Jan 2019 - Mar 2022

Accountant

• Jan 2017 - Jan 2019

Accountant Supervisor

• Sep 2014 - Jan 2017

Provides forward-thinking advice and solutions to assist colleagues, management and clients in making great financial decisions. A snapshot of the value I bring: ✓ Initiative + Determination – Noticed a deficit in SMSF and accounting software troubleshooting skills within the company and decided to self-teach these skills outside of work hours. Earned a reputation as the go-to person for SMSF and accounting software queries, and received a promotion to SMSF team leader within 18 months… Show more Provides forward-thinking advice and solutions to assist colleagues, management and clients in making great financial decisions. A snapshot of the value I bring: ✓ Initiative + Determination – Noticed a deficit in SMSF and accounting software troubleshooting skills within the company and decided to self-teach these skills outside of work hours. Earned a reputation as the go-to person for SMSF and accounting software queries, and received a promotion to SMSF team leader within 18 months. ✓ Innovative + Technically Capable – Spoke to accountants from other firms and investigated cost effective, and efficient options to move PAYG payment summaries and tax file number (TFN) declarations from manual to digital processing. Introduced new cloud-based software that significantly improved and streamlined processes. Generated Excel spreadsheets to manage workflows, prepared SMSF accounts and produced reports that was well received across the company. ✓ Optimistic + Calm Under Pressure – Known for having a positive outlook and live by the motto ‘A smile can give energy to myself and other people.’ I enjoy being part of a team and take a rational approach to solving problems. Some outstanding results: ► Secured 3 new service leads from existing tax clients (2 for debt finance and 1 for financial planning) within the first week of using a new approach to cross-and up-selling services. Studied additional practice areas, sat in on client meetings, reviewed statements of advice and sought the opinions of the business development team, running through various scenarios to make informed decisions. ► Resolved issues that could have resulted in the dissolution of a key client relationship and completed required work within 7 days, resulting in additional business and referrals from this client. ► Saved thousands of dollars in annual stationary costs, decreased processing time by 75%, and mentored a graduate accountant, leading to a 50% improvement rate in performance. Show less Provides forward-thinking advice and solutions to assist colleagues, management and clients in making great financial decisions. A snapshot of the value I bring: ✓ Initiative + Determination – Noticed a deficit in SMSF and accounting software troubleshooting skills within the company and decided to self-teach these skills outside of work hours. Earned a reputation as the go-to person for SMSF and accounting software queries, and received a promotion to SMSF team leader within 18 months… Show more Provides forward-thinking advice and solutions to assist colleagues, management and clients in making great financial decisions. A snapshot of the value I bring: ✓ Initiative + Determination – Noticed a deficit in SMSF and accounting software troubleshooting skills within the company and decided to self-teach these skills outside of work hours. Earned a reputation as the go-to person for SMSF and accounting software queries, and received a promotion to SMSF team leader within 18 months. ✓ Innovative + Technically Capable – Spoke to accountants from other firms and investigated cost effective, and efficient options to move PAYG payment summaries and tax file number (TFN) declarations from manual to digital processing. Introduced new cloud-based software that significantly improved and streamlined processes. Generated Excel spreadsheets to manage workflows, prepared SMSF accounts and produced reports that was well received across the company. ✓ Optimistic + Calm Under Pressure – Known for having a positive outlook and live by the motto ‘A smile can give energy to myself and other people.’ I enjoy being part of a team and take a rational approach to solving problems. Some outstanding results: ► Secured 3 new service leads from existing tax clients (2 for debt finance and 1 for financial planning) within the first week of using a new approach to cross-and up-selling services. Studied additional practice areas, sat in on client meetings, reviewed statements of advice and sought the opinions of the business development team, running through various scenarios to make informed decisions. ► Resolved issues that could have resulted in the dissolution of a key client relationship and completed required work within 7 days, resulting in additional business and referrals from this client. ► Saved thousands of dollars in annual stationary costs, decreased processing time by 75%, and mentored a graduate accountant, leading to a 50% improvement rate in performance. Show less

Senior Accountant | Accountant

• Sep 2012 - Sep 2014

Prepared, reviewed financial reports, income tax returns, FBT returns and BAS returns (individual, business, SMSF). Coordinated team workflow. Conducted client meetings for tax planning, processed tax returns, performed analysis on property investments and business structures. Reported to: Director. Some outstanding results: ►Achieved fast-track promotions through a series of increasingly responsible positions based on strong performance in customer service, team leadership, technical… Show more Prepared, reviewed financial reports, income tax returns, FBT returns and BAS returns (individual, business, SMSF). Coordinated team workflow. Conducted client meetings for tax planning, processed tax returns, performed analysis on property investments and business structures. Reported to: Director. Some outstanding results: ►Achieved fast-track promotions through a series of increasingly responsible positions based on strong performance in customer service, team leadership, technical skills and process improvements. Rewarded with an early promotion as a Senior Accountant within 9 months. ►Increased sales by circa 20%, saved 50% on training costs and halved the time required for accounting procedures by implementing thorough and precise checklists. Increased efficiency and improved productivity. Conducted business analysis, reengineered business processes, implemented new software and enhanced the existing platforms. ►Improved operational and organisational intelligence, saved time and widened access to knowledge through the development, implementation and dissemination of ‘Lessons Learnt’ processes and knowledge sharing. ►Provided training, coaching and on-the-job training to new joiners and maintained the pace of work by drawing on personal technical expertise and experience. ►Consistently exceeded annual KPIs and targets, and contributed to increased market share. Show less Prepared, reviewed financial reports, income tax returns, FBT returns and BAS returns (individual, business, SMSF). Coordinated team workflow. Conducted client meetings for tax planning, processed tax returns, performed analysis on property investments and business structures. Reported to: Director. Some outstanding results: ►Achieved fast-track promotions through a series of increasingly responsible positions based on strong performance in customer service, team leadership, technical… Show more Prepared, reviewed financial reports, income tax returns, FBT returns and BAS returns (individual, business, SMSF). Coordinated team workflow. Conducted client meetings for tax planning, processed tax returns, performed analysis on property investments and business structures. Reported to: Director. Some outstanding results: ►Achieved fast-track promotions through a series of increasingly responsible positions based on strong performance in customer service, team leadership, technical skills and process improvements. Rewarded with an early promotion as a Senior Accountant within 9 months. ►Increased sales by circa 20%, saved 50% on training costs and halved the time required for accounting procedures by implementing thorough and precise checklists. Increased efficiency and improved productivity. Conducted business analysis, reengineered business processes, implemented new software and enhanced the existing platforms. ►Improved operational and organisational intelligence, saved time and widened access to knowledge through the development, implementation and dissemination of ‘Lessons Learnt’ processes and knowledge sharing. ►Provided training, coaching and on-the-job training to new joiners and maintained the pace of work by drawing on personal technical expertise and experience. ►Consistently exceeded annual KPIs and targets, and contributed to increased market share. Show less

Assistant Accountant

• Mar 2011 - Sep 2012

Payroll setup and processing. Bank and general ledger reconciliations. Accounts payable. Accounts receivable. Weekly sales and margin reports preparation and analysis. Stocktake. Some outstanding results: ► Smoothly took over accounting and administration work, which was previously done by two employees ► Successfully undertook many of financial manager’s responsibilities during his one month absence Payroll setup and processing. Bank and general ledger reconciliations. Accounts payable. Accounts receivable. Weekly sales and margin reports preparation and analysis. Stocktake. Some outstanding results: ► Smoothly took over accounting and administration work, which was previously done by two employees ► Successfully undertook many of financial manager’s responsibilities during his one month absence

Project Consultant

• Jan 2011 - Feb 2011

Audit Assistant

• Aug 2009 - Feb 2010