Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Senior Accountant

  • Oct 2019 - Present

• Accountant

  • Jul 2016 - Sep 2019

  My role is to support Adviser Services by preparing business advisory, compliance andaccounting work within agreed time frames, in line with industry legislation and regulations as wellas Findex Group policies and procedures. Responsibilities include producing compliance documents, preparation of tax returns, financialstatements reconciliations and work papers.My key responsibilities include: Assist in preparing business advice and/or tax returns, business advice statements, financial statements and reconciliations for companies, partnerships, trusts and a range of individual businesses. Ensure jobs are completed effectively by meeting technical standards and deadlines, within budget. Assist with general bookkeeping duties. Liaise with ATO and other Government bodies on client matters. Ensure all documentation including work papers and client files are maintained in line with Findex Group compliance requirements. Maintain up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements.

• Secondee Graduate Auditor

  • Jul 2016 - Sep 2016

  My role was to support team members in completing allocated sections of audit engagements for review by the Auditor in Charge or Engagement Manager. Work was completed in line with the Findex Audit Methodology together with relevant industry legislation and regulations.My key responsibilities included: Communication with clients where required, developing a detailed understanding of their business to determine how Findex can best meet their needs. Establish and maintain positive relationships with existing clients and contacts. Assist in planning out audit engagements by identifying risks to determine the audit strategy. Assist in preparing business reports and management letters for the client, highlighting key issues and recommended actions. Assist with ensuring jobs are completed effectively by meeting deadlines, keeping within budget and informing the Audit Principal of any variances to budget. Ensure all audit files are completed in line with the Findex Audit Methodology. Maintain up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements.

• Graduate Accountant

  • Jul 2014 - Jun 2016

  My main role is to support Advisors in preparing basic compliance work such as tax returns and reconciliations within agreed time frames. I always ensure that compliance work is completed in line with industry legislation and regulations as well as Group policies and procedures.My responsibilities include:Assist in the preparation of tax returns, financial statements and reconciliations for individuals, partnerships, companies and trusts.Ensure jobs are completed effectively by meeting technical standards and deadlines, within budget.Assist with administration tasks including filing, client data entry, client records, preparation and filing of statutory documents for companies, maintenance of minute books, share registers and other statutory records for companies.Liaise with ATO and other Government bodies on client matters.Assist with general bookkeeping duties.Perform project work where required.Ensure all documentation including work papers and client files are maintained in line with Crowe Horwath compliance requirements.Maintain up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements.



Coughlins Accountants

• Trainee Accountant

  • Apr 2014 - Jul 2014

  My responsibilities included: Administrative duties including filing (electronic and manual), front of office, mailing and banking Bookkeeping duties Preparation of basic tax returns Preparation of BAS and IAS statements Assist in preparation of Financial Statements Import of client accounting records to firm software and performing various reconciliations and journal entries Maintain client asset registers and depreciation schedules Maintaining client database Processing of tax assessments and preparation of correspondence Preparation of audit reports and correspondence Collection and drop-off of audit files to local accounting firms Assisting with the provision of audit services from planning through to completion



Born and Bread Bakery

• Senior Sales Assistant

  • Jan 2009 - May 2014

  Customer service Handling of cash Reconciliation of end of day revenue Training staff Food preparation General cleaning Shop presentation Ordering Stock take Customer service Handling of cash Reconciliation of end of day revenue Training staff Food preparation General cleaning Shop presentation Ordering Stock take