Colleen Lee
Accountant at Actuaries Institute Australia- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Chinese Cantonese -
-
Chinese Mandarin -
Topline Score
Bio
Lily Meszaros
Colleen is confident and highly competent in solving complex accounting and budgeting related issues. She always has a positive attitude towards her work. She is very detailed oriented and produced great results for the Institute
Lily Meszaros
Colleen is confident and highly competent in solving complex accounting and budgeting related issues. She always has a positive attitude towards her work. She is very detailed oriented and produced great results for the Institute
Lily Meszaros
Colleen is confident and highly competent in solving complex accounting and budgeting related issues. She always has a positive attitude towards her work. She is very detailed oriented and produced great results for the Institute
Lily Meszaros
Colleen is confident and highly competent in solving complex accounting and budgeting related issues. She always has a positive attitude towards her work. She is very detailed oriented and produced great results for the Institute
Credentials
-
CPA Australia
CPA Australia
Experience
-
Actuaries Institute
-
Australia
-
Education Administration Programs
-
1 - 100 Employee
-
Accountant
-
Oct 2014 - Present
• Timely delivery of statutory reports, prepare monthly P/L, balance sheet, forecast report, cash flow analysis and quarterly financial reports and distribute to heads of department and ARCC • Ensuring compliance with accounting standards, internal policies and statutory regulations • Review inputs to financial information for accuracy • Making recommendations based on analysis and status of reserves, assets and expenditures • Performing variance analysis and monitoring of balance sheet reconciliations • Delivering accounting support to key business units • Maintain financial controls and contribute to continuous improvement of processes • Assist in yearly budget planning and preparation • Reviewing and improving efficiencies and accuracy of working processes by setting up the calculation schedules and journal templates • Liaise with external auditors and preparation of papers and assist in preparing year end statutory reports • Assist in processing improvement projects • Ensuring tax compliance - GST/BAS, FBT & Payroll tax • Debtors and creditors management • Timely processing of monthly payroll and preparation of EOY reconciliation • Manage administrative functions for Finance department • Secretary of Research Council Committee • Minute taker of Audit and Risk Council Committee Project: Business modelling - Education Strategy Review
-
-
-
ACS (Australian Computer Society)
-
Australia
-
IT Services and IT Consulting
-
100 - 200 Employee
-
Assistant Accountant / Financial Accountant
-
Apr 2010 - Oct 2014
•Financial Performance Reporting – Assisting in analysis of input, review of financial report output and supply in timely matter. Work with business units to supply the required financial information to support their decision making. •Creditors & Debtors Management – Overseen Creditors and Debtors accounts, ensure creditors are paid within payment terms and no debtors are outstanding past 90 days, weekly AR/AP report & analysis. •Payroll and relevant – Fortnight payroll processing for approx. 70 nationwide employees; resolving a range of pay issues; leaves, bonus, allowance and terminations and entitlement calculation and payment including superannuation; preparation of payroll tax and statutory requirements; balance & reconcile payroll accounts, monthly wages, wages accrual, leaves, and bonus journal calculation; annual FBT preparation. •Month-end - Assisting monthly financial report preparation, including, review cost/income allocation, prepare month-end journals, maintain fixed assets registers, balance sheets and P/L, National, branches and consolidated cash flow preparation, review, budget variance analysis for business units, update monthly schedule and deprecation journals. Preparation of BAS reports and payment. •Assist in quarterly and yearly budget forecasting; provide financial data for monthly balance scorecard and performance reports. •Other duties – Bank reconciliation; monthly balance sheet GL reconciliation; inter-company liability analysis; assist in branches accounts queries, preparation documents for annual audit, monthly GST reporting, preparation of sending monthly reports to BU managers, branches and board members. Achievements •Participation in the research panel for the implementation of the new payroll system. •Significant improvement of average debtors days •Assisted in the setup of e-commerce systems for processing of payments in real time through website
-
-
-
-
Accounts Officer
-
Aug 2008 - Apr 2010
-
-
Education
-
CPA Australia Program
-
University of Technology Sydney
Bachelor of Commerce (B.Com.), Accounting and Finance -
Burwood Girls High Shcool