Kate Jackson

Project Accountant at Re (M&C Saatchi Group)
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Location
UK

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Experience

    • Australia
    • Design Services
    • 1 - 100 Employee
    • Project Accountant
      • Nov 2022 - Present
    • Advertising Services
    • 700 & Above Employee
    • Senior Management Accountant
      • Nov 2021 - Nov 2022

    • Management Accountant
      • Jul 2020 - Oct 2021

    • United Kingdom
    • Musicians
    • 1 - 100 Employee
    • Management Accountant
      • Jun 2019 - Jul 2020

      • Daily actual & forecasted cash flow • Working with auditors on the 2019 accounts & providing necessary information • Monthly sales/Revenue analysis report • Yearly revenue analysis report including geographical analysis • Month end accruals/deferrals journals of revenue & costs • Open & close periods in system • Balance sheet reconciliation • Reconcile Pension monthly and upload • Involved in system implementation from Sun Systems to Microsoft Dynamics • Load foreign exchange rates to system • Bank reconciliation • Train junior staff members • Create new procedures for monthly sales invoices and credit control • Credit control(including historic debt) & raise sales invoices

    • Netherlands
    • Financial Services
    • 700 & Above Employee
    • Financial Account Manager
      • Mar 2019 - Jun 2019

      • Recording client transactions in designated accounting software, ensuring all transactions are recorded timely and accurately • Preparation of monthly and/or quarterly management accounts • Preparation of annual statutory financial statements in accordance with UK GAAP and IFRS • Preparation of group consolidated statutory accounts under IFRS • Provide Audit assistance, serving as main point of contact for statutory audits of clients • Responsible for the timely and accurate execution/verification of client payment instructions in accordance with client agreed upon procedures • Responsible for associated transaction monitoring according to Intertrust group internal policy • Responsible for the management of client banking accounts and necessary banking administration • Attend clients’ meetings and demonstrate professional rapport with all clients • Assist with the set-up of newly on-boarded companies • Provide open and transparent communication with clients, third party providers (payroll, tax advisors), tax authorities (HMRC), and Companies House • Maintain client documents with integrity • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced

    • Accountant
      • Feb 2018 - Feb 2019

      • Managing own client list, involving scheduling finals work for the year and contacting clients and assisting with any client tax queries. • Preparing tax returns for a large range of clients including individuals, small businesses, partnerships, trusts and companies. • Performing reconciliations, end of year adjustments and preparing financial statements. • Preparation of BAS, IAS and TPAR obligations. • Experience in dealing with the ATO on a range of issues including debt negotiation and penalty remission. • Expertise in a range of taxation issues including FBT, Div7A loans, capital gains and tax minimization. • Completing work within client budgets and completing daily time sheets.

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • Jul 2017 - Feb 2018

      • Responsible for full service of two businesses. Including bookkeeping, lodging BAS, EOY adjusting entries, tax returns and financial statements.• Tax returns for individuals to small and medium businesses. Including individuals, partnerships, trusts and companies.• BAS for sole traders and small to medium businesses.• EOY adjusting entries.• Liaison with the ATO in resolving client queries.• Keeping up to date on the latest Tax updates.

    • Assistant Accountant
      • Mar 2016 - Jun 2017

      • Day to day bookkeeping for small to medium businesses. Including individuals, partnerships, trusts and companies.• Processing payroll.• Individual tax returns.• Assisting in EOY adjusting entries.

    • United Kingdom
    • Hospitality
    • 1 - 100 Employee
    • Assistant Manager
      • Feb 2015 - Mar 2016

    • Graduate Management Trainee
      • Feb 2014 - Feb 2015

    • Guest Service Agent
      • Jul 2011 - Feb 2014

Education

  • Chartered Accountants Australia and New Zealand
    2018 - 2022
  • Queensland University of Technology
    Master of Business, Professional Accounting
    2016 - 2017
  • Griffith University
    Bachelor's Degree, Business, Majors: Hotel and Tourism Management
    2008 - 2011

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