Experience

Boutique Capital

• Australia
• Financial Services
• 1 - 100 Employee

• Social Secretary & Events coordinator

  • Mar 2023 - Present

• Fund Accountant

  • May 2022 - Present



C2 Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• SMSF Assistant Accountant

  • Oct 2020 - May 2022



Fiscal forte consulting

• Parramatta, New South Wales, Australia

• Assistant Accountant

  • Mar 2020 - Mar 2021

  Self employed • Recording transactions such as income and outgoings, and posting them to various accounts • Preparing the monthly accounts • Liaising with the external Accountant for annual accounts and tax queries • Reconciliation and preparation of monthly, quarterly and annually business activity statements (BAS) • Accurately opened new accounts by correctly compiling the customer's information and filing related forms. • Recording journal entries and GST reconciliation • Reviewed invoices for required backup documentation and payment approvals. Show less



Tixo industrial corporation

• Ludhiana Area, India

• Assistant Accountant

  • Aug 2019 - Feb 2020

  Responsibilities: • Accounts payable • Accounts receivable • Payroll • Financial reporting • Month end reporting • Administration duties System used: • Microsoft Excel • MYOB • Simply accounting • Easy accounts Achievements: • Re-organized something to make it work better. • Identified a problem and solved it. • Developed or implemented new procedures or systems. • Received awards. Responsibilities: • Accounts payable • Accounts receivable • Payroll • Financial reporting • Month end reporting • Administration duties System used: • Microsoft Excel • MYOB • Simply accounting • Easy accounts Achievements: • Re-organized something to make it work better. • Identified a problem and solved it. • Developed or implemented new procedures or systems. • Received awards.



CALCULUS ACCOUNTING AND TAXATION

• Assistant Accountant

  • Sep 2016 - Jul 2019

  Responsibilities:• Arranging invoices, bills and statements.• Data entry.• Bank Reconciliation.• Business activity statements.• Checking ASIC obligations.• Preparing income statements and balance sheet.• Weekly, fortnightly and monthly Payroll.• Preparing and lodging Group certificates.• Arranging instalment activity statements with ATO for the clients. System used:• Microsoft Excel• MYOB• Hand iSOFT• Handi Tax• Single touch payroll• SAGE• Xero• QuickBooks Achievements:• Timely, accurate information.• Internal controls.• Ability to use systems productively.• Works well with others.• Technical & business expertise. Show less

• Management Consultant

  • Sep 2016 - Mar 2018

  Responsibilities:• Assisting and encouraging the development of obejectives, strategies, and plans aimed at achieving customer satisfaction and the efficient use of organization resources• Analysing and evaluating current systems and structures.• Discussing business and organizational shortcomings with clients.• Preparing and recommending proposals to revise methods and procedures, alter work flows,redefine job functions and resolve organisational problems.• Conducting research, surveys and interviews to gain understanding of the business. Show less



Pacioli services

• Sydney, Australia

• Internship Junior Assistant accountant

  • Jun 2016 - Jul 2016

  Responsibilities: • Managed internal and external correspondence and emails. • Provided customer service and handled customer queries • Interpersonalise and communicate the internal problems with owner. • Issuing revised instructions and procedure manuals and drafting other documentation. • Recording and analysing organisations work flow charts, records , reports, manuals and job descriptions Responsibilities: • Managed internal and external correspondence and emails. • Provided customer service and handled customer queries • Interpersonalise and communicate the internal problems with owner. • Issuing revised instructions and procedure manuals and drafting other documentation. • Recording and analysing organisations work flow charts, records , reports, manuals and job descriptions



National Insurance Co. Ltd

• Insurance
• 700 & Above Employee

• Insurance Agent

  • 2012 - 2015

  Responsibilities: • Locate and contact potential clients to offer new services • Discuss with manager and clients how specific types of insurance will help in the future. • Provide clients with estimates of the costs of insurance products or services • Process all correspondence and paperwork related to clients accounts • Prepare and deliver new sales presentations to new and existing businessclients • Inform clients of available options for polices, formats, or features of insurance and provide them discounts. • Deliver and provide the approval from government about the terms of polices to clients. • Prepare promotional plans, strategies media kits, and sales contracts to achieve the targets. • Recommend appropriate sizes and formats for advertising and plan out with the collegues to improve sales.. Show less



LIC

• Insurance
• 700 & Above Employee

• Insurance Agent

  • 2009 - Jun 2012

  Responsibilities: • Locate and contact potential clients to offer new services • Discuss with manager and clients how specific types of insurance will help in the future. • Provide clients with estimates of the costs of insurance products or services • Process all correspondence and paperwork related to clients accounts • Prepare and deliver new sales presentations to new and existing businessclients • Inform clients of available options for polices, formats, or features of insurance and provide them discounts. • Deliver and provide the approval from government about the terms of polices to clients. • Prepare promotional plans, strategies media kits, and sales contracts to achieve the targets. • Recommend appropriate sizes and formats for advertising and plan out with the collegues to improve sales.. Show less