Mugi Davaatseren
Assistant Accountant at New Evolution Ventures BPO- Claim this Profile
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Bio
Credentials
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Power BI Essential Training
LinkedInMay, 2023- Nov, 2024 -
Python and Statistics for Financial Analysis
CourseraMay, 2023- Nov, 2024 -
Financial Modeling Foundations
LinkedInJan, 2023- Nov, 2024 -
Certificate of Completion - Xtools+/CALM for individuals
IressDec, 2022- Nov, 2024 -
Certificate of Completion-Risk Researcher
IressDec, 2022- Nov, 2024 -
Certificate of Completion-WealthSolver
IressDec, 2022- Nov, 2024 -
Certificate of Completion-New User
IressNov, 2022- Nov, 2024 -
F3 AB | CFA June 2022
PracteraJul, 2022- Nov, 2024 -
Data Analytics Virtual Experience Program - KPMG
ForageJan, 2021- Nov, 2024
Experience
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New Evolution Ventures BPO
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IT Services and IT Consulting
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1 - 100 Employee
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Assistant Accountant
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Jul 2023 - Present
-Payroll processing around 300 casual and permanent employees, ATO lodgement, -Journal Entry of payroll fortnightly and monthly payroll report and PAYG (NSW and VIC) return -Proceed termination payment, prepare Annual Leave and accrued wage report monthly. -Prepare superannuation report of employees and instructors quarterly and submit through super clearing house and proceed SMSF payment -Make general ledger reconciliation and entry, create invoices and receive them, make adjustment note in QB daily -Assisting the Financial Manager for forecasting, budgeting and reporting 17 clubs and group consolidated reports -Responsible for AR &AP and PT billing weekly and followup unpaid invoices daily for each club -Effectively communicate with Corporate Clients, employees, club managers, instructors, personal trainers and inter departments. -Prepare Daily Cash flow management schedule -Bank reconciliation of 17 clubs Show less
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Camilla Australia
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Australia
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Retail Apparel and Fashion
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100 - 200 Employee
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Warehouse Officer
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Feb 2022 - Jun 2023
-Coordinate with Online sale team of 10 to outperform picking, packing, wrapping, dispatching over 2000 orders in a day during peak hours and preparing for new style launch receivings regularly -Demonstrate expertise in packing, picking and stock intake of nearly 10 000 different products, controlling them through the Oracle Netsuite system while ensuring accuracy and efficiency -Liaise with over 20 international suppliers for ensuring shipment’s packing list and discrepancies of delivery via email regularly Show less
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Aspiram Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Financial Planning Internship
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Sep 2022 - Oct 2022
-Engaged in administration process of new and existing around 350 clients’ documents data entry into Xplan -Supported ongoing reviewing for Client Service Officer (CSO) and provided support for 10 clients cash flow analysis for until retirement based on current income, expense, wealth and retirement planning and insurance policies in Xtools, ensured to achieve their financial goal. -Assisted asset allocation portfolio comprised domestic, international managed funds, fixed income and cash funds. Achievement: By searching managed funds for each type of asset classes, it had simplified the Financial Advisor’s additional research for each fund and decreased time spending. I have demonstrated the process of portfolio diversification based on client risk profile. Show less
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AllianceBernstein
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United States
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Investment Management
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700 & Above Employee
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Financial Analyst Intern | F3, AB Asset Management with CFA Societies Australia
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May 2022 - Jul 2022
-Engaged in forecasting process of business units (Domain and Stan) of Nine Entertainment (NEC) by coordinating with team members of 5 and forward-looking view of performance on MS Excel -Determine revenue and expense drivers of each business unit by building deep understandings such as reviewing meeting notes and competitor’s reports. -Participated group interview to clarifying strategic planning of business units with Head of Finance in NEC -Forecasted Domain’s revenue for next 5 years based upon past 5 years’s performance of its each revenue source and as well as for Stan’s expense -Built an enterprise valuation model to NEC in MS Excel and calculated internal rate of return (IRR) by utilizing forecastings. -Made report which is comprised of each team member’s finding and presented to the decision makers Show less
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BellDonLaqua Aesthetics
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Australia
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Education Management
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Administrator
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Mar 2021 - Nov 2021
-Proceeded 50 students’ enrollment administration for beauty training in Fresha and opened online accounts in Moodle system -Managed Director’s schedule and appointments and maintained salon daily operation smoothly -Liaised with retail supplier for ordering inventories, prepared customer’s online orders for ready to pick up by courier -Managed over 50 client’s inquiries over phone and email, booked salon appointments in Fresha system and proceeded payments on EFTPOS -Supported ongoing and annual planning process of beauty program and scheduled to Director regularly -Prepared monthly sales report by collecting data from different payments records. Show less
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Trade and Development Bank Group - TDB Group
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Mauritius
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Banking
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100 - 200 Employee
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Senior Customer Service Representative
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Feb 2017 - Oct 2019
-Provided and deliver professional customer services for over 500 clients and minimized complaints -Executed daily bank transfers, ranging from 1000 to 3000 transactions, utilizing internal and external payment channels, including foreign transfers such as SWIFT accurately -Responsible for risk management and compliance with cash management principles for branch cash limit of 15 million MNT -Managed customer data and documents in the internal bank ERP system and reported the branch's income statement to the Director. -Complied bank regulation and ethics standards, monitoring teller’s daily activity and provided approval for limited transfers Show less
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Ard Holdings
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Financial Services
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1 - 100 Employee
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Finance Internship
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Feb 2016 - Mar 2016
-Assisted Financial Manager for opening accounts and prepared documents for activation on trading platform -Prepared market research and presentation for new investors of Ard Holdings Group and organizing training -Supported Finance Manager to organize stakeholder meeting -Admin support in brokerage service -Assisted Financial Manager for opening accounts and prepared documents for activation on trading platform -Prepared market research and presentation for new investors of Ard Holdings Group and organizing training -Supported Finance Manager to organize stakeholder meeting -Admin support in brokerage service
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Oyu Tolgoi LLC / Оюу толгой ХХК
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Mongolia
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Mining
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700 & Above Employee
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Summer Internship
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Jun 2015 - Aug 2015
-Assisted and reported Accountants for preparing invoices and filed them according to company procedures -Complied accounting standards -Distinguished invoices for each company and check assurance -Involved in documentation of invoices -Scanning and filing it to SAP system -Assisted and reported Accountants for preparing invoices and filed them according to company procedures -Complied accounting standards -Distinguished invoices for each company and check assurance -Involved in documentation of invoices -Scanning and filing it to SAP system
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Education
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2019 - 2023
TAFE NSW
Bachelor of Applied Commerce -
2012 - 2016
National University of Mongolia
Bachelor of Business Administration - BBA, Finance Management
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