Accounts Assistant

• Apr 2021 - Present

• Raising invoices to customers, sending invoices and medical reports to clients.• Creating payment vouchers and processing payments to consultants and other providers.• Processing Credit Notes, unsuccessful claims and write-offs for AR with relevant documentation.• Allocating AR receipts.• Assist in preparing and processing customer refunds, inclusive of supporting documentation.• Assist/prepare daily reconciliations of revenue and voucher uploads to Accounting System.• Undertaking AP, AR and other finance functions as and when required, providing backup as necessary.• Providing assistance to non-Finance staff and external auditors in the preparation of accounting data and accounting related functions as required.• Respond to internal and external enquiries on a timely manner.

Accounts Assistant

• Oct 2020 - Apr 2021

Lifetime Member

• Mar 2021 - Present

Beta Gamma Sigma is the international honour society serving business programs accredited by AACSB International - The Association to Advance Collegiate Schools of Business. • Awarded to the top 20% of MPA graduates at the University of Sydney.

Account Assistant

• Dec 2019 - Mar 2020

• Categorized and Cross-checked about 150 invoices daily against clients' own-prepared cashbooks, then updated or prepared standard expense cashbooks and bank reconciliations both on a quarterly and annual basis.• Prepared and lodged PAYG, BAS, IAS, and Annual Tax Returns for 4 types (individuals, partnerships, trust, and small and medium-sized companies), in total 15 entities in both quarterly and annual basis.• Prepared and generated Financial Statements on a yearly basis for partnerships, trusts, and companies through AE.• Processed Single Touch Payroll runs for clients by using AE online.• Entered journal entries for clients on a quarterly basis by using Accounting Right.• Renewed and updated insurance policies for clients.• Communicated with clients and ATO in solving their inquiries about accounting and tax-related matters, as well as information research as required by clients or colleagues.• Occasionally handled clerical works, such as appointment booking.

Student Consultant

• Jul 2019 - Jul 2019

• Compiled Excel worksheets containing 600 suppliers that are the potential to gain funds from.• Searched and evaluated 35 apps and categorized them into 5 sets. They can be used by charities for fundraising.• Identified and analyzed 5 types of social enterprises, which is the trend for charities in raising funds by themselves.• Searched into other low-cost technologies that can be used for charities such as blockchain, which could build trust in fundraising through transparency.

Project Management Intern

• Nov 2018 - Jan 2019

• Checked and monitored information uploaded by operational departmental managers• Helping the company to change its current contract-management system into a more comprehensive one• Coached 20 operational departments in using the newly-developed project management system• Advised 2 useful developments for the system.