Experience

Black Cat Civil Pty Ltd

• Australia
• Construction
• 1 - 100 Employee

• Accountant

  • Aug 2022 - Present



Coastline Concreting

• Accounts and Administration Officer

  • Feb 2015 - Present

  • Providing confidential accounts and administrative support to management • Accounts payable and receivable, debtor management and payroll processing • Finance administration including invoicing, bank reconciliation and preparation of Business Activity Statements (BAS) • Drafting submissions and reports including profit and loss statements and balance sheets • Business administration including document control, data entry, word processing, record keeping and filing • Operating software programs including Xero and Microsoft Office • Compliance with business policies, procedures and regulations



Romero Practice

• Graduate Accountant

  • Mar 2020 - Aug 2022

  • Preparation of Interim and Annual Financial Reports for companies and trusts • Preparation of tax returns for individuals, sole traders, trust and companies • Preparation of BAS and IAS • Provide audit services and prepare reports for trust accounts, community groups and not for profits • Tax Planning • Provide business services and support to clients • Correct Application of tax legislation and regulations • Liaise with clients, ATO and other stakeholders • Provide software training and support – Xero, MYOB and QuickBooks • Use of HandiLedger and Xero to produce financial reports • Provide payroll support • Build and create relationships with clients



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Consultant

  • Jun 2019 - Mar 2020

  * Accurately complete individual tax returns for individuals, sole traders, small business, capital gains, rental properties *Accurately complete BAS *Apply tax legislation correctly *Interview clients *Communicate tax legislation and application to clients *Assist in the management of client bookings * Accurately complete individual tax returns for individuals, sole traders, small business, capital gains, rental properties *Accurately complete BAS *Apply tax legislation correctly *Interview clients *Communicate tax legislation and application to clients *Assist in the management of client bookings



Gallagher Bassett

• United States
• Insurance
• 700 & Above Employee

• Claims Consultant

  • Apr 2017 - Apr 2019

  Home Claims Consultant • Timely and accurate processing and management of insurance home claim • End to End Case management • Claim management - portfolio of 180 claims - over 5 brands • Application and adoption of processes and compliance • Liaising with internal and external stakeholders • Client information collection and data entry • Analysis of invoices, quotes and qualitative information • Processing of invoice and settlement payments • Meeting KPI expectations



Alpine Strategies

• Client Services

  • Jul 2016 - Aug 2016

  • Providing administration support to adviser • Preparation of initial client documents and SoA • Client information collection from third parties(Superannuation funds, Insurers) • Creation of procedures to meet regulatory compliance • Attending client meetings • Point of contact for clients • Providing administration support to adviser • Preparation of initial client documents and SoA • Client information collection from third parties(Superannuation funds, Insurers) • Creation of procedures to meet regulatory compliance • Attending client meetings • Point of contact for clients



Schuh Group Wealth Advisers

• Australia
• Financial Services
• 1 - 100 Employee

• Junior Financial Planner

  • Feb 2016 - May 2016

  • Providing support to adviser and administration • Preparation of client documents including; Review, ROA and SOA • Preparation of paperwork for insurance and superannuation • Maintain and manage client data in Xplan • Research of insurance and superannuation products and data • Communication with clients including scheduling of appointments • Operating software programs including XPlan and Alchemy • Compliance with business policies, procedures and regulations • Providing support to adviser and administration • Preparation of client documents including; Review, ROA and SOA • Preparation of paperwork for insurance and superannuation • Maintain and manage client data in Xplan • Research of insurance and superannuation products and data • Communication with clients including scheduling of appointments • Operating software programs including XPlan and Alchemy • Compliance with business policies, procedures and regulations



Sunrise @ Mudjimba

• Retail Sales Assistant

  • Jan 2013 - Jul 2015

  • Delivered efficient, professional customer service in a fast paced environment • Conflict management, resolved issues and achieved positive outcomes • Food preparation and handling in accordance with food safety guidelines • Conducted cleaning tasks and maintained high standards of workplace presentation • Opened and closed store in accordance with procedures, ensuring security • Communicated and liaised with stakeholders including customers, staff, management and suppliers to achieve work objectives • Supervised, trained and developed junior staff in business procedures



Berardos Bistro on the Beach

• Assistant Manager / Waitress

  • May 2006 - Jan 2013

  • Managed a team of hospitality staff, supervised productivity and performance • Trained and developed employees in the delivery of high level, engaging customer service • Handling of reservations and enquries • Recorded customer meal and beverage orders and delivered to tables • Developed and disseminated company policies, procedures and systems • Processed customer transactions, operated cash register and performed daily POS reconciliation • Inventory control, ordered and replenished stock, coordinated deliveries • Monitored compliance with company policies, procedures and safety protocols