Experience

Altitude Advisory

• Australia
• Accounting
• 1 - 100 Employee

• Accountant

  • Feb 2022 - Present

  𝗥𝗼𝗹𝗲𝘀 & 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 I𝗻𝗰𝗹𝘂𝗱𝗲: - Preparing consolidation reports in Xero, and for group accounts on a monthly, quarterly, and annual basis. - Preparing Income Tax Returns and Business Activity Statements. - Instalment Activity Statements for ATO lodgement. - Bookkeeping. - Setting up tax reconciliations and electronic work papers. - Managing accounts and tax issues that deal with Division 7A loans and Capital Gains. - Adhering to all monthly reporting compliance deadlines. - Performing reconciliations of accounts for financial statement preparations, including but not limited to debtors, creditors, payroll, superannuation, GST, and bank accounts. - Managing South Australian clients (Accounts Payables/Accounts Receivables, bank reconciliations, and other reconciliation processes). - Working closely with the Altitude team in creating analysis reviews of companies’ business performance. Show less



Catapult Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Finance Intern

  • Jan 2022 - Mar 2022

  𝗥𝗼𝗹𝗲𝘀 & 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲𝗱: - Assisting with and exposure to financial analysis. - Providing administrative support to the finance team. - Self-reflection on financial projects exposed to. - Conducted financial research. - Exposure to a diverse range of special projects. - Learning and exposure to financial software programs, such as Xplan. - Attends meetings with senior finance staff to gain insight into financial/business operations. - Gaining practical experience in the finance industry. Show less



Lorrequer Wealth & Advisory

• Adelaide, South Australia, Australia

• Administration Assistant

  • Jan 2020 - Mar 2022

  𝗥𝗼𝗹𝗲𝘀 & 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲𝗱: - Managing client accounts, including maintaining client records, updating contact information, and ensuring that all client data is accurate and up-to-date. - Handling inquiries, being the first point of contact for clients who have questions or concerns. - Coordinating client meetings and scheduling appointments, this involved communicating with clients and internal staff to arrange meetings. - Gathering and managing client feedback. This involved analysing feedback data and making recommendations to improve the client experience. - Organizing paperwork and files, including maintaining an organized filing system for important documents, such as contracts, invoices, and personnel files. Show less



Joes Kiosk Henley Beach

• Adelaide, South Australia, Australia

• Bar Staff

  • Oct 2020 - Jan 2022



Lion Arts Factory

• Australia
• Restaurants

• Bar Staff

  • Mar 2020 - Jan 2022