Your Next Hire

//////////////////////////////////////////////////////////////////////////////////////////////////////
Education:
Bachelor of Science in Accountancy
Year Graduated:
2018
Professional Background
//////////////////////////////////////////////////////
Company Name:
Accounting Firm
Duration:
January 2023 to Present (7 months)
Designation:
Senior Bookkeeper
Duties & Responsibilities
  • To provide end-to-end bookkeeping using XERO accounting software, which includes the following tasks, but are not limited to:
    • Reconciling of bank accounts
    • Recording of accounts payable and accounts receivable
    • Arranging of payments as may be required
    • Processing of staff expense claims
    • Processing of payroll
    • Posting of monthend journals
    • Preparing of monthend reconciliations and reporting
    • Preparing of IAS/BAS for lodgement
    • Preparing of annual compliance workpaper
    • Answering of email queries
Company Name:
Accounting Firm
Duration:
April 2021 to Present (1 year & 8 months)
Designation:
Bookkeeper
Duties & Responsibilities
  • Data entry and bank reconciliation
  • Accounts Receivable (AR) and Accounts Payable (AP) management
  • Weekly payroll & superannuation processing, including:
    • Entering of timesheets; and
    • Onboarding of new employee information
  • Weekly closing of books, including:
    • Reconciling of sales accounts
    • Auditing of GST accounts
    • Posting of journal entry adjustments and accruals
    • Generating of cash flow reports
Company Name:
Accounting Firm
Duration:
August 2019 to March 2021 (1 year & 8 months)
Designation:
Bookkeeper
Duties & Responsibilities
  • Data entry and bank reconciliation
  • Accounts Receivable (AR) and Accounts Payable (AP) management
  • Preparation of IAS/BAS working papers
  • Weekly and fortnightly payroll & superannuation processing, including:
    • Entering of timesheets; and
    • Onboarding of new employee information
  • Monthly closing of books, including:
    • Posting of journal entry adjustments and accruals
    • Generating of financial reports
Hello! I'm
William D.C
.
Senior Tax Accountant
Hello! I'm
Perlin Apple Q
.
SMSF Accountant
//////////////////////////////////////////////////////////////////////////////////////////////////////
Education:
Bachelor of Science in Accountancy
Year Graduated:
2013
Professional Background
//////////////////////////////////////////////////////
Company Name:
Accounting Firm
Duration:
2022 - Present
Designation:
Trust Accountant
Company Name:
Accounting and Financial Services
Duration:
2017 - 2022
Designation:
Senior Lead Accountant
Duties & Responsibilities
  • Process SMSF transactions in Class Super per handover and strategy delivered by Advisers
  • Reconcile balance sheet accounts including GST reconciliation and bank reconciliation
  • Generate and prepare financial statements for SMSF clients
  • Prepare and draft Annual Income Tax returns, GST returns, and BAS amendments
  • Draft engagement letters, compliance documents, and meeting minutes
  • Conduct financial and compliance audits of SMSFs
  • Conduct review of preparation of accounts for SMSF clients
  • Assist in the yearly Tax Planning and Statement of Advice preparation
  • Workflow and WIP management using Xero XPM and FYI Docs
  • Client Billing
Company Name:
Accounting Firm
Duration:
2016 - 2017
Designation:
Financial Analyst (First experience with SMSF accounting)
Duties & Responsibilities
  • Carry out instructions from PwC engagement teams using applicable resources in the analysis or execution of the work request
  • Initiate feedback after performance of a work request
  • Deliver well-written, concise communication to engagement teams
  • Respond to client queries
  • Provide timely updates to engagement teams, especially on the status of the work request
    assigned
  • Monitor progress of the work request by maintaining a monitoring file and communicating with
    team members
//////////////////////////////////////////////////////////////////////////////////////////////////////
Education:
Bachelor of Science in Accountancy
Year Graduated:
2015
Professional Background
//////////////////////////////////////////////////////
Company Name:
Accounting & Business Solutions
Duration:
July 2020 - Present (3 years & 3 months)
Designation:
Intermediate Accountant II
Duties & Responsibilities
  • Prepare Tax Returns & Financial Statements including FBT (year-end jobs)
  • Prepare Activity Statements monthly/quarterly/annual (IAS/BAS)
  • Review client files in their accounting software and make necessary adjustments
  • Prepare workpapers necessary for tax preparation
  • Prepare Trust Distributions and Company Minutes
  • List and email queries to clients or reply to their queries
  • Prepare Tax Planning
Company Name:
Accounting & Business Advisors
Duration:
July 2018 - April 2020 (1 year & 10 months)
Designation:
Accountant
Duties & Responsibilities
  • Bookkeeping
  • Prepare Payroll Tax each month
  • Prepare Activity Statements monthly/quarterly/annually (IAS/BAS)
  • Prepare Tax Returns, Financial Statements including FBT (year-end jobs)
  • Review client files in their accounting software and make necessary adjustments
  • Assist with Tax Planning and Financial Forecasts
Hello! I'm
Maybelyn M
.
Senior Tax Accountant
Hello! I'm
Alyssa Mae D
.
Intermediate Accountant
//////////////////////////////////////////////////////////////////////////////////////////////////////
Education:
Bachelor of Science in Accountancy
Year Graduated:
2016
Professional Background
//////////////////////////////////////////////////////
Company Name:
Accounting Services
Duration:
December 2021 to Present (1 year & 6 months)
Designation:
Management Accountant (Freight Company)
Duties & Responsibilities
  • Post monthend journals and adjustments in Jaix (Australian Transport Management Software)
  • Review and analyse accounts variances
  • Assist in the preparation and analysis of monthly management reports, including but not limited to:
    • CFO Board Reports
    • Linehaul & Depot Board Reports
    • KPI Reports
    • Budget & Forecast Reports
    • Financial Statements Reports (Balance Sheet, Income Statement, Cashflow Statement)
  • Assist in the calculation of Fuel Tax Rebates/Credits
  • Edit workflows and manuals in Confluence (Collaboration Software)
  • Ad hoc tasks by CFO
Company Name:
Accounting Services
Duration:
October 2018 to November 2021 (3 years & 2 months)
Designation:
General Accountant (Accounting Firm)
Duties & Responsibilities
  • End-to-end process of bookkeeping using Xero & MYOB Essentials, including but not limited to:
    • Manage invoices using Dext Prepare (Receipt Bank)
    • Reconcile bank and credit card accounts, including importing of CSV files
    • Process monthly payroll, including superannuation contributions
    • Enter monthend journal entries and adjustments
    • Reconcile balance sheet and income statement accounts, including GST
  • Prepare Business Activity Statements, including workpapers
  • Prepare financial statements, including workpapers
  • Lodge Taxable Payments Annual Return (TPAR)
Set Up My Offshore © backed by EDR Accounting & Business Solutions Pty Ltd  |  ACN: 611 929 983
Limited liability by a scheme approved under the Professional Standards Legislation  |  Privacy Policy
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram