Your Next Hire

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Education:

Bachelor of Science in Accountancy

Year Graduated:

2018

Professional Background

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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

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Education:

Bachelor of Science in Accountancy

Year Graduated:

2013

Professional Background

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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

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Education:

Bachelor of Science in Accountancy

Year Graduated:

2015

Professional Background

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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

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Education:

Bachelor of Science in Accountancy

Year Graduated:

2016

Professional Background

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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)