Innovative and action-oriented CPA accountant who benefits over 10 years experience within performance environments. Consistent record of achievement in streamlining analysis and reporting efforts, whilst meeting statutory, financial and management reporting obligations. Recognised as a value add business partner, helping divisions with reducing costs and on commercial decision making. Strong compliance focus with the ability to manage risk and work in close collaboration with third party auditors. Able to look beyond the numbers and offer meaningful interpretations. Effective leader and mentor.
• Statutory & Financial Reporting • Management Reports • Inter-Company Reporting
• KPI Reporting & Analysis • ASIC & ASX Compliance • Risk Management …show more content…
Established rigid controls for inventory and asset management, and worked with external auditors (Grant Thornton) on compliance, risk management, and control hardening of financial frameworks.
• Managed relationships with Commonwealth Bank Australia (CBA) who service the banking needs of the organisation, negotiating financing agreements and favourable rates.
• Served as Company secretary, maintaining all external public company reports i.e. Appendix 4C,4D and 4E.
• Compiled tax schedules and coordinate tax work papers for tax group and liaised closely with PWC tax division on completing year-end tax returns, and R&D tax rebate.
• Improved month-end procedures including monthly review of all account reconciliations and journal entries as well as the preparation and lodgement of the quarterly BAS statements.
• Filed company BAS, FBT and PAYG returns.
Mack Partnership Pty Ltd Nov 2005 to Apr 2009
BUSINESS SERVICES INTERMEDIATE
Promoted from Tax Consultant
Mack Partnership is a medium-sized CPA firm of accountants with 3 partners and 20 staff offering a diversified spectrum of professional and consulting services, including full accounting, taxation and wealth …show more content…
• Formulated cash flow projections to support client decision making and financing applications. Conducted SWOT analysis and business modelling as required by client on business strategies.
• Worked with the practice on improving workflow management, thus improving profitability.
• Led research on taxation issues and on how to best structure the business for taxation purposes; often saving clients thousands in potentially exposed liability. Provided clients with further interpretation of Australian Tax compliance and the impact of any legislative changes.
• Prepared and submitted income tax returns and BAS.
• Set up companies and trusts including registration with Australian Securities Investment Commission (ASIC), and acted as company secretary as required for the client.
• Prepared client end of month reports, including debtor, creditor, investment, inventory, payroll, general ledger and other reporting as required by the client to provide business health and status
• Statutory & Financial Reporting • Management Reports • Inter-Company Reporting
• KPI Reporting & Analysis • ASIC & ASX Compliance • Risk Management …show more content…
Established rigid controls for inventory and asset management, and worked with external auditors (Grant Thornton) on compliance, risk management, and control hardening of financial frameworks.
• Managed relationships with Commonwealth Bank Australia (CBA) who service the banking needs of the organisation, negotiating financing agreements and favourable rates.
• Served as Company secretary, maintaining all external public company reports i.e. Appendix 4C,4D and 4E.
• Compiled tax schedules and coordinate tax work papers for tax group and liaised closely with PWC tax division on completing year-end tax returns, and R&D tax rebate.
• Improved month-end procedures including monthly review of all account reconciliations and journal entries as well as the preparation and lodgement of the quarterly BAS statements.
• Filed company BAS, FBT and PAYG returns.
Mack Partnership Pty Ltd Nov 2005 to Apr 2009
BUSINESS SERVICES INTERMEDIATE
Promoted from Tax Consultant
Mack Partnership is a medium-sized CPA firm of accountants with 3 partners and 20 staff offering a diversified spectrum of professional and consulting services, including full accounting, taxation and wealth …show more content…
• Formulated cash flow projections to support client decision making and financing applications. Conducted SWOT analysis and business modelling as required by client on business strategies.
• Worked with the practice on improving workflow management, thus improving profitability.
• Led research on taxation issues and on how to best structure the business for taxation purposes; often saving clients thousands in potentially exposed liability. Provided clients with further interpretation of Australian Tax compliance and the impact of any legislative changes.
• Prepared and submitted income tax returns and BAS.
• Set up companies and trusts including registration with Australian Securities Investment Commission (ASIC), and acted as company secretary as required for the client.
• Prepared client end of month reports, including debtor, creditor, investment, inventory, payroll, general ledger and other reporting as required by the client to provide business health and status