• 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