Aashay Naidu
Bateau Bay
Summary
Enthusiastic finance individual whom is a detail-oriented dependable team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
To obtain a challenging position in finance that will utilize my skills and experience in financial analysis, accounting, financial planning, and client relationship management, with the goal of contributing to the success of the organization and advancing my career in the finance industry.
Overview
4
4
years of professional experience
Work History
Fire Sprinkler Designer (Draftsman)
Dependable Fire Services
01.2024 - Current
- Assist in drafting designs for fire protection sprinkler systems, ensuring adherence to relevant Australian Standards and regulations.
- Collaborate with certified fire sprinkler designers to prepare detailed drawings and layouts using CAD software.
- Conduct preliminary site assessments and gather necessary information to inform design decisions.
- Review project specifications and collaborate with team members to ensure accuracy and compliance in designs.
- Communicate effectively with clients to understand project requirements and provide updates.
- Continuously learn about industry standards and best practices to improve design skills and knowledge.
Financial Advisor Assistant
BFG Financial Services
08.2022 - 12.2023
- Assist Senior Advisors in the preparation of the Statement of Advice.
- Assist Senior Advisors in daily tasks, research and analysis.
- Assist in the implementation of client strategies.
- Comprehensive experience and knowledge around Xplan.
- Ability to identify improvements and miscalculations of Strategies.
- Proved successful working within tight deadlines and a fast-paced environment.
- Worked well in a team setting, providing support and guidance.
- Cultivated interpersonal skills by building positive relationships with others.
- Coordinate with other departments within the firm to ensure seamless client service delivery.
Accountant
PKF Chartered Accountants
06.2020 - 07.2022
- Used advanced software to prepare documents, reports, and presentations.
- Prepared tax returns for individual and corporate clients.
- Prepared working papers, reports and supporting documentation for audit findings.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Used accounting software such as Xero, Quickbooks and MYOB to issue tax returns and prepare consolidated reports.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Maintained integrity of general ledger and chart of accounts.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
Education
Bachelor Of Commerce - Accounting
Macquarie University
Sydney, NSW11.2021
Skills
- Proficiency in AutoCAD or similar design software
- Basic understanding of fire protection codes and standards
- Excellent communication and interpersonal skills
- Strong attention to detail and willingness to learn
- Strong analytical and problem-solving skills
- Knowledge of financial planning principles and practices
- Understanding of investment strategies and portfolio management
- Effective Multitasking
- Training Junior Team Members
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Knowledgeable in financial planning software and tools (Xplan)
- Knowledgeable in accounting software (QuickBooks, MYOB , Xero)
- Financial Research
- Accounting Principles Understanding
- Investment Analysis
Objectives
To obtain a challenging position in finance that will utilize my skills and experience in financial analysis, accounting, financial planning, and client relationship management, with the goal of contributing to the success of the organization and advancing my career in the finance industry.
Timeline
Fire Sprinkler Designer (Draftsman)
Dependable Fire Services
01.2024 - Current
Financial Advisor Assistant
BFG Financial Services
08.2022 - 12.2023
Accountant
PKF Chartered Accountants
06.2020 - 07.2022
Bachelor Of Commerce - Accounting
Macquarie University
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