Summary
Overview
Work History
Education
Skills
Personal Development
Timeline
Generic

Alana Williams

Sydney,Australia

Summary

Results-driven Accountant with over four years' experience in public practice, finalising Chartered Accountant (CA) qualification. Previously acted as an internal financial accountant for a leading national insurance brokerage, and supported a portfolio of fashion, retail, and luxury industry clients. Extensive experience across financial reporting, month-end close, operational analysis, and compliance obligations including BAS, FBT, PAYG, payroll tax, and superannuation. Highly skilled in Xero, MYOB, Excel and IFRS 16 lease accounting, with strong adaptability skills. Confident, commercially focused, and passionate about delivering results in a dynamic finance environment, with a strong interest in supporting the growth and excellence of luxury fashion brands.

Overview

4
4
years of professional experience

Work History

Internal Financial Accountant (Secondment)

Peer Wealth Pty Ltd
10.2023 - 05.2025
  • Acted as internal financial accountant for a national insurance brokerage under secondment from Peer Wealth.
  • Delivered monthly management reports with financial analysis, operational commentary, and variance analysis.
  • Prepared multi-entity financial statements, posted adjustment journals, prepayments, accruals, and IFRS 16 lease accounting adjustments.
  • Maintained and reconciled the fixed asset register and depreciation schedules.
  • Performed intercompany reconciliations between Australian and New Zealand entities to ensure accuracy of consolidated reporting.
  • Supported budgeting and forecasting processes with operational teams.
  • Led audit preparation activities and liaised with external auditors for AFSL compliance requirements.
  • Prepared tax compliance obligations including BAS, FBT, PAYG, payroll, payroll tax, and superannuation.
  • Utilised Xero, Excel, and Power BI to build reconciliations, dashboards, and reporting tools.

Intermediate Accountant

Peer Wealth Pty Ltd
01.2023 - 05.2025
  • Acted as internal financial accountant for a well-renowned insurance brokerage client.
  • Conducted thorough reviews of financial statements, tax returns, and budgets to ensure accuracy and compliance.
  • Managed financial reporting and compliance for medium-large businesses, including fashion, retail, and insurance brands.
  • Performed month-end and year-end close processes, including balance sheet reconciliations, group reporting, and intercompany transactions.
  • Led two successful AFSL insurance audits, ensuring regulatory compliance and financial integrity.
  • Maintained IFRS 16 lease accounting and supported financial reporting standards across group entities.
  • Developed and executed tax planning strategies to optimise client savings and ensure compliance.
  • Managed indirect tax obligations including BAS, GST, FBT, PAYGW, PAYGI, payroll tax, and superannuation.
  • Processed and managed purchase orders, invoices, and payments for retail and fashion industry clients.
  • Mentored and trained junior accountants.

Undergraduate Accountant

Beaver Novello Moss Pty Ltd
07.2021 - 12.2022
  • Preparation of income tax returns, business activity statements and financial statements for individuals, businesses, partnerships, companies, and trusts.
  • Completed both Xero Adviser Certification and Xero Payroll Certification.
  • Prepared and entered journal entries into accounting systems including Xero and MYOB.
  • Worked closely with senior accountants to perform directed accounting tasks, including collating and processing information.

Junior Accountant

Weeks and Partners Accounting
03.2021 - 07.2021
  • Perform clerical duties - answering phone calls, greeting customer, making appointments, filing paperwork, scanning documents.
  • Prepared basic income tax returns and business activity statements for individuals, businesses, and partnerships.

Education

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand (CAANZ)
01-2025

Bachelor of Business - Accounting

International College of Management
01-2022

Skills

  • Financial reporting and budgeting
  • Tax compliance and planning
  • Accounts payable (AP) and accounts receivable (AR) management
  • Invoice processing and vendor management
  • IFRS 16 lease accounting and compliance
  • Bank reconciliations and intercompany transactions
  • Financial compliance and audit support
  • Process optimisation and reconciliation streamlining
  • Analytical skills with strong attention to detail
  • Client/stakeholder relationship management
  • Strong written and verbal communication skills
  • Problem solving and strategic thinking
  • Team leadership and mentorship
  • Self-motivated and results-driven
  • Proficient in Xero, MYOB, and Microsoft Office Suite (Excel)
  • Quick to learn new systems (Eg SAP)
  • Experience with accounting master data clean-up and subledger migration
  • Retail and fashion industry experience

Personal Development

  • ICMS Dean's List Recipient, Received for academic excellence - Graduating in the top 3% of bachelor's degree.
  • ICMS Professional Scholarship, 2021, Received for evidence regarding leadership, professionalism, and academic excellence.

Timeline

Internal Financial Accountant (Secondment)

Peer Wealth Pty Ltd
10.2023 - 05.2025

Intermediate Accountant

Peer Wealth Pty Ltd
01.2023 - 05.2025

Undergraduate Accountant

Beaver Novello Moss Pty Ltd
07.2021 - 12.2022

Junior Accountant

Weeks and Partners Accounting
03.2021 - 07.2021

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand (CAANZ)

Bachelor of Business - Accounting

International College of Management

Similar Profiles

CREATE PROFILE
Alana Williams