Aldeline Gunawan
Macquarie Park,NSW
Summary
Bachelor of Applied Finance and Bachelor of Professional Accounting graduate with over a year of professional experience as an Accountant. Passionate and detail-oriented, with a proven ability to thrive in fast-paced environments and deliver exceptional results. Skilled in tax management, reporting, and account reconciliation, with advanced proficiency in accounting software. Adept at building strong client relationships, collaborating with teams, and addressing complex financial challenges. Committed to leveraging my assertive attitude, analytical expertise, and attention to detail to contribute to organizational success and continuously develop my skills.
Overview
3
3
years of professional experience
Work History
Accountant
Investax Group
08.2023 - Current
- Managed daily accounting operations, ensuring financial accuracy and compliance with regulations.
- Reconciled accounts using XERO, ensuring accurate financial records and reporting.
- Reduced outstanding accounts receivable by diligently following up on overdue invoices, improving cash flow.
- Prepared and lodged tax forms, including BAS, PAYG, and trust tax returns using XERO.
- Set up new clients and incorporated companies, lodging forms (362, 484, 6010) via the ASIC portal to maintain regulatory compliance.
- Prepared financial reports and posted journal entries for key ledger accounts to support strategic decision-making.
- Sent ASIC reminders, tax invoices, director's minutes, and compliance letters using Adobe Sign, ensuring efficient communication.
- Developed and submitted tax schedules, including losses, capital gains, and share trading summaries tailored to client needs.
Client Relationship Assistant
Investax Group
08.2022 - 07.2023
- Addressed client inquiries, concerns, and requests promptly and professionally, fostering trust and long-term relationships.
- Supported the onboarding process for new clients, providing comprehensive guidance and necessary documentation.
- Created and maintained detailed records of client interactions, agreements, and preferences to ensure personalized service.
- Ensured client information was accurate and up to date in the CRM system, streamlining operations and improving client management.
- Assisted managers in delivering smooth, proactive, and timely client services, contributing to operational efficiency.
- Managed approximately 30 incoming calls, and emails per day from customers.
Administrative Internship
CV. Pulau Mandiri Jaya
10.2021 - 01.2022
- Assist in maintaining a well-organized and efficient office environment
- Handle incoming calls, emails, and inquiries, directing them to the appropriate personnel.
- Input and manage data accurately in databases and spreadsheets.
- Assist in the creation, organization, and maintenance of documents and files.
- Assist in coordinating repairs and maintenance for office equipment.
Education
Bachelor of Applied Finance and Bachelor of Professional Accounting - Accounting And Finance
Macquarie University
Macquarie Park, NSW06-2024
Diploma of Accounting, Commerce and Business Administration -
Macquarie University International College
Macquarie Park, NSW02.2021
Skills
- Fast learner
- Time management
- Attention to detail
- Problem-solving
- Administrative tasks
- Accounting and bookkeeping
- MS office (Word, Excel, PowerPoint, Outlook, Teams)
- Accounts payable and receivable
- Adobe software proficiency
- XERO
Timeline
Accountant
Investax Group
08.2023 - Current
Client Relationship Assistant
Investax Group
08.2022 - 07.2023
Administrative Internship
CV. Pulau Mandiri Jaya
10.2021 - 01.2022
Bachelor of Applied Finance and Bachelor of Professional Accounting - Accounting And Finance
Macquarie University
Diploma of Accounting, Commerce and Business Administration -
Macquarie University International College
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