Annie Sodhi
Illawong,NSW
Summary
Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.
Overview
7
7
years of professional experience
Work History
Account Manager
Globuild Pty Ltd
05.2018 - Current
- Record and reconcile all financial activity in Xero
- Reconcile monthly deposits
- Process, reconcile credit card payments and code to proper account
- Reconciling monthly payable reports
- Preparing monthly expense statements and financial reports
- Responding to queries from suppliers, customers and staff
- Paying invoices, including GST, and recording all payments
- Processing of purchase invoices accurately and efficiently
- Reconcile bank statements and resolve any discrepancies
- Assist with month-end and year-end close processes
- Tracking credits owed to the company and handling discrepancies and disputes
- Reviewing all payments and expenses, including purchase orders, payroll and invoices
- Approving invoices for payment, handling and processing all aspects for construction payables
- Manage and maintain monthly accounts and prepare Business Activity Statements (BAS)
- Process invoices and assist with investor communications
- Schedule and pay bills promptly and accurately
- Maintain investor records and assist with light administration tasks
- Excellent data entry skills
- A methodical approach and attention to detail
- Knowledge of accounting principles and accounts payable processes
- Ability to work independently
- Strong organisational skills
- Experience in using Microsoft Excel and accounting software such as QuickBooks, XERO or MYOB
Education
M.com - Professional Accounting
Ballarat Univesity
Skills
- Data entry skills
- Methodical approach
- Attention to detail
- Knowledge of accounting principles
- Accounts payable processes
- Financial records in Xero
- Accounts receivable
- Weekly payroll processing
- Ability to work independently
- Strong organisational skills
- Microsoft Excel
- Accounting software
- QuickBooks
- XERO
- MYOB
Accomplishments
- MS Excel - Prepared and formatted financial project reports, budget spreadsheets and expense reports for monthly review.
Timeline
Account Manager
Globuild Pty Ltd
05.2018 - Current
M.com - Professional Accounting
Ballarat Univesity
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