Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Ashveen Brar

Toowoomba

Summary

Detail-oriented Accountant focused on effectively maintaining accurate
accounting information for large-scale financial organizations. History
working as part of financial team to manage diverse financial functions,
tax management and reporting.

Overview

6
6
years of professional experience

Work History

Team Leader/Project Manager

Irena's Bookkeeping
02.2023 - Current
  • Monitored team performance by reviewing bookkeeper's work and provided constructive feedback to increase productivity and maintain quality standards.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Assisted the firm in researching and implementing a new workflow and client relations management system.
  • Creating new processes and procedures to better streamline workflow for the bookkeepers and creating efficiencies.

Accountant

Halpin Partners
11.2020 - 05.2023
  • Prepare BAS statements for clients as required.
  • Educate clients on effective record-keeping requirements to ensure compliance with ATO guidelines.
  • Assisting clients with bookkeeping issues, including payroll.
  • Managed the entire accounting cycle, including gathering information, preparing documents, finalizing reports, and closing books.
  • Collected and arranged financial information and entered details into different financial management systems.
  • Preparation of annual tax returns for individuals, partnerships, companies, and trusts, including large & complex group structures.
  • Preparation of financial statements, including management reports as well as financials for QBCC reporting for review in a timely manner.
  • Assisting clients in monthly management reporting by creating spreadsheets using Microsoft Excel and/or using specialized software such as Fathom.
  • Proactively researching technical tax issues related to consulting projects such as tax outcomes for ESS and ESOPs.
  • Assisted the firm in implementing new software (such as crypto tax reporting) to streamline the tax completion process and provide value to clients.

Concierge

University Of Southern Queensland
02.2020 - 12.2020
  • Resolved student queries, improved operations, and provided exceptional student support.
  • Used critical thinking, sound reasoning, communication, and decision-making skills to advise and solve student queries.
  • Provide first-line support to students via digital portals such as Zoom and Chat, as well as face-to-face support
  • Managing student inquiry traffic by directing students to the proper faculty or department.
  • Provide support to staff by coordinating between different faculties to ensure operational efficiency.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to
    start immediately.

Console Operator

7-Eleven
02.2018 - 11.2020
  • Working on two different sites on employers' demand.
  • Managed over 60 customers per hour while keeping the store tidied up.
  • Increased sales by upselling.
  • Maintained customer satisfaction while handling product returns quickly and professionally.
  • Counted money in drawers at the beginning and end of each shift to ensure amounts were correct.
  • Resolved customer complaints and maintained a clean and tidy checkout area.
  • Processed POS transactions, including checks, cash and credit purchases or refunds.

Education

Grad Diploma - Chartered Accountants(CAANZ)

CAANZ
Online
12.2024

Bachelor of Business And Commerce - Accounting And Management

University Of Southern Queensland
Toowoomba
11.2020

Skills

  • Time management skills
  • Ability to work in a fast-paced environment
  • Positive attitude and open to constructive criticism
  • Proficient in Microsoft suite
  • Relationship building
  • Team collaboration

Accomplishments

Member of Student Representative Committee (SRC) at USQ, Toowoomba.
Part of being SRC include;
i) Organising various social events in the university such as feedback lunches, common hours, movie nights and annual galas.
ii) preparing budgets and managing fund allocation to all the activities listed before.
iii) Engaging with students to enhance their university experience and delivering that feedback to the administration.

Timeline

Team Leader/Project Manager

Irena's Bookkeeping
02.2023 - Current

Accountant

Halpin Partners
11.2020 - 05.2023

Concierge

University Of Southern Queensland
02.2020 - 12.2020

Console Operator

7-Eleven
02.2018 - 11.2020

Grad Diploma - Chartered Accountants(CAANZ)

CAANZ

Bachelor of Business And Commerce - Accounting And Management

University Of Southern Queensland

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Ashveen Brar