Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Accomplishments
Certification
Interests
Timeline
Generic

Cooper Jeffries

Traralgon,VIC

Summary

Finance professional with 3 years of a comprehensive background in accounting, ready to contribute to financial management and reporting. Known for accuracy in financial record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.

Dynamic CPA with extensive experience at McMillans, excelling in financial reporting and tax preparation. Proven track record in reducing accounts receivable and enhancing budget forecasting accuracy. Adept in QuickBooks and Xero, while fostering strong client relationships through exceptional communication skills. Committed to driving financial strategy and compliance.


Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Accountant

McMillans
07.2024 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Prepared and filed tax forms to meet needs of customers.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
  • Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
  • Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Identified legal tax savings and recommended ways to improve profits.
  • Trained new employees on accounting principles and company procedures.
  • Collected and reported monthly expense variances and explanations.
  • Maintained integrity of general ledger and chart of accounts.
  • Provided journal entries and performed accounting on accrual and cash basis.
  • Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
  • Implemented new accounting software, leading to more efficient financial data management and reporting.

Service Officer

Services Australia
04.2023 - 06.2024
  • Maintained detailed records of all service interactions, ensuring accurate client information was available for follow-up actions.
  • Provided exceptional customer support, leading to increased client retention and loyalty.
  • Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.
  • Played a critical role in retaining valuable customers through proactive relationship management efforts.
  • Conducted regular training sessions for staff development and skills enhancement.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Exceeded performance targets by consistently delivering outstanding service results within the department.
  • Oversaw staff development through in-depth trainings, workshops, seminars, and other learning opportunities.
  • Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
  • Referred families to shelters, legal resources, and educational programs.
  • Monitored progress towards service plan goals.
  • Telephony and processing in the families and parenting space
  • Liaising with different stakeholder
  • Manage and prioritize work as required
  • Support, promote and implement department priorities and Strategic direction
  • Manage performance reviewing them regularly to achieve outcomes
  • Model the APS Values and code of the conduct
  • Promote and contribute to a safe work environment
  • Communicate through various channels of group chats, emails, verbal etc.

Supermarket Worker

Woolworths Group
02.2022 - 04.2023
  • Assisted customers with locating desired items, resulting in improved shopping experiences.
  • Helped customers complete purchases by moving heavy items, collecting payments, and bagging purchases.
  • Supported team members during busy periods, ensuring smooth operations throughout the store.
  • Enhanced customer satisfaction by providing efficient and friendly service at checkout lanes.
  • Contributed to overall teamwork atmosphere through open communication with coworkers regarding tasks needing completion or assistance.
  • Assisted in training new employees on proper procedures for shelf stocking, cashier operations, and general store policies.

Retail Worker

Kmart
02.2019 - 02.2022
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
  • Demonstrated strong communication skills when collaborating with fellow employees or assisting customers with inquiries or concerns.
  • Maintained a clean and organized sales floor, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
  • Resolved customer issues promptly and professionally, ensuring their continued loyalty to the brand.
  • Assisted in training new employees on store policies and procedures, contributing to a cohesive team environment.

Education

BBA - Accounting And Finance

Federation University Australia
VIC
10-2026

Skills

  • Certified public accountant (CPA)
  • Accounting and bookkeeping
  • Accounts payable and receivable
  • Bank reconciliation
  • Bookkeeping
  • Financial reporting
  • Financial planning
  • Tax preparation
  • Management accounting
  • Tax return filing

Affiliations

  • Latrobe City Business Chamber

Accomplishments

  • Collaborated with team of employees in the development and implementation of switching to cloud based accounting through Xero Accounting.
  • Used Microsoft Excel to develop inventory tracking spreadsheets, wage & super projections, capital gains tax projections on rental properties & shares.

Certification

  • CPA - Certified Public Accountant
  • QuickBooks Training Certificate of Expertise
  • Xero Training Certificate of Expertise

Interests

  • I enjoy helping others and giving back to the community
  • Volunteering for community initiatives to give back to local communities and make a positive impact
  • I participate in a variety of outdoor recreational activities
  • Committed to improving personal fitness through regular participation in basketball, football and the gym
  • Personal Development and Self-Improvement

Timeline

Accountant

McMillans
07.2024 - Current

Service Officer

Services Australia
04.2023 - 06.2024

Supermarket Worker

Woolworths Group
02.2022 - 04.2023

Retail Worker

Kmart
02.2019 - 02.2022

BBA - Accounting And Finance

Federation University Australia

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Cooper Jeffries