Daniela Jona
Melbourne,VIC
Summary
I am a detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approaches to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. From leadership roles, volunteering experience and global education immersions I have a vast experience with interpersonal skills and bridging relationships while also prioritising my goal-orientated mindset. I am a loyal and determined worker who is always striving for excellence in every aspect of life such as team sports like hockey and netball, in global education opportunities in Samoa and my knowledge of many languages always aid to help those around me.
Overview
8
8
years of professional experience
Work History
Undergraduate accountant/ Financial planning assistant
EQ8 Accountants
11.2022 - Current
- Increased departmental productivity by streamlining workflows and automating routine tasks through technology integration.
- Collaborated with clients to develop customized investment portfolios.
- Worked with clients closely to ensure my knowledge can benefit them to achieve personal goals.
- Established and deepened existing client relationships through complex financial planning.
- Streamlined financial planning processes for improved efficiency and productivity.
- Managed client issues and returned calls and emails within less than 1 hour.
- Managed client portfolios effectively by conducting regular reviews, identifying potential issues, and implementing necessary adjustments.
- Reduced operational costs by identifying inefficiencies within the department''s processes and implementing streamlined solutions.
- Improved accuracy of financial forecasts with meticulous data analysis and modelling techniques.
- Collaborated with cross-functional teams to ensure greatest outcome for clients.
Social Media Manager
Maccabi
01.2024 - 02.2025
- Managed multiple social media platforms, ensuring a consistent brand voice and message.
- Boosted engagement rates with the creation of compelling and visually appealing content.
- Optimized posting schedules based on platform-specific analytics to maximize content visibility.
- Monitored social media trends and emerging platforms, adopting new strategies to stay ahead of the competition.
- Built relationships with other social media collaborators.
- Prioritise participants level of comfort when producing content
Front of House Worker
Betty’s Burgers
09.2020 - 11.2022
- Point of Sale Experience with efficiency and attention to detail
- Maintained effective supply levels by monitoring and reordering food stock and dry goods.
- Kept drawer balanced by accurately processing cash, credit and debit payments.
- Performed serving, cleaning and stocking to high standards and provided excellent customer satisfaction.
- Trained new staff in front-of-house procedures, customer relations, and cleaning.
- Established welcoming atmosphere by greeting each guest warmly.
- Contributed to positive team dynamics by working collaboratively with fellow staff members to ensure seamless service delivery.
Sportswear Retail Assistant
Riverside Sports
03.2018 - 09.2018
- Interacted with customers proactively, identifying needs and offering suitable product recommendations.
- Contributed to a welcoming atmosphere through courteous interactions with both customers and fellow staff members.
- Boosted customer satisfaction by providing exceptional service and addressing inquiries efficiently.
- Managed efficient cash register operations.
- Performed cash, card, and check transactions to complete customer purchases.
- Developed strong rapport with customers and created positive impression of business.
- Boosted store's reputation through courteous and professional customer service.
Holiday Program Facilitator
Riverside Sports Club
10.2017 - 01.2018
- Served as a leader in both sports activities and arts and crafts.
- This role allowed me to blend my passion for sports with my creative talents, providing a well-rounded experience for the participants.
- Fostered an inclusive environment where everyone could thrive.
- Collaborated with fellow facilitators to create a cohesive and consistent experience across all programs.
- Planned, administered and controlled budgets and produced financial reports.
Education
Accounting & Business Double Degree - Accounting, Business And Marketing
Monash University
Melbourne, VIC01.2026
Highschool education - undefined
The King David School
01.2022
Intermediate School education - undefined
ACG Parnell College
01.2018
Primary Education - undefined
Kadimah College
01.2016
Skills
- Building customer relationships
- Financial Planning Trained
- Leadership experience (School captain)
- Social Media account management
- Bookkeeping
- Office experience
- GST trained
- Teamwork and Collaboration
- Team management
- Task prioritization
- Interpersonal skills
Languages
English
Spanish
Hebrew
French
Lion's Citizenship Award
This award is given to a single individual within an educational institution that demonstrates kindness, determination, warmth and loyalty. I received this award out of everyone within my school.
Timeline
Social Media Manager
Maccabi
01.2024 - 02.2025
Undergraduate accountant/ Financial planning assistant
EQ8 Accountants
11.2022 - Current
Front of House Worker
Betty’s Burgers
09.2020 - 11.2022
Sportswear Retail Assistant
Riverside Sports
03.2018 - 09.2018
Holiday Program Facilitator
Riverside Sports Club
10.2017 - 01.2018
Highschool education - undefined
The King David School
Intermediate School education - undefined
ACG Parnell College
Primary Education - undefined
Kadimah College
Accounting & Business Double Degree - Accounting, Business And Marketing
Monash University