DENISE PHAN
Melbourne,VIC
Summary
Collaborative finance professional with 23 years of accounting and business management. History of delivering tailored client service while responsibly driving business development. Adept at managing budgets, payroll, invoicing, and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
23
23
years of professional experience
Work History
COMPANY ACCOUNTANT/Senior Bookkeeper
B + A Concrete Pumping (AUST) Pty Ltd
2024.01 - Current
- Streamlined financial processes by implementing more efficient accounting software and procedures.
- Managing intercompany transactions and recording journal entries
- Improved financial reporting accuracy by conducting thorough analysis and reconciling discrepancies.
- Managed all companies' payroll, ensuring timely and accurate payment to all employees.
- Maintained integrity of general ledger and chart of accounts.
- Reviewed accounts, resolved coding areas, reviewed inventory data and tracked recurring expenses for accrual entry.
- Prepare cash flow forecasting and budget analysis
- Executed vendor setup and payment, administration of bank accounts, and account reconciliations
- Manage company's G/L and G/J entries and reconciliations on both accrual and cash basis.
- Input financial data and produce financial reports using MYOB.
- Liaising with an external accountant for BAS preparation including Fuel Tax Credit Claim
- Prepare Work cover statements, Payroll Tax, and PAYG/IAS Summaries
- Used MYOB to conduct monthly bank account reconciliations and address any discrepancies
- Managed account payables and receivables
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to the payroll processing database.
SENIOR BOOKKEEPER
Aurora Accounting
2023.10 - Current
- Provide accounting assistance to company by overseeing various functions, including payroll/STP, fuel tax credits, accounts payable, accounts receivable, bank reconciliation, audit management, quarterly BAS/IAS reporting, superannuation reporting, account coding, and business expense processing
- Handled complex problem-solving to ensure timely and budget-compliant project completion for clients
- Enhanced financial accuracy by meticulously maintaining and updating accounts payable and receivable records.
- Utilised Xero, MYOB, Quickbooks, Tradify
- Streamlined bookkeeping processes for increased efficiency, implementing new software programs and organisational systems.
- Mira.au, Xplor accounting system to analyse, store and record company financial information
- Entered figures using 10-key calculator to compute data quickly
- Professionally conveyed clients' payment needs and upheld precise, detailed, and accurate ledger management
- Proved successful working within tight deadlines and a fast-paced atmosphere.
Finance Officer/Mentor - Volunteer
Vision Australia
2023.02 - 2023.12
- Posted vendor invoices to Turnpoint and itemise them in accordance with organisation's policies and procedures
- Maintain and update vendors and clients contact information
- Budget analysis using Oracle Netsuite data and excel spreadsheet
- Business mentoring for vision impairment kids.
COMPANY ACCOUNTANT/Senior Bookkeeper/OFFICE MANAGER
Avenstone Pty Ltd
2021.07 - 2023.01
- Created organisation structures to improve accounting and finance functions
- Created documents to display financial reports and data using MYOB
- Prepare cashflow and forecasting and budget analysis
- Executed vendor setup and payment, administration of bank accounts and account reconciliations
- Generated invoices upon receipt of billing information and tracked collection progress
- Manage company's G/L and G/J entries and reconciliations
- Prepared BAS, Workcover statements, PAYG/IAS Summaries
- Increased revenue by assisting with operations management, sales and marketing efforts
- Used MYOB to prepare monthly reconciliation of bank accounts and take corrective actions on deviations
- Analyses financial statements against forecasts, regularly apprising company Director of company's financial standing
- Managed account payables and receivables
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
Business Owner
DMT INTERNATIONAL PL
2013.01 - 2021.01
- Devised, deployed and monitored processes to boost long-term business success and increase turnover levels 800%
- Set, enforced and optimised internal policies to maintain efficiency and responsiveness to demands
- Enhanced product awareness by taking pictures of new and available product offerings and posting them to the company's website and media accounts
- Responsible for business budget planning and administration, accounting functions, preparing and lodgement of quarterly BAS, sales, purchasing and bi-weekly payroll to handle financial needs
- Stayed current with market trends to determine optimal pricing of goods and services and to capitalise on emerging opportunities
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices
- Oversaw operational aspects of successful online retailing business, including long-term planning, staff hiring and training, and procedure development and implementation
- Promoted business via social media to generate leads and maximise brand identity
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
- Provided elite customer service to maintain Top Rated Seller eBay status and high reviews by resolving escalated problems and calmly responding to shifting priorities
- Monitored online retail market conditions and competitors to set accurate product pricing and take advantage of emerging trends
- Trained and motivated employees to perform daily business functions
- Organised and attended trade shows and special events to showcase products, network with other businesses and attract new customers
- Introduced new methods, practices, and systems to reduce turnaround time
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
Management & Financial Accountant
Evolve Industries
2008.01 - 2013.01
- Designed organisational structures to enhance accounting and finance functions.
- Increased financial accuracy by streamlining accounts receivable and payable processes.
- Created documents to display financial reports and data using MYOB
- Project management, budgeting and forecasting and financial analysis.
- Identified cost-saving opportunities through thorough budget analysis and expense tracking.
- Executed vendor setup and payment, administration of bank accounts, and account reconciliations
- Manage company's G/L and G/J entries and reconciliations
- Liaising with external accountant for BAS preparation
- Analysed financial data to identify trends and provided actionable insights for management, leading to improved business performance.
- Maintained integrity of general ledger and chart of accounts.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Prepare Workcover statements, Payroll Tax, and PAYG/IAS Summaries
- Used MYOB to conduct monthly bank account reconciliations and address any discrepancies
- Managed account payables and receivables
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Identified legal tax savings and recommended ways to improve profits.
Business Owner - BOOKKEEPER
DP BUSINESS SOLUTIONS
2001.01 - 2013.01
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, bank reconciliation, managed audits, quarterly BAS reporting and business expense processing
- Worked with external accountant to prepare financial documents and reports, year-end analysis, budgets, financial records and financial statements
- Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software
- Managed complex problem-solving for clients in order to complete projects on-time and within budget
- Utilised MYOB and Quickbooks accounting system to analyse, store and record company financial information
- Entered figures using 10-key calculator to compute data quickly
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers
- Proved successful working within tight deadlines and fast-paced atmosphere.
Tax Accountant
H & R Block Tax Services
2004.01 - 2009.01
- Prepared tax returns for individuals, sole trader, partnership business and capital gain/loss on investments
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions
- Worked closely with clients to properly fill out tax forms and file tax returns electronically
- Audited client financial records to determine tax liability.
Education
Advanced Diploma - Community Services
Angel Institute
VictoriaBachelor - Business - Accounting
Swinburne University of Technology
Hawthorn, VIC10.2008
High School -
Melbourne Girls College
Melbourne, 312101.2000
Skills
- Financial & Administration Management
- Employee Motivation and Performance
- Regulatory Compliance
- Business Development
- Leadership and People Development
- Operations Management
- MYOB , Xero, Quickbooks, Turnpoint, Oracle Netsuite, Tradify, Mira.au, Explor, Dext, Hubdoc, Schedule Flow, Marketplaces, Inkfrog and Neto
- Microsoft Office
- Bookkeeping
- Vendor Relationship Management
- Process Improvement
- Budgeting and Cost Control
- Staff Training and Development
- Internal Controls
- Tax Compliance
Timeline
COMPANY ACCOUNTANT/Senior Bookkeeper
B + A Concrete Pumping (AUST) Pty Ltd
2024.01 - Current
SENIOR BOOKKEEPER
Aurora Accounting
2023.10 - Current
Finance Officer/Mentor - Volunteer
Vision Australia
2023.02 - 2023.12
COMPANY ACCOUNTANT/Senior Bookkeeper/OFFICE MANAGER
Avenstone Pty Ltd
2021.07 - 2023.01
Business Owner
DMT INTERNATIONAL PL
2013.01 - 2021.01
Management & Financial Accountant
Evolve Industries
2008.01 - 2013.01
Tax Accountant
H & R Block Tax Services
2004.01 - 2009.01
Business Owner - BOOKKEEPER
DP BUSINESS SOLUTIONS
2001.01 - 2013.01
Advanced Diploma - Community Services
Angel Institute
Bachelor - Business - Accounting
Swinburne University of Technology
High School -
Melbourne Girls College
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