Summary
Overview
Work History
Education
Skills
Websites
Hobbies
Timeline
Generic

Gary Lee

Dianella

Summary

Motivated Accountant with 1.5 years of hands-on experience in financial reporting, tax preparation, and compliance. Adept at analyzing financial statements, managing records, and utilizing accounting software to enhance accuracy and efficiency. Demonstrates strong analytical skills, attention to detail, and a solid understanding of accounting principles. Proven ability to adapt quickly to new challenges and contribute effectively to team goals. Committed to delivering accurate financial insights and supporting organizational objectives with integrity and professionalism.

Overview

6
6
years of professional experience

Work History

Tax Accountant

Charles Ridolfo & Co
05.2024 - Current
  • Examined accounts and records and computed tax returns for various clients including individuals, trust structures, partnerships and companies.
  • Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
  • Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
  • Conduct thorough reviews of financial documents and tax returns to ensure compliance and accuracy of work.
  • Convey complex tax information in a clear and understandable manner to clients and tax authorities.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions and forecasts.
  • Maintained accurate records and documentation for tax purposes.
  • Collaborated with Directors to identify opportunities for improving client services and tax strategies to optimize financial outcomes.
  • Accurately entered financial data into accounting systems and summarized financial information to provide an overview of financial status.
  • Develop the ability to critically evaluate financial data to uncover patterns and insights.

Graduate Accountant

BRI Ferrier
05.2023 - 05.2024
  • Scrutinizing financial records and transactional data to identify key events or transactions that contributed to the insolvency.
  • Evaluate cash flow patterns and liquidity trends to pinpoint the onset of financial distress.
  • Calculate and analyze financial ratios, such as liquidity ratios, solvency ratios, and profitability ratios, to evaluate the viability of insolvency proceedings.
  • Utilize quantitative models and tools to forecast cash flows, assess asset values, and estimate potential recovery for creditors.
  • Perform sensitivity analysis to evaluate the impact of various scenarios on insolvency proceedings and stakeholders' interests.
  • Prepare financial projections and cash flow forecasts to support restructuring plans and negotiations with creditors.
  • Quantify and assess the extent of creditor claims and liabilities to determine distribution priorities in insolvency proceedings.
  • Prepare creditors' reports summarizing financial analysis findings and recommendations for stakeholders, including creditors, legal professionals, and regulatory authorities.
  • Detail-oriented approach to managing insolvency cases, ensuring accuracy and adherence to timelines.
  • Document findings and evidence supporting insolvent trading claims, including financial analysis, transaction records, and legal interpretations, for use in insolvency proceedings

Out of School Hours Care & Vacation Care Educator

YMCA
10.2021 - 04.2023
  • Design and develop lesson plans and curriculum materials that align with learning objectives and standards
  • Collaborate with other educators, support staff, and parents to create a positive and supportive learning environment
  • Foster a safe and inclusive classroom environment that promotes respect, diversity, and cultural awareness
  • Participate in ongoing professional development opportunities to stay current with best practices in teaching and learning.

Hospitality Manager

Atwell Fish & Chips
01.2020 - 04.2023
  • Oversee the day-to-day operations of the hospitality establishment, including managing staff, ensuring customer satisfaction, and maintaining a safe and clean environment
  • Ensure that all interactions with customers, vendors, and stakeholders are professional, courteous, and respectful, and that their needs and concerns are addressed promptly and effectively
  • Handle customer complaints and resolve conflicts in a timely and professional manner
  • Monitor and analyze financial performance, including revenue, expenses, and profit margins.

Risk and Audit Intern

Rogers and Company Limited
01.2019 - 05.2019
  • Directly reported to the Senior Internal Auditor and assisted in conducting financial and operational audits, ensuring compliance with company policies and procedures, and identifying areas for process improvements
  • Worked closely with the Senior Internal Auditor to plan and execute internal audit fieldwork, including performing detailed tests of controls and substantive testing procedures, and documenting findings in accordance with established audit standards and procedures
  • Conducted risk assessments and evaluated the effectiveness of internal controls to mitigate identified risks, including reviewing policies and procedures, testing key controls, and identifying areas for improvement to enhance the overall control environment
  • Demonstrated strong analytical and problem-solving skills, attention to detail, and the ability to work independently and as part of a team.

Education

Bachelor of Commerce - Accounting And Finance

Edith Cowan University
12.2022

Diploma of Commerce - Accounting And Finance

Edith Cowan University
05.2020

Skills

  • Accounting Software Proficiency: Expertise in accounting software
  • Flexibility: Adjust strategies and approaches quickly in response to unexpected changes or new information
  • Prioritization: Identify and focus on tasks based on their importance and deadlines
  • Responsibility: Take ownership of work and outcomes, demonstrating reliability and accountability
  • Collaboration: Engage constructively with team members, sharing ideas and working towards common goals
  • Reflective Learning: After resolving stressful situations, reflect on what worked and what didn’t, applying lessons learned to improve future responses
  • Attention to Detail: Examine records meticulously to identify discrepancies, inconsistencies, or missing information

Hobbies

I am passionate about football (soccer), which has been a significant part of my life for many years. Playing football not only keeps me physically active but also helps me develop essential skills such as teamwork, strategic thinking, and perseverance. Being part of a team has taught me the importance of collaboration and communication, as well as how to handle pressure and adapt to dynamic situations. The discipline and commitment required on the field translate well into my professional life, where I apply the same focus and determination to achieve goals and overcome challenges. Football also provides a valuable outlet for relaxation and stress relief, contributing to a well-balanced and productive lifestyle.

Timeline

Tax Accountant

Charles Ridolfo & Co
05.2024 - Current

Graduate Accountant

BRI Ferrier
05.2023 - 05.2024

Out of School Hours Care & Vacation Care Educator

YMCA
10.2021 - 04.2023

Hospitality Manager

Atwell Fish & Chips
01.2020 - 04.2023

Risk and Audit Intern

Rogers and Company Limited
01.2019 - 05.2019

Bachelor of Commerce - Accounting And Finance

Edith Cowan University

Diploma of Commerce - Accounting And Finance

Edith Cowan University
Gary Lee