Summary
Overview
Work History
Education
Skills
Reference
Timeline
Generic

Jaimee Lombard

Brisbane,QLD

Summary

Analytical and detail-oriented student with experience supporting financial analysis and compliance work in a R&D tax advisory firm. Developed strong skills in interpreting financial information, preparing technical documentation and supporting structured project workflows through my role at Swanson Reed. Eager to continue developing my skills while contributing to efficient operations and business success.

Overview

6
6
years of professional experience

Work History

Project Assistant/ Administrative Assistant

Swanson Reed
03.2024 - 08.2025
  • Analysed financial statements, payroll reports and client submissions to calculate eligible R&D expenditure, including salaries, overheads, direct costs, feedstock and contractor expenses.
  • Produced core R&D documentation including Claim Summary Letters, R&D Tax Incentive Schedules and Engagement Letters to support compliant submissions.
  • Managed end-to-end preparation of AusIndustry Portal applications, ensuring data accuracy and regulatory compliance.
  • Provided comprehensive administrative support, streamlining office operations through filing, call handling, IT troubleshooting, computer setup and office supply management.
  • Assisted with national and international marketing campaigns and maintenance of the website and technical update blogs.

Front of House

Samsons Restaurant
11.2019 - 03.2024
  • Trained and onboarded new staff on POS systems, upselling techniques and time management while maintaining high customer service and operational standards.
  • Delegated tasks and coordinated staff to drive smooth operations and streamline food preparation time.
  • Meticulously operated POS system transactions to ensure accurate cash flow.
  • Performed stock takes, ordered stock and managed inventory to anticipate customer demand and optimise inventory levels.

Education

Bachelor of Advanced Business (Honours) - Major in Finance And Accounting

University of Queensland
12-2026

Lourdes Hill College
11-2022

Skills

  • Microsoft Excel (financial analysis, reconciliations, data organisation)
  • Financial Statement Analysis
  • R&D Tax Compliance
  • Xero Accounting Software
  • First Aid and CPR Certification
  • Research & Technical Documentation
  • Data Entry & Records Management
  • Customer Service & Stakeholder Communication

Reference

Allie Hunt (Senior Analyst Swanson Reed)

0426 119 308

Alliehunt99@hotmail.com

Timeline

Project Assistant/ Administrative Assistant

Swanson Reed
03.2024 - 08.2025

Front of House

Samsons Restaurant
11.2019 - 03.2024

Bachelor of Advanced Business (Honours) - Major in Finance And Accounting

University of Queensland

Lourdes Hill College
Jaimee Lombard