Janu Joshi
Canberra,ACT
Summary
Skilled in bookkeeping, accounting, and auditing with background in managing accurate financial records and preparing reports. Known for strong analytical skills and ability to improve processes leading to increased efficiency. Demonstrated success in reconciling accounts and ensuring compliance with financial policies. Committed to maintaining confidentiality of financial data and contributing to team success through hard work and attention to detail.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accountant Assistant
Needham's Business and Financial Strategies
Greenway, ACT
10.2022 - Current
- Assisting with preparing monthly financial statements, Business Activity Statements, IAS, and fringe benefit tax returns.
- Preparing written responses or tax return amendments to resolve state and federal notices.
- Contacting the ATO or other relevant government organizations on behalf of the client to address issues related to tax self-preparation.
- Providing comprehensive accounting support to the company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Performed data entry and analysis for various businesses' financial data, assisting in the preparation of month-end and year-end reports.
- Prepared reports and presented financial information to senior management, providing insights for strategic decision-making.
- Assisted bookkeepers in providing the support documentation required for audits.
- Handling day-to-day accounting processes to drive financial accuracy.
- Collaborated with internal and external stakeholders to maintain financial accuracy and compliance.
- Coordinated timely payments from vendors, clients, and account holders.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation, and disbursements.
- Resolved discrepancies between payments received and outstanding invoices.
Accounts Payable/Accounts Payable Clerk
Canberra Development Clinic
Deakin, ACT
06.2019 - Current
- Collecting, posting, and managing patient account payments, and preparing and submitting claims forms to Medicare, insurance companies, and other third-party payers.
- Accurately input procedure and diagnosis codes into billing software to generate invoices.
- Oversee daily Billing Department functions, including medical coding, charge entry, claims, payment posting, and reimbursement management.
- Review supplier and contractor invoices for appropriate documentation and validity before payment.
- Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
- Reconciling payments for six providers, generating purchase orders for facility fees and payments, and processing fortnightly payments.
- Analyze purchase orders, contracts, invoices, check requests, and other documents related to the accounts payable cycle.
- Supported senior leadership by producing month-end closing reports and advising on remittance for quick resolution.
- Managed vendor relationships through prompt communication of payment information.
- Handled accounts payable and receivable, including invoicing and payment processing.
Bookkeeper and Billing Officer
Canberra Heart Rhythm
07.2019 - 09.2022
- Initiated the setup and development of an accurate billing system using HealthTrack, and processing claims for Medicare, DVA, Health Fund, and billing for private patients.
- Handled all medical billing for five physicians at two different locations.
- Oversaw the billing of over 5,000 monthly claims, reducing errors by 30% by implementing effective billing strategies.
- Identified and rectified a critical error in the billing system, recovering over $25,000 in lost revenue.
- Directed the handling of over 1,200 monthly patient accounts, improving patient satisfaction by 25%.
- Improved collection rates by 20% through proactive follow-ups and customer relationship management.
- Processed invoices with an average efficiency of 72%, reducing payment delays, and improving vendor relations.
- Efficiently processed all A/P invoices, and ensured 100% of approved invoices were paid in full and on time, while maximising cash flow.
- Demonstrated expertise in using Xero, which led to improvements in data accuracy and streamlined reporting.
- Performed all bank reconciliations of bank statements and credit card statements across 3 units.
- Streamlined the process of checking calculations and business transactions for accuracy, saving 12 hours of manual work each week, and reducing errors by 30%.
- Prepared balance sheets, profit and loss statements, and other financial reports for executive stakeholders to provide a clear view of the business.
- Processed payroll and contractors every week for more than 40 employees nationally.
- Maintained payroll information by calculating, collecting, and entering data.
- Accurately calculated bonuses, salary increases, and overtime.
- Grew to oversee and coach a team of three junior billing staff.
Tax Preparer and Bookkeeper
ACCUTAX
06.2018 - 08.2019
- Manage Multiple clients, projects, and improvement initiatives at once
- Complete payroll for over 50 accounts on a weekly, bi-weekly, and monthly basis
- Maintained employee banking information with accuracy and confidentiality
- Analyse a wide range of Financial Documents to find discrepancies
- Bank and General Ledger Reconciliations
- Accounts Receivables, invoicing, and Debtors Management
- Accounts Payable, Data Entry, and Reconciliation
- General understanding of payroll tax in the Act
- Reconciling weekly and monthly payroll back to balance sheet
- Responsible for the maintenance of accounts payable and accounts receivable ledger to ensure all activities have been properly recorded
- Prepare Information for Superannuation, BAS, Payroll tax and other Statutory Returns
- Prepare check payments received from clients for Bank deposits
- Researched complex tax issues utilizing online resources and professional tax software
- Calculated estimated tax payments for clients
Senior Accountant
Sankalp Recreation Pvt Ltd
06.2016 - 05.2017
- Operated accounting software to record, store, and analyse information in one place
- Performed financial calculations such as Amounts Due, Interest Charges, Balances, Discounts, Equity, and Capital for certain medium and large sized companies
- Manage weekly pay role-based employees, super, leave calculations, pay slip generations, adjustments, and other payments by Hotel industry rates with pay and allowances
- Payroll and creditor processing
- Ensure accurate and timely payments in respect to personal income tax, and workers' sick leave
- Raising Sales Invoices and posting Purchase Invoices
- Matched Order forms with invoices and recorded the necessary information
- Reporting to management
Assistant Accountant
KGCA
06.2013 - 05.2016
- Finalising Annual Reports of the Company and year-to-year Tax returns
- Building and maintaining customer relationships
- Preparation of end-of-month reporting
- Assisting in the preparation of monthly accounts over various business units
- Checked Figures, postings, and documents for correct entry, mathematical accuracy, and appropriate accounting codes
- Keeping records for Bills Receivables, Bills Payable, and Loan Interest Calculations
- Performed general office duties such as filing, answering telephone, and handling routine correspondence
Education
Income Tax course -
H and R
06.2018
Bachelor of Law -
Gujarat University
01.2016
Bachelor of Accountancy -
Gujarat University
01.2013
Pursuing -
CPA Australia
Skills
- General ledger management
- Account reconciliation
- Accounts payable processing
- Invoice processing
- Journal entry posting
- Bookkeeping
- Cash flow management
- Payroll administration
- Budget planning and monitoring
- Accounting software proficiency
- Customer relationship development
- Financial statements expertise
- Tax preparation assistance
- Accounting policy development
- Financial statement review
- Invoice preparation
- Bank reconciliation
- Expense tracking
- Accounts receivable management
Certification
ACT Drivers Licence, ACT Government, 09/27/25
Languages
English
Timeline
Accountant Assistant
Needham's Business and Financial Strategies
10.2022 - Current
Bookkeeper and Billing Officer
Canberra Heart Rhythm
07.2019 - 09.2022
Accounts Payable/Accounts Payable Clerk
Canberra Development Clinic
06.2019 - Current
Tax Preparer and Bookkeeper
ACCUTAX
06.2018 - 08.2019
Senior Accountant
Sankalp Recreation Pvt Ltd
06.2016 - 05.2017
Assistant Accountant
KGCA
06.2013 - 05.2016
Income Tax course -
H and R
Bachelor of Law -
Gujarat University
Bachelor of Accountancy -
Gujarat University
Pursuing -
CPA Australia
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