Summary
Overview
Work History
Education
Skills
Core Capabilities
Timeline
Generic

Japneet Kaur

Perth,Australia

Summary

Detail-oriented accounting professional with extensive experience in client billing, financial reconciliations, and budget monitoring. Proficient in preparing financial reports while ensuring compliance with regulations and fostering stakeholder engagement through effective communication.

Overview

6
6
years of professional experience

Work History

Accounts Assistant

Companion Mental Health and Disability Services
Perth, Australia
07.2025 - Current
  • Manage end-to-end client billing, ensuring invoices are processed accurately and within required timeframes.
  • Monitor participant budgets to ensure available funds are used appropriately and efficiently.
  • Prepare regular financial and operational reports for management to assist in decision-making.
  • Investigate and resolve billing discrepancies promptly.
  • Maintain accurate client financial information while ensuring confidentiality.

Plan Manager

Manage It
Belmont, Australia
04.2024 - 10.2024
  • Managed participant financial records using company software and Microsoft Office.
  • Processed invoices and uploaded claims via NDIS portal to ensure timely reimbursement.
  • Monitored participant budgets to ensure compliance with funding allocations.
  • Reconciled ABA payment files and maintained accurate records to support audit readiness.
  • Responded to participant enquiries regarding funding and payments.

Accounting Administrator

Sanzone Retail Group
Balcatta, Australia
10.2023 - 04.2024
  • Coordinated supplier payment runs for multiple retail locations, ensuring timely and accurate disbursement.
  • Processed supplier invoices using Beacon accounting software and reconciled credit card transactions.
  • Reviewed and balanced sundry accounts to ensure accuracy.
  • Assisted in labor and sales analysis to support budget forecasting and decision-making.

Customer Service Representative

Sanzone Retail Group
Beeliar, Australia
01.2021 - 10.2023
  • Delivered high-quality customer service, ensuring customer satisfaction in a fast-paced retail environment.
  • Collaborated with team members to achieve operational goals and improve overall service efficiency.
  • Assisted with stocktakes and inventory management.
  • Facilitated product ordering processes in collaboration with suppliers.

Education

Chartered Accountants Program (CA ANZ) - Enrolled
01-2026

Master of Professional Accounting (Advanced) - Corporate Accounting, Auditing, Accounting Theory, Economics

Murdoch University
Perth
01-2021

Bachelor of Commerce (Honours) - Accounting, Taxation, Economics

University of Delhi
01-2019

Certificate in Accounting Technician -

Institute of Chartered Accountants of India (ICAI)
01-2018

Skills

  • Client billing
  • Accounts receivable
  • Account reconciliations
  • Budget monitoring
  • Data analysis
  • Stakeholder engagement
  • Xero
  • Invoicing
  • Accounts payable
  • Financial reporting
  • Data management
  • Report writing

Core Capabilities

  • Delivers results with accuracy and attention to detail
  • Builds productive working relationships
  • Communicates clearly with diverse stakeholders
  • Analyses information and resolves problems
  • Organises competing priorities effectively
  • Demonstrates integrity and accountability
  • Adapts to changing priorities
  • Maintains confidentiality when handling sensitive information

Timeline

Accounts Assistant

Companion Mental Health and Disability Services
07.2025 - Current

Plan Manager

Manage It
04.2024 - 10.2024

Accounting Administrator

Sanzone Retail Group
10.2023 - 04.2024

Customer Service Representative

Sanzone Retail Group
01.2021 - 10.2023

Chartered Accountants Program (CA ANZ) - Enrolled

Master of Professional Accounting (Advanced) - Corporate Accounting, Auditing, Accounting Theory, Economics

Murdoch University

Bachelor of Commerce (Honours) - Accounting, Taxation, Economics

University of Delhi

Certificate in Accounting Technician -

Institute of Chartered Accountants of India (ICAI)
Japneet Kaur