Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Hobbies
References
Timeline
Generic

Jaspreet Kaur

Port Macquarie,NSW

Summary

Detail-oriented Accountant with effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.

Resourceful Accounting professional with 1 years of experience in audit preparation and reporting for SMSF. With an awareness, good understanding and experience of Australian Taxation Law and Legislation, and experience using accounting system such as Xero, MYOB, Quickbooks and BGL360 and Caseware for Auditing.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Accountant

PDD Advisory Group
07.2021 - Current
  • Increased efficiency by streamlining accounting processes and implementing new financial software.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Conducted thorough internal audits to identify discrepancies, recommend corrective actions, and ensure adherence to established policies and procedures.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Enhanced financial accuracy by assisting with the preparation of monthly financial statements and reports.
  • Contributed to audit preparations, ensuring compliance with internal controls and external regulations.
  • Supported tax preparation efforts, gathering necessary documents and information for accurate filing.

Restaurant Supervisor

J C & M Murphy
04.2019 - 01.2022
  • Hired, trained, coached, and developed 10 member staff, with the express purpose of integrating talented individuals into a team capable of exceeding all customer and corporate expectations regarding service, food safety, and restaurant cleanliness
  • Planned and coordinated events for the restaurant by locating venues, interviews catering staff, designing invitations, and creating the guest lists
  • Ensured customers were satisfied with every part of the flooring experience, from initial greeting through order completion
  • Taught the steps of service that increased guest check averages and drove guest counts
  • Monitored and trained service team members on suggestive selling practices and continuous sales growth by increasing beverages, appetisers, add-on, and dessert efficiencies; raised individual and team results.

Accounts administrator

Australian Blue bin
05.2021 - 07.2021
  • General accounts receivable and payable
  • Prepare and submit client invoices
  • Receipt payments
  • Monitor customer accounts for no payment and delayed payment
  • Check, verify and process invoices
  • Reconcile bank accounts
  • Data entry
  • Analyse discrepancies and unpaid invoices
  • General support functions
  • Assist in month end reporting procedures
  • Email invoices and update database/files.

Accountant Assistant

J & S Makkar and Associates
07.2015 - 10.2018
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements
  • Prepared and reviewed monthly financial statements
  • Monitored accounts payable and receivable statuses and delegated related tasks
  • Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records
  • Prepared weekly payroll for team of salaried and hourly employees
  • Calculated taxes owed, prepared tax returns and made prompt payment to adhere to IRS regulations.

Education

Master of Professional Accounting -

Charles Sturt University
01.2021

Master of Commerce - Accounting

Chaudary Devi Lal University
India
03.2017

Bachelor of commerce (India) -

Chaudhary Devi Lal University
01.2015

Skills

  • Critical thinking and problem solving
  • MS office and Excel
  • Xero and MYOB software
  • General business knowledge
  • Handitax software
  • Self-motivated
  • Leadership experience
  • Oral and written communication skills
  • Goal-oriented
  • Teamwork and collaboration
  • Willingness to learn on a continuous basis
  • Tax Preparation
  • Financial Reporting

Websites

Certification

  • Reading Financial Statements
  • Excel crash course on Financial Statements
  • Certificate in XERO
  • Certificate in MYOB
  • Diploma in Computer Applications
  • Income tax course

Languages

English
Hindi
Punjabi

Hobbies

  • Travelling
  • Listening to Music
  • Reading books

References

References available upon request

Timeline

Accountant

PDD Advisory Group
07.2021 - Current

Accounts administrator

Australian Blue bin
05.2021 - 07.2021

Restaurant Supervisor

J C & M Murphy
04.2019 - 01.2022

Accountant Assistant

J & S Makkar and Associates
07.2015 - 10.2018

Master of Professional Accounting -

Charles Sturt University

Master of Commerce - Accounting

Chaudary Devi Lal University

Bachelor of commerce (India) -

Chaudhary Devi Lal University

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Jaspreet Kaur