JATIKA MAHESHWARY
Melbourne
Summary
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
18
18
years of professional experience
Work History
Director
JVM Accountants Pty Ltd
07.2023 - Current
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Completed payroll for employees and maintained detailed records of procedures.
- Completed and filed BAS/GST returns
- Reduced the risk of financial penalties by conducting thorough internal controls on a regular basis.
- Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
- Drafted management reports to support management decision-making needs.
- Implemented strategies to improve organizational financial performance.
Bookkeeper
Top Bookkeepers
04.2018 - 11.2022
- Company Overview: Top Bookkeepers is a provider of financial and data processing solutions, creating customized solutions to suit specific bookkeeping and business requirements
- Attend to daily bookkeeping duties as required by client, including but not limited to, data entry, bank reconciliations etc
- Payroll processing and reporting via Single Touch Payroll using software like Deputy and Employment Hero
- Arranging of supplier payments and managing creditor reconciliation
- Preparation and Lodging of BAS / IAS files as required
- Customers follow up for payments and preparing ageing reports for management
- Implementation of software Employment Hero to streamline the payroll function and HR requirements in the organization
- Registration for Payroll Tax and Monthly filing of payroll tax returns in each state
- Worked on Withholding Tax for Doctors
- Annual leave and long service leave monthly provisioning
- Top Bookkeepers is a provider of financial and data processing solutions, creating customized solutions to suit specific bookkeeping and business requirements
- Clients Handled: Instantscripts, Mile End Bagel, Instantclinic, Motioncore, Raes on Wategos, Speech Space, Catherine Poulton Management
- Key Achievements: Implementation of Account payable software Lightyear, Automation of Recipient created Tax Invoice via Lightyear, Profit and Loss account clean-up for Instantscripts
Accountant
P.P. Rathi & Associates (Accountants) - India
06.2010 - 12.2017
- Accounts Payable - Purchase order, Vendor invoice, due date checks, taxation checks, vendor payment, bank renunciation
- Accounts Receivable - Sales order, Customer billing, credit checks, payment receipts, reporting and reconciliation
- General Ledger Accounting, Bank Accounting, Asset Accounting
- Financial Planning, cash flow reporting, profit & loss analysis
- Order Management
- Maintain asset register
- Weekly and monthly reporting and end-of-month processing
- Preparation of Business Activity Reports (BAS)
- Preparation of financial statements - P/L, BS and Trial Balance in XERO, QuickBooks and MYOB
- Bank Reconciliation
- Payroll and employee payments
- Creating and managing clients and jobs in XERO Practice Manager (XPM)
- Preparation of tax returns
- Reporting, reconciliation and data analysis using MS Office
Business Process Manager - Accounts Payable & Receivables
Hindustan Coca Cola Beverages Private Limited
04.2007 - 05.2010
- Introduced business process improvements that enhanced A/P functions and better vendor management practices
- Monthly MIS reporting to internal management on payables
- Maintaining Fixed Asset Register for all India Locations and advising on depreciation entries at month & year-end
- Working closely with procurement and sales team to understand and document required AS-IS and TO-BE scenarios for smooth transactions in accounting ERP systems
- Handling AP, AR and Asset Register and performing asset classification and depreciation to depict a true and fair view of the financial books of accounts
Education
Certificate IV in Accounting and Bookkeeping - Accounting
TMG College
Australia01.2022
Certificate IV in New small business - Business Accountancy
TMG College
Australia01.2022
DISA (Information Systems Auditor) - Information System Audit
ICAI
India01.2007
Chartered Accountant (CA) - Accounting And Finance
ICAI
India11.2006
Bachelor of Commerce - Accounting And Finance
Delhi University
India01.2004
Skills
- Financial Accounting
- Accounts Payable / Receivable
- Payroll and payroll tax
- XERO
- MYOB
- QuickBooks
- PAYG
- BAS
- IAS
- Payroll tax registration
- ATO communication
- Vendor and Customer Management
Timeline
Director
JVM Accountants Pty Ltd
07.2023 - Current
Bookkeeper
Top Bookkeepers
04.2018 - 11.2022
Accountant
P.P. Rathi & Associates (Accountants) - India
06.2010 - 12.2017
Business Process Manager - Accounts Payable & Receivables
Hindustan Coca Cola Beverages Private Limited
04.2007 - 05.2010
Certificate IV in Accounting and Bookkeeping - Accounting
TMG College
Certificate IV in New small business - Business Accountancy
TMG College
DISA (Information Systems Auditor) - Information System Audit
ICAI
Chartered Accountant (CA) - Accounting And Finance
ICAI
Bachelor of Commerce - Accounting And Finance
Delhi University
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