Joanna LIU
Adelaide
Summary
Dynamic finance professional with a proven track record at RevenueSA, excelling in data integrity and payment processing. Known for critical thinking and problem-solving, I successfully led the PPR Exemption processing project, enhancing operational efficiency. A strong communicator, I thrive in team environments and am committed to delivering exceptional customer service.
Overview
18
18
years of professional experience
Work History
Taxation Officer (HAYS Contractor)
RevenueSA
09.2024 - Current
- Responsible for the administration of land tax and emergency services levy legislation
- This includes assessing liability, invoicing, processing various exemption and concession applications, data integrity and payment and refund processing and Property Interest Reports (RIP) Certificates
- Processing & reconcile various types of payments of land tax and emergency services levy (ESL)
- Carrying out detailed investigations relating to property data and ownership in order to action & response to customer payment enquiries
- E.g.; Process credit card, cheque & EFT refund request
- Identifying data discrepancies from RIO (SAP) and making appropriate corrections-based legislation
- E.g
- Action payment transfer requests
- Action & Respond to email/phone certificate queries from conveyancer/lawyer, e.g
- Accurate/allocated invoicing and assessment of land tax and ESL
- Trust held land recognition
- Making assessment of exemptions and remissions for the properties either residential or commercial
- E.g
- PPR exemption granted
- Liaising with other teams for property payments processing purposes
- Achievements: RIO processing proficiency including the reimbursement refund, multiple year P&I remitted, payment transfer or reversal
- Efficiency data investigation such as missing payment; incorrect ownership reallocation; identify various types of payment from diverse resources
- PPR Exemption processing project
- Annual Credit Report Project
Finance Officer (HAYS Contractor)
Safework SA
07.2023 - 08.2024
- Responsible for coordinating the centralised day to day financial transactions for Safework SA and maintaining all financial systems and relevant databases
- Financial transaction must be actioned in accordance with policy to ensure objectives are met within required timeframes
- Report to the senior accountant and work closely with other teams’ members
- Processing bank reconciliations, including bank transfer, credit cards, Post office & Service SA
- And receipting of Debtors payments in a timely manner
- Process weekly and monthly revenue journals with multiple bank statements
- Assisting EOFY-AR, Year to end revenue journal, balance bank statement
- Accounts Payable, including reimbursement, travel Allowance, invoices coding in Basware
- Assisting EOFY-AP reporting, accruals all expenses invoiced in June but paid in July
- Liaising with SSA with regards to year-end-audit requirements
- Co-ordinate finance, database, and licencing team for INFONET data maintenance, deliver professional, timely and accurate advice and feedback to external client
- Achievements: Bulk Payments Project completion
- Multiple banks reconciliation & Journal creation
- Clear Unidentified Bank Deposits & processed all refund for financial year 23-24
- Install-Payments INFONET project for N/A or small business
Finance Administration Officer
Bespokeoutdoor Pty Ltd
04.2022 - 06.2023
- Maintaining accurate records of financial transactions, updating databases and performing other administrative tasks when required
- Working closely with internal and external stakeholders to support the financial health of the company
- Additionally, customer services through the phone or face to face included
- Daily reconciliation follows up outstanding/overdue debtor invoices & maintain customer records
- Review accounts payable invoices liaison with suppliers for EOM
- Weekly payroll process as per award requirement & Employees record maintenance
- Quotes & invoices coordination, liaising with clients/sub-contractor generated quote & variation statement
- Other administration duties, council development application and manage insurance and warranty documents for completed build projects
- Achievements: Service 8 setting up program, link to QBO for Job tracking & CRM
Finance Administrator (HUSON-Contractor)
JA Accounting & Tax Services
02.2022 - 04.2022
- Providing administrative support and managing diverse quires
- Main duties including managing office stock, preparing/filling regular reports and organizing various records
- Filing of General Legers & client Cash book ledgers; ASIC Annual Company Statements in Company Registers and associated letter
- Codes, client set up in MYOB (& Attaching client folder) XERO
- ATO log in a printing NOA; attend to a client signing a Tax return or Financial Statements, filing photocopied documents in the correct order
- Office protocol, provide relevant information as per request
Administrator in Fleet Management (HUDSON-Contractor)
Elders Fleet Team
12.2021 - 01.2022
- Maintains all new ordering accurate record of vehicles, assists in the administration and coordination of the Elders rural area’s fleet of motor vehicles for all branches around Australia
- Responds to all queries regarding replacement vehicle orders, registration & inspection checking for all national branches such as insurance claim
- Sending out vehicle delivery day checklist, update internal spreadsheet & SharePoint online system
- Processing all return vehicle & set up new trailers in AusFleet
- Driver and cost centre changes updating with any work that comes up in fleet which is not orders or reporting
- Replacement vehicle order updating in SharePoint, Rego checking & inspection with AusFleet system internally
- Prepare master & driver order form for checking details of vehicle leasing quote from ORIX, ensure all details meet requirements from driver, branch manager and approval from state commercial manager
- Achievements: Transferring the internal new vehicles order processing to the external third-party ORIX
Build Pack Lending Operation support officer & Customer Service Officer (HUDSON-Contractor)
HomeStart Finance
03.2021 - 11.2021
- Providing customers with relevant, accurate and up-to date information to answer new home loan (Construction land package) enquires and determine if they are ready to be referred to a Home Loan specialist; go through the application lifecycle through to settlement and completes general administrative duties to support daily operation needs
- Triage construction cost including variations & Quotes are consistent with broker quote to meet the minimum standard of Homestart Finance
- Comply Primary loan with pre-approval letter and broker quote, Valuation Order with Liquid file system, SAILIS-Title Search for construction loan with CT number & Deposit number
- Processing with APPLY, purpose- data entry all the information from Triage, builder contract, land contract and other information from broker and upload all relevant documents
- Complete APPLY processing with valuation returned and submit to assessor
- Lodge FHOG on-line application
- Releasing fund less than $20,000 after main structure completed & minimum standard approved
- Initial documents file to CM, save with APPLY, book verification to SL
- Achievements: Experienced in diverse team, construction loan processing team- minimum 6 application processing daily
- Settlement team, $20,000 releasing final fund review, identified unqualified applications
- Mortgage broker team, assisting senior broker for customer service
Mortgage loan support Officer (P/T)
Precision Property and Finance Services Pty Ltd
03.2019 - 11.2021
- Support senior loan officer for reviewing client’s financial background, analysing, and comparing loan products from different bank/financial institutions to give customers the most suited mortgage product to meet their requirements
- Verifying and checking client’s information in INFYNITY CRM system
- Maintain clients’ information in Banking/Financial institution system
- Lodge financing files processing, Epass-Apply online-AOL
- Other Financial and administrative supports to clients/ office administrative duties
- Achievements: High volume applications processing & lodgements
Administration & Office manager assistant (P/T)
COTA South Australia
02.2014 - 06.2014
- Main duties include managing office stock, support office manager preparing diverse regular reports
- Reception duties including answering the telephone, record client’s information
- Helping aged people using website for searching with general internet navigation skills
- Other office administration duties as per request
Payroll officer (HUDSON-Contractor)
Shared Services SA (DTF)
02.2010 - 12.2010
- A part of pay-roll team for public-school employees, report to the senior payroll officer for preparation and payment of all state and federal tax obligation, including PAYG Tax, payroll tax, superannuation contributions and so on
- Verifying and checking payments in VALEO system
- Achieve employee records
- Build up the file for the public school's employees (Including casual/contract/part-time employees) Creating an employees’ basic tax details/ tax file number / personal distribution
- Maintain personal deductions
- E.g., Superannuation; union deduction
- Maintain work absences
- Such as sick leave, annual leave, and variable allowances payable to staff
- Lodge a claim/appointment & claims multiple entry by reward
- General ledger codes comparing & checking
- Assisting senior payroll officer to tracing up overpayment
- Other general office administration duties
- Achievements: High volume applications processing & lodgements
Admission/Accounting Officer
GEOS Adelaide College of English
01.2008 - 01.2010
- Review international student applications, including their test scores, grades, assist in recruiting new students, liaising with education agency & immigration department for ECOE application lodgement; office financial related duties including liaising with head office for AR, AP, payroll and meet internal budgetary requirements
- Processing assessment of agent/individual student applications and issuing related documents
- Assessing students’ applications according to international admissions requirements
- Contact international agency regarding admissions documents or bank transaction deadline
- Payroll administration including filing, setting up new starters
- Calculating annual leave and LSL provisions/accruals
- On-going maintenance of Arrow system and leave planning system (if applicable)
- Updating and maintaining payroll records
- Maintaining leave, sickness and overtime reports
- Calculation and payment of termination payments
- Assisting Payroll Manager with month end consolidation
- Interpreting awards/agreements and contracts in relation to overtime, shift allowances etc
- Undertaking required reporting, both internal and statutory reporting
- Achievements: Outstanding international students/agency recruitment service
- EOFY satisfaction by Brisbane head office
Accounts Officer (P/T)
STORA Enso Australia P/L (SA Warehouse)
01.2007 - 01.2008
- Assisting accountant for manage inventory, monitors and checks the process of importing and exporting goods, controlling the amount of inventory in the warehouse, issuing papers and documents for quality and quantity to limited losses
- Recording of the release goods for stores and business
- Reporting to Assistant Accountant in Melbourne Head Office
- Assisting preparation of Month End Report
- Assisting with Monthly Stock Taking
- Assisting in customer credit control, and other general customer service as per request
- Achievements: Successfully transition from study period to start career
Education
Certificate IV - Finance and Mortgage Broking
AAMC
01.2019
Bachelor of Commerce - Accounting
University of South Australia
01.2007
Diploma - International Business
University of DB
LN Province, China01.2002
Skills
- Teamwork
- Keen to learning
- Self-motivation
- Communication
- Critical Thinking
- Integrity
- Customer Service
- Problem-Solving
- Investigation
- Attention to detail
- Analytics
Websites
References
- Sandra W.C., T/L of Payment Team of Property Services-DTF-RevenueSA, 08 8207 2124, 0418 805 703, Sandra.Williamson-Cameron@sa.gov.au
- Ryan Steen, Manager of Business Service Department of Safework SA, 08 7424 5634, 0421 505 820, Ryan.Steen@sa.gov.au
- Cathy Phung, S/A of Business Service Department of Safework SA, 08 8429 9778, 0468 334 168, Cathy.Phung@sa.gov.au
- Pip. Davie, Lending Operation Team Leader of HomeStart Finance, 0404 833 990, Pip.Davie@homestart.com.au
Timeline
Taxation Officer (HAYS Contractor)
RevenueSA
09.2024 - Current
Finance Officer (HAYS Contractor)
Safework SA
07.2023 - 08.2024
Finance Administration Officer
Bespokeoutdoor Pty Ltd
04.2022 - 06.2023
Finance Administrator (HUSON-Contractor)
JA Accounting & Tax Services
02.2022 - 04.2022
Administrator in Fleet Management (HUDSON-Contractor)
Elders Fleet Team
12.2021 - 01.2022
Build Pack Lending Operation support officer & Customer Service Officer (HUDSON-Contractor)
HomeStart Finance
03.2021 - 11.2021
Mortgage loan support Officer (P/T)
Precision Property and Finance Services Pty Ltd
03.2019 - 11.2021
Administration & Office manager assistant (P/T)
COTA South Australia
02.2014 - 06.2014
Payroll officer (HUDSON-Contractor)
Shared Services SA (DTF)
02.2010 - 12.2010
Admission/Accounting Officer
GEOS Adelaide College of English
01.2008 - 01.2010
Accounts Officer (P/T)
STORA Enso Australia P/L (SA Warehouse)
01.2007 - 01.2008
Certificate IV - Finance and Mortgage Broking
AAMC
Bachelor of Commerce - Accounting
University of South Australia
Diploma - International Business
University of DB
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