Julie Finn
Baxter
Summary
I have worked in the finance/accounting industry for 23 years and loved every minute of it and still do. After being with the same employer and learning everything I know from them it is time for a new challenge and different environment.
Helping clients and businesses work towards their financial goals there is nothing more satisfying.
I am a genuine, hard working individual who will always ask WHY to make sure I am being as efficient as I can be and to strive to be the best I can be for my clients. I have excellent communication skills and enjoy listening to people's stories to help them overcome whatever it is. I try to bring 100% attention to detail and accuracy at all times. I have the ability to work independently or in a team. Learning new skills is extremely important to me. I am punctual, reliable, flexible and adaptable to changing priorities with great time management and multitasking skills
Overview
38
38
years of professional experience
Work History
Senior Tax Accountant/Manager
R J Sanderson & Associates Pty Ltd
2000.05 - Current
- Prepared Tax Returns for individuals, sole traders, partnerships, companies and trusts
- Participated in Business Structures and advice for clients
- End to End Bookkeeping for a variety of industries and sizes
- Processed Payroll ranging from 1 to 50 employees
- Prepare Business Activity Statements
- Process Superannuation obligations
- Prepare Financial Reports for clients
- Prepared HP Schedules with Accountkit
- Prepared Workspaper for tax compliance
- Provided education on investing in property
- Manager of Frankston Office for 20 years with 5 staff
- Involved in the leadership team for the development of the business
- Training of new staff on office procedures
- Tax Planning working with clients and financial planners
- Liaise with ATO on behalf of the clients
- Mortgage Broker for investment loans
- High level of experience with using Xero, Microsoft and many other software programs
- Building strong relationships both internally and externally
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Created financial plan for clients to serve as framework for organizing components of financial situations.
- Trained clients on Xero to help make tax management easier.
- Provided expert tax advice to clients, resulting in significant tax savings and improved financial planning.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Improved safety procedures to create safe working conditions for workers.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Manager of Accounts and Finance
Pact Heating & Cooling (Aust) Pty Ltd
2021.12 - 2024.04
- Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
- Processed payroll for 50 employees and reported payroll taxes for organization.
- Developed annual and multi-year budgets to meet organizational needs.
- Processed vendor payments, invoices and account statements.
- Led the annual budgeting process, involving department heads in setting realistic targets aligned with organizational goals.
- Assisted staff with questions about budgets, disbursements and other financial matters.
- Maintained up-to-date knowledge on industry best practices and applicable regulations to ensure compliance across all aspects of accounting and finance operations.
- Evaluated existing accounting systems, identifying areas of improvement for increased efficiency and accuracy.
- Oversaw employee expense tracking with associated expense verification and credit card reconciliation.
- Maintained policy, procedure and regulatory compliance business-wide.
- Analyzed monthly balance sheets, income statements and cash flow information and wrote up reports.
- Reconciled balance sheets and income statements each month including inter company loans.
- Developed comprehensive financial reports for senior leadership, facilitating informed decision making.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Utilized financial software to prepare consolidated financial statements.
- Performed banking, business administration and financial tasks.
- Prepare and process Business Activity Statements
- Prepare HP Schedules for each Vehicle Finance
- Manage team of 4
- Process Superannuation & Taxation reporting/compliance
- Maintained end to end bookkeeping tasks for 6 entities
- Operated a Car Registry for all vehicles within the businesses
- Maintained employment records using HR platform
- Managed Salary Sacrifice obligations including FBT
Payroll Specialist
Royal Australian Navy
1986.02 - 1999.02
- Provided customer service to employees regarding payroll inquiries and issues.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Resolved payroll discrepancies quickly and successfully.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
- Maintained strict confidentiality of all payroll information and records.
- Managed payroll data entry and processing for 200 employees to comply with predetermined company guidelines.
- Maintained confidentiality of sensitive employee information while addressing payroll concerns or disputes.
- Collaborated with human resources to maintain up-to-date employee information for precise payroll calculations.
- Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
- Managed garnishments, levies, and support orders in accordance with legal requirements, reducing company liabilities.
Education
Diploma of Financial Services - Financial Planning And Services
Monarch Institute
Melbourne06.2016
Skills
- Strong organizational skills
- Team Leadership Qualities
- Continuous Learning Attitude
- Tax Compliance Expertise
- Skilled in Xero, Hubdoc, Microsoft, Slack plus many others
- Tax Return Preparation
- Payroll Management
- Cash Flow analysis
- Bookkeeping and Reconciliation
- Clear Communication
- Team Collaboration
- Bank Reconciliation
- Decision-Making
- Relationship Building
- Team Building and Leadership
- Documentation and Reports
- Accounting Processes/Accounting Principles
- Accounts Payable/Receivable
- Balance sheets
- Financial Statements
- Employee Motivation
- Employee Training
- Tax Return Filing
- Accounting Software Systems
- Workload Management
- Staff Training
- Financial Reporting
- Payroll Review
- Bookkeeping
- Budget Preparation
- Mortgage Broking
Timeline
Manager of Accounts and Finance
Pact Heating & Cooling (Aust) Pty Ltd
2021.12 - 2024.04
Senior Tax Accountant/Manager
R J Sanderson & Associates Pty Ltd
2000.05 - Current
Payroll Specialist
Royal Australian Navy
1986.02 - 1999.02
Diploma of Financial Services - Financial Planning And Services
Monarch Institute
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