Work History

Julie Finn



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


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.


Diploma of Financial Services - Financial Planning And Services

Monarch Institute


  • 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


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
Julie Finn