Kathleen George
Thornlie,Australia
Summary
Currently a Master of Professional Accounting student, I have over 3 years of experience as an Analyst in the Finance/Accounting sector, specialising in reporting, analysis, and vendor quotes processes. I am currently working as a Finance Assistant at Climate Analytics, Perth. My strong educational background is complemented by proven people skills, presentation skills, and exceptional trainer skills. I have been a subject matter expert for Accounts Receivable (AR), Contracts, Rates, and accounting processes. As a self-motivated professional with an eye for detail, I take pride in working hard and smart, and I approach situations with optimism. Detailed professional with many years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation, report preparation, and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance Assistant
Climate Analytics
Perth, Western Australia
05.2024 - Current
- Accounting and bookkeeping functions
- Coordinating the day-to-day financial accounting function, including handling accounts payables (vendors) and receivables (donors/customers)
- Obtaining and file relevant supporting documents
- Monitoring bank balances
- Promoting continuous process improvement, reorganization of tasks and efficient working
- Working in coordination with the Global Finance Team based in Berlin, providing information as needed
- Supporting external accountants with accurate and timely information for the filing of tax returns and ACNC registration and the preparation of the financial statements
- Supporting project managers in the compilation of financial reports for donors
- Administration
- Handling payment of payroll, super, and office invoices
- Supporting project managers with budget development for proposals and tracking finances for projects and track staff allocations on projects
- Acting as the main contact for accountants, lawyers and insurance providers to ensure all necessary documents are up to date and filed
- Managing office supplies, including ordering and maintaining technical equipment, supplies and hardware
- Supporting logistics planning and booking of national and international trips, and helping with organisation of external and internal events.
Analyst
Deloitte USI
06.2023 - 01.2024
- Handpicked by the management to work closely with the US AR Senior Manager and US Leadership in the Unapplied Cash process, thereby making a positive impact on bringing down the DSO
- Established SME/POC for Database Checks process for the SSC Team & USI Contracts CSS Team
- Recognized by team leads to facilitate the training process and logistics for the new hires of the 2023 batch
- Onboarded the activity of reporting the current invoice statuses of the projects involved in the DOJ account weekly
- Named as Expense Audit process reviewer alongside the Senior Analyst for the performers to ensure quality before rolling out the reports.
Associate Analyst
Deloitte USI
07.2021 - 05.2023
- Experienced with project analysis, expense analysis and expense audits of a project, time summaries of workers, financial analysis of an engagement
- Process involved peer reviewing, processing invoices for various sectors – Civil Govt, DS&J, SLHE and Federal Health
- Assisting team leads with various tasks and processes as possible
- Intimated Outstanding Invoices notices to respective sector leads and account leads on a weekly basis
- Collected and analyzed business data, produced weekly revenue of an engagement
- Recognized by team leads to carry out testing for potential tasks to be taken up by SSC Team
- Subject SME for Process Accounts Payable Invoices, Accounts Receivables Unbilled Reporting, Invoicing status reports, Vendor Invoicing, periodic banking statements reconciliation
- Involved in screening of vendor employees and sub-contractors for various projects in Deloitte
- Providing presentation analysis of Accounts Receivables: Unbilled Tracking and Reporting, Aged bills details, Invoices over 90 Days due for receipts on a weekly basis to the Deloitte GPS COO and other members of the Deloitte GPS management
- Acting as subject SME to new hires and tenured members in various processes falling under Accounts Receivables, Rates and Accounting, Contracts, EFA
- A part of driving the “Quality” initiative within the SSC Team which ensures the deliverables sent to the stakeholders meet consistency and accuracy standards
- Conducting Expense Audits for professionals who have incurred expenses being a part of projects; ensuring if the professionals have adhered to the GSA rates, submitted corresponding receipts and have been compliant in claiming the expenses
- The process involved reconciliation of bank statements of various countries, processing Vendor Invoices by COB daily
- Conducting research for the AR leadership for unapplied cash received from clients – providing invoice details to the Cash Application team to apply the amount rightly to
- Recognized to work on Ad hoc tasks during portal migration for the entire US/USI Contracts Team.
HR and Admin intern
Red Orange North America
India
06.2020 - 12.2021
- Answered and reviewed calls for multi-line telephonic system and took messages
- Managed receiving and sending flowers, orders, invitations, and mails
- Maintained inventory of stationaries and office and kitchen supplies
- Noted minutes of the meeting accurately and created a system that ensures all the minutes are tracked henceforth
- Maintained paperwork for the Sales department soon after RFQs were awarded
- Collected quotes from vendors for various office supplies.
Education
Master of Professional Accounting - Accounting
University of Western Australia
Perth12.2025
Bachelors of Commerce
Kristu Jyoti College of Management And Technology
Changanaserry, Kerala, India06.2021
12th grade - Commerce
St. Thomas Central School
Trivandrum, Kerala, India03.2018
10th grade -
The School of The Good Shepherd
Trivandrum03.2016
Skills
- Bookkeeping
- Microsoft Excel
- Financial Forecasting
- Audit tracking
- Excellent communication skills
- Excellent inter-personal relation skills
- Presentation skills
- Public speaking
- Leadership
- Scheduling appointments
- Bank Reconciliation
- Cash Flow Management
- Expense Tracking
- Payroll Processing
- Invoice Processing
- Telephone Etiquette
- Accounts Receivable
- Deadline awareness
Certification
- Certification of completion for MyCaptain Stock Market and Finance Workshop.
- National webinar on “Financial Empowerment through Wealth Creation”
- TED Conferences volunteer certification.
Accomplishments
- Received 6 shoutouts during my tenure at Deloitte for best performances.
- Received 3 Spot Awards for outstanding performance/innovation during my tenure with Deloitte
Seminars conducted
- Brand Extension: Guidelines, Advantages and Disadvantages
- Women Entrepreneurs: Challenges and risks faced by them.
Languages
English
Full Professional
Hindi
Native/ Bilingual
Malayalam
Native/ Bilingual
Affiliations
- Member of the Marketing team at UWA Accounting Association Club
- Volunteer at TEDxKCMT
- Selected as volunteer and teacher at U&I organization.
- Bagged 1st and 2nd places in English speech and recitation in college arts fest.
- Prizes in group dance in college arts fest.
- Selected to compete at college speaking fest, Vakaspati.
- Bagged prizes at school and district level athletics.
- Member at Inovus Labs – where innovation of products, ideas were articulated.
References
References available upon request.
Declaration
I, Kathleen George, do hereby declare that the details furnished above are true and correct to my knowledge and belief.
Timeline
Finance Assistant
Climate Analytics
05.2024 - Current
Analyst
Deloitte USI
06.2023 - 01.2024
Associate Analyst
Deloitte USI
07.2021 - 05.2023
HR and Admin intern
Red Orange North America
06.2020 - 12.2021
Master of Professional Accounting - Accounting
University of Western Australia
Bachelors of Commerce
Kristu Jyoti College of Management And Technology
12th grade - Commerce
St. Thomas Central School
10th grade -
The School of The Good Shepherd
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