Summary
Overview
Work History
Education
Skills
Certification
Career Summary
Systems
References
Timeline
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Kulwinder Kaur

Brisbane,QLD

Summary

Highly skilled and results-driven Financial Accountant with over seven years of experience in financial management, analysis, and reporting. Proven track record of delivering accurate financial insights, optimizing financial processes, and implementing cost-saving strategies to enhance operational efficiency.

Expert in budget management, payroll, invoicing, and general accounting functions, with a deep understanding of business operations, tax regulations, and compliance requirements. Adept at handling detail-oriented tasks with precision, ensuring financial accuracy and regulatory adherence.

A strategic thinker with a methodical and organized approach, committed to maintaining full compliance while working within budgetary constraints. Seeking a challenging, growth-oriented role where expertise, resourcefulness, and diligence can drive positive business outcomes and financial stability.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Accountant

WorkCover Queensland
05.2024 - 09.2024
  • Assisted in annual audit preparations, ensuring a smooth process with no major discrepancies found.
  • Conducted a thorough review and analysis of PO commitments for the annual audit by 500 assessing open purchase orders, ensuring accuracy and completeness.
  • Reconciled account information by comparing general ledger figures with bank statements on a monthly basis, ensuring accuracy and integrity in financial records.

Accountant - Business Clients

Metrix Advisory Pty Ltd
02.2022 - 04.2024
  • Managed portfolio of business clients from different industries, providing accounting, tax, and advisory services tailored to their needs and objectives
  • Managed cash flow effectively, ensuring all company liabilities were met in timely manner and surplus funds were invested wisely.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
  • Supervise and mentor junior staff members, providing training and guidance on accounting principles, best practices, and industry standards
  • Collaborating with management to develop budgets and forecasts, providing financial insights to support strategic decision-making

Financial Accountant

DG Institute Pty Ltd
09.2020 - 01.2022
  • Maintain accurate and up-to-date financial records, including transactions, ledgers, and journals
  • Prepare and analyse financial statements (such as balance sheets, income statements, and cash flow statements) on monthly basis
  • Manage end to end payroll for all group entities
  • Manage Accounts payable, Customer invoicing and statutory payments on weekly basis
  • Communicate financial information effectively to internal and external stakeholders
  • Assist in development of annual budgets and financial forecasts, providing insights into future financial performance and identifying areas for improvement
  • Trust entries and Trust reconciliations on regular basis
  • Assist external trust auditors during the audit process by providing documentation, explanations, and support as needed.
  • Prepare and file STP, BAS, and payroll tax, ensuring compliance with relevant tax laws and regulations

Assistant Accountant

Robert Half Pty Ltd
08.2019 - 08.2020
  • Weekly and Monthly temp and perm revenue reporting to local and United States head office.
  • Reconciling data of consultants with org chart on monthly bases
  • Processing of month end journals for all the entities and strict deadlines
  • Calculating and processing royalties and withholding tax for parent company
  • Managing and reconciling fixed asset register and Asset Retirement obligation
  • Bank reconciliations multiple banks and sending reports to corporate treasury
  • Assisting with preparation and reporting weekly balance score card
  • Processing intercompany recharges, reconciliation and FX revaluations
  • Reconciling Monthly SOPs and sending them to different stakeholders
  • Reconciling Balance sheet items as month end process
  • Preparing, reconciling and sending Consultant monthly revenue report for ranking
  • Assisted with external annual audit
  • Assisted with FBT preparation
  • Processing Marketing accruals and reconciling marketing costs against budgets
  • Processing interest accruals on term deposits
  • Assisting the Accounting Manager with ad hoc reports and other requests
  • Liaising with internal and external stakeholders

Assistant Accountant

Fox Studios
06.2019 - 08.2019
  • Daily Multiple bank reconciliations including AR receipting
  • Weekly Accounts payable processing
  • Raising purchase orders and send for approvals
  • Check AP invoices against purchase orders and enter them in the system for payment processing
  • Calculating rent and other monthly charges and sending invoices to the tenants
  • Processing intercompany transactions
  • Generate aging debtors report and follow up overdue debtors
  • Liaising with internal and external stakeholders

Assistant Accountant

Job Capital Pty Ltd
01.2017 - 12.2018
  • Performed all major daily, weekly and monthly reconciliations; multiple bank accounts, Credit Cards, Intercompany reconciliations, Balance sheet Recs
  • End to end payroll processing including approving and processing eft payments
  • Prepared Month end reporting including Statutory reporting ie. Sales and Margin Report, payroll tax reports
  • Handled all Queries related to payroll and customers on daily basis via phone and email
  • Processed Superannuation payments on quarterly basis
  • Assisted Group Finance Manager with internal Audit and external Audit
  • Support the entire payroll from invoicing to processing payroll for Job capital and Job Capital's clients; customer set up, Invoice processing, Reconciliation & payments,
  • Management of Debtors to ensure 100% collections
  • Perform Bank reconciliation to remove variances of direct debits and refunds.
  • Prepare Accrual files for the month end close.
  • Assist, research, and resolve invoice and payment issues for employees and external vendors.

Accounts Assistant

Job Capital Pty Ltd
12.2015 - 12.2016
  • Supported payroll manager in weekly and fortnightly payroll
  • Prepared debtor report on weekly basis
  • Set up new employees in payroll software(D-bit) and create new super accounts
  • Data entry for the team when required
  • Bank Reconciliations on daily basis
  • Raising invoices to the clients and payment allocations
  • Following up overdue debtors via email and phone

Education

CPA -

CPA Australia
Sydney
2021

Masters of Professional Accounting (Advanced) - Accounting

Western Sydney University
Sydney, NSW
2015

Bachelor of Commerce - Accounting

KUK University
2013

Skills

  • Process improvement
  • EOM ledger activities
  • Attention to Detail
  • Data Analysis
  • E2E Payroll
  • Problem Solving Aptitude
  • Advance excel including Macros
  • Accounts Payables & Receivable
  • Trust Reconciliations
  • Statutory Reporting
  • Monthly & weekly account reconciliations
  • Client Relations
  • Budgets and forecasting
  • Intercompany Transactions

Certification

Certified Payroll Specialist (CPS)

Career Summary

Workcover Queensland

Financial Accountant – May 2024 - August 2024

Key achievements

  • Conducted a comprehensive analysis of open purchase orders across multiple years, identifying those with no remaining commitments. Compiled and forwarded a detailed list to the procurement team, streamlining operations and ensuring outdated or exhausted POs were closed. This proactive approach improved efficiency, reduced audit preparation time, and minimized unnecessary reviews.
  • Reviewed lease documents to verify the accuracy of rental and car parking income, ensuring alignment with financial records. Collaborated with the team to proactively identify and correct potential errors, preventing discrepancies and saving valuable correction time.


Metrix Business Advisory

Accountant – Business Clients Feb2022 - April 2024

Key achievements

  • Successfully assisted clients with system and data migrations without any information loss
  • Identifying opportunities for cost reduction and efficiency improvements within the business operations, resulting in increased overall profitability
  • Implement key matrix analysis for weekly meetings which assisted management to track against key variances to improve their business profitability
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks


DG Institute Pty Ltd

Financial Accountant Sep2020 – Jan2022

Key Achievements

• Identified issues in all the ledger accounts and fixed all the account allocations which saved company around $20k per year on external tax accountant fees

• Established proper intercompany accounts and recorded respective intercompany transactions on monthly basis, which led to proper revenue and cost records between the entities

• Identified inefficiencies in financial processes and implementing improvements to streamline operations, reduce errors, and enhance productivity

• Implemented cost-saving measures that resulted in significant savings for the company, such as identifying and cancelling unwanted subscriptions, negotiating vendor contracts or optimising resource allocation


Robert Half Pty Ltd

Assistant Accountant Aug2019 – Aug2020

Key Achievements

  • Reconciled intercompany accounts for last five years to ensure Zero variance and Improved audit processes by 15% through implementing quarterly balance confirmation with other affiliates
  • Implemented automation in all month end procedures which reduced manual tasks by 50%; paper work, printing and scanning time.
  • Identified and cleared aged unreconciled items in monthly bank accounts under strict deadlines to increase efficiency and saved time by 20%
  • Actively participated in cleansing of other Balance Sheet accounts to reduce errors to Zero which helped in presentation of neat and clean accounts



Systems

  • MS Office
  • Technology One
  • Xero
  • Myob
  • Leap
  • Tanda
  • Dext
  • ISIS invoicing System
  • Builder Trend
  • Approval Max
  • Syft Analytics
  • Infusionsoft
  • Fast Track
  • People Soft
  • D-bit payroll
  • Green Tree

References

Available on request

Timeline

Financial Accountant

WorkCover Queensland
05.2024 - 09.2024

Accountant - Business Clients

Metrix Advisory Pty Ltd
02.2022 - 04.2024

Financial Accountant

DG Institute Pty Ltd
09.2020 - 01.2022

Assistant Accountant

Robert Half Pty Ltd
08.2019 - 08.2020

Assistant Accountant

Fox Studios
06.2019 - 08.2019

Assistant Accountant

Job Capital Pty Ltd
01.2017 - 12.2018

Accounts Assistant

Job Capital Pty Ltd
12.2015 - 12.2016

CPA -

CPA Australia

Masters of Professional Accounting (Advanced) - Accounting

Western Sydney University

Bachelor of Commerce - Accounting

KUK University
Kulwinder Kaur