Summary
Overview
Work History
Education
Skills
Timeline
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Lachlan Watkins

Melbourne

Summary

CA qualified finance professional with 5+ years experience working across large-scale clients within the accounting industry. Proactive, hardworking and highly motivated to building and maintaining strong relationships across a diverse range of stakeholders. Relishes working in a fast-paced, dynamic team environment to achieve common objectives.

Overview

6
6
years of professional experience

Work History

Assistant Manager

Fordham Group
03.2024 - Current
  • Managed an extensive client list, keeping up regular and consistent communication to make sure they are informed on their financial and taxation requirements and ensuring all their needs are being met.
  • Led business development activities, including the preparation of several successful proposals for small & medium business owners ranging between $10 - $25 million annual turnover which included the analysis of value-add opportunities that could be provided as part of our service.
  • Regular analysis and tracking of budgets to make sure that all jobs are being quoted correctly and being achieved as efficiently and effectively as possible.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects and tasks.
  • Manager of multiple staff members which includes being responsible for their workflow and providing guidance to their career development.

Senior Accountant

Fordham Group
03.2022 - 02.2024
  • Extensive experience assisting small & medium private business owners with tax compliance as well as other matters such as profit improvement, cashflow forecasting and group structuring.
  • Have led multiple presentations to a wide array of clients, which includes catering the presentation based on the stakeholders requirements, enabling business owners to make informed decisions.
  • Instigated the digitization of processes at a firm-wide level as well as within a private business' operations.
  • Profound knowledge of areas of taxation such as Division 7A, Fringe Benefits Tax & Tax Planning.
  • Mentored and coached junior employees in areas of taxation as well as day-to-day tasks.

Accountant

Fordham Group
11.2019 - 03.2022
  • Prepare and review financial statements and tax returns for a range of entities including individuals, partnerships, trusts, companies and superfunds.
  • Prepare and implement tax planning strategies and initiatives for a wide range of clients.
  • Assistance with various consulting engagements, including sale and acquisition of businesses, structuring, wealth, and asset protection engagements.


Co-Op Student

Fordham Group
11.2018 - 11.2019
  • Gained hands-on experience within the consulting industry, applying learned concepts in university to real-world scenarios.
  • Became a valuable team member through efficiently assisting and completing projects while prioritizing more urgent tasks through utilizing effective time management strategies.
  • Demonstrated adaptability by quickly mastering new software tools and technologies as required for various tasks and projects, such as APS, Microsoft Excel and Xero.

Education

Completion of Chartered Accounting Program
11.2022

Bachelor of Business (Accounting) - Accounting

RMIT University
Melbourne
04.2001 -

Skills

  • Strong Written & Verbal Communication Skills
  • Teamwork and Collaboration
  • Broad Technical & Analytical Knowledge
  • Strong Time Management Skills
  • Intermediate-Advanced Proficiency using Microsoft Excel

Timeline

Assistant Manager

Fordham Group
03.2024 - Current

Senior Accountant

Fordham Group
03.2022 - 02.2024

Accountant

Fordham Group
11.2019 - 03.2022

Co-Op Student

Fordham Group
11.2018 - 11.2019

Bachelor of Business (Accounting) - Accounting

RMIT University
04.2001 -

Completion of Chartered Accounting Program

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Lachlan Watkins