Highly motivated and goal-driven Financial Analyst skilled in collecting, analysing and reporting financial data. Proficient in qualitative and quantitative analysis, and delivering solutions using various software platforms and ERP systems.
Work History
Finance Performance Analyst
Australian Retirement Trust
02.2022 - Current
Delivered month end account review, including journal posting, GL review, project and FTE analysis and reporting.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Worked with application and technical experts to deliver Finance Dashboard using PowerBI application, which includes solution design, implementation, support, maintenance and enhancement of information systems.
Developed and reviewed test plans and testing methodology to mitigate risks in rolling out of new ERP system.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Proven time management skills to work within tight deadlines and fast-paced atmosphere.
Finance Business Analyst
QSuper
01.2015 - 01.2022
Compiled tailored monthly Business Units (BU) analytics reports and variance analysis and liaised with BU senior managers to evaluate financial performance.
Prepared and analysed divisional budget and forecast.
Reviewed files, records and other documents to obtain business information and key data informing responses to ad-hoc requests.
Partnered with internal and external technical consultants to deliver Benchmark Reporting solutions using SharePoint list and PowerApps. This solution has improved effectiveness, efficiency and risk control in data collation.
Compiled data and reports for both internal and external year-end audit.
Used coordination and planning skills to achieve results according to schedule
Analysis Accountant
QSuper
01.2011 - 12.2014
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Analysed fund investment expenses and custodian accounts to create Management Expense Ratio (MER) report.
Carried out day-day-day duties accurately and efficiently.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Business Services Accountant
Malones Business Accountants And Advisors
03.2007 - 12.2010
Assisted with implementation of timely, cost-effective tax planning strategies to create value of client's individual requirements.
Prepared income tax returns for individuals, businesses, and trusts. This also include preparation of Fringe Benefit Tax, Business Activity Statement (BAS) and Payroll Tax.
Provided internal audit for client's financial records.
Trained clients on accounting software (eg. MYOB, QuickBooks, Handisoft) to help make tax management easier.
Directed client meeting and third party liaison (e.g. ATO and SMSF administrator).
Prepared fee budgeting and billing.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Finance Officer
Queensland Law Society
08.2005 - 02.2007
Prepared monthly reconciliation of bank accounts and take corrective actions on deviations.
Maintained accurate Accounts Payables and Account Receivables functions.
Provided general office administration
Interacted with customers and suppliers by phone, email or in-person to provide information.
Demonstrated respect, friendliness and willingness to help wherever needed.
Education
Certified Practising Accountant -
CPA Australia
Brisbane
06.2018
Master of Professional Accounting -
QUT
Brisbane
05.2006
Bachelor of Information Technology (Info Sys) -
QUT
Brisbane
10.2002
Skills
EOM and EOFY account review and reporting
Divisional budgeting and forecasting
Financial modelling analysis
KPI benchmark analysis and reporting
Competence in various ERP software and other applications including PowerBI
Stakeholder partnerships and third party liaison
Analytical and critical thinking
Collaborative and team-oriented
Energetic, enthusiastic and committed to goals
10 Years Accounting Experience
Timeline
Finance Performance Analyst
Australian Retirement Trust
02.2022 - Current
Finance Business Analyst
QSuper
01.2015 - 01.2022
Analysis Accountant
QSuper
01.2011 - 12.2014
Business Services Accountant
Malones Business Accountants And Advisors
03.2007 - 12.2010
Finance Officer
Queensland Law Society
08.2005 - 02.2007
Certified Practising Accountant -
CPA Australia
Master of Professional Accounting -
QUT
Bachelor of Information Technology (Info Sys) -
QUT
Referee
Details of referee/s will be provided upon request to ensure their availability.
Corporate Performance Manager at Australian Retirement Trust (formerly QSuper)Corporate Performance Manager at Australian Retirement Trust (formerly QSuper)