Minh Duc Nguyen

• Manage daily enquiries from clients regarding their NDIS plans and funded supports, including onboarding new clients.
• Retain and engage clients and their support teams by leveraging excellent communication, relationship-building skills, and professionalism.
• Effectively and accurately monitor clients budgets and provide support through the process.
• Process invoices accurately and promptly, making claims through the NDIS portal.
• Secure and maintain necessary evidence for compliance with audit requirements.
• Maintain and update the CRM system.
  

• Monitor cash flow, and manage financial risk.
• General Ledger Accounts Reconciliation.
• Bank reconciliations
• Maintenance of Accounting and Tax Fixed Assets Register
• Undertake accounts payable and receivable functions
• Match invoices to purchase orders, ensuring proper authorisation and documentation
• Maintain accurate and up-to-date records of payments and transactions
• Collaborate with internal departments and vendors to resolve payment-related queries
• Assist in month-end closing activities and provide support during audits
• Developed and maintained accurate financial records for the organisation
• Assisted with budget preparation by providing input on projected revenues and expenditures.
• Created various forecasting models for future cash flow projections.

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• Performed data entry tasks into computer databases from paper documents.
• Provided general administrative support to staff members.
• Reconciled bank accounts on a regular basis.
• Assisted with payroll processing by entering employee hours into the system.
• Assisted with accounts receivable activities such as invoicing, collections, and deposits.
• Performed other duties as assigned by supervisor or manager.