Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Natasha Richards

Sydney,NSW

Summary

Highly motivated and dynamic accountant with a proactive attitude and desire to learn and grow. Over 8 years accounting experience, both in accounting firms and more recently in the finance team for a SaaS company. Strong work ethic with a high level of accuracy and effective communication skills. Eager to take on a new challenge and make a meaningful impact.

Overview

7
7
years of professional experience

Work History

Finance Assistant

SwipedOn
Tauranga, NZ
04.2022 - Current
  • Prepared invoices for manual invoice customers in Xero.
  • Managed payroll processing for monthly, one-off, and bonus pay runs.
  • Liaised with external auditors for the annual audit processes, preparing and providing supporting documentation as required.
  • Monitored aged receivables to ensure timely payment of outstanding invoices.
  • Managed finance inbox and dealt with customer billing updates and questions.
  • Entered bills into Xero and prepared the monthly payables batch payment.
  • Reconciled bank accounts and credit cards.
  • Assisted in the preparation of monthly financial statements, including balance sheets and profit and loss.
  • Maintained Asset Schedule.
  • Established key relationships with team members from all areas of the company to resolve customer issues and improve workflow.
  • Prepared bimonthly GST returns.
  • Assisted with identifying issues with systems, scoping, and rolling out new processes.

Accountant

PKF
Tauranga, NZ
10.2020 - 03.2022
  • Reconciled bank statements and prepared financial reports using a range of accounting software.
  • Performed general ledger reconciliations.
  • Assisted in the preparation of tax returns by gathering necessary information from clients.
  • Reviewed junior teammates' work and provided training and feedback.
  • Delivered superior level of customer service to small business clients.

Accountant

PKF
Hamilton, NZ
02.2018 - 10.2020
  • Reconciled bank statements and prepared financial reports using a range of accounting software.
  • Performed general ledger reconciliations.
  • Assisted in the preparation of tax returns by gathering necessary information from clients.
  • Reviewed junior teammates' work and provided training and feedback.
  • Delivered superior level of customer service to small business clients.
  • Provided Xero training for clients through seminars for small groups, as well as one-on-one trainings.
  • Completed modules required for the CA qualification.

Education

Graduate Diploma in Accounting -

CA ANZ
12-2019

Bachelor of Business Studies - Accounting

Waikato Institute of Technology
Hamilton, New Zealand
04-2017

Skills

  • Data analysis
  • Data extraction
  • Payroll
  • Proficient in Xero, Excel and iPayroll
  • Bank Reconciliation
  • Financial Reporting
  • Interpersonal and verbal communication
  • Deadline awareness
  • Accuracy

References

References available upon request.

Timeline

Finance Assistant

SwipedOn
04.2022 - Current

Accountant

PKF
10.2020 - 03.2022

Accountant

PKF
02.2018 - 10.2020

Graduate Diploma in Accounting -

CA ANZ

Bachelor of Business Studies - Accounting

Waikato Institute of Technology

Similar Profiles

CREATE PROFILE
Natasha Richards