Phaguni Dhawan
Southbank,Victoria
Summary
Highly skilled finance and accounting professional with extensive expertise spanning diverse roles, prominently including the most recent position as an SMSF Accountant. Proven expertise in preparing financial statements, managing audits, ensuring regulatory compliance, and optimizing operational efficiency. Proficient in utilizing accounting software and adept at providing expert advice on taxation matters. Strong analytical skills, attention to detail, and commitment to delivering accurate and compliant financial reporting. Effective communicator and collaborator, adept at fostering positive relationships with clients, stakeholders, and team members to achieve organizational objectives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
SMSF Accountant
E-Superfund
Melbourne, Vic
04.2023 - Current
- Prepared tailored Financial Statements, including annual Balance Sheets and Profit & Loss Statements, for presentation to SMSF clients, ensuring accuracy and compliance.
- Managed end-of-financial-year processes by preparing SMSF accounts for Income Tax Return lodgment and facilitating the timely lodgment of Annual Tax Returns, adhering to regulatory deadlines.
- Provided expertise in computerized accounting systems to optimize financial processes and ensure seamless operations.
- Ensured the integrity of financial information by reviewing transactions and accounts within financial reports and records, maintaining compliance with regulatory standards.
- Supported external auditors in conducting audits for SMSF clients, facilitating efficient audit processes and compliance.
- Collaborated with senior accountants to advise clients on accounting policies, financial investigations, and taxation matters, while also managing annual compliance obligations such as PAYG, GST, and BAS for SMSF clients.
Audit Accountant
Accru Melbourne
Melbourne, VIC
08.2022 - 04.2023
- Prepared working papers, reports and supporting documentation for audit findings using CaseWare, MS-Excel and Xero software
- Tracked funds, prepared deposits and reconciled accounts
- Completed audit papers by thoroughly documenting audit tests and findings
- Reviewing profit and loss accounts at interim and final audits – Substantive testing including completeness, existence and walkthrough tests for Revenue, Expenses and Payroll
- Testing Balance sheet items at year end – Bank, Accounts Receivable, Accounts Payable, Other Assets, Investments, Financial Liabilities, Provisions (Employee, Rebates, Warranties), Equity, Other Liabilities (Revenue in Advance)
- Participate in client meetings and visiting client sites regularly to gather audit findings and explain auditing results in a clear, succinct manner.
Store Services and Compliance Officer
Woolworths Group
Southbank, Victoria
04.2021 - 08.2022
- Fostered positive relationships with customers, managers, and team members to cultivate a supportive and thriving work environment at Woolworths.
- Conducted cash office audits, maintained weekly safe checks, and reviewed front-end and register investigations to ensure financial integrity and compliance.
- Monitored compliance reports weekly to uphold store and team managers' adherence to guidelines and responsibilities, promoting accountability and best practices.
- Managed finance and admin tasks including running weekly wage costing reports, contributing to effective budget management and financial planning for the store.
- Administered weekly payroll processing for a team of 40+ employees using Kronos software, ensuring accuracy and timeliness in wage disbursement.
- Implemented improvement initiatives and compliance testing programs to enhance operational efficiency and identify and rectify any procedural gaps, while also ensuring compliance with regulations, employment laws, and tax codes.
Assistant Accountant Intern
Platinum Accounting Australia
Melbourne, VIC
01.2021 - 07.2021
- Assisting in the management of accounts payable and receivable processes, including invoice processing, vendor communication, and payment reconciliation.
- Conducting regular reconciliation of credit card transactions to ensure accuracy and compliance with financial records.
- Assisting in bank reconciliation activities to verify and reconcile discrepancies between bank statements and financial records.
- Supporting inventory tracking and management processes, including monitoring stock levels, conducting periodic audits, and reconciling inventory records.
- Assisting in the preparation and lodgment of Business Activity Statements (BAS) to ensure compliance with taxation requirements.
- Supporting payroll processes, including data entry, reconciliation, and compliance with Single Touch Payroll (STP) requirements using Xero software.
- Assisting in the preparation and entry of prepayments and accruals to accurately reflect expenses and revenues in financial statements.
- Supporting the maintenance of the fixed asset register, including recording acquisitions, disposals, and depreciation calculations.
- Assisting in cost centre analysis to evaluate spending patterns, identify cost-saving opportunities, and support decision-making processes
Education
Master of Finance - Accounting And Finance
RMIT University
Melbourne, VIC12.2021
Bachelor of Commerce - Accounting And Finance
Delhi University
Delhi, India07.2019
Skills
Accru
- GAAP Accounting Practices & Knowledge of Australian Legislation
- Tax Preparation
- Financial Analysis
- Auditing procedures
- A/P and A/R
- Statutory Reporting
- Payroll Administration
- Financial statement preparation
- Efficient MS-Excel Skills
- Accounting Software Systems: Xero, MYOB, CaseWare
- Time Management
- Effective Communication
- Critical Thinking and Analysis
- Collaboration & Teamwork
- Strategic Thinking
Certification
- Currently working towards Certified Public Accountant (CPA) certification, having passed the Financial Accounting and Reporting and Audit and Attestation sections.
- Certified as Microsoft Office Specialist for MS Excel.
References
References available upon request.
Timeline
SMSF Accountant
E-Superfund
04.2023 - Current
Audit Accountant
Accru Melbourne
08.2022 - 04.2023
Store Services and Compliance Officer
Woolworths Group
04.2021 - 08.2022
Assistant Accountant Intern
Platinum Accounting Australia
01.2021 - 07.2021
Master of Finance - Accounting And Finance
RMIT University
Bachelor of Commerce - Accounting And Finance
Delhi University
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