MYOB
PRANAVI BOSE KOLLIPARA
SENIOR ADVISOR CONSULTANT
Tarneit,VIC
Summary
A dedicated individual with qualification in Accounting & Finance, along with Australian and International experience in laws, procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Looking to develop as an individual by continuous learning and improving technical skillset through various challenges in a dynamic workplace with can-do attitude, result-oriented mindset and team player skills.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Senior Advisor solutions consultant
Australian Retirement Trust
01.2022 - Current
- Providing business to business assistance to financial advisors by working closely with Business development managers
- Assisting advisors via emails, calls by providing member account rundowns that would help them to implement statement of advice (SOA) and record keeping
- Grant Third party authority access along with data feed consent for Xplan and providing adviser online training to advisors.
- Handled escalated calls and complaints efficiently, finding satisfactory resolutions for both customers and the company alike and making sure they are RG271 complaint.
- Review on own performance and maintaining the work efficiency by constantly improving
- Helping advisors charge advice fees and making sure that they are ASIC compliant.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Handling defined benefit product enquiries.
- Exceeded performance metrics(KPI) consistently, earning recognition as a top performer within the team.
Accounting Intern
Platinum accountants
08.2021 - 11.2021
- Provided excellent customer service to vendors, addressing any concerns or questions related to invoicing or payment status.
- Complete invoice processing, journals, and quotes by MYOB and XERO and acknowledged for swift and accurate operations
- Fulfill audits of Accounts receivable & Accounts payable to document income and payment
- Coordinate frequent transactions concerning credit card, petty cash, and bank
- Prepare Payroll for high volume of employees and calculating their paid leaves and benefits via methods like ordinary earnings, manual, and fixed calculation; complete superannuation tasks
- Aid in assembling and calculating FBT, GST, PAYG and Business Activity Statement (BAS).
- Contribute in XERO and Excel on Fixed Assets register (FAR), executing assets depreciation.
- Audit inventory for business and assist in adjustments and year-end stock-takes, ensuring accurate records.
Loan Officer (Customer Service Officer)
Cash Train (Commit Co)
02.2020 - 07.2021
- Assessing credit worthiness and approving short term loan applications for clients by following SACC and MACC rules
- Assisting instore and online customers with their enquiries in regards to their loans applications
- Follow-up on new applications, requesting relevant documents, and placing them in the queue to be assessed
- Initial stages of collection process
- If the customers dishonours the payments, which involves informing them about the circumstances and available payment options.
- Proactively identified and mitigated risks associated with complex transactions through careful analysis of financial information provided by applicants.(AML and CTF requirements)
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Accounting Intern
Bhagavati Finance Pvt Ltd
11.2015 - 05.2016
- Prepared payslips for the employees using tally software and Updated employee rosters in the portal.
- Worked with the management in setting up a hierarchical structure and explained the uses of having different levels in management.
- Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to management clients.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Tally, enhancing overall efficiency in daily tasks.
- Assisted in streamlining financial processes for improved operational efficiency through automation implementation.
- Conducting market analysis to list out the competitors, their operational methods and researching if those are suitable for the company
- Submitted a complete detailed report of all the research work done to the management.
Education
Master of Professional Accounting - Accounting and Taxation
Charles Sturt University
Victoria, Australia 04.2017 - 04.2020
Bachelor of Business Administration - HR and Marketing
Loyola Academy Degree College
Telangana, India 06.2013 - 05.2016
Skills
- Excellent verbal and written communication skills
- Proficient with MS office (word & excel)
- Sound theoretical knowledge of IFRS with general ledger and Australian taxation law regulations
- Trained in project and time management with extensive knowledge in accounting and business administration
- Proven multitasking abilities, committed to maintaining professional relationships with clients to increase profitability and drive business results
- Energetic in handling difficult situations through resourcefulness and adaptability
- Payroll Management
Software
XERO
TALLY
MS OFFICE PACKAGE
XPLAN
Certification
SAP(1AND 2 MODULES)
Accomplishments
- Certificate for constant improvement and attentive learning along with a cash bonus from previous employer.
- Got promoted from customer service representative to manager for consistently improving the sales.
- Recipient of academic merit scholarship in both Master’s and Bacheor’s degree.
Personal Information
Visa Status: Australian Permanent Resident
References
Available upon request
Timeline
Senior Advisor solutions consultant
Australian Retirement Trust
01.2022 - Current
Accounting Intern
Platinum accountants
08.2021 - 11.2021
Loan Officer (Customer Service Officer)
Cash Train (Commit Co)
02.2020 - 07.2021
Master of Professional Accounting - Accounting and Taxation
Charles Sturt University
04.2017 - 04.2020
Accounting Intern
Bhagavati Finance Pvt Ltd
11.2015 - 05.2016
Bachelor of Business Administration - HR and Marketing
Loyola Academy Degree College
06.2013 - 05.2016
SAP(1AND 2 MODULES)
Willing to complete CPA in the near future
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