Pratik Rawal

As an accountant working with an NDIS service provider, I manage a broad range of accounting and financial duties specific to the National Disability Insurance Scheme (NDIS)

• Financial Management & Reporting: Maintain accurate financial records, including the preparation and management of budgets, financial reports, and monthly statements in alignment with NDIS requirements.
• Plan Management: Monitor participant NDIS plans, track expenditure against allocated budgets, and provide regular updates to ensure optimal fund utilization.
• Payroll & Accounts Payable/Receivable: Oversee payroll processes for support workers, process invoices, and ensure timely payments to suppliers, adhering to NDIS funding guidelines.
• BAS & Tax Compliance: Handle BAS lodgments, GST reconciliations, and assist with tax obligations, ensuring full compliance with relevant taxation requirements.
• NDIS Funding & Claims: Prepare and submit claims for funding via the NDIS portal, reconcile payments received with services provided, and ensure the accuracy of participant billing.

• Cost and Expenditure Management: Vouched for operating costs and the company’s income and expenditures.
• Internal Controls and Cash Flow: Maintained internal control systems and assessed cash flows to evaluate financial risks.
• Regulatory Compliance: Liaised with the NDIA and other regulatory bodies to ensure compliance with laws and frameworks for a disability agency.
• Financial Statement Accuracy: Delivered reassurance about the accuracy of information contained in financial statements and ensured compliance.
• Additional Responsibilities: Carried out other responsibilities as required and outlined in the agreement.

• Customer Financial Queries: Responsible for handling customer financial queries and providing appropriate advice.
• Transaction and Card Solutions: Provided solutions for transactions and card-related enquiries.
• Customer Service Software: Used software like RFS-B, Cuscal, and Linx to deliver a range of customer services.
• Sales and Account Management: Identified leads, drove sales for new customers, and maintained existing key accounts to grow the client base.
• Call Handling and Account Issues: Attended calls and resolved account-related issues, including banking, insurance, and superannuation policies.