Preeti Shah
Modbury Heights,Australia
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
10
10
years of professional experience
Work History
Finance Officer
City of Tea Tree Gully (Harrison McMillan)
07.2023 - Current
- Processing Change of Ownership & Change of Address Request form Content Manager and Rates Inbox
- Weekly checking the Property Database with Land title Office Change of ownership Report & updating the change of ownership complying with all legislative requirements
- Reviewing Rate Debtor Credit balance and taking remedial action like transferring balance to correct account in case payment was made using wrong Assessment number/Payment Reference number or processing refund request for over payment by Rate Payer
- Processing Weekly, Fortnightly, Monthly & Quarterly Direct Debits
- Sending Daily Payment Report, Quarterly Legal Action Letter files to Debt Collection Agency, & liaison regarding Legal matters
- Processing Legal charges Journals & updating the debt collection status of the Rate Payer
- Testing & assisting TechOne implementation & upgrade as a front hand user, maintain database of test scripts & Defect Register
- Assisted in preparing Training Manual for TechOne - Property & Rating: Refund, Direct debits, Transfer Payment, Legal charged journal etc
- Replying to the enquiries by Conveyancers, Rate payers, Debt Collection Agency on phone, emails or at the counter and providing excellent customer service
- Providing Rates Information Certificate, Copy of Rates Notice, actioning returned mail of Rates Notices with updated addresses & requesting Rate Payer to join the Portal
- Processing Weekly Referee payment & GRN matching for AP
- Backed up Account Payable and Account Receivable - Receipting Agency Payment, Daily Bank Reconciliation, Uploaded Bank statement & Ledger Book Transactions, Uploaded payment file (Bpay, NAB Transact, Australia Post, SecurePay, Rates Portal account), actioning refund to BPAY, NAB Transact, Secure Pay, MYTTG etc
- And receipt reversal, creating Headers for Invoices, sending invoices for approval & processing, Actioning AP Inbox
- Month End & Mid-Month Payment processing
Finance Officer
City of Playford (Hudson Recruitment)
12.2022 - 06.2023
- Downloading Daily Bank Statement, Saving BPAY & Direct Debit Text file, & sending Rates and Info center for processing
- Loading Bank Statement & Ledgers; Processing Manual Bank Reconciliation
- Processing Journals for EFTPOS, Australia Post Settlements, Bank charges, Agency Charges, Income Protection, LGA Mutual Funds DAP, Grants, Payroll, NDIS etc
- Processing Bank Deposits from Banking Summaries in ECM & following up for outstanding unallocated deposits
- Processing Refunds in Advam & Corporate bank account; sending for Authorization
- Processing External & Internal General Journals
- Assisting in End of Month GL Reconciliation
Accounts Officer
TMK Consulting Engineering Pty Ltd
05.2021 - 11.2022
- Banking
- Processing Remittance advise received form Debtors and processing payment received in MYOB and sending Payment Receipts
- Following up for unallocated payments received and updating current bank account for the payment received in old bank accounts
- Depositing cheques in bank along with processing cheque deposits in MYOB and Bank reconciliation
- Monthly Bank Reconciliation
- Month End
- Rolling end of month period and Sending Month- end Statements to Debtors
- Preparing BAS Calculation
- Corporate Credit Card Reconciliation
- Accounts Receivable
- Processing Invoice request for project Progress Claims, Site Inspection and other Job-related Services
- Reconciling the invoice request with Fees and also updating Job Costing with the amendments required as per Fee letter and Job folder communications, Solving Client and staff queries
- Creating and checking new debtor setup and generating Credit Score from Ezycollect, ABN Checks and Uploading documents
- Updating Debtors as and when required for Jobs
- Following up for the Invoice request for end of month and solving the queries of internal staff and Clients
- Adding line is quote page of job costing for future invoice request as per requisition of Engineers
- Sending New Debtor Application form & Sending Insurance Copies as & when requested by Clients
- Accounts Payable
- Process Bills, receipting Purchase order against Bills ensuring appropriate supporting documentation, authorization, and tax compliance
- Prepare and reconcile Creditors accounts
- Following up for the creditor’s statements and bills
- Resolving the unreconciled items in timely manner, creating, checking supplier set up, uploading insurance copies and New Supplier forms in MYOB
- Sending External Supplier Application form for New Vendors and Following up for Insurance Copies Sending
Accounts Officer
Cronin Fabrications
03.2021 - 03.2021
- Matching Purchase order with bills and processing
- Generating sales invoices as per Sales Orders & Sending monthly debtor statement
- Following up for the creditor’s statements and bills & resolving the unreconciled items in timely manner
- Weekly wages payments as per time records and issuing salary slips
- Processing bank transactions and bank reconciliation
- Assisted in BAS and PAYG Payments
- Answering incoming calls and responding to customer queries
Payable Officer
City Of Darwin
11.2018 - 12.2020
- Accounts Payable
- Process invoices, including matching Purchase order to invoices ensuring appropriate supporting documentation, authorization, and tax compliance
- Prepare and reconcile Creditors accounts
- Maintaining Bills Payable records and following up for the creditor’s statements and bills
- Resolving the unreconciled items in timely manner and providing customer services
- Importing Invoices from the excel and bulk processing
- Processing Payroll Vehicle Salary sacrifices invoices
- Processing Monthly Pay Run to Suppliers, Refunds, Reimbursements, and Petty Cash
- Providing estimate to the Finance Officer of weekly payments
- Credit Card Payment Processing, Alderman’s Payments and Investment
- Payroll
- Process a weekly payroll for council employees accurately and by the required deadline, including the employee deductions and allowances and general changes to the Masterfile details follow up with the timesheets and verification
- Attend to general payroll queries relating to payroll procedures and processing
- Provide Customer service to Creditors and Staff enquiries related to Creditors accounts, processing procedures and payment processing
- Accounts Receivable (RATES)
- Entering Monthly Accounts Receivables Invoices for the use of council properties and services
- Setting up Direct Debits for monthly, quarterly and yearly Council Rates
- Processing Major Agents Receipts & Rates Searches and sending Rates Search Certificates as per requests
- Follow up for the revised address from the Rates Payers for the returned mails of Rates Notices
- Administration & Audit
- Create, update and audit supplier’s and employee’s records in record management system
- Assisting Payable Accountant in supplying the documents required by Internal and External Auditors regarding Accounts Payable and Payroll
- Follow up for Unpresented cheques and cancelling stale cheques of refund of temporary Library Membership
- Answering calls from Supplier’s, Rates Payers and employees and coordinating with different departments to resolve the queries Assist the Payable Accountant with end of Month processing and reporting
SolutionPlus Consulting Pty Ltd
05.2018 - 10.2018
- Reconciliation of Bank, Customer, Supplier, GL in SAP Business One for a wine bottling company for previous 3 years
- Performing bookkeeping/accounting duties, including accounts payable, receivable, Cash/Bank
- Attend meeting with clients on regular basis to discuss processes, accounts and financial statements
KeyStroke Pro India Pvt Ltd
08.2014 - 02.2018
- Processed accounts payable and maintained Supplier’s computerized records as per company’s policies and procedures
- Prepared end-of month accounts, Creditor reconciliations and weekly payable summery report
- Investigated and reconciled discrepancies when they occurred and resolved in timely manner
- Coordinated the preparation of the statutory accounts and Tax Return
- Performed accounting duties, including processing receipts, receivable reconciliation, and payroll as and when required
- Provided customer service and handled customer queries
Education
Bachelor of Commerce - Accounting and Auditing
Skills
- TechOne
- Sales Force
- Authority
- Pathway
- ECM Ci Anywhere
- MYOB Exo Business
- SAP Business One
- QuickBooks
- Outlook
- Office365
Erpskills
- TechOne
- Sales Force
- Authority
- Pathway
- ECM Ci Anywhere
- MYOB Exo Business
- SAP Business One
- QuickBooks
- Outlook
- Office365
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Finance Officer
City of Tea Tree Gully (Harrison McMillan)
07.2023 - Current
Finance Officer
City of Playford (Hudson Recruitment)
12.2022 - 06.2023
Accounts Officer
TMK Consulting Engineering Pty Ltd
05.2021 - 11.2022
Accounts Officer
Cronin Fabrications
03.2021 - 03.2021
Payable Officer
City Of Darwin
11.2018 - 12.2020
SolutionPlus Consulting Pty Ltd
05.2018 - 10.2018
KeyStroke Pro India Pvt Ltd
08.2014 - 02.2018
Bachelor of Commerce - Accounting and Auditing
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