PUNYA MAHAJAN
Melbourne,VIC
Summary
A highly motivated, hard-working, and enthusiastic Finance professional with 4+ years of experience who excels at providing exceptional customer support, and handling & managing high volume of queries with internal and external shareholders. Proficient in maintaining high level of accuracy and efficiency. Skilled in performing various Month-end and Financial year end tasks along with providing administrative support with strong attention to details and proven ability to analyze large volume of data to facilitate organizational goals.
Overview
6
6
years of professional experience
Work History
Finance Analyst
Emergency Recovery Victoria
06.2024 - Current
- Monitored, analysed and interpret an organisation’s financial data to produce insights and identify trends.
- Prepared reports on financial data analysis, present these reports to senior management and communicate insight to the wider business.
- Translated data and information needs into reports and ad hoc information.
- Worked with analytical software and database to provide reports regarding financial performance.
Accounts Services Officer
City Of Casey
03.2024 - 06.2024
- Ensured all payment requests were correctly authorised within delegated limits, and have appropriate supporting documentation.
- Coded all applicable invoices - confirming creditor details (ABN and banking details) and GST is correct and accurate.
- Maintained and updated creditors master files with accurate information (banking details etc.).
- Reconciled subsidiary ledger control accounts to trial balance every month.
- Ensured compliance with legislation and regulations relevant to GST, travel rate
allowance, withholding tax, and Councillors group tax. - Liaised with banks as required for bank cheques, bank drafts, international money
transfers, converting foreign currency and petty cash reimbursements. - Reviewed and reconciled statements monthly.
- Improved overall department efficiency by streamlining processes and implementing new policies.
FINANCIAL ACCOUNTANT
UNISUPER
07.2023 - 12.2023
- Proficiently manage daily cash receipts and perform daily bank reconciliations, ensuring accurate financial transactions
- Generate and present comprehensive daily cash reports to facilitate informed decision-making
- Address unpresented cheques by issuing reminders for those exceeding three months and initiating cancellations for cheques outstanding beyond six months
- Coordinate unallocated receipt refunds through electronic funds transfer (EFT) and BPay, demonstrating a strategic approach to financial management
- Handle the banking and receipting of foreign cheques, ensuring compliance with international financial standards
- Execute month-end tasks and reconciliations with precision, contributing to the overall accuracy of financial statements
- Streamline the process of weekly and monthly payables runs, optimizing efficiency in financial operations
- Ensure month-end reporting aligns with purchase order (PO) requirements, maintaining compliance with organizational protocols
- Prepare monthly entries for unallocated expenses, showcasing attention to detail and commitment to financial accuracy
- Oversee the end-to-end process of issuing, renewing, and cancelling corporate cards, effectively managing financial resources and mitigating risks
FINANCE OFFICER
SUSTAINABILITY VICTORIA
03.2022 - 07.2023
- Process EFT payment run invoices via TechnologyOne with an accuracy of around 99.5% within expected payment terms
- Maintain, manage, and resolve a busy Accounts Payable inbox with more than 50 queries and invoices a day
- Assisting in preparation and lodgment of BAS on a monthly basis
- Provide exceptional customer support through positive interactions handling queries with internal and external stakeholders
- Reconcile monthly credit card transactions and ensured cardholders comply with organizational procedures and policies
- Assist with Month End, half year and year end audits and preparation of Financial Statements including processing accruals, prepayments & preparing journals, and general ledger reconciliations
- Support CFO and Finance Manager in periodic budget reforecast, business planning and maintaining the Fixed Asset Register and depreciation schedule.
FINANCE SUPPORT OFFICER
CLADDING SAFETY VICTORIA
04.2020 - 03.2022
- Worked on invoice processing, ensuring all audit and standards are maintained
- Involved in allocating expenses to cost centers, generating, and evaluating expense reports and posting relevant journals in finance system
- Coordinated with internal and external stakeholders to resolve accounts payable and other finance related issue and provided efficient and timely advice
- Assisted in preparing monthly financial and management reports, BAS, month, and year-end processes as well as the budgeting and monthly forecasting processes
- Initiated cost saving opportunities and potential improvements and innovation prospects within the Finance function and Finance processes
- Maintained accurate historical records and prepared the relevant supporting financial documentation for internal and external audits.
ASSISTANT ACCOUNTANT
RELIABLE MELBOURNE ACCOUNTANTS
01.2019 - 02.2020
- Maintained financial/accounting records for clients by analyzing different reports
- Prepared financial documents such as invoices, bills and performing accounts payable and receivable duties
- Assisted with day-to-day operations of the finance department, including budget reviews and report generation for senior management
- Records management using appropriate software programs like XERO, MYOB, and QuickBooks
- Reconciling bank statements by comparing transactions to the general ledger
- Accurate and timely processing of weekly payroll for various clients
- Built effective working relationships with stakeholders both internal and external and responded to inquiries via phone and/or in writing.
ACCOUNTS PAYABLE OFFICER
DEPARTMENT OF EDUCATION & TRAINING (Through Hays)
08.2019 - 12.2019
- Accurate and timely invoice processing in line with supplier payment terms - 100 invoices a day
- Conduit between internal and external service providers to perform various accounts payable duties and resolve discrepancies with unpaid invoices
- Managed and created 'request for quote' processes and purchase orders using ORACLE, SAP (Ariba)
- Maintained appropriate filing systems of paid invoices into EDRMS
- Liaised with senior management and support officers from various teams to ensure timely endorsement of documents
- Cross collaborating with other team members to assist with their workloads and to cross train.
Education
Master of International Accounting -
Deakin University
Bachelor of Commerce -
D.A.V. College
Skills
- Microsoft Dynamics 365 & Microsoft Great Plains (GP)
- TechnologyOne
- Microsoft Office
- Oracle Cloud & SAP (Ariba)
- Xero, MYOB & QuickBooks
- Attention to detail
- Communication Skills
- Multi-tasking
- Critical thinking and problem-solving
- Analytical Skills
Timeline
Finance Analyst
Emergency Recovery Victoria
06.2024 - Current
Accounts Services Officer
City Of Casey
03.2024 - 06.2024
FINANCIAL ACCOUNTANT
UNISUPER
07.2023 - 12.2023
FINANCE OFFICER
SUSTAINABILITY VICTORIA
03.2022 - 07.2023
FINANCE SUPPORT OFFICER
CLADDING SAFETY VICTORIA
04.2020 - 03.2022
ACCOUNTS PAYABLE OFFICER
DEPARTMENT OF EDUCATION & TRAINING (Through Hays)
08.2019 - 12.2019
ASSISTANT ACCOUNTANT
RELIABLE MELBOURNE ACCOUNTANTS
01.2019 - 02.2020
Master of International Accounting -
Deakin University
Bachelor of Commerce -
D.A.V. College
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