Rachel Xuereb
Sydney,NSW
Summary
Described as an energetic, results-oriented accounting professional with several years of experience in accounting and finance. Quick and eager learner with acute attention to detail and a consistent track record of identifying process improvements to drive quality, accuracy, and efficiency.
Passion for building and maintaining client and stakeholder relationships.
Overview
15
15
years of professional experience
Work History
Senior External Auditor
Graeme Green Chartered Accountants
06.2016 - Current
- Perform a detailed examination of financial statements through the application of accounting, audit, tax, and superannuation legislation.
- Delivered a superior level of customer service to businesses and individuals of varying professional levels, from accountants to directors.
- Continuously meet strict deadlines throughout the year by working closely with clients to achieve common goals.
- Successfully identified areas of material misstatement due to negligence or fraud, and reported them to management.
- Application of industry-specific compliance standards and regulations to identify financial and operational risks, and provide recommendations to management.
- Complete multiple audits simultaneously while managing junior staff, and coordinating audit procedures.
- Represented the auditing team to communicate with third parties, including suppliers, lawyers, and financial institutions.
Client Relationship Coordinator
Ipac Securities Limited (AMP Advice)
05.2010 - 06.2016
- Represented a team of financial advisers and managed the establishment and maintenance of client relationships
- Actively assisted clients with all administrative requests, including but not limited to, responding to account queries, completing account transaction, scheduling meetings and preparing documentation for sign-off
- Proactively communicated with clients to consistently provide a highly level of service
- Consistently applied superannuation product knowledge through the preparation of documentation and implementation of financial advice strategy
- Engaged with new client prospects at presentations and seminars
Education
Bachelor of Commerce - Professional Accounting
Macquarie University
04-2016
Foundations of Financial Planning -
Kaplan Professional
01.2011
Skills
- Proactive leader; ability to foster a collaborative and engaging environment, whilst driving high performance
- Project management; an advanced problem solver with an ability translate ideas into actions/ projects and in turn follow through to implementation
- Business development: as a natural networker and connector, I have the ability to source, build, and foster stakeholder relationships
- Attention to detail; research, interpret, and apply information to satisfy regulation
- Communication; natural ability to clearly and concisely communicate with stakeholders at all levels
- Advanced computer skills; Microsoft 365, Xero, MYOB and other accounting systems
References
References available upon request.
Timeline
Senior External Auditor
Graeme Green Chartered Accountants
06.2016 - Current
Client Relationship Coordinator
Ipac Securities Limited (AMP Advice)
05.2010 - 06.2016
Bachelor of Commerce - Professional Accounting
Macquarie University
Foundations of Financial Planning -
Kaplan Professional
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