Summary
Overview
Work History
Education
Skills And Core Competencies
Accomplishments
Timeline
Generic

RAJENDRA SAHA

Senior Accounts Officer | CPA Associate Member
Leppington

Summary

Results-driven Senior Finance Professional with over 13 years of experience in financial analysis, budgeting, forecasting, and strategic reporting across the public, healthcare, and not-for-profit sectors. Currently completing the CPA Program (4 out of 6 subjects completed), with a strong foundation in financial governance, risk management, and performance analysis. Skilled in analyzing large and complex data sets to deliver actionable insights that support executive decision-making and align with organizational priorities. Proven track record in month-end reporting, variance analysis, financial modelling, and stakeholder engagement. Extensive experience with government funding frameworks, including NDIS and aged care models, and a strong command of financial systems and compliance requirements. Recognized for driving process improvements, leading high-performing teams, and supporting continuous business optimization.

Overview

15
15
years of professional experience
4025
4025
years of post-secondary education

Work History

Senior Accounts Officer

Proveda Limited
07.2024 - Current
  • Lead financial operations for a healthcare provider delivering aged care and NDIS services, managing a team of five finance professionals.
  • Prepare and deliver high-quality financial reports, quarterly statements, and performance dashboards to support executive and board-level decision-making.
  • Conduct in-depth budget variance analysis across complex, multi-source government funding streams, identifying financial risks, and opportunities for improved allocation.
  • Support strategic planning by developing annual budgets and quarterly forecasts, aligning resource allocation with program priorities, and funding conditions.
  • Extract and analyze large datasets using financial systems to produce meaningful insights, enabling evidence-based decision-making by senior leadership.
  • Monitor operational expenditure against approved budgets, providing early warnings, and corrective action plans for emerging variances.
  • Collaborate with program managers and cross-functional teams to align service delivery with budget constraints and organizational objectives.
  • Lead capability development through staff mentoring, workflow planning, and structured training initiatives within the finance function.
  • Drive process improvement by reviewing and updating finance SOPs biannually, improving efficiency and compliance.
  • Coordinate external audits, ensure timely submission of acquittal reports, and maintain full compliance with internal policies, government funding guidelines, and healthcare regulations.

Accounts Officer

Proveda Limited
07.2019 - 06.2024
  • Specialized in high-volume financial transaction processing and analysis, with a focus on government funding systems.
  • Processed approximately 400 invoices per week with a 99.8% accuracy rate, while maintaining strict compliance standards.
  • Performed a comprehensive analysis of accounts payable and receivable transactions, with detailed variance reporting.
  • Prepared weekly payment runs and monthly aged receivable reports, with analytical insights and recommendations.
  • Systems and Process Management: Processed NDIS claiming and reconciliation of revenues between systems with precision and analytical review.
  • Performed general ledger reconciliations for month-end processes, and bank/credit card reconciliations.
  • Set up customer profiles and payment collections, managing debtor follow-up processes effectively.
  • Monitored accounts inbox and responded to inquiries promptly, investigating account discrepancies.

Administrator, Accounts and Client Services

S E Rentals PTY LTD
02.2016 - 06.2019
  • Managed financial operations for equipment finance company with focus on daily analysis and reporting.
  • Conducted daily bank reconciliations and allocated vendor/client payments with 100% accuracy.
  • Prepared weekly financier reports with detailed analysis and manually invoiced high-value clients.
  • Performed monthly reconciliation of financier reports with portfolio invoices and Balance Sheet reconciliation.
  • Generated asset depreciation and amortization schedule reports from ERP system.
  • Created payout calculator tool eliminating manual calculations and reducing processing time by 50%.
  • Process Improvement Leadership: Successfully implemented Xero Online replacing MYOB, increasing productivity by 30%.
  • Developed advanced Excel-based inertia reporting system improving secondary income tracking accuracy.

Team Leader, Business Service Centre

Commonwealth Bank of Australia
07.2014 - 01.2016
  • Led high-performing team while driving productivity improvements and business development initiatives.
  • Managed performance through coaching and development plans.
  • Developed and maintained performance reporting including staff productivity and KPI metrics.
  • Drove productivity improvements across teams through continuous improvement programs and data analysis.
  • Assisted in Business Banking national project initiatives and reported outcomes to senior management.
  • Conducted outbound calls to identify business opportunities and facilitate customer retention.
  • Built networks with internal and external stakeholders, establishing valued business relationships.
  • Recognition: Won CBA Excellence Awards Q1 2013 for high performance and outstanding team contribution.

Point of Reference Specialist

Commonwealth Bank of Australia
07.2012 - 06.2014
  • Provided specialized support for high-value clients and complex financial query resolution.
  • Provided ongoing support to 1st level associates facing complex queries and handled escalations.
  • Served as the first point of contact for high-value clients (Bunnings, David Jones, Caltex, Metcash) for technical issues.
  • Provided training to associates through various training sessions and escalated complex queries appropriately.

Business Service Centre Associate

Commonwealth Bank of Australia
01.2011 - 06.2012
  • Provided superior service and support for B&PB transactional banking channels including EFTPOS analysis.
  • Delivered superior customer service and support for transactional banking channels.
  • Investigated and provided solutions to client enquiries using procedures and support systems.
  • Provided critical after-hours support to customers from various banking services.

Education

CPA Certification

CPA Australia
Sydney, Australia
01-2026

Master of Business Administration - Project Management, Finance

University of Southern Queensland
Toowoomba, Australia
01-2014

Bachelor of Commerce - Professional Accounting

Macquarie University
North Ryde, NSW
01-2010

Skills And Core Competencies

  • Financial Analysis & Reporting – Variance analysis, forecasting models, KPI development, monthly/quarterly reports
  • Cash Flow & Liquidity Management – Cash forecasting, liquidity oversight, banking operations (CommBiz, multi-bank platforms)
  • Budgeting & Planning – Annual budgets, quarterly forecasts, capital expenditure planning, multi-source budget management
  • Government & Compliance – Government funding compliance, grant budgeting, AASB/IFRS standards, audit coordination
  • Process Improvement – SOP development, workflow optimization, system enhancements, change management
  • Technical Proficiency – Oracle NetSuite ERP, Microsoft Excel (advanced), Xero, MYOB, Tableau, Power BI, NDIS Proda, QuickBooks
  • Stakeholder Engagement – Cross-functional collaboration, agency support, Treasury forums, financial advisory
  • Leadership & Team Support – Mentoring, performance oversight, cross-training, fostering high-performing finance teams

Accomplishments

  • Created a comprehensive NDIS billing template for Proda portal, eliminating manual claims processing and increasing team productivity by 25%.
  • Led Xero Online implementation replacing MYOB software, resulting in 30% increased productivity and enhanced daily banking processes efficiency.
  • Updated and developed new processes for inertia reporting and reconciliation using advanced Excel functions, improving secondary income tracking accuracy by 40%.
  • Developed payout calculator tool eliminating manual calculations and reducing processing time by 50%.

Timeline

Senior Accounts Officer

Proveda Limited
07.2024 - Current

Accounts Officer

Proveda Limited
07.2019 - 06.2024

Administrator, Accounts and Client Services

S E Rentals PTY LTD
02.2016 - 06.2019

Team Leader, Business Service Centre

Commonwealth Bank of Australia
07.2014 - 01.2016

Point of Reference Specialist

Commonwealth Bank of Australia
07.2012 - 06.2014

Business Service Centre Associate

Commonwealth Bank of Australia
01.2011 - 06.2012

CPA Certification

CPA Australia

Master of Business Administration - Project Management, Finance

University of Southern Queensland

Bachelor of Commerce - Professional Accounting

Macquarie University
RAJENDRA SAHASenior Accounts Officer | CPA Associate Member