Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sampati Shastri

Logan Reserve

Summary

Dedicated accounting professional with a strong foundation in financial principles and customer service, eager to leverage skills for long-term growth and success within a dynamic organization. Proven ability to deliver comprehensive accounting activities while fostering teamwork and effectively resolving conflicts. Committed to continuous learning and professional development, with aspirations to enroll in the CPA/CA program to enhance expertise further. Seeking a role that utilizes existing knowledge while providing opportunities for career advancement and personal growth.

Overview

10
10
years of professional experience

Work History

Accounts Receivable/Credit Controller

Harvey Norman Commercial
03.2025 - Current
  • Supported sales teams by providing accurate credit information for new and existing customers.
  • Increased collection rates through proactive account management and regular follow-ups with clients.
  • Reduced overdue debt by closely monitoring customer accounts and taking prompt action on outstanding payments.
  • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
  • Collaborated with other departments to resolve billing errors, ensuring timely payment from clients.
  • Processing and refunding credit card transactions
  • Reconciling incoming funds and ensuring correct allocation of customer payments
  • Processing daily collections and credit claims in POS system
  • Reconciling debtors’ accounts

Accounts/Administration

Local Hire Pty Ltd
11.2021 - 12.2024
  • Providing a high level of customer service to internal and external stakeholders with respect to accounts as required
  • Check the accuracy of invoices
  • Input and code invoices to the cost centre
  • Process invoices
  • Match invoices with Purchase Order
  • Send invoices to the Manager for payment approval
  • Schedule pay runs based on standard company payment terms
  • First point of contact with Debtors chasing payment of invoices
  • Verify and process employee expense claims and manage the approval and payment process
  • Update and maintain vendor database promptly
  • Perform reconciliations including supplier statement reconciliations, credit card reconciliations and more
  • Support the month-end process by providing supporting documentation for month-end journals
  • Report on Aged Payables plus other ad-hoc reporting where applicable
  • Identify improvements to the accounts payable process
  • Daily bank reconciliations
  • Answering vendor/customer’s phone calls for queries
  • Supplier reconciliations and contra
  • Issue customer statements
  • Follow up with customers that have overdue accounts
  • Place overdue accounts on hold and report to the relevant staff member
  • Creating and producing various expense reports for management as required
  • Support the month-end process
  • Monitor and maintain accurate payroll records and prepare regular and ad hoc payroll reports in a timely manner and as required
  • Verifying employees timesheets
  • Maintaining employee details in KeyPay
  • Processing payroll ensuring employees are paid in an accurate and timely manner in accordance with the organisations workplace agreement
  • Responding to all payroll related enquiries.

Customer Service Representative (Casual/Weekend - Saturdays)

BP Petrol Station
09.2018 - 10.2022
  • Assisting the manager with processing the shift reports and end of day calculation
  • Processing till reports and matching the day to day transactions
  • Providing efficient, friendly and informative service following established customer service standards
  • Precisely processing the payments through EFTPOS system
  • Taking responsibilities for stock rotation and as well as at the checkout department
  • Efficiently following the procedures while carrying on the assigned tasks
  • Answering phone calls and managing the front desk with the client requests and problems
  • Working effectively within a team environment and independently as required.

Finance Assistant

Luminous Education
01.2021 - 11.2021
  • Process and prepare financial and business forms for the purpose of checking account balances, facilitating purchases, etc
  • Perform routine calculations to produce analyses and reports as requested by the finance director
  • Help oversee and manage individual accounts
  • Create, send, and follow up on invoices
  • Review and adhere to department budgets
  • Collect and enter data for various financial spreadsheets
  • Review and audit financial statements and reports, ensure all calculations and data entries are correct
  • Reconcile any discrepancies or errors identified by conversing with employees and/or clients
  • Report any troubling discoveries or suspicion of wrongdoing to the proper authorities
  • Collect information for and prepare payroll payments for employees
  • Assist the financial director in creating financial reports on a regular basis
  • Adhere to the company’s or organisation’s financial policies and procedures
  • Answer questions and provide assistance to stakeholders, customers, and clients as needed
  • Attend finance department and company-wide meetings, sometimes assisting with financial reporting to managers and senior executives
  • Suggest changes or improvements to increase accuracy, efficiency, and cost reductions.

Transport Coordinator

Singh Freighter Pty Ltd
01.2020 - 01.2021
  • Establish company routes concentrating on customer service
  • Ensure to dispatch all company drivers
  • Ensure to receive all phone calls from drivers
  • Ensure to track routes to assure on time deliveries to enterprise customers
  • Review and arrange all transportation paperwork inclusive of driver logs, trip reports and invoices
  • Record accurately tractor mileages essential for fuel tax monthly and quarterly reporting
  • Record entire mileages for sub as well as rental equipment
  • Review driver’s hours properly and submit apt timecards to payroll
  • Perform in collaboration with Transportation Manager to enhance load capacity and reduce damaged merchandise and loading errors
  • Handle client concerns and direct problems to suitable parties
  • Prepare schedule for external backhauls as well as review external backhaul prospects
  • Record driver concerns along with policy violations and direct main issues to Transportation Manager
  • Support management team to supervise transportation personnel
  • Ensure compliance to all security as well as operational procedures.

Graduate Trainee Accountant

BTACS - AL & CO Accountants Pty Ltd
10.2018 - 06.2019
  • Preparing financial statements and Income Tax returns
  • Preparing BAS and assisting with the lodgement process
  • Precise data entry in Handisoft and XERO software
  • Assisting with client invoicing and verifying the client documents
  • Assisting in the preparation of daily, weekly and monthly cash flow summaries
  • Accurate calculation of CGT assets and helping with SMSF’s
  • Performing balance sheet reconciliations, rebates and expense claims
  • Assisting with payroll functions
  • Dealt with accounts payable and accounts receivable transactions.

Barista/Team Member

Pie Face Café & Bakery
12.2016 - 03.2018
  • Demonstrated organizational skills by ensuring stock is properly managed and replenished
  • Efficient in making different coffees and preparing bakery items, salads and sandwiches
  • Receiving and processing payments by EFTPOS
  • Managing telephone requests and delivery orders
  • Utilized strong customer service skills through explaining product features and responding to queries.

Graduate Accountant

Roopam Rubbers Manufacturing
07.2015 - 05.2016
  • Dealing with monthly bank reconciliations
  • Working with month end journals
  • Assist with the preparation of monthly balance sheet reconciliations
  • Provided backup support for other accounting roles including accounts receivable during periods of absence
  • Dealing with foreign currency transactions
  • Responsibility for booking all journals in the system and cleaning all monthly General Ledger reconciliations and follow up of all accounts.

Education

Professional Year -

Performance Education
06.2019

Masters of Business - Professional Accounting Major

Queensland University of Technology
07.2018

Bachelor of Commerce - undefined

Gujarat University
05.2016

Skills

  • Prioritizing and Planning
  • Work Planning
  • Customer Service
  • Account Analysis Expertise
  • Collections Actions
  • Attention to Detail
  • Financial Administration
  • Bank Statement Reconciliation
  • Account Reconciliation
  • Accounts Receivable
  • Purchase Orders
  • Data Entry
  • Payroll Preparation and Processing
  • Time Management
  • Debt recovery expertise

Timeline

Accounts Receivable/Credit Controller

Harvey Norman Commercial
03.2025 - Current

Accounts/Administration

Local Hire Pty Ltd
11.2021 - 12.2024

Finance Assistant

Luminous Education
01.2021 - 11.2021

Transport Coordinator

Singh Freighter Pty Ltd
01.2020 - 01.2021

Graduate Trainee Accountant

BTACS - AL & CO Accountants Pty Ltd
10.2018 - 06.2019

Customer Service Representative (Casual/Weekend - Saturdays)

BP Petrol Station
09.2018 - 10.2022

Barista/Team Member

Pie Face Café & Bakery
12.2016 - 03.2018

Graduate Accountant

Roopam Rubbers Manufacturing
07.2015 - 05.2016

Masters of Business - Professional Accounting Major

Queensland University of Technology

Bachelor of Commerce - undefined

Gujarat University

Professional Year -

Performance Education

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Sampati Shastri