Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Sarah Waldock

EDMONTON

Summary

Focused Accounting professional with 10 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organised reports with numerous software's including, SAP, Xero, and MYOB. Accomplished in taking on tasks within strict deadlines while prioritising urgent needs. Successful at keeping accounts current and accurate for compliant financial recordkeeping and a streamline end of month/budget process. Well-organized, diligent and focused professional.

Overview

12
12
years of professional experience

Work History

Financial Accountant

MSF Sugar
08.2021 - Current
  • Budget for overhead expenses including the corporate, business development and marketing departments
  • Reconcile various balance sheet accounts for end of month close
  • Prepare BAS statement monthly for MPAH group
  • Liaise with AP & AR departments to ensure correct reconciliation of bank transactions
  • Run depreciation monthly and reconcile relevant accounts
  • Liaise with Business Analyses to ensure correct processing of capital projects.

Tax Accountant

Eagle Accounting
01.2019 - 07.2021
  • Reconcile client accounts where necessary
  • Preparing tax statements, financial statements, and BAS statements at required intervals
  • Creating and returning statements and documents to clients by set deadlines
  • Liaising with the Australian Taxation Office (ATO) and other regulatory bodies when required
  • Preparing business income tax returns and statements for audits
  • Assisting in financial planning
  • Regularly reviewing systems and making updates and improvements where necessary
  • Engaging regularly with clients and maintaining strong relationships
  • Identifying areas where clients and businesses can reduce tax, make claims, and increase profit
  • Possessing strong knowledge of tax law and statutory regulations
  • Understanding financial landscape and market trends.

Undergraduate Tax Accountant

Lennon Advisory
01.2017 - 01.2019
  • Liaising with the ATO
  • Prepare Business and Instalment Activity Statements
  • Reconciling accounting files (Xero, MYOB, QuickBooks)
  • Workpaper preparation for Manager to review
  • Prepare individual tax returns
  • Prepare financial statements and tax returns for small groups
  • Correspondence to clients
  • Involvement with tax planning for clients
  • Researching and assisting with the preparation of tax advice.

Events Co-ordinator

JCU Events Crew
01.2017 - 01.2019
  • Set-up and pack-down
  • Greeting guests and welcoming them to events
  • Promote JCU
  • Undertake tasks requested from supervisors.

Disability Practice Co-ordinator

GSL- A Good Start to Life
01.2015 - 01.2016
  • Fortnightly payroll in Xero
  • Chairperson of meetings
  • Taking minutes to meetings
  • Creating meeting agenda
  • Approving staff members timesheets
  • Accounts payable and receivable
  • Invoicing clients and funding bodies
  • Manage and record confidential and sensitive information
  • Listen and respond to customers changing needs
  • Analyse information and exercise decision making
  • High volume data entry.

Administration Assistant

Shirvington Partners
01.2012 - 01.2015
  • Data entry
  • Simple audits
  • Scanning, filing, archiving
  • Checking mail and distributing to the correct person
  • Maintaining records such as mail in/mail out
  • Answering incoming calls; taking messages and re-directing calls as required
  • Diary management and arranging appointments, booking meeting rooms and conference facilities
  • General office management such as ordering stationary
  • Arranging both internal and external events such as Melbourne Cup.

Education

Bachelor of Business - Accounting And Economics

James Cook University
Cairns
06.2019

High School Diploma -

Malanda State High School
Malanda, QLD
06.2015

Diploma of Business Administration -

Keen Consulting
Cairns
06.2015

Skills

  • SAP S/4 Hanna
  • Xero certified consultant
  • Proficient at Microsoft Office – particularly excel
  • MYOB
  • Workflow Max
  • Interpersonal skills
  • Communication skills
  • Leadership skills
  • Ability to work in a team
  • Self-motivated
  • Organisational skills
  • Problem solving skills
  • Expense Tracking
  • Financial Reporting
  • Internal Controls
  • Budget Development
  • Organisational skills
  • Problem solving skills
  • Expense Tracking
  • Financial Reporting
  • Internal Controls

Accomplishments

  • 2013-2014; Semester 1/ Semester 2 Principal awards- Principal awards are elected to students who achieve A Standards in behaviour and effort for all subjects in a semester.
  • 2014 Semester 1/ semester 2 Academic awards- Academic awards are designated when students have achieved an A or B in all subject’s achievement
  • Gold Level of Behaviour at Malanda High School- This awarded when students uphold every area of the school policy, to be awarded with accolade I had write 1000 words about Malanda High School and why I am I Gold Level student, once that was approved, I then had to have an interview with the Head of Year and Year Level Coordinator.
  • Girl Guide Leader-Fundraise for the community; participate in all memorial days such as ANZAC Day; teaching young Girl Guides skills. This opportunity gave me the chance to pass my knowledge onto willing others and be more mindful of those around me.

References

  • Nyssa Gower, 0419 757 348, Eagle Accounting supervisor
  • Emma Ford, 0409 698 523, Lennon Advisory colleague
  • Jo Rayner, 0438 662 297, Lennon Advisory supervisor
  • Kiara Cantamessa, kiara.cantamessa1@jcu.edu.au, JCU Events supervisor
  • Craig Rowe, 0428 684 885, GSL supervisor
  • Bronwyn Cant, 0409 922 312, Shirvington Partners supervisor
  • Jaimee Tanswell, 0452 506 773, Personal
  • Pauline Errey, 409 659 83, Guide Leader

Timeline

Financial Accountant

MSF Sugar
08.2021 - Current

Tax Accountant

Eagle Accounting
01.2019 - 07.2021

Undergraduate Tax Accountant

Lennon Advisory
01.2017 - 01.2019

Events Co-ordinator

JCU Events Crew
01.2017 - 01.2019

Disability Practice Co-ordinator

GSL- A Good Start to Life
01.2015 - 01.2016

Administration Assistant

Shirvington Partners
01.2012 - 01.2015

Bachelor of Business - Accounting And Economics

James Cook University

High School Diploma -

Malanda State High School

Diploma of Business Administration -

Keen Consulting
Sarah Waldock