Sheni Lal-Karan
Joyner,QLD
Summary
With a proven track record at Twr Group, I excel in financial reporting and customer service. Leveraging Microsoft Excel expertise, I streamlined invoice processing, reducing errors by 20%. Adept at fostering positive client relationships, I enhance operational efficiency through attention to detail and effective communication. Ideal balance of administration with accounts.
Overview
24
24
years of professional experience
Work History
Accounts Assistant
Twr Group
Margate, QLD
07.2022 - Current
- Assisted in processing invoices and expense reports for accurate financial record-keeping.
- Maintained organized filing systems for efficient retrieval of financial documents. Online Systems
- Supported monthly reconciliation of accounts, ensuring accuracy of financial data.
- Collaborated with team members to streamline administrative processes and improve efficiency.
- Responded to vendor inquiries, fostering positive relationships and resolving discrepancies promptly.
- Utilized accounting software to track transactions and generate reports as needed.
- Participated in training sessions to enhance knowledge of accounting practices and software tools.
- Inspected account books and recorded transactions.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Input financial data and produced reports using Software
- Effectively bank accounts and organizing contact etc information into accounting software.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers. Creating and sending out invoices. Following up on Auditors invoices.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions. Sourcing info. For senior accountant and assisting them.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Implemented new accounting related Admin processes to decrease spending and work flow downtime.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered. Print save file.
- Prepared and emailed invoices to customers, documented all.
- Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department
- Reduced errors in data entry by implementing a system of double-checking and cross-referencing information before lodgement as part of admin.
- Assisted in the preparation of accurate financial reports for senior management decision making.
- Communicated regularly with customers regarding account questions and issues.
- Maintained an organized filing system for easy access to financial documents, improving overall efficiency.
- Streamlined invoice processing for improved efficiency and timely payments to vendors e.g for Auditor.
- Organized data into multiple spreadsheets to streamline data.
- Provided excellent customer service while handling various billing inquiries from clients, fostering strong client relationships.
- Facilitated smooth audits by maintaining accurate records and providing prompt responses to auditor requests for SMSF
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information
- Maintained clean and organized files by keeping tax records up-to-date.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Processed payments and documents such as invoices
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
- Maintaining participating in WHS event e.g Fire drill
Administrative, Assistant and Acvountant
Balanix Strathpine
Strathpine, QLD
10.2021 - 06.2022
- Organized and maintained office files, ensuring easy access to information.
- Assisted in scheduling appointments and managing calendars for team members.
- Prepared and distributed internal communications, enhancing information flow.
- Coordinated travel arrangements, optimizing logistics for business trips.
- Managed inventory of office supplies, improving resource availability and cost efficiency.
- Contributed to team meetings by documenting minutes and action items accurately.
- Implemented filing system improvements, increasing retrieval speed and accuracy.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Accounts Admin Assistant
Pine Rivers Consulting
Strathpine, QLD
03.2020 - 10.2021
- Managed scheduling and calendar coordination for multiple executives, ensuring efficient time management.
- Drafted and prepared correspondence, reports, and presentations to support team initiatives.
- Maintained filing systems and databases, enhancing document retrieval efficiency and organization.
- Facilitated communication between clients and consultants to streamline project workflows.
- Utilized software tools to create budgets and manage expenses for various projects effectively.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Facilitated collaboration within team by organizing regular meetings and tracking project progress.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Improved document processing speed by introducing automated templates for routine correspondence.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Enhanced office environment, organizing spaces for better workflow and employee comfort.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
Receptionist and All Rounder Accountant
RD Adamson Accountants
Arana Hills Qld
03.2003 - 09.2020
- Facilitated client and visitor interactions to cultivate a welcoming atmosphere.
- Oversaw multi-line phone system, ensuring efficient call routing to designated staff members.
- Organized appointment scheduling and meeting coordination for accountants and clients.
- Streamlined filing system to enhance document retrieval efficiency and accuracy.
- Facilitated preparation of financial documents and reports for client meetings.
- Managed incoming and outgoing mail operations to ensure timely delivery of critical communications.
- Updated client information in database to ensure data accuracy and accessibility.
- Streamlined office operations by overseeing supply orders and maintaining optimal inventory levels.
- Managed central telephone system operations and efficiently directed incoming calls.
- Managed sensitive information with utmost discretion, ensuring adherence to confidentiality standards.
- Elevated customer satisfaction by promptly resolving inquiries and delivering precise information.
- Safeguarded client and company information by maintaining strict confidentiality protocols.
- Facilitated administrative support for staff by managing correspondence, organizing document filing, and overseeing office supplies inventory.
- Facilitated clerical operations by managing document copying, faxing, and filing tasks.
- Fostered strong client relationships through professional demeanor and exceptional interpersonal skills.
- Facilitated onboarding processes for new clients and ensured timely completion of necessary paperwork.
- Oversaw visitor log management to enhance facility security protocols.
- Optimized appointment scheduling system to enhance operational efficiency and client satisfaction.
- Facilitated planning and coordination of office events and meetings for seamless execution.
- Oversaw office security by monitoring visitor access and issuing identification badges.
- Elevated visitor experience by delivering comprehensive information and assistance.
- Enhanced data privacy compliance through diligent oversight of sensitive information management.
- Streamlined resource allocation by overseeing inventory management of office supplies and initiating timely reorders.
- Streamlined office organization through meticulous management of appointment scheduling and client databases.
- Streamlined workflow through implementation of efficient document handling and organization practices.
- Enhanced customer satisfaction by warmly welcoming visitors and efficiently addressing their needs.
- Enhanced team effectiveness by delivering targeted support to multiple departments during peak periods.
- Facilitated HR activities by managing recruitment processes, including interview scheduling and candidate information organization.
- Optimized invoice processing workflows to enhance payment timeliness and support financial operations.
- Optimized front desk operations by effectively managing incoming calls to enhance customer service delivery.
- Enhanced customer satisfaction by promptly and professionally addressing complaints and inquiries.
Quality Control Admin and Accounts Leader
HR Block [Head Office]
Aspley, QLD
08.2016 - 02.2020
- Led teams to enhance operational efficiency and improve service delivery.
- Developed training programs to mentor staff on software tools and best practices.
- Implemented process improvements that streamlined workflows and reduced errors.
- Collaborated with cross-functional teams to align strategic objectives and initiatives.
- Facilitated performance evaluations to drive employee engagement and accountability.
- Analyzed client feedback to identify improvement areas in service offerings.
- Oversaw project timelines, ensuring adherence to deadlines and quality standards.
- Identified team weak points and implemented corrective actions to resolve concerns.
- Trained employees on Product or Service and assigned duties.
- Oversaw day-to-day activities of Number employees in Type establishment, fostering inspiring atmosphere to optimize employee experiences.
- Assisted with new hire processing and existing training programs.
- Overcame challenging deadlines and resource limitations by reallocating personnel and focusing on priority tasks.
- Increased team productivity by streamlining communication and implementing effective project management strategies.
- Mentored junior staff members, helping them develop leadership skills and advance their careers within the organization.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Maintained team flexibility and embraced change to adapt within dynamic markets.
- Led team by answering complex customer questions and mentoring personnel one-on-one.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Interacted well with customers to build connections and nurture relationships.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Loan Assistant, Administrative and Accounts Assist
Solution Accountants
Stafford QLD
09.2018 - 10.2019
- Processed loan applications and verified applicant information for accuracy and completeness.
- Assisted in preparing loan documentation, ensuring compliance with regulatory requirements and company policies.
- Coordinated communication between clients and lenders to facilitate timely loan approvals.
- Managed electronic filing systems for loan documents, enhancing retrieval efficiency and organization.
- Streamlined workflow processes, contributing to a reduction in application turnaround times.
- Provided training to new staff on software tools used for loan processing and customer management.
- Developed templates for standard correspondence, improving consistency in client communications.
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Supported team in analyzing financial data to assess borrower creditworthiness and risk levels.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
- Ordered information such as credit reports, environmental assessments, and property appraisals.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Provided administrative support to Loan Officers, including calendar management, travel coordination, and meeting preparation for increased efficiency and productivity.
- Increased client retention rates by proactively following up on past clients to offer relevant financial products or assistance when needed.
- Monitored key dates to obtain information by deadlines.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in lending operations.
Administrative, Reception and Accounts Assistant
Hinkler Accounting
Boondall, QLD
03.2007 - 02.2010
- BoondallAssisted in daily accounting tasks, ensuring accurate data entry and record maintenance.
- Supported preparation of financial statements and reports for senior accountants.
- Coordinated communication between clients and accounting team to resolve inquiries efficiently.
- Processed invoices and expense reports, maintaining organized financial documentation.
- Implemented filing system improvements, enhancing retrieval efficiency for financial records.
- Assisted in daily accounting tasks, ensuring accurate data entry and record maintenance.
- Executed routine audits of accounts payable and receivable for accuracy and compliance.
- Developed training materials for new hires on accounting software usage and procedures.
- Contributed to process refinement initiatives, increasing overall operational efficiency within the department.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department.
- Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
- Reduced errors in data entry by implementing a system of double-checking and cross-referencing information.
- Assisted in the preparation of accurate financial reports for senior management decision making.
- Improved cash flow management by monitoring accounts receivable and following up on overdue invoices.
- Communicated regularly with customers regarding account questions and issues.
- Maintained an organized filing system for easy access to financial documents, improving overall efficiency.
- Streamlined invoice processing for improved efficiency and timely payments to vendors.
- Organized data into multiple spreadsheets to streamline data.
- Provided excellent customer service while handling various billing inquiries from clients, fostering strong client relationships.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Facilitated smooth audits by maintaining accurate records and providing prompt responses to auditor requests.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Matched purchase orders with invoices and recorded necessary information.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Administration ,Reception, and Accounts Assistant
Allsopp Accountants
Boondall, QLD
03.2005 - 09.2007
- Assisted in processing invoices and payment transactions, ensuring timely and accurate financial operations.
- Supported month-end closing procedures by reconciling accounts and preparing financial statements.
- Maintained meticulous records of client interactions and transactions using accounting software tools.
- Collaborated with team members to streamline bookkeeping processes, enhancing overall efficiency.
- Responded to client inquiries regarding account status, fostering positive relationships through effective communication.
- Adapted quickly to new accounting systems, demonstrating flexibility in a fast-paced office environment.
- Contributed to the development of improved filing systems for enhanced document retrieval and organization.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
Receptionist and Accounts Junior
Peter Kelly Wickham Terrace
Brisbane, QLD
03.2004 - 07.2005
- Greeted visitors warmly, ensuring a positive first impression of the office environment.
- Managed multi-line phone system, directing calls efficiently to appropriate personnel.
- Scheduled appointments and maintained calendars for staff, optimizing time management.
- Processed incoming and outgoing mail, ensuring timely distribution to relevant departments.
- Collaborated with team members to improve front desk workflows and customer service practices.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Resolved customer problems and complaints.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Managed multiple tasks and met time-sensitive deadlines.
Receptionist and Intern
Walmsley Consulting Go Tax
Lawnton, QLD
02.2003 - 05.2004
- Facilitated client and visitor interactions to establish a welcoming atmosphere and uphold a professional first impression.
- Oversaw multi-line phone system, ensuring efficient call routing to appropriate departments.
- Managed appointment scheduling and calendar maintenance for multiple accountants to enhance office efficiency.
- Streamlined processing of incoming and outgoing mail to enhance communication efficiency within the firm.
Receptionist and Accounts Junior
Norman Wicks Co Toowong
Toowong, QLD
07.2002 - 09.2003
- Greeted and assisted visitors, ensuring a welcoming atmosphere.
- Managed multi-line phone system, routing calls efficiently to appropriate personnel.
- Scheduled appointments and maintained calendars for staff members to optimize time management.
- Processed incoming and outgoing mail, ensuring timely distribution of communications.
Education
Bachelor of Business - Business Accountancy
Queensland University of Technology
Brisbane, QLD04-2000
Skills
Microsoft Excel
Ledger and journal entries
Bank reconciliation
Time management
Data inputting
Invoice processing
Payment processing
Payment reconciliation
Cash flow management
Audit support
Attention to detail
Report generation
Mail distribution
Journal entries
Financial software
Tax compliance
Payroll processing
Correspondence management
Accounting software proficiency
Statutory accounts preparation
Payroll administration
Budget forecasting
Financial reporting
Intercompany transactions
Accounting policy adherence
MS office
Invoicing and billing
Data entry
Bookkeeping
Invoice verification
Administrative support
Customer service
Data processing
Microsoft Excel expertise
Reports reconciliation
Data analysis
Business correspondence
File and database management
Discrepancy research
Internal controls implementation
Tax preparation
Timeline
Accounts Assistant
Twr Group
07.2022 - Current
Administrative, Assistant and Acvountant
Balanix Strathpine
10.2021 - 06.2022
Accounts Admin Assistant
Pine Rivers Consulting
03.2020 - 10.2021
Loan Assistant, Administrative and Accounts Assist
Solution Accountants
09.2018 - 10.2019
Quality Control Admin and Accounts Leader
HR Block [Head Office]
08.2016 - 02.2020
Administrative, Reception and Accounts Assistant
Hinkler Accounting
03.2007 - 02.2010
Administration ,Reception, and Accounts Assistant
Allsopp Accountants
03.2005 - 09.2007
Receptionist and Accounts Junior
Peter Kelly Wickham Terrace
03.2004 - 07.2005
Receptionist and All Rounder Accountant
RD Adamson Accountants
03.2003 - 09.2020
Receptionist and Intern
Walmsley Consulting Go Tax
02.2003 - 05.2004
Receptionist and Accounts Junior
Norman Wicks Co Toowong
07.2002 - 09.2003
Bachelor of Business - Business Accountancy
Queensland University of Technology