Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shilpa Gupta

Melbourne,VIC

Summary

Reliable applicant demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed expectations. Offering knack for building productive working relationships. History of thriving in team-oriented environments.

Solid team player with upbeat, positive attitude and proven skill in establishing rapport with people. Motivated to learn and grow alongside teaching young minds. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships and cultivating partnerships

Overview

14
14
years of professional experience

Work History

Accounts Manager

BookkeeperX
Melbourne, VIC
08.2023 - Current
  • Performed administrative tasks such as payroll, inventory management, budgeting, and bookkeeping.
  • Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
  • Processed sales orders and completed bookkeeping, purchasing, tracking and credit application tasks.
  • Utilized payroll software efficiently to process payroll and generate necessary reports.
  • Worked effectively in team environments to make the workplace more productive.
  • Managed invoicing process including tracking payments from customers.
  • Maintained vendor files, ensuring all documents were up-to-date and accurate.
  • Maintained an organized filing system for all financial records.
  • Communicated regularly with vendors via phone, email, or mail regarding invoice inquiries or payment requests.
  • Monitored cash flow to ensure sufficient funds are available for payment obligations.

Head of Accounts

Karista Pty Ltd
Cremorne, VIC
12.2022 - 06.2023
  • Prepared P&L reports and financial statements for review by management.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Collaborated with accounting associates to improve reconciliation processes.
  • Developed actionable improvements for existing processes and presented to management.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Reviewed applications against established parameters to determine approval, rejection or modification requirements.
  • Optimized employee satisfaction and productivity by developing employee incentive programs.
  • Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Built and maintained productive relationships with customers and internal partners.
  • Renewed existing accounts by cementing trusting relationships with customers.
  • Negotiated contracts and closed agreements to maximize profits.

Plan Manager

Plan Easy
12.2019 - 08.2022
  • Managed 55 NDIS participants with yearly budgets of up to $1,500,000 single handedly.
  • Onboarded clients, maintained ongoing rapport with the families.
  • Submitted claims on regular basis.
  • Proficient with MYP, PRODA.
  • Kept records compliance and audit ready with required documentation in neat folders both online and physically.
  • Stayed on top of latest NDIS guidelines and price guides. Provided families/ participants regular assistance with budgeting and using their plan.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues in a timely manner.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Liaised directly with participants, families, support coordinators, providers and stakeholders.
  • Managed reconciliations in Xero.
  • Onboarded clients and maintained ongoing relationships with representatives with great rapport.

Senior Manager

Atbl Accountants
Melbourne, VIC
03.2017 - 08.2022
  • Managed relationships with tax authorities, tax office.
  • Developed invoicing systems for multiple medium level business clients.
  • Communicated with stockholders or other investors to provide information.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Managed payroll for multiple business clients, ranging from 5 to 100 employees on a weekly basis.
  • Finalized BAS every quarter. Managed reconciliations both income and expense side, keeping the files audit ready.
  • Finalized NDIS industry specific quarterly compliance including PLSL, Payroll tax.
  • Maintained and managed all duties of an AR manager for 3 business clients at a time, ranging from 5 to 100 employees and 5 to 200 clients.
  • Detailed and in depth experience of Xero for almost 5 years.
  • Proficient in using MS office.
  • Followed up and recovered receivables on behalf of multiple business clients at one time, with excellent recovery rate.
  • Set up business structures for clients using Now Infinity.
  • Excellent email communication with eye for detail.

Yoga Instructor

Yoga 4 Body n Soul
Pakenham, VIC
02.2017 - 01.2018
  • Educated students about proper form to maintain safety and maximize benefits of different positions.
  • Discussed diverse yoga disciplines and specific poses with students.
  • Improved health and well-being of class participants by instructing on healthy lifestyles, food choices, proper movement and posture.
  • Cultivated and maintained strong member relationships by providing individualized service.
  • Kept studio spaces clean and setup for classes of up to 20 students.
  • Upheld safety standards, adhered to compliance requirements and attended continuing education courses to maintain credentials.
  • Maintained safety-oriented, neat and distraction-free studio, allowing participants to focus.
  • Oversaw as many as 30 classes each week.
  • Demonstrated proper breathing techniques and meditation exercises.
  • Recommended modifications of exercises to help participants avoid injuries.
  • Prepared for classes in advance, selected and queued music beforehand and began and ended classes on time for maximum benefit to attendees.

Assistant Teacher

G D Goenka Public School
Delhi, Delhi
07.2010 - 05.2012
  • Maintained safe, educational environment for students during learning and free play time.
  • Interacted positively with children to encourage development and involvement in activities, treating each child with dignity and respect.
  • Assisted teacher with enrichment activities, correcting papers or supervising classroom to foster positive learning environment
  • Created calm and disciplined classroom environment to improve student focus.
  • Arranged age-appropriate activities to help children develop interests and talents.
  • Assisted children at mealtime to teach social and self-help skills and sound nutritional practices.
  • Communicated regularly with parents, teachers and administrators regarding student progress and needs.
  • Created colorful and attractive displays for bulletin boards and hallways.
  • Observed student performance and analyzed individual records to assess progress.
  • Protected confidential information related to staff and families.
  • Participated in parent-teacher conferences to discuss children's development and progress.
  • Participated in workshops, trainings and conferences to improve educational skills.
  • Tutored students requiring extra help and gave additional practice work to help improve concept understanding.
  • Received recognition for contributions to innovative concepts in classroom instruction.

Education

Bachelor of Accountancy - Commerce

University of Delhi, India
Delhi
07.2005

Skills

  • Verbal and Written Communication
  • Scheduling and Coordinating
  • Teamwork and Collaboration
  • Onboarding and Orientation
  • Yoga teacher
  • Budget Management
  • Technical Proficiency
  • Calm Under Pressure
  • Inter-Department Collaboration
  • MS Office
  • Interpersonal Relations
  • Time Management
  • Human Resources Management
  • Computer Skills
  • Professional and Courteous
  • Administration and Reporting

Timeline

Accounts Manager

BookkeeperX
08.2023 - Current

Head of Accounts

Karista Pty Ltd
12.2022 - 06.2023

Plan Manager

Plan Easy
12.2019 - 08.2022

Senior Manager

Atbl Accountants
03.2017 - 08.2022

Yoga Instructor

Yoga 4 Body n Soul
02.2017 - 01.2018

Assistant Teacher

G D Goenka Public School
07.2010 - 05.2012

Bachelor of Accountancy - Commerce

University of Delhi, India

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