Shivani Malhi (CPA)
Tarneit,Australia
Summary
Outcomes-focused, Motivated and proactive, with an extensive practical experience from various sectors and recently completed CPA looking for challenging role in accounting, sharing my nine years of experience and abilities to affect employer growth and success. Creative, adaptable and detail orientated graduate with the ability to communicate with and manage several stakeholders and work on projects effectively in teams as well as autonomously. Offering a unique opportunity to engage the services of a diligent professional who will contribute constructively to the ongoing success of a dynamic organization in an Accounting Role.
Overview
10
10
years of professional experience
Work History
Tax Accountant
Negotiis Advisory
07.2024 - 03.2025
- Prepared and reviewed financial statements and tax returns for companies, trusts, individuals, sole traders and partnerships, ensuring compliance with relevant tax regulations.
- Managed and prepared monthly and quarterly IAS/BAS statements, contributing to timely reporting and compliance.
- Processed payroll, STP and super payment.
- Prepared intercompany monthly invoices.
- Monitor, review and manage Fixed asset register.
- Assisting with calculation of month-end accruals and posting of journals to present the accurate financial position of the company.
- Prepared month end management reports, progress reports and Dividend Statement for the clients.
- Balance sheet reconciliations.
- Provided comprehensive bookkeeping services, ensuring accurate financial data and transaction recording.
- Prepared various tax-related documents including FBT, Div7A, Payroll tax, CGT, and Trust resolutions.
- Prepared ITR/Bas package for the client.
- Prepared Tax planning.
- Prepared EOY journals for the clients
Tax Accountant
Pwk Advisory
02.2024 - 06.2024
- Preparation of the quarterly monthly/quarterly Instalment Activity Statement and/or Business Activity Statements.
- Monitor, review and manage Fixed asset register.
- Assisting with calculation of month-end accruals and posting of journals to present the accurate financial position of the company.
- Preparation of month end management reports and balance sheet reconciliation.
- Preparation of financial statements and tax returns – Companies, trusts, partnerships, SMSF, and individuals.
- Reconciliation of bank accounts and credit card statements.
- Processing of fortnightly & monthly supplier payment runs and managing cash flow.
- Preparation of the FBT, Div7A, Payroll tax and Trust resolutions.
- Have the exposure of the Tax planning.
Bookkeeping Manager
IWS Pty Ltd
01.2023 - 01.2024
- Reviewing bookkeeping work performed by bookkeepers for 50 entities.
- Managing offshore team of five people.
- Monitor, review and manage Fixed asset register.
- Assisting with calculation of month-end accruals and posting of journals to present the accurate financial position of the company.
- Preparation of month end management reports and balance sheet reconciliation.
- Preparation and lodgment of monthly & quarterly BAS.
- Preparation of financial report for the review of board, directors & shareholders.
- Processing of fortnightly & monthly supplier payment runs and managing cash flow.
- Assisting with process improvement and other tasks.
- Helping to maintain accounting systems and advising on the selection and application of computer-based accounting systems.
- Directly dealing with clients, understanding their finance function needs and find ways to optimize it.
- Implementing new clients and conducting client training to bring them on board in a supportive and seamless way.
Accounts Officer
Mediport Pty Ltd
07.2021 - 07.2022
- Processing Invoices weekly in MYOB and sending them out to customers.
- Preparing end of month statements (Profit and Loss Account, Cash Flow statement, Balance sheet, Changes in equity statement).
- Keep information confidential and secure it with regular database backups.
- Reconciliation of bank transactions for three different entities weekly.
- Accounts Receivable as chasing the customer for payment
- Manage the petty cash and employee expenses.
- Processing supplier payments and payroll every week.
- Reconciliation of credit card transactions.
- Monthly Superannuation reporting and payroll tax processing.
- Providing general administrative support whenever required.
Assistant Accountant
Victorian Accounting Services
02.2019 - 07.2021
- Data entry into accounting software (MYOB, Xero, QuickBooks) and performing bank reconciliations.
- Prepares monthly financial reports by collecting, analyzing, and summarizing account information and trends.
- Preparing end of financial year statements (Profit and Loss Account, Cash Flow statement, Balance sheet, Changes in equity statement) for individual, company, trusts.
- Keep information confidential and secure it with regular database backups.
- Preparation and Lodgment of GST and Tax Returns for various entities such as companies, individuals, trusts, Self-Managed Superannuation Funds.
- Maintaining and updating our client's information on Government portals such as ATO portal, ASIC Portal.
- Maintaining General ledger balance with fixed asset register on yearly basis and calculating depreciation as per accounting standards.
- Liaising with ATO, ASIC & Other Regulatory Bodies daily.
- Responsible for registering our clients with MYOB, Quick books, Xero for accurate and quick preparation of the company's financial statements and documentation.
Broker Payment Processing Officer
National Australia Bank
07.2015 - 02.2019
- Manages daily Bank deposits and makes them ready for processing.
- Reconciliation of lender Statements to Deposits Received and process it through.
- Monthly reporting of Cashbooks & Book Balances.
- Respond to escalated inquiries from internal and external contacts.
- Extensive Excel experience with writing formulas and manipulating data.
- To Process Lender Statements and pay brokers in a timely manner.
- To adhere to a High Level of Quality and Checks to ensure paying right brokers.
- Training new members to be a valuable part of our team.
- Assist quality assurance team on core processes.
- Liaising with Brokers and lenders to get the required information if needed.
- Process the Broker fee every month and handle the queries regarding changing the payment details.
Education
CPA -
Certified Public Accountant
01.2021
Master of Business Administration - undefined
Punjab Technical University
01.2009
Bachelor of Commerce - undefined
Guru Nanak Dev University
01.2007
Skills
- Communication
- Customer Service
- Accounting Software: XERO, MYOB, QuickBooks (Xero certified), DEXT, FATHOM, BGL360, ChangeGPS, Trello MYOB essential
- Microsoft Office Suite (including Microsoft Excel), Lotus Notes, SAP, Outlook & Podium
- Cloud Technology
- MS SharePoint
- Problem Solving
- Time Management
Timeline
Tax Accountant
Negotiis Advisory
07.2024 - 03.2025
Tax Accountant
Pwk Advisory
02.2024 - 06.2024
Bookkeeping Manager
IWS Pty Ltd
01.2023 - 01.2024
Accounts Officer
Mediport Pty Ltd
07.2021 - 07.2022
Assistant Accountant
Victorian Accounting Services
02.2019 - 07.2021
Broker Payment Processing Officer
National Australia Bank
07.2015 - 02.2019
Master of Business Administration - undefined
Punjab Technical University
Bachelor of Commerce - undefined
Guru Nanak Dev University
CPA -
Certified Public Accountant
Nominated for best client service provider at IWS
During my tenure at IWS as a Bookkeeping Manager, I was responsible for overseeing an offshore team, maintaining direct communication with clients to ensure their satisfaction with our services, and addressing and resolving any discrepancies or errors. My dedication to client service was recognized when I was nominated for 'Best Client Service Provider' by the Head of Bookkeeping
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