SHUBHAM MIDDA
Tallawong,Australia
Summary
Dynamic accounts officer with expertise in trust management and funds reconciliation. Proven ability to enhance account accuracy through effective communication and meticulous data processing. Skilled in PEXA operations and dedicated to delivering exceptional customer service while ensuring compliance with privacy legislation.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accounts Officer (Trust)
MSA National
Macquarie Park, NSW
06.2025 - Current
- Maintain and update day-to-day Trust accounts for each file to the highest professional standard.
- Facilitate property settlements by operating and signing within the PEXA workspace.
- Perform daily journal and ledger entries while reconciling received funds against lender funding reports.
- Assisted in Trust Bank reconciliations and rectified account errors through effective communication with managers and file owners, enhancing account accuracy.
- Process and check EFT payments, ensuring payment instructions are confirmed and accurately recorded.
- Managed and updated SLICK, proprietary workflow management database for internal legal accounting and task tracking, ensuring accurate and efficient operations.
- Engaged with stakeholders to resolve account enquiries.
- Adhere to strict privacy legislation and company policies regarding data handling, fraud prevention, and information security.
- Report all task-related activities accurately within company databases, including matter notes and action lists.
Accounting Assistant
The Total- Accounting And Taxation
Sydney, Australia
06.2022 - Current
- Used accounting software to prepare weekly and monthly financial reports
- Maintained organized accounts payable records to support timely financial operations
- Processed payments, including invoices, journal vouchers, employee reimbursements, and statements, ensuring accurate financial documentation
- Inspected account books and recorded transactions
- Streamlined bookkeeping procedures to enhance accuracy and reduce processing time
- Streamlined daily reporting information entry for efficient record keeping purposes
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
- Generated invoices upon receipt of billing information and tracked collection progress
Migration Consultant
Flyworld Migration And Legal Services
Adelaide, Australia
09.2020 - 05.2022
- Assisted clients with immigration processes including family sponsorship, express entry, refugee claims, and permanent residency applications
- Provided clients with information and resources, guided documentation completion, and submitted applications on behalf of individuals
- Logged and responded to client inquiries to enhance service processes and address client needs
- Organized committees, workshops and conferences to promote social and intellectual welfare of migrants
- Worked with educational team to develop Individual Education Plans for students
Accounting Intern
Yogi Group Accountants & Business Advisors
Adelaide, Australia
01.2019 - 06.2019
- Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance
- Completed balance sheet reconciliations and profit and loss statements with high accuracy
- Reviewed and processed vendor invoices monthly to ensure timely payments and maintain positive vendor relationships
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
- Prepared tax returns and communicated expected refund or tax liability and due dates to clients for clarity
- Maintained strict client confidentiality in personal, telephone and email interactions to comply with preset standards and regulations
- Assisted manager in executing special projects by conducting thorough research and analysis.
Education
Advanced Diploma in Business -
Swann College
Adelaide, SA08-2022
Diploma in Business -
Swann College
Adelaide, SA06-2021
Master of Professional Accounting - Advanced
Torrens University
Adelaide, SA11-2018
Bachelor of Commerce -
DAV College
Jalandhar, Punjab, India06-2014
Skills
- Trust management
- Financial management
- Funds reconciliation
- EFT payment processing
- PEXA operations
- Xero proficiency
- Data processing
- Microsoft Office expertise
- Time management
- Customer service
- Adaptability and flexibility
- Effective communication
References
References available upon request
Certification
- PEXA certified
Timeline
Accounts Officer (Trust)
MSA National
06.2025 - Current
Accounting Assistant
The Total- Accounting And Taxation
06.2022 - Current
Migration Consultant
Flyworld Migration And Legal Services
09.2020 - 05.2022
Accounting Intern
Yogi Group Accountants & Business Advisors
01.2019 - 06.2019
Advanced Diploma in Business -
Swann College
Diploma in Business -
Swann College
Master of Professional Accounting - Advanced
Torrens University
Bachelor of Commerce -
DAV College