Financial Advisor
Crowe Horwath
Total years of experience :5 years, 4 Months
Directly reported to the principal and assisted him to prepare business advice statements and/or tax returns,
financial statements and reconciliations for companies, partnerships, trusts and a range of individual
businesses.
* Prepared and entered journal entries in the ERP system.
* Prepared cash reports, monthly actuals, sales analysis, forecasts on a monthly basis for submission to the
manager for month end close when scheduled.
* Responsible for verifying receipt of material and matching of purchase prices to purchase orders.
* Performed data entry of invoices in to accounting system for payment.
* Responsible for setting up new companies and their chart of accounts on the accounting system, registered
them with SEC and completed all the necessary forms.
* Maintained compliance with internal controls (SOX), policies and procedures.
* Communicated with clients to determine how Crowe Horwath can best meet their needs.
* Established and maintain positive relationships with existing clients and contacts.
* Ensured jobs are completed effectively by meeting technical standards and deadlines, within budgets.
* Maintained up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory
requirements.
* Ensured all documentation including work papers and client files are maintained in line with Crowe
Horwath’s compliance requirements.
* Participated in industry and business activities external to the firm raising the Crowe Horwath’s profile and
attracting clients to the business.
* Provided training to the new staff members and supervised their work.
•Joined as a graduate accountant in the tax division.
•Performed Individual tax planning and lodged tax returns with the Australian Taxation Office.
•Achieved phenomenal customer service skills by being involved with first hand client communication.
•Conducted live chat sessions, phone interviews and exchanged high volume of emails with the clients.
•Developed strong relationship with the Australian Taxation Office by working in collaboration with its employees on daily basis.
•Enhanced team working skills by working in teams of two and three to review and finalize tax returns before lodging it with the Taxation Office and then reporting to the team leader.
•Increased client loyalty to the firm by providing focused attention to every client and satisfying them with outstanding tax and wealth creation services.
•Assisted the audit team with various audit assignments
•Gained experience to complete audit compliance of BDO’s clients in different sectors such as hotels and healthcare.