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Entry level Financial Planner

Effective communication, interpersonal, time management, analytical and organizational skills Excellent interview skills. Experienced in accounting, insurance, banking, education and construction industries. Proven analytical problem solving skills. Command of Microsoft Excel and Word, proven ability to adapt to any program or system. Tax Accountant for year and a half International Experience.

Work Preferences

Desired Salary
30,000 - 50,000 per year  
Availability
Immediately  
Desired Job Type
Full Time  
Can Travel for Work
Interstate Only  
Highest Education Level
Bachelor Degree  
Current Location
QLD Other  
Relocation
Will Consider Relocation to;
 
Brisbane
Residency / Visa
Australian Citizen

Skills Profile

Insurance (Life)
Other
Technical Skills Skill Last Used Yrs. Exp.  
  Compardo Accounting Program 2001 1  
  Concretor 2011 4  
  Interview skills 2011 5  
  Microsoft Word & Excel 2010 5  
  SAS 2002 1  

Employment History

Job Title
English Teacher
Industry
Education
02/2010 to 02/2011

-           Teaching adults business English

-            IELTS training for university students.

-           Initial student interview for English proficiency.

-           One on one tutoring.

Job Title
English Teacher
Industry
Education
11/2008 to 11/2009

-           Teaching children aged 8 – 14 and Adults.

-           One on One tutoring of adult students

-           Business English using Market Leader textbooks.

-           IELTS training for University Students

-           High School and Middle School teaching

Job Title
Analyst
Industry
Other
09/2004 to 05/2005
Analyst, Payroll Department

-         Reconcile employee Local, State and Federal taxable income in accordance to US taxation legislation and correct taxable income in PDS

-         Reconcile and correct quarter end and year end taxation reports

-         Reconcile PDS taxation records to CTI Real Estate System

-         Compile variance analysis for 401K Match and Non Match benefits and reconcile 

 

Accounting Department

-         Assist in Sarbanes Oxley documentation process

-         Audit internal processes

-         Produce Year End financial statements for operating entities

-         Produce and post journals including write off's and terminated entities.

-         Produce Accounts Receivable Report detailing costs and payments received for all leased areas for several major tenants

-         Reconcile tenant Occupancy Cost Recoveries

Job Title
Financial Analyst
Industry
Financial Services
08/2002 to 03/2003

-         Reconcile pension accounts

-         Analyse financial information

-         Identify problems and provide appropriate resolutions

-         Identify discrepancies and errors and advise other departments of appropriate resolutions

-         Provide regular updates updates and reports to Management

-         Develop and document business procedures in accordance with best accounting practices

Job Title
Project Accountant
Industry
Accounting and Finance
08/2001 to 03/2002

-         Facilitate the transfer of all leasing accounts from 360 ledgers to new structure of 120 Ledgers.

-         Transfer computer information, using SAS program, and calculate tax deduction for leased vehicles.

-         Manipulate computer programs to achieve specific outcomes

-         Maintenance of SAS programs and dataset information

-         Ensure correct classification of motor vehicles for taxation purposes

-         Liase and train members from Cardiff Branch

-         Transfer dataset information to new formats

-         Reconcilation of new ledger accounts.

Job Title
Accountant
Industry
Accounting and Finance
07/2000 to 01/2001

-         Prepare financial accounts to trial balance from source documentation using Compardo accounting program

-         Assist clients with implementation of accounting programs

-         Prepare individual, partnership, company and trust income tax returns

-         Liase with Australian Taxation Office on GST & PAYG issues on behalf of clients

-         Conduct audits for incorporated and unincorporated organisations

-         Prepare Building Services Authority Financial Reviews

-         Consolidate entity statistics

Qualifications

Completed Institution Degree / Qualification
2011 Kaplan Diploma of Financial Services  
2008 Australiasian Training Academy Professional TESOL Certificate  
1997 University of Southern Qld Bachelor of Commerce  

Work Related Training & Certification

Completed Institution Training / Certification
1998 Caboolture Business College Small business certificate