Practice Manager at TT Accountancy (2025-10 – 2026-06)
- Conduct business analysis and prepare KPI and performance reports to support operational decisions.
- Identify and manage initiatives to improve processes and workflow.
- Utilise AI tools, including ClaudeCode and AI agents, to streamline operations and enhance process improvement.
- Oversee billing, income tracking, WIP, and accounts receivable.
- Support and manage staff, including training and development for the administrative team.
- Provide operational support to client managers and staff members.
Practice Administrator at Pinnacle Road (2022-12 – 2025-10)
- Managed ATO and ASIC compliance and prepared entity establishment documents (companies, trusts, SMSFs).
- Led end-to-end client engagement using Practice Ignition, including onboarding, workflow setup, and offboarding.
- Oversaw all firm administration and internal processes to ensure smooth operations.
- Managed the firm's software stack (XPM, FYI Docs, CAS360, LightYear) and resolved system issues.
- Developed SOPs and delivered staff training to improve consistency and operational efficiency.
Accountant at Enspira Financial (2021-01 – 2022-12)
- Prepared tax returns, BAS/IAS lodgments, and financial statements.
- Assisted with tax planning and reporting.
- Communicated with clients regarding compliance obligations.
External Admin at Enspira Financial (2017-10 – 2020-12)
- Managed client tax and corporate compliance, including ASIC obligations.
- Maintained digital filing systems and lodged reports via Xero, MYOB, ATO portals, and NowInfinity.
- Prepared monthly financial reports to support client accounting and internal practice management.
Financial Analyst at Smart Communications Inc (2016-09 – 2017-09)
- Prepared annual budgets, forecasts, and variance analysis for multiple companies.
- Assisted in audited financial statements and year-end reporting.
- Supported migration from SAP to Anaplan, including model building, budgeting, and dashboards.
- Collaborated with finance teams to consolidate and review budgets.
- Analysed financial performance and provided recommendations for efficiency improvements.
Accounting Associate at Smart Communications Inc (2016-03 – 2016-08)
- Assisted with financial reporting, reconciliations, and month-end processes.
