Amy Sofianos Email & Phone Number

Brisbane, Australia

Brisbane, Australia

London, United Kingdom

Brisbane, Australia

• Primary responsibility consisted of providing financial advice to senior and site managers in day to day financial activity including interpreting monthly financial results and working in collaboration with those managers when developing budgets and preparing monthly forecast analysis. • Assist in the development of the annual budget for each business unit within Generation. • Provide support to the business performance reporting processes including board reporting and management reporting.• Provide insight into business performance trends, risks, opportunities and performance gaps having due regard to internal targets (budgets and forecasts). • Develop and communicate an understanding of the value drivers of the business unit to allow the business to clearly understand and improve operation performance. • Preparation and reporting of monthly financial analysis and commentary that provides insight to management in a manner which clearly communicates financial performance ensuring high level understanding.Achievements • Development of models to assist in efficient budgeting processes and as a result more accurate forecasting.• Successfully adopting the forecasting process into the role whilst maintaining all other responsibilities.

Brisbane

• Primary focus of the role was the preparation of Financial Statements, Income Tax Returns and Business Activity Statements. • Calculating Capital Gains and income from investments (shares, trust distributions and rental properties), Reconciling Bank, Debtors and Creditors, calculating Depreciation and preparing depreciation schedules and preparing end of period journals• Successfully managed client relationships of SME’s (small to mediums enterprises) including developing relationships with bookkeepers.• Review work prepared by assistant advisors including giving feedback and direction.• Researching legislation and applying as necessary.• Assist with preparing and providing initial analysis of the Business Performance and Innovation reporting to managers.• Train and assist co-workers under the role of Leaseman, EIS-One and XPA Champion. Specialist Work• Preparing financials and forecasting reports for Due Diligence for manager review• Preparing Sale of Business Reports for clients for manager review and analysis• GST (Goods & Services Tax) Audits• Preparing requirements for BSA (building services authority) licensing• Preparing requirements for a Members Voluntary Liquidation• Providing a back up to perform end of month for bookkeepers are on leave• Preparing financials and forecasting reports for the bank • Providing monthly reports on financial and non-financial performance• Preparing payroll tax annual reconciliationsAchievements• Refining Business, Performance and Innovation reports to clients on a monthly, quarterly and annual basis and being directly involved in the implementation of the new service within the firm.• Successfully managed integration of ledgers from Sol 6 to XPA• Due to proven job performance I have been privileged to work on a wider range of specialist work as listed above over the years and have often been given more responsibility.

Graddip Ca

Bachelor Of Business, Accounting

Education record