Deepak David Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

• Managing projects and assisting the project team in achieving deliverables by way of chairing weekly workshops, help solve complex issues that arise and present updates to the key stakeholders on a monthly basis
• Building financial models in Excel for projects which involve scenario and sensitivity analysis
• Drive continuous improvement by creating effective, concise and relevant reporting tools and reports for the business using PowerBI
• Build and maintain dashboards, and predictive analytics to provide visibility into the financial performance of the company
• Evaluating current processes and providing methods for improvement and efficiency including reviewing and establishing the governance framework for core finance

Sydney, Australia

• Managed the accounting and analytics for Harbourtown Gold Coast Trust and Joondalup Trust as part of the Future Fund as well as the Real Estate Partners New Zealand (REPNZ) Trust.Prior to that, I managed the accounting.
• Prepare and present quarterly reports and annual budgets to Investment and Fund Managers.
• Proactively manage relationships with asset managers, investor relations and investment managers to ensure qualitative data is provided in relation fund performance and developments.
• Actively involved in capital management and strategy projects. This involves assisting the investment teams in making sound decisions regarding fund growth and capital allocation.
• Managing key deliverable timelines of the fund accounting and analytical functions (end to end process)
• Preparation of compliance documents as requested by debt financiers and government organisations such as the Australian Taxation Office and the Australian Securities and Investments Commission

• Preparation of special purpose financial reports in accordance with AASB for companies, trusts, self-managed superannuation funds, partnerships and individuals
• Preparation of income tax returns for the entities mentioned above
• Reconciliation of GST, preparation and lodgement of monthly and quarterly Business Activity Statements and Instalment Activity Statements
• Meeting with clients to assist and advise on taxation matters including formation of companies, trusts, partnerships and self-managed superannuation funds
• Liaising with various government bodies such as the Australian Taxation Office and the Australian Charities & Not-for-Profits Commission in relation to compliance matters.
• Preparation of management reports, sales budgets and forecasts for clients

Graduate Diploma Of Chartered Accounting

Bachelor Of Business, Accounting