Lily Wright Email & Phone Number

New York, Ny, Us

New York City

Project Research & Coordination Assistance:- Research and acquire data to assist in preparing projects for international economic development projects- Contact independent consultants and subcontractors- Analyze qualitative and quantitative information for donor clients, including USAID and World Bank- Translate research data into meaningful summaries for supervisors to review- Prepare research data into presentations- Assist in budgeting projects from the initial phase to the tracking movementsBusiness Development Assistance:- Provide support to business development initiatives that will improve company procedures through improved efficiency- Review firm productivity and areas of improvement- Gather information to improve internal capacity efforts- Analyze firm’s finance and complete bookkeeping duties

- Provided accountancy and financial services for corporate clients, including the development of monthly and quarterly activity statements, fringe benefit returns, tax planning strategies, and trust distribution minutes, as well as the provision of bookkeeping and auditing services.- Prepared tax returns for individuals, trusts, and businesses to optimize tax positions and better position clients for future tax and wealth management planning.- Managed client engagement for family trusts and businesses, as well as coordinated exchanges between the Australian Tax Office, legal advisory service providers, and clients.- Conducted research for clients and senior accountants for wealth management, international tax laws and issues.- Completed budgeting analysis for relevant stakeholders and strategic planning. - Managed electronic filings through financial software, including Sage, Xero, and BGL.

Brisbane, Queensland, Australia

- Provided accountancy and financial services for corporate clients, including the development of monthly and quarterly activity statements, fringe benefit returns, tax planning strategies, and trust distribution minutes, as well as the provision of bookkeeping and auditing services.- Prepared tax returns for individuals, trusts, and businesses to optimize tax positions and better position clients for future tax and wealth management planning.- Managed client engagement for family trusts and businesses, as well as coordinated exchanges between the Australian Tax Office, legal advisory service providers, and clients.- Conducted research for clients and senior accountants for wealth management, international tax laws and issues.- Completed budgeting analysis for relevant stakeholder and strategic planning. - Managed electronic filings through financial software, including Sage, Xero, and BGL.

Brisbane, Queensland, Australia

- Supported accounts receivable and accounts payable team for invoicing and bookkeeping.- Managed files for client accounts, inventory, and financial recordkeeping.- Provided secretarial and administrative support to the corporate finance and management teams.