Jason Phan

Jason Phan Email and Phone Number

Financial Care Specialist @ MyHomecare Group | CFA Candidate @ The myHomecare Group Australia
Jason Phan's Location
Melbourne, Victoria, Australia, Australia
About Jason Phan

With a Bachelor of Business specializing in Finance from Swinburne University of Technology, my journey at Penny Kha & Associates sharpened my financial acumen, enabling the streamlining of tax processes and financial reporting. Our team's dedication ensures compliance and satisfaction for our diverse clientele.Now, as a Financial Care Specialist at MyHomecare Group and an Administrator & Teacher at HOA NGHIEM VIETNAMESE LANGUAGE SCHOOL, I leverage my analytical skills and linguistic fluency. These dual roles reflect my commitment to excellence in finance and education, driven by my goal to make a meaningful impact in both sectors.

Jason Phan's Current Company Details
The myHomecare Group Australia

The Myhomecare Group Australia

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Financial Care Specialist @ MyHomecare Group | CFA Candidate
Jason Phan Work Experience Details
  • The Myhomecare Group Australia
    Financial Care Specialist
    The Myhomecare Group Australia Jun 2024 - Present
    Clayton, Victoria, Australia
    📚Duties and Description:- Ensure accurate and timely processing of invoices and customer reimbursements.- Adhere to Aged Care Quality Standards and internal policies for efficient financial operations.- Maintain data integrity across systems and perform account reconciliations.- Generate, manage, and maintain accurate reports to meet audit and compliance standards.- Document consumer interactions, complaints, and incidents systematically.- Build and maintain professional relationships with internal and external stakeholders.- Participate in regular training to stay updated with industry standards and role-specific skills.- Operate with intermediate skills in Microsoft Office, Green Pencil ERP, RedMap, Lumary, and company-specific IT systems.- Use data systems for accurate entry and reporting.- Offer support to Accounts Payable and Vendor Maintenance teams when needed.- Work harmoniously with team members to achieve organizational goals.
  • Hoa Nghiem Vietnamese Language School
    Administrator & Teacher
    Hoa Nghiem Vietnamese Language School Jul 2023 - Present
    Springvale South, Victoria, Australia
  • Penny Kha & Associates
    Tax Accountant Assistant & Mortgage Assistant
    Penny Kha & Associates Oct 2023 - May 2024
    Springvale, Victoria, Australia
    📚Duties of Tax Accountant Assistant:- Prepare, code, and lodge quarterly BAS for businesses- Prepare and lodge monthly IA for businesses- Prepare Tax Return for companies and individuals, including financial reports (Profit & Loss, Balance Sheet...), BAS summary and General Ledger- Record, lodge and generate payslips for businesses- Vary installment amount for client on ATO- Contact with ATO regarding to clients' issues- Meet and explain to the client about legal rules and tax process- Assist client with payment plan and tax debt- Prepare and lodge super payments for businesses quarterly- Organise clients' folder- Adhoc admin tasks📚Duties of Mortgage Assistant:- Prepare and email document checklist for loan application- Calculate serviceability and UMI for clients- Create client profile on the lenders' platform- Follow up with client about outcomes or missing document- Apply for pricing and order for valuation
  • Hoa Nghiem Primary School
    Teaching Assistant & Sport Instructor
    Hoa Nghiem Primary School Feb 2022 - Feb 2023
    Springvale South, Victoria, Australia
  • Nene Chicken Australia
    Supervisor
    Nene Chicken Australia Jun 2022 - Sep 2022
    Fountain Gate Shopping Centre
  • Nene Chicken Australia
    Kitchen Hand & Crew Trainer
    Nene Chicken Australia Sep 2019 - Jun 2022
    Fountain Gate Shopping Centre

Jason Phan Education Details

Frequently Asked Questions about Jason Phan

What company does Jason Phan work for?

Jason Phan works for The Myhomecare Group Australia

What is Jason Phan's role at the current company?

Jason Phan's current role is Financial Care Specialist @ MyHomecare Group | CFA Candidate.

What schools did Jason Phan attend?

Jason Phan attended Swinburne University Of Technology, Westall Secondary College.

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