Jason Phan Email and Phone Number
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.
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Financial Care SpecialistThe Myhomecare Group Australia Jun 2024 - PresentClayton, 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. -
Administrator & TeacherHoa Nghiem Vietnamese Language School Jul 2023 - PresentSpringvale South, Victoria, Australia -
Tax Accountant Assistant & Mortgage AssistantPenny Kha & Associates Oct 2023 - May 2024Springvale, 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 -
Teaching Assistant & Sport InstructorHoa Nghiem Primary School Feb 2022 - Feb 2023Springvale South, Victoria, Australia -
SupervisorNene Chicken Australia Jun 2022 - Sep 2022Fountain Gate Shopping Centre -
Kitchen Hand & Crew TrainerNene Chicken Australia Sep 2019 - Jun 2022Fountain Gate Shopping Centre
Jason Phan Education Details
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Westall Secondary College80.45
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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Jason Phan
Head Of Project Delivery @ Evse Australia | Delivering Sustainable Energy SolutionsSydney, Nsw1evse.com.au -
1thandy.com.au
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Jason Phan
Melbourne, Vic1melbourneit.com
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