Simon Burns Email & Phone Number

Melbourne, Victoria, Australia

Melbourne

Key responsibilities include developing successful business proposals and recommendations, implementing Lean philosophy across business units, analysing and interpreting business problems to make recommendations, management reporting, assessing and endorsing data analysis activities.Key outcomes include managing a twelve month project on member account.

Melbourne

Key responsibilities include day to day management of finance team to deliver accurate finance services for several industry funds, redundancy trusts and income protection funds. Prepared and updated budget/forecast and provided commentary and analysis to clients. Managed change process and financial impact of transitioning pilot fund to new administration.

Melbourne, Australia

Key responsibilities included preparing and reviewing monthly, quarterly and annual management accounts for trustee. Liaised with auditors regarding internal and external audit process. Managed accounting team of three staff which provided account payable and account receivable activities.

Melbourne, Australia

Key responsibilities included managing a team of superannuation fund accountants (7) and share plan administrators (3) located in both Melbourne & Sydney. Responsible for accounting tasks for approximately 60 corporate superannuation funds with total assets of $4.5b. Prepared and lodged APRA Annual Returns and APRA Quarterly Returns. Supervised.

Melbourne

As per Manager Fund Accounting with CitiStreet (changed role title and company due to outsourcing arrangement).Key responsibilities included managing a team of superannuation fund accountants (7) and share plan administrators (3) located in both Melbourne & Sydney. Responsible for accounting tasks for approximately 60 corporate superannuation funds with.

Melbourne

Key responsibilities included preparation of annual financial statements for corporate superannuation funds. Liaised with auditors, account managers, fund administrators to ensure timely, accurate completion of financial statements. Prepared reconciliation of general ledger accounts and administration system. Calculated, prepared, reviewed and lodged.

Melbourne, Australia

Key responsibilities included administering portfolio of approximately 100 Self-Managed Super Funds. General accounting work for SMSF clients included accounting reports, statutory returns and establishing SMSFs. Prepared regular accounting reports and calculated unit prices for a superannuation master trust.

Melbourne, Australia

Key responsibilities included various superannuation administration functions (benefits, rollovers and contributions) for a large Government accumulation fund.

Cpa

Bachelor Of Commerce (B.Com.), Accounting And Business Law