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 corrections resulting in a positive impact of $700,000 on 1,225 members. Worked in partnership with other team members using Lean… Show more 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 corrections resulting in a positive impact of $700,000 on 1,225 members. Worked in partnership with other team members using Lean philosophy to identify estimated waste savings of 128 days per year. Show less

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 system. Ensured compliance with all relevant accounting, audit and tax requirements.Key achievements include managing individual… Show more 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 system. Ensured compliance with all relevant accounting, audit and tax requirements.Key achievements include managing individual conflicting finance deliverables and requirements for eight separate entities each quarter. Identified anomalies, researched and corrected capital gains tax history for client fund resulting in $250,000 credit to members. Transitioned financial information for several clients out to an in-house platform. Show less

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 administration of approximately ten corporate share plans.Key achievements include implementing and maintaining ISO 9001 accreditation process… Show more 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 administration of approximately ten corporate share plans.Key achievements include implementing and maintaining ISO 9001 accreditation process for the fund accounting team. Mentored team leaders in accounting and share plan administration with my protégé subsequently promoted to my role upon leaving. Ensured standard workpaper and audit files were implemented and used across all funds in both offices. Show less

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 total assets of $4.5b. Prepared and lodged APRA Annual Returns and APRA Quarterly Returns. Supervised administration of approximately… Show more 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 total assets of $4.5b. Prepared and lodged APRA Annual Returns and APRA Quarterly Returns. Supervised administration of approximately ten corporate share plans.Key achievements include implementing and maintaining ISO 9001 accreditation process for the fund accounting team. Mentored team leaders in accounting and share plan administration with my protégé subsequently promoted to my role upon leaving. Ensured standard workpaper and audit files were implemented and used across all funds in both offices. Show less

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 Business Activity Statements and tax returns for corporate superannuation funds.Key achievements included providing all accounting… Show more 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 Business Activity Statements and tax returns for corporate superannuation funds.Key achievements included providing all accounting functions for approximately 20 corporate superannuation funds ranging in size up to $700m. Seamlessly transitioned finance activities from in-house accounting to the general ledger. Show less

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