Thomas Pontt Email & Phone Number

Adelaide, Sa, Au

Australia

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Role responsibilities• Insurance claims management and claims settlement• Property insurance portfolio - loss prevention site inspections• Insurance program design, renewal data gathering and analysis• Risk management -practical improvement for loss mitigation• Stakeholder engagement – Insurance and Risk Management advice• Data integrity and maintenance of registers• Formation of marketing material for underwriter assessment• Insurance helpdesk… Show more Role responsibilities• Insurance claims management and claims settlement• Property insurance portfolio - loss prevention site inspections• Insurance program design, renewal data gathering and analysis• Risk management -practical improvement for loss mitigation• Stakeholder engagement – Insurance and Risk Management advice• Data integrity and maintenance of registers• Formation of marketing material for underwriter assessment• Insurance helpdesk management• Maintaining financial controls and compliance• Branch budgeting and forecasting• Balance sheet reconciliations and transaction review• Management of branch payroll, accounts payables and receivables• Public Speaking - education and awareness sessions to University stakeholders Show less

Adelaide

This was a newly created position to assist the business in the areas of performance management of practitioners throughout the firm regarding actual vs budget and analysis of general ledger activity.Key responsibilities of this role included:Performance reporting and variance analysisWIP auditing for the firmBudgeting and adjustmentsProfit and Loss accounts analysisStanding journals and adjusting entriesCharge out rates and matter scale… Show more This was a newly created position to assist the business in the areas of performance management of practitioners throughout the firm regarding actual vs budget and analysis of general ledger activity.Key responsibilities of this role included:Performance reporting and variance analysisWIP auditing for the firmBudgeting and adjustmentsProfit and Loss accounts analysisStanding journals and adjusting entriesCharge out rates and matter scale creationInvestment of controlled monies and secure account setupEnd of month and ad hoc reporting to the management teamSettlement banking arrangementsOn-shore and off-shore monetary transfersChart of accounts set up and maintenanceTrust and firm account reconciliationData integrity and accuracyTraining staff in finance policies and procedures Show less

Adelaide

This position involved high volume data entry, accuracy of ledger allocation and summarising the company's profit and loss expenses on a regular basis. Some interstate travel was required in this role for training staff members on internal finance procedures.Key responsibilities of the role included:High volume and accurate data entryWeekly creditor payment setup and authorisation - EFT, Credit Card and ChequeAged creditor maintenancePreparation of reports to Finance… Show more This position involved high volume data entry, accuracy of ledger allocation and summarising the company's profit and loss expenses on a regular basis. Some interstate travel was required in this role for training staff members on internal finance procedures.Key responsibilities of the role included:High volume and accurate data entryWeekly creditor payment setup and authorisation - EFT, Credit Card and ChequeAged creditor maintenancePreparation of reports to Finance Manager and Creditor ManagerArranging overseas bank transfersMaintaining client and staff confidentialityOnline support to interstate officeTraining of staff in finance proceduresTrust account audit preparation Show less

Adelaide

This role incorporated Accounts Receivable, Internal Document Control and Closed File Control.Key responsibilities of the role included:Daily banking of trust and firm accountsPrinting and authorisation of matter related chequesDebtor follow upsDaily printing and collation of audit reportsArchiving and closed file retrievalInternal roundsGeneral support to the finance team members

Bachelor’S Degree, Commerce (Management)

Education record