Swiftfin Global
Manager
Managing outsourced accounting, tax and reporting work for clients in the USA, the UK and Australia. I work with clients' in-house teams, CPAs and tax agents, and review the work before it goes out.
International Outsourcing
- Manage day-to-day accounting for US clients, as well as clients in the UK and Australia.
- Run month-end close: bookkeeping, reconciliations and adjusting entries in QuickBooks Online and Xero.
- Onboard new clients, set up their accounting files and clear any backlog.
Australian Accounting & Taxation
- Prepare and review BAS and GST workings and returns.
- Prepare and review annual tax returns and tax workings.
- Handle payroll processing and compliance, working with clients' CPAs and tax agents.
FP&A & Management Reporting
- Prepare monthly MIS reports for US, UK and Australian clients.
- Prepare budgets and forecasts, with variance analysis and cash-flow forecasts each month.
- Build financial models and keep KPI dashboards up to date.
- Walk management through the numbers and flag areas that need attention.
Key Achievements
- Took ownership of client files soon after joining and kept monthly deliverables on schedule.
- Brought a consistent month-end process to the files I manage, making reviews faster for clients.