Client connector and high achiever
With a Bachelor of International Commerce (Accounting and Japanese) under her belt and her CA accreditation on the horizon, Susan embraces Pitcher Partners’ supportive environment.
Joining the firm as a graduate, Susan was initially surprised at the responsibility entrusted to her – a reflection of her aptitude and attitude to delivering a high standard of work for the Sydney firm’s clients.
Ongoing tax training, briefing sessions and industry workshops are only a few of the activities Susan partakes in to stay at the top of her game. “Ongoing development ensures I maintain the tools and knowledge to help clients navigate the often complex and ever-changing accounting landscape”.
Susan partly credits her success in her role to the supportive culture within the firm. “We have study sessions before quizzes and exams, with support and guidance from different colleagues who have already completed their CA. It’s an opportunity to discuss the course work and ask questions in a safe environment.”
Today, Susan is an accountant in the PBFA division (the area of the firm that supports privately held and family-owned businesses) of Pitcher Partners Sydney and wears many different hats. On one day she may be the bookkeeper for a newly established domestic company and the next day the payroll officer for an organisation that doesn’t have an in-house accountant.
Working alongside clients has been the highlight of Susan’s career so far. “Getting to know the client, its people and its operations enables me to establish collaborative relationships; I feel as though I have a team at Pitcher Partners and another one at the client’s premise”.
Image: For Susan, it’s more than working for clients, it’s working with them that makes impact.
One of Susan’s proudest moments involves a client she had worked with for over a year. “When I started, the expectation was that I'd assist with basic tasks like data entry, processing and bookkeeping.” However, Susan was soon responsible for the financial accounting, reviewing expenses, reconciling month-ends, and compiling information to report to the head company overseas.
“The responsibility reinforced the importance of the work we do for client. The experience also demonstrated to me that I know more and am far more capable than I previously acknowledged.”
While each week brings new learnings and experiences, there’s also consistency and stability. Below is an example of Susan’s typical week as an accountant working with private and family-owned businesses.
- The week starts with checking emails and making a to-do list for the week.
- Next, is covering off outstanding client queries from last week.
- Then, I check-in with my team and their workload to determine how I can help.
- From there, I work on my own tasks including processing payroll, completing activity statements, putting together month-end management reports and more.
- Tuesdays start with a catch up with managers to go through completed work and feedback.
- If there’s a client query we investigate and may seek help from seniors if the matter is complex. With the right answer in hand, I respond to the client.
- By now, my teammate usually gets back to me having completed the month-end working paper. Now it’s time review the document and provide feedback
- Wednesdays sometimes mean crunch time for month-end!
- I’ll usually continue to review management reports and draft queries to client for outstanding items.
- I may also investigate final queries and finalise the accounts ready for final checking.
- No week is complete without a visit to a client’s office.
- I enjoy the opportunity to sit with the finance team and understand what it’s like to work client-side.
- Then, when back in the Pitcher office, I grab a coffee with my team to catch up.
- Now fully caffeinated, it’s straight into processing accounts payable invoices, reconciling accounts, posting journals and checking the accounts to ensure month-end closing goes smoothly.
- Fridays mean picking up outstanding tasks and knocking them over before the weekend begins.
- There’s also the final review for month-end and approval from my manager to send off the report to the client.
- Fridays also usually mean a social lunch with the team. We like to try somewhere new each week.
- Once I’ve worked through the week’s priorities and urgent work it’s time to pack down and start the weekend
Pitcher Partners is made up of a broad range of people from diverse beginnings. Meet all of our career ambassadors and read their personal journeys of success here.