Jacob’s journey starting out in financial services

21 July 2020

Our employees are the lifeblood of our business. So, every fortnight, we’ll be shining the spotlight on someone in our business and sharing their stories from their time at Findex.

To kick us off, we chatted to Jacob Gigliotti, who is a Graduate Accountant in the Business Advisory team, located in our Melbourne, Australia office.

Hi Jacob, can you tell us a bit about your role at Findex?

I work in the Business Advisory area of the business in a team of five that’s made up of my Manager, two Senior Accountants and another Graduate Accountant.

Generally, my responsibilities include preparing financial accounts and income tax returns for a range of clients including individuals, family trusts and companies. This includes preparing Business Activity Statements, liaising with the ATO and following up outstanding compliance matters.

Can you tell us about your journey and how you ended up in your current role?

I studied a Bachelor of Business, majoring in Accounting & Finance, at Monash University. In my last semester of my fourth year I was fortunate enough to participate in the Work Integrated Learning (WIL) program with Findex where I worked as an intern in the accounts receivable/finance team for three months.

Upon conclusion of my internship, I contacted the Talent team to discuss potential opportunities. Fortunately for me, Business Advisory had some openings and I commenced as a Graduate not long after.

In the 12 months since I joined the Business Advisory team, I have been fortunate enough to be given the opportunity to be a secondee in the SMSF team for three months. This was particularly exciting for me as this secondment experience afforded me the ability to work within our Albury office for three weeks, which is my home town.

What has been your highlight at Findex so far?

Within the first few months of working in Business Advisory, I was given the opportunity to participate in a few client meetings where we discussed and collected clients’ tax compliance information.

Now that I’ve been here for 12 months, I have also been given the opportunity to be a buddy to new starting colleagues where am I able to assist in their onboarding and demonstrate our processes.

What do you look forward to each day?

I look forward to coming into the office and working in a comfortable environment. I also appreciate the engaging group discussions we have in our team.

What do you most enjoy about working at Findex?

I enjoy the work itself in terms of preparing accounts and engaging with clients. But I also enjoy the social and cultural aspects of Findex such as the month end drinks, team lunches and birthday celebrations.

What are your goals for the next 12 months?

I’d like to participate in more client meetings as I continue to develop because relationship building is an important aspect of my growth. I see this as something that will continue to be more consistent over the next year.