Versatile accounting professional with several years of experience and proficiencies in account management and reporting. Well-versed in updating and standardizing controls and streamlining procedures to increase productivity and reduce errors in accounting files.
Overview
22
22
years of professional experience
Work History
Landscaper and Garden Maintenance
Self Employed - Sole Trader
Eight Mile Plains, QLD
10.2014 - Current
Operated all aspects of running the business, including marketing and business development, planning jobs and performing labor, accounting and taxation.
Designed custom landscape layouts for residential and commercial properties.
Managed project timelines to ensure timely completion of services within budget.
Communicated effectively with clients about project progress updates or changes required.
Collaborated with clients to understand their vision and preferences.
Safely operated and maintained landscaping equipment.
Maintained existing landscapes.
Mortgage Broker
LHS Mortgage Pty ltd
01.2012 - 03.2013
Facilitated mortgage applications by gathering necessary documentation from clients.
Analyzed client financial information to determine suitable loan products.
Educated clients about mortgage options and the loan process effectively.
Stayed updated on market trends and lending practices in the mortgage industry.
Planning and Performance Analyst
Worley Parsons Limited
Brisbane
01.2012 - 03.2013
Company Overview: Company Information: Worley Parsons Limited (WOR) Type: Company ASX200 Industry: Engineering and Construction services to mining and resources Size: +40,000 people; 163 offices; 41 countries; Revenue +$7,000m Employed Location: Australian and East Pacific North Location Size: +1,700 people; 8 offices; 3 countries; Revenue +$500m
Budgeting, forecasting, analysis and reporting for key stakeholders of the Australian and East Pacific North location
Provide support for the project accounting, project controls, joint venture accounting, commercial and corporate finance functions
Timely and accurate preparation of budgets, forecasts, monthly and quarterly location reports
Monthly reporting and analysis support for revenue and cost centers; major projects, customer portfolios, offices and joint ventures
Achievements:
Quickly adapted to changed culture and environment:
Partnership vs. Company
Predominantly accounting vs. finance focus
General ledger vs. project orientated transactional consolidation
Developed relationships with leadership offering sound advice and delivering on commitments, leading to being viewed and respected as senior amongst my peers
Provided advice to leadership, resulting in alignment of expenditure and responsibilities and significant cost savings
Used system functionality to implement cost controls to align overhead expenditure to service unit responsibilities and delegation of authority, including roll-out across location of consistent reporting improving transparency and accuracy
Developed reports and provided advice as required to support and improve the value add activities of the finance function
Acquired new skills to manipulate vast amounts of data and improved on presentation skills
Project Accountant Reporting Analyst
Minter Ellison
Brisbane
07.2011 - 01.2012
Company Overview: Company Information: Minter Ellison Lawyers Type: Partnership Industry: Legal Size: +1,500 people; 9 offices; 4 countries; Revenue +$300m
Identification of the Firms reporting requirements for replacement of the Practice Management System (‘PMS’), Transition was from Keystone to Elite 3E
Analysis, understanding and application of functionality available in Elite 3E, from mapping of business rules and metric calculations through to formatting and media for delivery of reports
Analysis and proposals on the Firms pricing structure, with reference to current client agreements, market developments, and limitations for analysis on pricing regarding the set up on the current PMS
All required specifications for development of reports in new system
Achievements:
Working with key stakeholders to consolidate internal and external reporting requirements, prioritise output, write specifications and working with technical team to map between current and new PMS
Mapped financial transactions from data entry through to reporting requirements, to incorporate increased functionality of new PMS, firm policies and accounting best practice
Created and proposed model to adapt functionality of the new PMS to govern client contracts from data entry through to invoicing and quality assurance; including commercial analysis of the various pricing mechanisms currently in place, and projected future requirements incorporating research of emerging market trends. Model proposed allowed for increased transparency, the ability to analyse, report and compare commercial arrangements with clients between industries and areas of practice. Additionally the model significantly reduced data entry and maintenance of agreements while also reducing the risk of incorrect invoicing and allowing expansion of pricing methodologies
National Financial Accounting Team Leader
Minter Ellison
Brisbane
02.2008 - 07.2011
Management of workflows and output of the Financial Accounting Team
Management of staff in Australian and International locations, including Tax Accountant, Financial Accountants and Assistant Accountants
Timely and accurate presentation of each of the Firm’s entities Accounting and Taxable profit each year with reconciliation to the firms Cash Flow Statements and Management accounts
Management of month end tasks and insuring hard close on the last day of each month was met
Annual Firm expenditure budgets and forecasts
Daily, monthly and annual Firm cash reports and forecasts, including identifying investment opportunities, interest hedging and borrowing requirements
Ensure timely and accurate delivery of monthly cost center variance reports
Manage completion of the Firm’s Income Tax, FBT and BAS returns
Provide timely and valuable advice on operational and strategic matters to Directors
Mentoring, staff appraisals and delivery of training requirements for the team
Achievements:
Standardised reporting for cost centers across the business, working with directors to determine appropriate KPIs, cost drivers and indicators, to assist with better understanding of the expenditure under their control
Developed and implemented models for calculation of service fees charged from the Trust entity to the Partnership entity, with the rational of profit maximisation to the beneficiaries of the trust with adherence various financial ratios under review by the ATO were met
Continuously looked for and created synergy amongst tasks completed within the team, creating capacity to take on new work and allowing individual team members’ further exposure to develop their skills and knowledge
Developed sensitivity analysis and lead indicators for the CFO to evaluate risk of breaching banking covenants during the GFC
Discussed at a high level, and in detail where required, financial reports, ratios and analytics with senior managers, directors and auditors
Assisted with firm banking facilities renewal in post GFC market place
Lead the documentation of all procedures and processes for the team
Financial Accountant
Minter Ellison
Brisbane
07.2006 - 02.2008
Preparation of Firm’s special purpose financial statements and reconciliation to management accounts
Accurate and timely reconciliation of the Firm’s balance sheets
Cash forecasting and reporting
Administration of treasury facilities
Administration of sub-tenant contracts
Administration of all treasury and financial accounting tasks to a high standard
Preparation of the Firm’s Income Tax, FBT and BAS returns
Achievements:
Development of excel templates to efficiently automate many tasks completed within the team
Development of Oracle reports to better extract data from the system
Cemented understanding of internal firm governance, culture and workings
Streamlined processing and corrected accounting treatment for recognition of revenue relating to sub-tenant contracts
Assistant Business Analyst
Minter Ellison
Brisbane
01.2006 - 07.2006
Assistance with preparation of the FY07 Firm’s budget
Bank account reconciliations
Administration of the Firms finance lease facilities
Preparation and reconciliation of the daily management report
Achievements:
Streamlined processes through knowledge of data extraction tool
Services Administrator
Minter Ellison
Brisbane
12.2004 - 01.2006
Quality assurance of data
Preparation of and Firm wide training material for use with the PMS
Delivery of firm wide training on use of the PMS
Financial Services Help Desk
Achievements:
Built strong working relationships with employees of all positions with in the firm
Seen as the subject matter expert in the Brisbane office for all front office financial administration, the PMS and Firm’s financial and accounting policies
Accounts Administrator
Minter Ellison
Brisbane
10.2003 - 12.2004
Processing of office and trust account payments and receipts
Assist with month end processes
Achievements:
Quickly learned and adapted to my first role with in the professional services industry
Set a solid footing to further develop my career within Minter Ellison
Education
Bachelor of Commerce - Accounting and Applied Finance Majors
Brisbane
Brisbane
01.2008
Skills
Budget analysis
Financial forecasting
Project accounting
Process improvement
Management accounting
Cash flow analysis
Account reconciliation specialist
Timeline
Landscaper and Garden Maintenance
Self Employed - Sole Trader
10.2014 - Current
Mortgage Broker
LHS Mortgage Pty ltd
01.2012 - 03.2013
Planning and Performance Analyst
Worley Parsons Limited
01.2012 - 03.2013
Project Accountant Reporting Analyst
Minter Ellison
07.2011 - 01.2012
National Financial Accounting Team Leader
Minter Ellison
02.2008 - 07.2011
Financial Accountant
Minter Ellison
07.2006 - 02.2008
Assistant Business Analyst
Minter Ellison
01.2006 - 07.2006
Services Administrator
Minter Ellison
12.2004 - 01.2006
Accounts Administrator
Minter Ellison
10.2003 - 12.2004
Bachelor of Commerce - Accounting and Applied Finance Majors