Strategic finance and business operations leader with 10 years of experience enhancing financial performance in regulated environments. Founder and Director of a professional services firm, overseeing operational delivery, financial sustainability, and compliance. Skilled in translating financial data into actionable strategies that drive organizational success and executing business strategies aligned with market trends.
Overview
11
11
years of professional experience
Work History
Director, Owner & Accountant
DTR Accounting Services Pty Ltd
Salisbury, Australia
01.2019 - Current
Provide end-to-end leadership and accountability for business operations, financial performance, governance, and compliance of a multi-staff accounting practice.
Lead and manage accountants and administrative staff, including managers and individual contributors, with responsibility for recruitment, performance management, and capability development.
Set and enforced financial discipline across pricing, resourcing, expenditure, and risk decisions to balance commercial outcomes with regulatory obligations.
Analyses profitability, service mix, and cost drivers to inform workforce models and operational strategy.
Developed and monitored KPIs and management reports to identify performance variances and implement corrective actions.
Provided clear, practical financial advice to senior stakeholders to support informed operational and strategic decisions.
Act as primary point of accountability with external regulators including the Australian Taxation Office and NDIS Quality and Safeguards Commission.
Accountant
MTS Accountants Salisbury
Salisbury, Australia
01.2015 - 12.2019
Prepared statutory financial statements, management reports, and tax returns for a diverse client base.
Performed reconciliations and financial analysis to enhance reporting accuracy and support informed decision-making.
Conducted thorough audits to ensure compliance with regulations.
Delivered advisory support to clients on compliance obligations, cash flow management, and business performance improvement.
Guided clients in formulating business strategy to meet profitability objectives.
Education
Bachelor of Commerce - Accounting
University of South Australia
Adelaide, SA
06-2015
Skills
Business operations leadership
Financial analysis and reporting
Performance management and KPIs
Governance, risk and compliance
Budget discipline and cost control
Workforce planning and productivity
Stakeholder advisory and influence
Financial reporting
Regulatory compliance (ATO / NDIS)
Strategic decision support
Client relationship management
Team leadership
Accomplishments
Founded and scaled a professional services firm to a multi-staff operation over five years, maintaining strong margins while operating under strict ATO and NDIS regulatory frameworks.
Improved profitability through service-mix analysis and workforce optimization, directly informing hiring, role design, and cost control decisions.
Held final accountability for all financial outputs, compliance obligations, and risk management across a diverse client base.
Led and delivered complex business restructures involving financial modeling, stakeholder negotiation, and regulatory coordination.
Acted as a trusted adviser to business owners on high-impact financial and operational decisions with material cost and risk implications.
Certifications and Professional Registration
Registered tax agent – Australian Tax Practitioners Board
Member – Institute of Public Accountants (IPA)
Governance And Risk Management
Established internal governance, review, and quality assurance frameworks to ensure accuracy, accountability, and compliance.
Applied legislative and regulatory requirements pragmatically to operational and financial decisions.
Managed organisational risk exposure through disciplined decision-making and control implementation.
Maintained audit readiness and responded to external reviews and regulatory enquiries.