Daniel Poggi
Sunshine Coast,QLD
Summary
Proactive Finance Manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
22
22
years of professional experience
Work History
Head of Finance
Aussie Tiny Houses
07.2019 - Current
- Developed business plans with shareholders and managing directors
- Implemented suggested plans and strategies in departments as Sales, Marketing and Operations
- Implemented Xero accounting software and routines for financial reporting, forecasting, and budgeting/planning.
- Oversaw and managed all aspects of financial operations, including accounts payable/receivable, payroll, and general ledger maintenance.
- Monthly, quarterly, and annual financial reporting to ensure accuracy and compliance with regulatory standards.
- Led budgeting, financial forecasting, and cash flow management efforts, providing strategic insights to inform business decisions.
Accounts Receivable Manager
Honest To Goodness
05.2019 - 06.2020
- Managed accounts receivable unit, including extensive involvement in planning and implementing new programs, processes, and procedures for this leader distributor of certified organic food & natural food products
- Supervised, trained and supported accounting staff in computer entry and accounts receivable operations
- Identified and adjusted bad debt, write offs, credits and debits
- Performed reconciliations on large corporate accounts
- Prepared weekly metrics, charts, spreadsheets, records, reports
- Provided diplomatic problem resolution with discrepancies to customers.
Accounts Assistant
Aqueo Import - Havaianas Australia
05.2016 - 06.2019
- Supported accounting with month end close process, preparing journal entries, gathering supporting documentation for close, and monthly reconciliation process, as needed
- Supported accounting with annual budget and annual audit
- Worked with appropriate individuals for accurate coding, filing responsibilities related to AR and AP and accounts in general.
Franchise Owner
F45 Haymarket
01.2015 - 01.2018
- Built business from start-up, opened the market in Sydney CBD area
- Developed forecast of revenue, expenditure, and profit
- Wrote viable business plan for the following years that led to sound business decisions and considerable profits during the life of the business and after the sale.
Inventory Controller
Aqueo Import - Havaianas Australia
05.2008 - 02.2015
- Responsible for warehouse management system implementation project, being the first point of contact between directors, system developers and warehouse staff
- Responsible for providing detailed analysis of inbound and outbound DC volumes, including container arrival, highlighting potential breaches in network capacity
- Coordinated stock control area in order to ensure actual stock was accurately reflected in SAP, ensuring that reports could be run when required and were up to date and accurate
- Provided analysis and recommendations as necessary into strategic business initiatives
- Responsible for annual stocktaking.
Senior Auditor
PricewaterhouseCoopers
07.2002 - 07.2006
- Auditing experience of manufacturing concern
- Responsible for preparation of accounts for such concerns according to the requirements of International Standards of accounting and other statutory requirements
- Advised clients on various accounting and related matters and helped WITH in the preparation of their financial statements
Education
Cert 3 Transport and Logistics -
NATIONAL INSTITUTE OF TRAINING
Sydney, NSW03.2013
Diploma Accountancy -
CENTRAL COLLEGE AUSTRALIA
Sydney, NSW07.2008
Bachelor Business Administration - Finance -
SAO MARCOS UNIVERSITY
Sao Paulo, Brazil12.2003
Skills
- Adaptable and well-organized individual possessing good organizational skill, accustomed to work under pressure
- Excellent proficiency on computer skills with advanced knowledge of MS-Office, SAP Business One, NetSuite and Xero
- Financial Strategy Development
- Attention to detail and accuracy
- Analytical and Critical Thinking
- Accounting Principles Familiarity
- Financial analysis and reporting
References
References available upon request
Timeline
Head of Finance
Aussie Tiny Houses
07.2019 - Current
Accounts Receivable Manager
Honest To Goodness
05.2019 - 06.2020
Accounts Assistant
Aqueo Import - Havaianas Australia
05.2016 - 06.2019
Franchise Owner
F45 Haymarket
01.2015 - 01.2018
Inventory Controller
Aqueo Import - Havaianas Australia
05.2008 - 02.2015
Senior Auditor
PricewaterhouseCoopers
07.2002 - 07.2006
Cert 3 Transport and Logistics -
NATIONAL INSTITUTE OF TRAINING
Diploma Accountancy -
CENTRAL COLLEGE AUSTRALIA
Bachelor Business Administration - Finance -
SAO MARCOS UNIVERSITY
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