Elizabeth Glaspy

• Experience across multiple accounting programs including, Xero, MYOB and QuickBooks.
• Maintained and processed invoices.
• Managed accounts payable and receivable activities.
• Completed payroll processing for employees, ensuring timely payment and adherence to tax regulations.
• Prepared and completed monthly bank reconciliations to ensure accurate record management.
• Assisted with grant applications and grant acquittals.
• Supported year-end closing procedures.
• Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
• Implemented a more efficient filing system for financial documents, improving accessibility and organisation.
• Provided support during audits by supplying requested documentation promptly and accurately.
• Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
• Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
• Facilitated better cash management, closely monitored cash flow statements.
• Supported decision-making by preparing accurate monthly financial statements.
• Developed monthly, quarterly and annual profit and loss statements and balance sheets.
• Produced monthly reports for management and board meetings. Also providing any analysis on the trends and findings.
• Worked closely with staff and business owners to manage HR requirements - personal, annual and long service leave, contracts and other Fairwork regulations.
• Worked autonomously to get work completed in expected timeframes.
• Completed cashflow forecasts annual and monitored actual vs budgets to ensure accurate budget management and identify any changes.

• Not for profit
• Short-term employment.
• Completed all duties as per role with Tableland Community Link Org (refer below).

• Assist in the preparation of budgets, grants financial statements and monthly BAS, Super and Qleave statements/lodgement (not for profit).
• Work on account and general ledger reconciliations, keeping records up to date on a daily, monthly and yearly basis.
• Process and manage payroll, accounts payable and account receivable.
• In conjunction with the Accountant, assist in completing all financial audit requirements.
• Well-developed interpersonal, oral and written communication skills.
• Ability to work autonomously.
• Manage NDIS funding for supports under a participants plan.
• Report directly with the Service Manager and liaise with the committee treasurer.
• Implement financial and claims management process in a timely and accurate manager.
• Understanding the system Proda to ensure claims are accurate and
within current legislative requirements.
• Understanding of participants plan, provide guidance and having face to face meetings to ensure their needs are accurately understood.
• Apply and acquit grant funding.
• Contribute proactively to a dynamic, adaptable team.
• Maintain and develop partnership and key internal stakeholders.
• Operate within the legislative and legal requirements that impact the organisation.
• Operation of computer systems using Supportability, MYOB and all
Microsoft Office programs.
• Provide monthly reports for committee/board meetings.
• Supervise and training finance assist across the role.

• Develop client marketing, sales plans and strategies to identify new business opportunities with existing complex customers and introduce new complex customers.
• Appropriate deal structuring and involvement in the formation of the credit strategy for complex customers.
• Manage credit workshop preparation and execution with credit managers. Understand Business Writing Strategy and execute transactions in accordance within strategy.
• Achieve all financial performance goals based on allocated client sets and in line with agreed targets.
• Make decisions, set priorities for the immediate team delivery against agreed performance goals.
• Create client based strategies and solutions using advance strategic dialogue, capital structuring, risk management and working capital.
• Relentlessly prospect the marketplace to expand circle of influence and acquiring of new clients.
• Maintain consistent and regular contact with a wide range of well-developed internal and external networks and contacts to create future business opportunities.
• Effectively manage and identify early warning signs of deteriorating credit.
• Apply in-depth knowledge and ability to apply the following factors to client situations: economic, interest rate and global market conditions.
• Collaborate with credit managers to maintain quality credit customer portfolios through appropriate structuring of transactions for new and existing client base.
• Ensure training requirements are met and completed in a timely manner and reported to relevant regulatory bodies.
• Facilitate coaching and development in a team environment.
• Engage activities that drive employee engagement and commitment, both leveraging positive feedback and address areas for improvement.
• Structure and negotiate complex finance alternatives.
• Have excellent clientele handling, interpersonal and negotiating skills.
• Sound credit skills with ability to present a well-motivated risk assessment and business proposition.
• Influence outcomes through well- developed communication and presentation skills and an ability to manage multi party negotiations.

• Create and analysis sales reports on a state level.
• On board and off board staff.
• Participate and contribute to weekly local and state teleconferences with senior leaders.
• Organise local sponsorship events.
• Monitor annual leave, training technologies and general enquiries for over 80+ staff across Qld.
• Attend state monthly meetings in Brisbane.
• Review and create monthly spreadsheets on income and expenditure for regional all over Qld.
• Manage expenditure and marketing budgets across all regions.
• Assist Area Managers and Regional Executives with all staff, events and general operations of their segments over Qld.
• Create and analysis sales reports on a state level.
• On board and off board staff.
• Participate and contribute to weekly local and state teleconferences with senior leaders.
• Organise local sponsorship events.

• Monitor annual leave, training technologies and general enquiries for over 80+ staff across Qld.
• Attend state monthly meetings in Brisbane.
• Review and create monthly spreadsheets on income and
expenditure for regional all over Qld.
• Manage expenditure and marketing budgets across all regions.

• Monitor and evaluating financial data and cash flow forecasts.
• Introduce new clients to lending portfolio.
• Ability to work unsupervised and make decisions on credit
submissions and other urgent tasks.
• Organise events and volunteer for local community/charities.
• Liaise with solicitors, settlement officers, credit departments and real estate agents.
• Work and deal with customers directly.
• Finalise filing, photocopying, post and telephone duties.
• Analyse and action daily reports.
• Train new staff.
• Personally achieve monthly sales targets.
• Learn to enhance personal performance and sales results.