Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Heather Menzies

Montrose,VIC

Summary

Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Managed bookkeeping services for a number of private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills using MYOB, Xero and QBO along with other complementary add on programs.

Overview

40
40
years of professional experience

Work History

Bookkeeper – BAS Agent

Allied Health Practitioner
12.2021 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts receivable activities, maintaining vendor relationships and positive cash flow.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.

Retail /Manufacturing site Home furnishing and decor

04.2018 - Current
  • End to End bookkeeping 3 Businesses, Debtor, Creditor, Payroll, Bank, ATO and Intercompany loan Reconciliations, Bas, Ias, Stp, Workcover preparations and lodgments add hoc administration task as required, Computer use: Xero – Myob

Contract Bookkeeper - Office Administration

Returned Anco Bolt Engineering
03.2018 - Current
  • End to end bookkeeping and administrations duties, Debtors - Sales Orders, Invoicing, Receipting, Payments, End Month Statements and Collections, Creditors - Purchase Orders, Receipting Deliveries, processing invoices, schedule and process supplier payments, Bank Account Management— Reconciliations and Cash Flow requirements, supplier payments, Payroll - Weekly Payroll, Superannuation, Workcover, Payroll Tax and Redundancy - termination calculations, Inventory, Statutory Reporting - BAS, SRO, Worksafe, Superannuation, Manage Bank Factoring system, Month end Journals, Many other office tasks including relief for absent staff, Computer use: MYOB Account Right, Microsoft Excel Word and Outlook, Ostendo (manufacturing/stock management), Bendigo Bank (Debtor Factoring)

Administration – Accounts Manager

KPC Plumbing and Drainage
02.2024 - 08.2024
  • End to end Bookkeeping and administrative tasks, Debtor Invoicing, progress claims, chasing overdue payments, Creditor Invoices schedule processing payments, payroll, coinvest, superannuation, Workcover. Job costing monitoring and reporting, Preparation of site safety documentation daily tasks as required, Computer use: Xero, Microsoft 365, excel, Adobe

Bookkeeper Fulltime

Tempo Development Group Pty Ltd – Property Development Residential Homes
04.2016 - 08.2017
  • Creditors high volume pay by invoice and eom suppliers, subcontractors
  • From receipting invoice to obtaining approval and processing payments, Debtors invoicing receipting payments, Payroll Salaries, wages and sub contractors, Statutory Reporting BAS (margin Scheme calculations) SRO Work safe and Superannuation, My position at Tempo started with setting up a new myob file to comply with ATO request from gst audit as no previous accounting software had been used for this business with a 6 million dollar turnover this was very large complex task, Computer use: Myob AR live, Xero, Microsoft Excel Word and Outlook

Bookkeeper 1 Day

Prosind Consulting and Engineering Pty Ltd - Import /Export Specialist Manufacture Compressor components
05.2013 - 07.2016
  • MYOB Account Right, Setup Systems and processes for record keeping, Debtors Customer Invoices (Australia and Overseas), Monthly Statements, Processing Receipts, Creditors Supplier Invoices (Australia and overseas), Schedule and process supplier payments, Payroll Contractor Based, Bank Account management Reconciliations, Bank and Credit card, accounts payment overseas creditors, Computer use: MYOB Account Right, Microsoft Access, Word, Excel and Outlook

Bookkeeper Contract – Provide services to support individual Franchises for very large international Company (confidentiality agreement in place here)

Dkn and Partners
01.2015 - 02.2016
  • General Ledger Reconciliations for multiple businesses, Posting month end journals, Calculating and cross checking accruals other duties as required, Computer Use: Drop Box, Quick Books (Reckon) and Microsoft Excel


Bookkeeper / Administration Part Time

Anco Bolt Engineering— Manufacturer Specialized Fasteners – Metal Fabrication
01.2005 - 01.2016
  • Debtors - Sales Orders, Invoicing, Receipting, Payments, End Month Statements and Collections, Creditors - Purchase Orders, Receipting Deliveries, processing invoices, schedule and process supplier payments, Bank Account Management— Reconciliations and Cash Flow requirements, Payroll - Weekly Payroll, Superannuation, Workcover, Payroll Tax and Redundancy - termination calculations, Statutory Reporting - BAS, SRO, Work safe, Superannuation, Manage Bank Factoring system, Month end Journals, Many other office tasks including relief for absent staff, Twice in last 2 years setup Myob file when new owners took over and again in 2015 to move from Myob Premier to Account Right Live, both files were started from scratch, Computer Use: Arrow Financials, MYOB Premier, MYOB Account Right, Microsoft Excel Word Outlook, Ostendo (manufacturing inventory addon), Bendigo Bank (Debtor Factoring)

Office Administrator/Bookkeeper

W and G Educations and Objective Learning Materials
01.2002 - 01.2005
  • Customer Service varying from account enquires to product information and sales, Arrow Financials and Myob Accounting Software, Debtors, Creditors, Cash book, Stock, Sales Orders, Purchase Order, Bill Materials and cash flow planning, Reporting Bas, Payg and Superannuation, Importing of Stock from US, UK, China, Japan and New Zealand, Payroll, Computer use: Arrow Financials, Myob, Microsoft Access, Excel, Work and Outlook, Crystal Reports, National Online Banking (Debtor Factoring)

Bookkeeper

TP Castings - Metal Foundry
01.2001 - 01.2002

Administration Manager/Bookkeeper

Weatherguard Industries Pty Ltd
01.1990 - 01.2001
  • Sales and Marketing of Home Renovation services, Computer use: N/A

Receptionist progressing to Administration Assistant/Bookkeeping

GW Welsh Electrical Contracting and Thermalarm Fire Protection
01.1985 - 01.1990

Education

Certified Bookkeeper Registered with Institute of Certified Bookkeepers (ICB) -

Quick Books Reckon -

MYOB Partner -

Xero Partner -

QBO Advisor -

Workplace and Mental Health First Aid -

NDIS Plan Management Registered -

Registered BAS Agent -

01.2037

Certificate IV Disability -

01.2021

Certificate IV Payroll -

01.2020

Ostendo -

01.2015

MYOB Inventory -

01.2013

Diploma Accounting -

01.2011

Certificate IV Administration -

01.2010

Certificate III Financial Services -

01.2010

MYOB Advanced -

01.2000

Skills

  • Can do attitude
  • Friendly and Approachable person
  • Work independently or in team with all levels of workers management and business owners
  • Great communicator
  • Customer service
  • Myob partner
  • Xero Partner
  • Intuit QBO Certified
  • Microsoft Office (Word Excel Outlook)
  • Ostendo Manufacturing software
  • Foreign Currency Transactions
  • Inter Company Loan Accounts
  • Cash Flow Management
  • Bas, Ias, Tpar, Stp,Sro, Workcover Preparation and Lodgments

References

Available on request

Timeline

Administration – Accounts Manager

KPC Plumbing and Drainage
02.2024 - 08.2024

Bookkeeper – BAS Agent

Allied Health Practitioner
12.2021 - Current

Retail /Manufacturing site Home furnishing and decor

04.2018 - Current

Contract Bookkeeper - Office Administration

Returned Anco Bolt Engineering
03.2018 - Current

Bookkeeper Fulltime

Tempo Development Group Pty Ltd – Property Development Residential Homes
04.2016 - 08.2017

Bookkeeper Contract – Provide services to support individual Franchises for very large international Company (confidentiality agreement in place here)

Dkn and Partners
01.2015 - 02.2016

Bookkeeper 1 Day

Prosind Consulting and Engineering Pty Ltd - Import /Export Specialist Manufacture Compressor components
05.2013 - 07.2016

Bookkeeper / Administration Part Time

Anco Bolt Engineering— Manufacturer Specialized Fasteners – Metal Fabrication
01.2005 - 01.2016

Office Administrator/Bookkeeper

W and G Educations and Objective Learning Materials
01.2002 - 01.2005

Bookkeeper

TP Castings - Metal Foundry
01.2001 - 01.2002

Administration Manager/Bookkeeper

Weatherguard Industries Pty Ltd
01.1990 - 01.2001

Receptionist progressing to Administration Assistant/Bookkeeping

GW Welsh Electrical Contracting and Thermalarm Fire Protection
01.1985 - 01.1990

Certified Bookkeeper Registered with Institute of Certified Bookkeepers (ICB) -

Quick Books Reckon -

MYOB Partner -

Xero Partner -

QBO Advisor -

Workplace and Mental Health First Aid -

NDIS Plan Management Registered -

Registered BAS Agent -

Certificate IV Disability -

Certificate IV Payroll -

Ostendo -

MYOB Inventory -

Diploma Accounting -

Certificate IV Administration -

Certificate III Financial Services -

MYOB Advanced -

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Heather Menzies