Summary
Overview
Work History
Education
Skills
References
Hobbies and Interests
Languages
Personal Information
Timeline
Generic

Jo

Gold Coast,Australia

Summary

Dynamic Senior Finance Manager with extensive experience at CPAP DIRECT, specializing in process improvement and team leadership. Demonstrated success in optimizing transactional accounting operations, resulting in enhanced team performance and operational efficiency. Expertise in financial reporting and compliance auditing, effectively resolving complex issues to align with organizational objectives. Committed to driving continuous improvement and supporting strategic financial initiatives.

Overview

10
10
years of professional experience

Work History

Senior Finance Manager

CPAP DIRECT
02.2022 - 07.2024
  • Oversee the transaconal accounng team and managing and priorizing workload
  • Guide and support the team through connued educaon and informaon sharing, ensuring developments are understood and able to be executed.
  • Develop, in a collaborave approach with the team, feedback or suggesons for improvement to processes and report back to the Finance Manager in a concise and evidence-based approach
  • Maintain operaonal requirements by delegang tasks to staff and following up on work results.
  • Act as a point of escalaon for the Finance and Accounts Payable Officers and act to resolve the issue, including finding the root cause of such issues.

Transaconal Accounng

CPAP DIRECT
02.2022 - 07.2024
  • Responsible for overseeing all transaconal accounng maers (accounts payable and receivable, cash and bank, payroll)
  • Have hands-on involvement in AP and AR processing, when required (busy periods and leave)
  • Assist and liaise with the stores and broader business to resolve transaconal queries and discrepancies
  • Act as a back up for fortnightly payroll processing, and assist with the preparaon, when required
  • Review and approve weekly payment runs

Peraonal requirements

CPAP DIRECT
02.2022 - 07.2024
  • Review current transaconal processes, suggest improvements for efficiency when necessary
  • Document transaconal processes and best pracces, and maintain the manuals and procedures with any changes
  • Aend to office management maers
  • Ensure compliance with health and safety regulaons.
  • Maintain proficiency and knowledge of the business with a proacve approach to learning, including other areas of the business
  • Ensure team adherence to company policies and procedures

Support Officer

Southport
03.2022 - 12.2022
  • Support NDIS in finding work.
  • Accompany and support clients in their place of work
  • Coach and assist creang resume
  • Assist with travel to and from home
  • Mock interviews
  • Learning tools
  • Modules to help with wring and communicang skils
  • Group sessions and oungs

Support Officer

01.2021 - 02.2022
  • Supervise a team of 32 NDIS Supported Employees.
  • Complex Behavioural Support.
  • Supporng clients to upskill.
  • Coaching consistently throughout the day to ensure producon output.
  • Assisng NDIS clients to achieve their goals.

Compensaon Finance Officer (Medicare)

01.2019 - 12.2020
  • Manage payments processing - Validaon of receipts in ledger.
  • Manage and maintain Comp Finance email box (delegate workings).
  • Confirming data completeness and accuracy prior to processing.
  • Idenficaon of errors requiring rejecon of data.
  • Process roune payments daily based on idenfied priority.
  • Process Journals for refunds.
  • QA teams processing.
  • Prepare CHQ payment run.
  • Process stale cheque reports.
  • Process debt payments through allocaon.

Production Team Leader

01.2015 - 12.2019
  • Implemented WRI's safety philosophy, enhancing office safety.
  • Receipted and allocated daily cash accurately to customer accounts.
  • Improved customer cash allocaon through mely communicaon.
  • Produced aged receivable reports and weekly/monthly cash forecasts.
  • Monitored aged debtors, fostering relaonships for mely payments.
  • Improved cash receipng by correcng invalid customer transacons.
  • Processed invoices, payments, and SAP uploads efficiently.
  • Resolved payment issues, enhancing supplier relaonships.
  • Maintained and established internal financial control procedures.
  • Trained staff in SAP transacons, acng as SAP Super User.

Senior AP & AR Transacon Officer

BRIDON-BEKAERT GROUP

Education

High School Diploma -

Model Farms High

Skills

  • RECKON ACCOUNTS
  • JD EDWARDS
  • MYOB
  • CCMS/CDMS
  • EXCEL
  • FISHBOWL
  • ICSE
  • GVP
  • SAP
  • Financial reporting
  • Accounts reconciliation
  • Process improvement
  • Team leadership
  • Budget management
  • Customer relationship management
  • Data analysis
  • Compliance auditing
  • Problem resolution
  • Performance evaluation
  • Time management
  • Employee training
  • Decision making
  • Team performance analysis
  • Optimizing team performance
  • Improve team performance
  • Team performance improvement
  • Team performance
  • Team performance management

References

  • Fleur Humphrey, 0415 141 782, fleurhumphrey@hotmail.com
  • Meloni Lloyd, 0487 430 923
  • Elisa Reynolds, 0418 253 868

Hobbies and Interests

  • SOCCER
  • AFL
  • PLAYING GUITAR

Languages

ENGLISH

Personal Information

  • Date of Birth: 01/07/70
  • Nationality: Australian

Timeline

Support Officer

03.2022 - 12.2022

Senior Finance Manager

CPAP DIRECT
02.2022 - 07.2024

Transaconal Accounng

CPAP DIRECT
02.2022 - 07.2024

Peraonal requirements

CPAP DIRECT
02.2022 - 07.2024

Support Officer

01.2021 - 02.2022

Compensaon Finance Officer (Medicare)

01.2019 - 12.2020

Production Team Leader

01.2015 - 12.2019

Senior AP & AR Transacon Officer

BRIDON-BEKAERT GROUP

High School Diploma -

Model Farms High

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