Accomplished Finance Manager, adept in strategic financial planning and leadership, significantly enhancing financial performance. Expert in financial reporting and management, with a proven track record of fostering team development and executing financial strategies to drive profitability and efficiency. Demonstrates exceptional analytical and interpersonal skills, achieving notable results in financial optimization.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Errant Ventures
Perth, WA
05.2023 - 02.2024
Developed strategic financial plans to support company growth and achieve long-term objectives.
Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
Analyzed operational issues and implemented corrective action to maximize profits.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
Streamlined financial processes by implementing new accounting procedures and automation techniques.
Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.
Set and monitored effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
Data Analyst
Tianqi Lithium
Kwinana, WA
06.2022 - 05.2023
Produced monthly reports using advanced Excel spreadsheet functions.
Utilized data visualization tools to effectively communicate business insights.
Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Improved decision-making processes with accurate data analysis and visualization techniques.
Upheld security and confidentiality of documents and data within area of responsibility.
Streamlined data processing for faster results by implementing advanced analytics tools.
Presented findings to executive leadership teams through concise presentations, influencing future strategy development.
Analyzed transactions to build logical business intelligence model for real-time reporting needs.
Accountant
Trinity Accounting
Mandurah, WA
08.2021 - 05.2022
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Gathered financial information, prepared documents, and closed books.
Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Prepared and filed tax forms to meet needs of customers.
Increased efficiency by streamlining accounting processes and implementing new financial software.
Head of Finance
Willowburn Hospice
Durham, United Kingdom
06.2015 - 07.2020
Oversaw annual audit process, ensuring accurate representation of financial position in accordance with UK charity accounting standards.
Implemented risk management practices to mitigate potential losses and safeguard company assets.
Evaluated investment opportunities for long-term growth potential, supporting business expansion efforts.
Managed budgeting process, ensuring accurate forecasting and timely adjustments to meet business needs.
Developed finance team talent through targeted training programs and regular performance evaluations.
Reduced overhead costs by identifying inefficiencies and implementing cost-saving measures.
Collaborated with cross-functional teams to align financial goals with overall company objectives.
Provided senior management with strategic financial insights for informed decisionmaking.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Set clear departmental objectives and developed effective strategies to achieve targeted goals.
Forecasted trends and recommended improvements based on financial risk analyses.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Generated financial and operational reports to assist management with business strategy.
Assisted with recruiting, interviewing, and hiring new department employees.
Treasury Manager
New College Durham
Durham, United Kingdom
12.2012 - 05.2015
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Optimized cash flow by implementing effective cash management strategies and monitoring daily liquidity positions.
Supported organizational growth through active participation in mergers, acquisitions, and divestitures activities.
Developed a highly skilled and motivated treasury team through regular training, professional development opportunities, and performance feedback sessions.
Improved financial risk management by establishing policies, procedures, and internal controls to mitigate potential risks.
Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Finance Manager
Newcastle Futures
Newcastle Upon Tyne, United Kingdom
08.2009 - 11.2012
Reviewed documentation and identified financial discrepancies where applicable.
Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Mentored junior finance staff, fostering professional development and strong team dynamics.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Optimized cash flow with diligent monitoring of accounts receivable and payable.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Developed comprehensive financial reports for executive decision-making support.
Strengthened internal controls through regular audits and adherence to regulatory requirements.
Researched and facilitated software integration to streamline accounting and financial processes.
Created organizational structures to improve accounting and finance functions.
Reviewed and approved capital expenditure requests, aligning with corporate objectives.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Improved overall financial reporting by streamlining control processes and reporting structures.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Management Accountant
Komatsu
Gateshead, United Kingdom
08.2007 - 07.2009
Developed and maintained strong working relationships with key stakeholders, including department heads, vendors, and banking partners.
Prepared thorough reports, commentaries and financial statements.
Developed comprehensive financial reports for senior management, facilitating effective decision-making based on accurate data insights.
Conducted variance analyses between actual results and forecasts, identifying areas of improvement for future budgeting cycles.
Ensured compliance with GAAP, tax regulations, and industry best practices through continuous monitoring and updating of accounting policies.
Improved financial reporting accuracy by streamlining the month-end close process and implementing automated reconciliation tools.
Maintained integrity of general ledger and chart of accounts.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Collected and reported monthly expense variances and explanations.
Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Accounting Manager
Orwin Automation
Washington, United Kingdom
02.2004 - 07.2007
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Completed weekly payroll for company employees.
Developed and implemented various procedures to improve accounting process.
Generated monthly and quarterly financial statements for executive review.
Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
Collaborated with other departments to achieve accurate and prompt financial reporting.
Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
Created and maintained financial databases for data entry, tracking and reporting.
Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
Conducted detailed variance analyses to identify areas of improvement in financial performance.
Assisted executive management in making informed business decisions with accurate ad-hoc financial analysis as needed.
Utilized financial software to prepare consolidated financial statements.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Developed strategic plans for day-to-day financial operations.
Education
Accounting
Association of Chartered Certified Accountants
ACCA
2011
Bachelor of Arts - Agricultural Marketing And Economics
University of Newcastle Upon Tyne
Newcastle Upon Tyne, United Kingdom
2001
Skills
Strategic financial planning
Financial Reporting
Financial Management
Performance metrics analysis
Financial Administration
Cash Flow Management
Profit and Loss Management
Budget Planning
Financial Leadership
Budget Development
Financial Strategy Development
Affiliations
ACCA Member since 2012
Certification
Certified ACCA Accountant since 2011
Timeline
Chief Financial Officer
Errant Ventures
05.2023 - 02.2024
Data Analyst
Tianqi Lithium
06.2022 - 05.2023
Accountant
Trinity Accounting
08.2021 - 05.2022
Head of Finance
Willowburn Hospice
06.2015 - 07.2020
Treasury Manager
New College Durham
12.2012 - 05.2015
Finance Manager
Newcastle Futures
08.2009 - 11.2012
Management Accountant
Komatsu
08.2007 - 07.2009
Accounting Manager
Orwin Automation
02.2004 - 07.2007
Accounting
Association of Chartered Certified Accountants
Bachelor of Arts - Agricultural Marketing And Economics