Katrina Lord
Cheltenham,VIC
Summary
A detail-oriented bookkeeper with 9+ years of small business bookkeeping experience using Xero accounting software, highly developed business, analytical and organizational skills and a proven ability of working autonomously, aspiring to support the financial department of a passionate, human focused business.
Overview
15
15
years of professional experience
Work History
Bookkeeper /Accounts Manager
SoupedUp Solutions Pty Ltd
05.2014 - Current
- Accounts Payable - managing entire accounts payable process including invoice generation and scheduling
- Accounts Receivable - ensuring timely payment of invoices, following up on late payments
- Payroll - managing all payroll operations for a team of 30 employees including fortnightly pay cycle, processing leave, reimbursements and keeping up to date with regulations and entitlements
- Tax compliance - ATO portal management including preparation, filing and payment of IAS/BAS, State Payroll tax lodgement, payment and reconciliation
- Superannuation compliance - monthly reconciliations, lodgement with ATO SBSCH
- Financial Records - accurately recording all financial transactions in Xero including: bank and company credit card reconciliations and ensuring all required substantiation documentation is filed appropriately
- Financial Reporting and Analysis - generating financial and operational reports to assist management with business growth. Forecasting sales and expenditure to assist with preparation of annual budgets and recommending improvements based on financial risk analyses. Maintaining data accuracy across Xero and SU app
- Communication - providing timely correspondence to clients regarding account queries, providing assistance and support to team members with account related queries, liaising with external accountant at EOFY
- Continuous Improvement: formulating and implementing new processes to improve current accounting and payroll processes. Documenting current processes for consistency and clarity across all business areas
Bookkeeper
OSCAR Hospitality Pty Ltd (now OSCAR Care Group)
05.2014 - 12.2017
- Accounts Payable
- Accounts Receivable
- Payroll
- Tax compliance
- Superannuation compliance
- Financial Records
- Financial Reporting and Analysis
Merchandise Planner
Just Group Pty Ltd
10.2008 - 08.2012
Education
Certificate IV - Bookkeeping
Holmesglen Institute
Moorabbin, VIC11.2015
Skills
- 9 years of bookkeeping experience
- Excellent working knowledge of Xero accounting software
- Strong attention to detail
- 3 years experience with remote, autonomous work
- Advanced knowledge of Excel, Word
- Proficient with Australian accounting standards and tax regulations
- Excellent communication skills
- Excellent time management skills
Timeline
Bookkeeper /Accounts Manager
SoupedUp Solutions Pty Ltd
05.2014 - Current
Bookkeeper
OSCAR Hospitality Pty Ltd (now OSCAR Care Group)
05.2014 - 12.2017
Merchandise Planner
Just Group Pty Ltd
10.2008 - 08.2012
Certificate IV - Bookkeeping
Holmesglen Institute
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