Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

KAY ROBERTSON

Cooroy,Qld

Summary

Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

Overview

26
26
years of professional experience

Work History

Contract Bookkeeper

Sole Trader
02.2022 - Current
  • Data Entry
  • Bank Reconciliation of multiple accounts
  • AP/AR – all aspects – reporting - checking
  • Payroll/ Superannuation
  • Invoicing
  • BAS preparation
  • Upkeep of filing systems for each client
  • General administration for each client
  • Financial reporting
  • Debtor collection
  • Client liaison

Contract Bookkeeper

Next In Finance
07.2016 - 01.2021
  • Data Entry
  • Reconciled and corrected issues with financial records.
  • Analyzed financial data to assist in budget creation and forecasting.
  • AP/AR – all aspects – reporting - checking
  • Completed payroll for employees and maintained detailed records of procedures.
  • Invoicing
  • BAS preparation
  • Upkeep of filing systems for each client
  • General administration for each client
  • Financial reporting
  • Debtor collection
  • Client liaison

Office Manager/ Bookkeeper

High Tech Tree Services
01.2015
  • Appointment setting for quotes
  • AP/AR – all aspects – reporting - checking
  • Invoicing
  • Quotes
  • General Administration Duties
  • Payroll
  • Superannuation
  • BAS
  • Developing Job Descriptions and Duty Statements
  • Setting up Policies and Procedures to align with current HR requirements
  • Caboolture Kilcoy Bribie Area Mental Health Support PPT

Bookkeeper

Recom Building Services
01.2015 - 01.2016
  • Data Entry
  • BAS
  • Bank Reconciliation
  • Payroll
  • AP/AR – all aspects – reporting - checking
  • Invoicing

Finance Officer

Caboolture Kilcoy Bribie Area Mental Health Suppor
01.2011 - 01.2014
  • Generated financial and operational reports to assist management with business strategy.
  • Payroll (all aspects)
  • Budget Planning and monitoring
  • Cash flow prediction
  • Appointments and reporting using SAGE
  • Implementation/Updating of Policy and Procedure Manuals to industry standards
  • Minute taking
  • Financial reporting to Committee on a monthly basis
  • Finances including BAS – Superannuation – Payroll –Long Service Leave Payments– Workcover Payments
  • Upkeep of all Company Insurance policies
  • Submitting acquittal and grant reports to Government/Non-Government departments
  • Preparation for the annual audit/ working closely with external accountant
  • Advertise job vacancies
  • Develop job descriptions and duty statements
  • Recruit, select, orientate and train and induct new employees in association with other key members
  • Maintain personnel records on all staff members
  • Arrange staff training
  • Handling all employee enquiries in an efficient and timely manner
  • Provide advice and information on policies and procedures
  • Team building and supervision
  • Development and maintenance of Policies and Procedures in association with Australian Standards
  • Minute taking and distribution

Bookkeeping

Recom Building Services
01.2010 - 01.2011
  • Bookkeeping including
  • AP/AR
  • Superannuation,
  • Long Service Leave
  • BAS
  • Bank Reconciliation
  • Invoicing
  • Ensure that all expenses/income are assigned to the correct projects/job numbers

Office Manager - Finance Officer

Rolfe Property Services
01.2008 - 01.2010
  • Payroll Management - Reception Duties and PA/HR duties as required
  • Support company operations by maintaining office systems and supervising staff
  • Maintain office efficiency by planning and implementing office systems
  • Assigning and monitoring other staff functions
  • Keep management informed by weekly/ monthly reporting
  • Implementation and upkeep of all Company procedures/policies/manuals to comply with annual auditing standards (IS9001)– Quality Assurance and ensuring that current copies were held on each site
  • Managing each of our Manager’s monthly budgets and keeping records/reports on their expenditure
  • The provision of Receptionist /PA for the Director’s and OM/GM as required
  • Answering telephone enquiries from both Staff and Clients relating to wages or contracts
  • Daily management of Company Bank Accounts, ensuring that both Management and Cleaning are both kept up to date and reconciled
  • Timely processing of contractual/client invoicing and quotes
  • Ensure that all expenses/income was assigned to the correct project/ job number
  • Timely payment of all supplier’s invoices and company expenses within Cash flow perimeter
  • Attending to all incoming and outgoing mail and emails daily
  • Weekly banking
  • Weekly processing of Payroll for both Cleaning Staff and Management, including the updating of all timesheets and personnel files and standard pays on Attaché payroll system, adding and terminating employees as required (150+staff)
  • The effective collation and timely presentation of the necessary business reports such as, debtors listing, cash flow reports, costing reports, leave entitlements and others as required
  • The effective reporting and lodgment of the company’s statutory obligations for Long Service Leave, Superannuation, Payroll Tax, BAS, IAS, Union Fees
  • The cost-effective management and ordering of company stationary requirement for all office and staff as required
  • Monitor all Workers Compensation claims and enquiries
  • Monitor and distribute as required the companies Petty cash allocation
  • Monthly orders for Area Manager’s for consumables, materials, uniforms
  • Issuing of Purchase Orders as required by Area Manager’s within their monthly budgets
  • Invoicing of all rechargeable and extra’s performed during the month, as per completed rechargeable forms submitted by Area/Operations Manager’s
  • Upkeep of monthly invoices spreadsheet as required for all incoming and outgoing clients, ensuring spreadsheet reflects all price changes as required
  • Working with Operation’s Manager to implement any changes for cost saving initiatives or streamlining of any procedures
  • Filing, archiving and any general office duties as required by Director’s and Operations Manager
  • Develop job descriptions and duty statements
  • Liaising with Area Manager’s regarding employee’s, fortnightly updating of timesheets, answering and fixing any payroll queries/ problems and completing any adjustments as required, passing on any work orders received to ensure the timely completion of each
  • Keeping all Office paper/work files etc up to date and in a neat and tidy condition
  • Debtor Control
  • Upkeep of all Company vehicle registrations/insurances/maintenance scheduling
  • Compilation of Tender Documents
  • HR services, including recruitment and termination advertising (media and Seek etc), responding to recruitment enquiries, conduct reference checking on successful applicants

Office/Accounts Manager/PA

Elders Dickson
01.2007 - 01.2008

Office Manager

Four Jax Branches
01.2006 - 01.2007
  • Processing payments and receipts using Marlin TX system
  • Reconciling debtors and creditors accounts
  • Reconciling supplier statements for payment
  • Reconciling bank accounts and credit cards
  • Processing expense accounts
  • BAS preparation/ Lodgment
  • Assisting with periodic account reports
  • Daily banking – End of Day Reports
  • Assisting in daily budgeting
  • Payroll including child support payments and Superannuation contributions using Marlin HR program
  • Data entry
  • Keeping files well maintained and organized
  • Entering purchase invoices
  • Daily mail
  • Other ad hoc duties as required
  • Daily liaising with Managers at each of the four branches
  • Accounting for other branches was mainly done through using PC Anywhere program from the main office along with some onsite visits as required
  • Income and cash flow management

Office Administrator

Bavco Pty Ltd
01.2005 - 01.2006
  • Administration/Bookkeeping/Office Set up –, I worked with this Company on a part time basis setting up home office along with bookkeeping and administration duties using MYOB
  • Ordering of Materials
  • Client/Supplier Liaison
  • Maintaining operable filing system
  • Invoicing
  • AP/AR
  • Bank reconciliations
  • Payroll

Bookkeeper/Administration

SWMS, Master Carpets
01.2005 - 01.2006
  • Client/ Supplier/ Courier liaison
  • Invoicing
  • Materials/ General Office stock control
  • Tender documentation and Quotations
  • Checking and organizing of emails for Manager
  • Data Entry
  • Ordering of all Materials
  • Facsimile Photocopying and other general office duties
  • Dealing with clients, manufacturers via phone enquiries
  • Maintaining an operable filing system
  • Incoming/Outgoing mail
  • Liaising with couriers and checking all orders
  • General administration and PA duties

Office Administrator/Receptionist

Specialised Smash Repairs
01.2002 - 01.2004
  • First point of contact with clients
  • Bookings
  • Phone enquiries
  • General office duties
  • Accounts payable and receivable
  • Invoicing
  • Maintaining/ operating a functional filing system
  • Preparing all paperwork for banking
  • Mail run
  • Stock control/ ordering
  • Checking all parts that arrive and entering them onto computer base
  • Ordering of all spare parts needed for each job
  • Liaising with a wide variety of people including couriers, clients, employees etc
  • Payroll using Autoquote system
  • Use of Eftpos machine
  • Internet Banking/Transfers
  • Worked with Auto quote system
  • End of week/month backups

Sr Carer/ Weekend/Night Supervisor, Care Manager

Goodwin Aged Care Services
01.1998 - 01.2002
  • Certificate IV in assessment and training
  • Certificate in medication management
  • Working closely with the facility Manager and, Overseeing the running of a 74 bed Aged Care Facility
  • Assessment and Training of Staff on a regular basis
  • Training and orientation of new staff
  • Supervision of all staff on my shifts – Carer’s/ Cleaners/ Kitchen Staff
  • Introduction/Implementation of procedures to improve operations
  • Care and Support of all residents
  • Rostering of staff in cases of sickness etc
  • Problem solving of Staff, Residents and Residents Family issues that arose on my shift
  • Liaising with Doctors, Hospital, Ambulance Staff and Senior Management as well as the Residents and their families
  • Daily documentation and handover to next on duty staff members
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Responded to emergency situations and provided support to promote client safety and wellbeing.
  • Communicated with healthcare providers to facilitate continuity of care.
  • Participated in team meetings and trainings to stay updated on best practices and new developments in care management.
  • Maintained detailed records in compliance with agency standards and regulations.
  • Established and maintained relationships with clients, families and community partners to coordinate services to meet client's needs.
  • Consulted with supervisors to assess cases and plan strategies for enhancing care.
  • Coordinated referrals to specialists, hospitalizations, ER visits, ancillary testing, and other enabling services for patients.
  • Maintained stock of products and ordered new products when stock was running low.
  • Assisted customers with complaints, questions and concerns.
  • Managed communication between associates and management, addressing key issues and needs.

Education

Bookkeeping

The Institute of Certified Bookkeepers
Online
08.2012

Assessment And Training

TRAHCS
Canberra, ACT
08.2022

Medication Management

Aged And Community Services Association
Canberra, ACT
08.2002

Skills

  • Financial reporting
  • Annual budgets
  • Cashflow setup and monitoring
  • Payroll/ Superannuation - Good knowledge of Awards, salaries
  • Policy and Procedure development and maintenance
  • Promote process improvements
  • Problem solving
  • Staff training and supervision

References

Hayley - Next in Finance - 0433 491 118

Jason - Recom Building - 0417 474 059

Timeline

Contract Bookkeeper

Sole Trader
02.2022 - Current

Contract Bookkeeper

Next In Finance
07.2016 - 01.2021

Office Manager/ Bookkeeper

High Tech Tree Services
01.2015

Bookkeeper

Recom Building Services
01.2015 - 01.2016

Finance Officer

Caboolture Kilcoy Bribie Area Mental Health Suppor
01.2011 - 01.2014

Bookkeeping

Recom Building Services
01.2010 - 01.2011

Office Manager - Finance Officer

Rolfe Property Services
01.2008 - 01.2010

Office/Accounts Manager/PA

Elders Dickson
01.2007 - 01.2008

Office Manager

Four Jax Branches
01.2006 - 01.2007

Office Administrator

Bavco Pty Ltd
01.2005 - 01.2006

Bookkeeper/Administration

SWMS, Master Carpets
01.2005 - 01.2006

Office Administrator/Receptionist

Specialised Smash Repairs
01.2002 - 01.2004

Sr Carer/ Weekend/Night Supervisor, Care Manager

Goodwin Aged Care Services
01.1998 - 01.2002

Bookkeeping

The Institute of Certified Bookkeepers

Assessment And Training

TRAHCS

Medication Management

Aged And Community Services Association

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KAY ROBERTSON