Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards.
Overview
15
15
years of professional experience
Work History
Finance Officer
Walara Inc
10.2022 - 09.2023
Supervised team members to confirm compliance with set procedures and quality requirements for Accounts Payable, Accounts Receivable and Bank Reconciliations functions
General Ledger and Balance Sheet reconciliations
Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
Generated financial and operational reports to assist management with business strategy.
Streamlined financial processes for increased efficiency and accuracy in reporting.
Reduced financial risk by implementing robust internal controls and regular audits.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Accountant
Kirrihill Wines
10.2021 - 09.2022
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Increased efficiency by streamlining accounting processes and implementing new financial software.
Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
Lodge Payroll Tax, Insurance Declarations and BAS monthly
Provide support and training to payroll, accounts payable and logistics staff
Owner/Director
The Good Biz Group Pty Ltd
03.2016 - 08.2021
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Managed financial aspects of business, including budgeting, financial reporting, and tax preparation.
Consulted with customers to assess needs and propose optimal solutions.
Hired trained, and managed high-performing team of employees dedicated to achieving company goals.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Management Accountant
SCOSA
07.2013 - 02.2016
Prepare grant funding acquittals and returns. This involved ensuring grant objectives were met and recorded correctly.
Collaborated closely with external auditors during annual reviews, ensuring timely completion of audit procedures without any significant findings or adjustments required.
Assisted company leaders with financial decisions.
Developed comprehensive financial reports for senior management, facilitating effective decision-making based on accurate data insights.
Created and implemented a financial training program for 11 program coordinators
Prepared thorough reports, commentaries and financial statements.
Accounts Officer
Gordon Institute of TAFE
04.2011 - 06.2013
Managed cash transactions and bank reconciliations which involved investigating and rectifying discrepancies, and monitoring expenses and revenue to ensure bank account was not overdrawn.
Conducted general ledger (GL) analysis and reconciliations; identified incorrectly allocated or missing information, and processed journals to correct anomalies.
Validated and converted student data into financials; liaised with IT department to ensure new codes that did not exist were set up, and data conversion was compatible with th financial system. Data was generated to provide student income and course information.
Reduced discrepancies in financial statements through meticulous data entry and record-keeping practices.
Enhanced financial reporting efficiency with thorough account reconciliations and analysis.
Financial Accountant
Loreto Sisters
03.2009 - 04.2011
Managed accounts payable, cash management and credit card reconciliations: processed between 50 - 100 invoices weekly and reconciled 80 credit cards monthly.
Prepared general purpose financial reports for three (3) entities – which involved consolidation – for dissemination to company executives, the board, ATO and ASIC. Reports encompassed cash flow, balance sheet, and profit and loss statements. The reports allowed for strategic planning and meeting statutory requirements.
Managed external audits which involved liaising with auditors and providing them with all the paperwork required, completing notes to the accounts, making changes to accounts were necessary, and signing off audit reports.
Managed quarterly budget analysis: used data to reforecast expenses and income, corrected discrepancies by processing journals and investigated them to determine the reasons behind overspending.
Provided support in preparing annual budgets involving updating cost centre spreadsheets and consulting with the Sisters regarding their needs for the year.
Education
Graduate Diploma of Business (Accountancy) -
RMIT
Melbourne, VIC
01.2006
Bachelor of Business (Accounting & Marketing) -
Swinburne University of Technology
Melbourne, VIC
01.2003
Diploma of Property - Agency Management -
Entry Education
Adelaide, SA
Skills
Customer Relations
Small business operations
Relationship Building
Verbal and written communication
Management Reporting
Cash Flow Management
Billing management
Decision Support
Attention to Detail
Recordkeeping and File Management
Staff Management
Timeline
Finance Officer
Walara Inc
10.2022 - 09.2023
Accountant
Kirrihill Wines
10.2021 - 09.2022
Owner/Director
The Good Biz Group Pty Ltd
03.2016 - 08.2021
Management Accountant
SCOSA
07.2013 - 02.2016
Accounts Officer
Gordon Institute of TAFE
04.2011 - 06.2013
Financial Accountant
Loreto Sisters
03.2009 - 04.2011
Graduate Diploma of Business (Accountancy) -
RMIT
Bachelor of Business (Accounting & Marketing) -
Swinburne University of Technology
Diploma of Property - Agency Management -
Entry Education
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