Melanie Casey
Pakenham,VIC
Summary
Office professional and registered BAS agent with expertise in customer service, administration, and bookkeeping. Self-employed bookkeeper with a proven track record of delivering high-quality financial services, including BAS preparation and lodgment for longstanding clients. Skilled in data entry, formal correspondence, and financial management, with a strong commitment to accuracy and integrity. Experienced in both accounting-focused and general office environments, ensuring compliance with internal policies and standards.
Overview
28
28
years of professional experience
Work History
Self-Employed Bookkeeper (Registered BAS Agent)
Self-Employed Bookkeeper (Registered BAS Agent)
Pakenham, VIC
01.2021 - Current
- Provide comprehensive bookkeeping services, including BAS preparation and lodgment.
- Successfully manage long-standing client relationships, ensuring compliance and delivering high-quality financial services.
- Prepared and lodged Business Activity Statements accurately each quarter.
- Processed accounts payable and receivable using accounting software effectively.
- Reconciled bank statements to ensure accurate financial reporting consistently.
- Developed streamlined processes for bookkeeping tasks, improving overall efficiency regularly.
- Provided bookkeeping advice to clients, enhancing their financial understanding significantly.
- Conducted monthly bank reconciliations.
- Generated invoices for clients and tracked payments received from customers.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Posted journal entries to the general ledger system accurately and timely.
- Managed payroll processing for staff members.
Administration Officer
Yuppies Concreting
Pakenham, VIC
12.2015 - Current
- Provide reception services, clerical support, and handle data entry and analysis.
- Contribute to financial management through bookkeeping, accounts receivable/payable, and payroll processing.
- Maintained accurate records using company-specific software systems.
- Coordinated office operations to support seamless workflow and communication.
- Managed and maintained office filing systems, ensuring all documents are accurately stored and easily retrievable.
- Updated databases with new customer contact details or changes in existing accounts.
- Processed invoices, purchase orders and other financial paperwork in accordance with company policies.
Bookkeeper
Bilton Business Services (formerly Emerald Taxation)
01.2018 - 01.2021
- Completed BAS preparation and lodgment, ensuring timely and accurate reporting.
- Assisted clients with financial documentation and account management, driving efficiency and compliance.
- Managed accounts payable and receivable processes for diverse client base.
- Assisted clients with bookkeeping inquiries and provided exceptional customer service.
- Implemented accounting software solutions to streamline financial reporting tasks.
- Developed organized filing systems for client documents and financial records.
- Trained junior staff on bookkeeping practices and company procedures effectively.
- Conducted monthly bank reconciliations.
Customer Relationship Officer
Bendigo Bank (Cranbourne)
08.2013 - 12.2015
- Provided high-level assistance to clients regarding their banking needs, including personal lending and credit card applications.
- Upsold other related products to customers, ensuring branch targets were consistently met.
- Developed and maintained a lending customer portfolio to enhance new business opportunities and retain the customer base.
Customer Service Supervisor
Bendigo Bank (Pearcedale)
01.2010 - 08.2013
- Supported branch operations and trained staff to enhance customer service delivery.
Customer Service Consultant
Suncorp Metway
09.2008 - 05.2009
- Developed client base and provided quality financial solutions.
Customer Service Officer
Bendigo Bank
01.1998 - 01.2002
- Delivered exceptional service while ensuring accuracy in financial transactions.
Education
Certificate IV - Bookkeeping
Chisholm Institute
Certificate IV - Accounting
Chisholm Institute
Certificate III - Children's Services
Chisholm Institute
Advanced Certificate - Childcare
Australian College of Nannies
Certificate IV - Property Services (Real Estate)
Chisholm Institute
Skills
- Customer Service
- BAS preparation
- Bank reconciliation
- Payroll administration
- Record keeping
- Customer relationship management
- General Administration
- Technical Proficiency
- Financial Management
- Strategic Planning
References
Available upon request.
Selected Achievements
- Enhanced customer retention and satisfaction at Bendigo Bank, achieving a 98% positive feedback score on Mystery Shopper reports.
- Developed branding and marketing strategies for Yuppies Concreting, leading to increased leads and profitability.
- Streamlined financial control procedures by transitioning to MYOB, increasing accuracy and reducing administrative processing times.
- Implemented an environmentally friendly payroll system for Yuppies Concreting, reducing carbon footprint and enhancing efficiency.
Professional Development
- Level II First Aid Certificate
- Management of Anaphylaxis
- Emergency Asthma Management
- Manual Handling Training
- White Card: Work Safely in Construction
- Planning Your Day Workshop
Timeline
Self-Employed Bookkeeper (Registered BAS Agent)
Self-Employed Bookkeeper (Registered BAS Agent)
01.2021 - Current
Bookkeeper
Bilton Business Services (formerly Emerald Taxation)
01.2018 - 01.2021
Administration Officer
Yuppies Concreting
12.2015 - Current
Customer Relationship Officer
Bendigo Bank (Cranbourne)
08.2013 - 12.2015
Customer Service Supervisor
Bendigo Bank (Pearcedale)
01.2010 - 08.2013
Customer Service Consultant
Suncorp Metway
09.2008 - 05.2009
Customer Service Officer
Bendigo Bank
01.1998 - 01.2002
Certificate IV - Bookkeeping
Chisholm Institute
Certificate IV - Accounting
Chisholm Institute
Certificate III - Children's Services
Chisholm Institute
Advanced Certificate - Childcare
Australian College of Nannies
Certificate IV - Property Services (Real Estate)
Chisholm Institute