Summary
Overview
Work History
Education
Skills
References
Selected Achievements
Professional Development
Timeline
Generic

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
Melanie Casey