Systematic Accounts Officer skillful in overseeing AP/AR, payroll and budget administration. Demonstrated success in collaborating with department leaders to manage budget controls and monitor expenses. Well-organized and knowledgeable team player with creative problem-solving abilities and adaptable to learn new technologies.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Volunteer Accounts Officer
Tawhiao Te Ao Papakainga Trust
01.2022 - Current
This role is part-time voluntary one working for small family trust in NZ.
Input financial data and produced reports using Xero.
Input vendor payments and updated accounts to reflect new balances.
Updated general ledger of accounts with current, accurate and industry-compliant data to meet all internal and external audit requirements.
Overhauled all file management and accounting processes, reports and records to comply with NZASB Standards.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Create Automated invoicing for 11 regular contribution payments, receipt payments against those invoices and reconcile bank accounts.
Matched purchase orders with invoices and recorded necessary information.
Handled day-to-day accounting processes to drive financial accuracy.
Strengthened financial operations by conducting weekly bank reconciliations and quarterly financial reporting.
Create an auxiliary e-file record of all relevant paperwork using Google Workspace (specifically Gmail & Drive)
Administrative Manager
Whare Fix Ltd
10.2011 - 06.2016
Input financial data and produced reports using Xero.
Handled day-to-day accounting processes to drive financial accuracy.
Input 150+ monthly invoices with consistent accuracy.
Managed accounts payable and receivables and payroll.
Completed bi-weekly payroll accurately for 20-25 staff members.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Generated comprehensive reports for senior management, covering key financial metrics.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Updated spreadsheets and databases to track, analyse, and report on performance and sales data.
Organized and coordinated conferences and monthly meetings.
Used Microsoft Office Suite & Adobe Acrobat to prepare documents, reports, and presentations.
Facilitated training and onboarding for incoming office staff.
Worked with senior management to initiate new projects and assist in various processes.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Updated reports, managed accounts, and generated reports for company database
Administrative Officer
Raukawa Charitable Trust
10.2007 - 10.2011
Data entry of all accounts receivable and payable transactions per best practise standards using Quickbooks Accounting Software.
Administer accounting records for 17 separate funding grants simultaneously.
Furnished requested financial data and reports to auditors, regulators and funding providers and prepared analysis to support risk management.
Created detailed financial reports using Microsoft Office Suite and Adobe Acrobat.
Developed and maintained strong relationships with external stakeholders and funding bodies to facilitate optimal operational functions.
Maintained accurate and complete documentation to facilitate accounting and filing functions.
Analyzed financial discrepancies and provided solutions for accurate financial records.
Education
High School Diploma -
Manawatu College
Foxton, NZ
11.1997
Skills
CRM Software
Microsoft Office
Critical Thinking
Computer Proficiency
Administrative and Office Support
Document Design
Data Collection
Compliance Observance
Certification
Level 3 Microsoft Certificate in Excel
Level 2 Microsoft Certificate in Access
Level 2 NZQA Unit Standard Certificate in Microsoft Word
Level 2-4 NZQA Unit Standards in MSD Service Sector Certification
References
Mrs Marion Brown - Raukawa Charitable Trust (NZ)
Ph: +64-27 388 0120
Mrs Dickie Farrar - Former CEO of Raukawa Charitable Trust (NZ)
Ph: +64 -27-590 1702
Mrs Robin Hann - Personal Referee
Ph: 0430 344 081
Timeline
Volunteer Accounts Officer
Tawhiao Te Ao Papakainga Trust
01.2022 - Current
Administrative Manager
Whare Fix Ltd
10.2011 - 06.2016
Administrative Officer
Raukawa Charitable Trust
10.2007 - 10.2011
High School Diploma -
Manawatu College
Level 3 Microsoft Certificate in Excel
Level 2 Microsoft Certificate in Access
Level 2 NZQA Unit Standard Certificate in Microsoft Word
Level 2-4 NZQA Unit Standards in MSD Service Sector Certification
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