Pam Speedy

• An Aged Care Finance Officer manages Refundable Accommodation Payments (RAPs) and refunds, ensuring compliance with regulations and providing financial support to residents and families, particularly in cases involving deceased estates.
• Key Responsibilities:
• Processing RADs, DAPs, and combination payments for incoming residents.
• Managing RAP refunds when residents leave or pass away, ensuring compliance with the Aged Care Act 1997.
• Coordinating with executors, solicitors, and family members to process funds for deceased estates.
• Verifying probate, wills, and letters of administration before releasing funds.
• Liaising with banks, legal representatives, and government agencies to settle outstanding financial matters.
• Maintaining accurate financial records, preparing reports, and assisting with audits.
• Providing financial guidance to families regarding accommodation payments and estate settlements.
• Ensuring a compassionate and professional approach in sensitive financial matters.
• Skills Required:
• Knowledge of aged care finance, RADs, and government regulations.
• Experience in deceased estate settlements and legal documentation.
• Strong financial reconciliation and reporting skills.
• Excellent communication and customer service abilities.
• Proficiency in finance software and accounting systems used in aged care.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
• Improved budget planning and forecasting with thorough analysis of historical data and market trends.

A "Finance Officer and Resident Management Role" is a specialized position that combines traditional financial duties with the unique operational and customer service aspects of managing residential properties. This role is common in housing associations, property management companies, student accommodation providers, and aged care facilities.

Here's a breakdown of the typical responsibilities and the key skills required for such a role, drawing on both finance officer and resident management competencies:

Key Responsibilities:

I. Financial Management (Core Finance Officer Duties):

• Rent and Arrears Management:Processing rent payments, issuing invoices, and managing direct debits.
  Tracking and pursuing overdue rent, including sending reminders, initiating breach notices, and coordinating with legal teams if necessary.
  Managing bond deposits and refunds, ensuring compliance with relevant legislation (e.g., Residential Tenancies Act in Australia).
  Reconciliation of rent accounts and related financial transactions.
  
• Budgeting and Forecasting:Assisting in the preparation of budgets for individual properties or the entire portfolio.
  Monitoring expenditure against budgets and identifying variances.
  Forecasting future income and expenses related to resident management.
  
• Accounts Payable and Receivable:Processing invoices from suppliers (e.g., maintenance contractors, utility providers).
  Ensuring timely payment of bills and reconciliation of supplier statements.
  Managing accounts receivable for other resident-related charges (e.g., service charges, utility reimbursements).
  
• Financial Reporting:Generating regular financial reports for management, including profit and loss statements, balance sheets, and cash flow reports specific to resident operations.
  Preparing reports on rent collection rates, arrears aging, and maintenance costs.
  Assisting with month-end and year-end close procedures.
  
• Compliance and Auditing:Ensuring compliance with financial regulations, accounting standards, and industry-specific legislation (e.g., tenancy laws, trust accounting rules).
  Assisting with internal and external audits related to financial records and resident accounts.
  

• An Accounts Payable Manager is responsible for overseeing the accounts payable (AP) function within an organization, ensuring that all vendor invoices, payments, and financial transactions are processed accurately, efficiently, and in compliance with company policies and regulations.
• Key Responsibilities:
• Managing a team of 3 staff, overseeing their performance, training, and development.
• Invoice Processing: Managing the receipt, review, and approval of invoices.
• Payments Management: Ensuring timely and accurate payments to suppliers.
• Vendor Relations: Communicating with vendors to resolve discrepancies and maintain good relationships.
• Compliance & Controls: Ensuring adherence to company policies and accounting regulations.
• Reporting & Analysis: Preparing AP reports, monitoring cash flow, and identifying cost-saving opportunities.
• IT System Implementation: Leading or supporting the implementation and optimization of ERP and AP automation systems to improve efficiency and accuracy.
• Systems & Automation: Optimizing AP processes through automation and ERP systems.
• Skills Required:
• Strong knowledge of accounts payable processes and accounting principles.
• Experience with ERP systems (e.g., SAP, Oracle, QuickBooks) and IT system implementation.
• Leadership and team management skills, with experience managing a small team.
• Attention to detail and problem-solving abilities.
• Knowledge of financial regulations and tax compliance.
• Managed accurate and timely processing of over 9000 invoices per month.
• Reviewed monthly expense reports for accuracy, identifying opportunities for cost savings and efficiencies.
• Closely monitored accounts to post timely payments and resolve billing discrepancies.
• Collaborated closely with procurement on purchase orders to streamline approval processes while ensuring adherence to established budget guidelines.
• Streamlined invoice processing for improved efficiency and reduced processing time.
• Positively interacted with all partners, employees and customers using exemplary communication and interpersonal talents.
• Managed a team of accounting staff, providing guidance and support to ensure accurate financial reporting.
• Developed reports for senior management to outline expenditures, vendor spend and forecasting.
• Collaborated with other departments to resolve billing issues promptly and maintain accurate financial records.

• Coordinate professional events for QMI Solutions and Government Departments
• Booking of venues, develop, create and print various flyers and marketing materials.
• Keep web pages (5 of) up to date with relevant events and information.
• Assist with approx 70 events (from breakfast clinics to 2 day workshops throughout the state) since July to present.
• Use online programs Vision6, Adobe InDesign, Conference online, Navision, web based platforms

• Assist the Contract Co-ordination in the preparation of funding contracts, MSQ is contracted by the Department of Education and Training to broker a number of contracts. ie Productivity Places Program (PPP), MSQ has a very signification contract which will fund training for up to 3000 places throughout the manufacturing sector
• Reconcile over 60,000 training records, analyse and filter Excel based spreadsheets, prepare reports for internal stakeholders
• Prepare recipient created invoices and reconcile accounts to ensure prompt payment
• Invoice Administrate the payment and completions data analysis as supplies via AVITIMSS Government training with approx 50 Registered Training Organisations (RTO), who have contracts under the PPP funding in excess of $12million
• Assist in contract management negotiation
• Ensure all procedures are in place and up to date
• Represent the views of the company in an articulate, positive and firm manner, including negotiation, resolution of problems and the maintenance of highly ethical public relations in formal and informal settings
• Assist in Audits of RTO’s to ensure they are adhering to contract conditions

• General Reception duties
• Purchase order entry
• Events assistance and Navision entry.
• Travel Coordination and Booking
• Assist with customer queries.
• Facilitated open channels of communication between funders and recipients, fostering strong working relationships built on trust and mutual understanding.
• Coordinated efforts across departments to gather necessary documentation for grant applications, streamlining the submission process and increasing overall efficiency.
• Provided expert guidance on compliance requirements, ensuring that all funding applications adhered to strict regulatory standards.
• Conducted due diligence on potential investments and presented findings to investors.
• Developed financial projections and forecasts to guide investment decisions.
• Generated comprehensive reports on portfolio performance and risk assessment.
• Presented oral and written reports on general economic trends, individual corporations and entire industries.

• Accounts receivable
• Access database Creation/ Maintenance
• Board financial reporting.
• Aged Debtors reporting & Reconciliations.
• Customer account queries.
• Kept projects on schedule by managing deadlines and adjusting workflows.
• Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
• Prepared meeting agendas and minutes for distribution and record keeping.
• Created job files for each project and maintained current data in each file.
• Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
• Maintained accurate documentation of all projects, facilitating efficient audits and future reference.
• Responded to requests for information on materials to inquiring parties.
• Improved client satisfaction with timely updates and transparent communication throughout the project lifecycle.

• EOM accounting Accrual and adjustment journals.
• Maintain and investigate general Ledger anomalies.
• Board reporting.
• Monitor and maintain WIP in-house computer system.
• Aged Debtors reporting and accounts receivable.
• (Three month contract)

• Bus control - operational communication center for Brisbane transport. Bus network operational safety. Critical incident management. Nightlink coordination.
• Queen Street Bus station - Safe operations of bus station including bus operators, passengers and general pedestrian traffic.
• On-road Mobile Response - incident response (field). Infrastructure monitoring.
• Recognize and respond appropriately to Critical issues by ensuring that all actions are completed, such as: attendance of Mobile Officer and other BT agencies (eg. Local Area Services, etc)
• Input and maintain accurate records of all calls, incidents and events within Incident Management System
• Support the investigation and resolution of complaints.
• Represent Brisbane Transport at Critical incidents and accidents
• Liaise with other parts of BT including schedulers, depots and garage staff. And with external stakeholders such as BMTMC, Busways, QLD Police, QFRS and QLD Ambulance, etc, to ensure the efficient and effective running of Bus services.
• Monitor performance goals and provide advice on tactical solutions to enhance the effective operation of the network.

• Provide support to the T&D Manager, trainer and trainees including scheduling training, interviews, research and analysis documentation and the management of training records.
• Work closely with Environment and WH&S team for training reporting and data management.
• Identify, retrieve and collate information and key documentation relating to existing training needs and follow up to update and clarify current and projected training requirements.
• Assist with coordination of new apprentice recruitment, development, retention and termination.
• Maintain apprentice profiles and TAFE training.
• Source Training and development options including the investigation of external sources of training.
• Schedule training for Bus Trainees Apprentice and Non operation staff including the booking of training rooms and training aids
• McArthur Management
• Tempting to the Brisbane Transport

• Company Overview: Commercial and Domestic Carpet Retailer
• Preparation and analysis of financial reports to summaries and forecast financial position.
• Full charge processing of all accounts receivable and payable
• Manage all petty cash and office supply expense accounts
• Reconcile bank balances; record general ledger entries
• Establish customer credit lines and set up credit accounts with vendors
• Payroll and Staff Management
• Superannuation entries and reconciliation
• Reporting to Accounts and ATO including BAS preparation and lodgment
• Staff Management and Human Resources
• Maintain all Computer systems and software
• Assist with sales when needed.

• Company Overview: Silver Plating For the Digital Communication Industry
• Full charge of Daily running of Company.
• Liaise with owners once a week.
• Maintain excellent relationships with customers
• Manage Customer Requirements and Job Scheduling
• Manage all petty cash and office supply expense accounts
• Reconcile bank balances; record general ledger entries
• Full charge processing of all accounts receivable and payable
• Payroll and Staff Management
• Superannuation entries and reconciliation
• Reporting to Accounts and ATO including BAS preparation and lodgments