Penelope O'Neill
Toowoomba,QLD
Summary
Self-motivated and skilled in both accounting and auditing, with broad experience managing financial records, conducting audits, and ensuring compliance with financial regulations.
Experienced in remote work environments, excelling in both independent tasks and collaborative projects. Strong focus on achieving team objectives while ensuring personal accountability. Effective communicator, capable of bridging gaps between remote and in-office teams. Committed to fostering a positive team culture and driving results.
Strong analytical skills to evaluate data accuracy and integrity, coupled with proficiency in various accounting software. Successfully improved financial reporting processes in previous roles, leading to enhanced efficiency and reliability of financial information.
Overview
2026
2026
years of professional experience
Work History
Management Accountant ( Remote Position )
Preston Peak Event Pty Ltd
TOOWOOMBA, QLD
06.2023 - Current
- Prepared monthly financial reports for management review and decision-making.
- Analyzed budget variances to enhance financial forecasting accuracy.
- Collaborated with event managers to track project costs and expenses.
- Assisted in preparing annual budgets aligned with company goals.
- Monitored accounts payable and receivable to maintain cash flow integrity.
- Implemented accounting software updates for improved reporting efficiency.
- Conducted audits of financial records to ensure accuracy and compliance.
- Prepared, analyzed and interpreted monthly financial statements for management review.
- Provided support to purchasing department by analyzing vendor invoices for accuracy before payment processing.
- Monitored budget performance against actual results, identified discrepancies, and recommended corrective actions.
- Evaluated current processes for efficiency improvements.
- Developed, maintained and updated accounting systems to ensure accuracy of financial information.
- Shared business and financial information with managerial staff and other colleagues.
- Managed payroll process from data entry through final reporting and payment of taxes.
- Performed various financial administration and internal audit tasks.
- Performed month-end closing activities including journal entries, reconciliations and other related tasks.
- Reviewed and reconciled bank statements on a daily basis.
- Reduced annual tax adjustments through improved financial control.
- Coordinated external audit process by providing necessary documentation to auditors in a timely manner.
- Reconciled bank statements and resolved discrepancies in a timely manner.
- Delivered superior level of customer service to small business clients.
- Facilitate timely communication with prospective customers, deliver quotations, and ensure successful booking and invoicing of events.
- Posted financial data in Excel spreadsheets and managed inventory.
- Researched changes in laws to maintain adherence to financial regulations.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
Cafe Owner / Manager
Peony Place Clifford Gardens
Toowoomba, QLD
2020 - Current
- Developed seasonal menus to enhance customer dining experiences and satisfaction.
- Oversaw inventory management and procurement of fresh ingredients and supplies.
- Trained new staff on customer service standards and cafe procedures.
- Created promotional materials to attract customers and boost sales during peak times.
- Ensured compliance with health and safety regulations in food preparation areas.
- Fostered a welcoming atmosphere to encourage repeat business from patrons.
- Collaborated with local vendors to source high-quality products for the cafe menu.
- Trained new employees on proper food handling techniques, safety protocols, and company policies.
- Organized daily operations of cafe, including scheduling staff shifts, ordering supplies, and overseeing food preparation.
- Performed routine maintenance tasks such as cleaning tables and chairs or restocking supplies.
- Identified potential suppliers and negotiated contracts with vendors for best prices on goods.
- Provided ongoing training opportunities for existing employees on product knowledge or service techniques.
- Planned special events such as wine tastings or live music nights at the cafe.
- Oversaw hiring process for new staff members, conducting interviews and making hiring decisions.
- Conducted regular inventory checks of food items stored in the kitchen area.
- Reviewed customer feedback surveys to identify areas for improvement in the cafe's offerings or services.
- Developed business plan to open new cafe and secure funding from investors.
- Developed and implemented marketing strategies to increase sales and profitability.
- Established relationships with local businesses and organizations in order to promote events at the cafe.
- Implemented cost-saving strategies to reduce overhead expenses without sacrificing quality of products or services offered.
- Ensured compliance with health codes by regularly inspecting kitchen area and equipment.
- Assisted with menu development by testing out recipes before introducing them to customers.
- Managed marketing campaigns through social media platforms to reach target customers.
- Maintained financial records for the cafe, such as sales figures and profits and losses.
- Resolved customer complaints quickly and efficiently using problem-solving skills.
- Led startup and creation of operational procedures and workflow planning.
- Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
- Delegated work to staff, setting priorities and goals.
- Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
- Managed daily operations ensuring compliance with health and safety regulations.
- Supervised staff scheduling and coordinated team activities for efficiency.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Bookkeeper and Management Accountant
Penny O'Neill Management Service
Toowoomba, QLD
01.1993 - Current
- Managed accounts payable and receivable processes efficiently.
- Reconciled bank statements to ensure financial accuracy.
- Prepared monthly financial reports for management review.
- Processed payroll using accounting software and maintained employee records.
- Assisted in budget preparation and financial forecasting activities.
- Maintained organized filing systems for all financial documents.
- Collaborated with vendors to resolve billing discrepancies promptly.
- Ensured compliance with financial regulations and internal policies effectively.
- Processed accounts payable and receivable transactions.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Conducted monthly bank reconciliations.
- Ensured accuracy in all accounting entries and records.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Generated invoices for clients and tracked payments received from customers.
- Performed month-end closing activities.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Resolved billing discrepancies with vendors or customers promptly.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Maintained and reconciled general ledger accounts.
- Posted journal entries to the general ledger system accurately and timely.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Provided assistance in preparing tax returns annually.
- Managed payroll processing for staff members.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Verified accuracy of vendor invoices against purchase orders prior to payment processing.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Analyzed financial transactions, assigning to specific accounts.
- Developed internal control procedures to ensure accurate recordkeeping.
- Performed account analysis as required by management.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
- Assisted with the preparation of budgets and forecasts.
- Reconciled vendor statements to assist in monthly closings.
- Reviewed employee expense reports for compliance with company policies.
- Managed inventory records, adjusting entries for discrepancies and reporting changes.
- Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
- Coordinated with vendors and clients to resolve billing and payment issues.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Monitored cash flow, preparing reports to inform management of financial status.
- Matched orders with invoices and recorded required information.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Prepared and processed payroll.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Calculated income and social security tax deductions.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Prepared monthly financial reports for management review and decision-making.
- Ensured compliance with accounting standards and company policies.
- Streamlined accounting processes to enhance efficiency and accuracy.
- Evaluated current processes for efficiency improvements.
- Managed payroll process from data entry through final reporting and payment of taxes.
- Performed various financial administration and internal audit tasks.
- Prepared and presented financial reports, budgets and statements.
- Reviewed and reconciled bank statements on a daily basis.
- Reduced annual tax adjustments through improved financial control.
- Maintained accurate records of all transactions according to Generally Accepted Accounting Principles.
- Analyzed balance sheets for mistakes and inaccuracies.
Owner / Manager /Senior Accountant
Preston Manor & Village Chapel
TOOWOOMBA, QLD
01.2022 - 06.2023
- Managed daily operations of venue and chapel services.
- Coordinated event logistics and scheduling for community gatherings.
- Oversaw staff training and development for service excellence.
- Implemented customer service protocols to enhance guest experiences.
- Developed marketing strategies to promote events and services.
- Maintained facility standards for cleanliness and safety compliance.
- Collaborated with vendors for supplies and service agreements.
- Handled financial transactions, including budgeting and invoicing processes.
- Maintained relationships with existing clients by providing superior customer service.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
- Identified new opportunities for growth, expansion, and diversification.
- Provided direction and guidance to employees.
- Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Developed strategic plans to increase profitability and efficiency.
- Created marketing campaigns to attract new customers.
- Reviewed legal documents related to business operations.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Oversaw project execution, phase progress, workmanship, and team performance to drive on-time completion of deliverables.
- Implemented quality assurance processes to ensure product excellence.
- Developed policies and procedures for the organization.
- Led startup and creation of operational procedures and workflow planning.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Organized events such as trade shows and conferences.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
- Oversaw staff scheduling to ensure adequate coverage at all times.
- Developed training programs for new staff on operational procedures.
- Promoted a positive atmosphere through conflict resolution and support services.
- Monitored staff performance and addressed issues.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Coached, mentored and trained team members in order to improve their job performance.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Ensured compliance with all applicable laws, regulations, industry standards.
- Recruited and hired qualified candidates to fill open positions.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Created monthly reports for senior management summarizing operational performance metrics.
- Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Managed accounts payable and receivable processes for community services.
- Prepared monthly financial statements and reports for management review.
- Conducted bank reconciliations to ensure accuracy of financial records.
- Utilized accounting software to maintain accurate financial data.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Created journal entries accurately and timely for month end close processes.
- Performed general ledger reconciliations on a timely basis.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Monitored cash flows and prepared weekly cash projections.
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Analyzed balance sheets for mistakes and inaccuracies.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Performed audits of operational and financial areas to check compliance.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
- Reduced audit fees by bringing audit processes in-house.
- Researched changes in laws to maintain adherence to financial regulations.
Education
Bachelor of Economics - Business
University of Southern Queensland
Toowoomba, QLD11-1995
Skills
- Financial reporting
- Budget management
- Variance analysis
- Accounting software: advanced SAP, Xero, MYOB, and Excel skills
- Internal auditing
- Financial forecasting
- Accounts reconciliation
- Data analysis
- Customer service
- Problem solving
- Team leadership
- Effective communication
- Cost accounting
- Cash flow management
- Financial analysis
- Billing management
- Management reporting
- Profitability analysis
- Tax compliance
- Written communication
- Payroll processing'
- Financial statements
- Multitasking capacity
- Excellent communication
References
References available upon request.
Timeline
Management Accountant ( Remote Position )
Preston Peak Event Pty Ltd
06.2023 - Current
Owner / Manager /Senior Accountant
Preston Manor & Village Chapel
01.2022 - 06.2023
Bookkeeper and Management Accountant
Penny O'Neill Management Service
01.1993 - Current
Cafe Owner / Manager
Peony Place Clifford Gardens
2020 - Current
Bachelor of Economics - Business
University of Southern Queensland