Summary
Overview
Work History
Skills
Timeline
Generic
Rebecca Bartle

Rebecca Bartle

Yarraville,VIC

Summary

Highly motivated professional with a proven track record in providing high-level administration support to senior management. Confident, focused, and organized individual with experience in the professional services sector. Adept at managing multiple projects simultaneously and collaborating with key stakeholders both internally and externally. Excellent communication and organizational skills, thriving on challenges and enjoying working with people.

Overview

28
28
years of professional experience

Work History

BUSINESS MANAGER, PRIVATE MARKETS

REST
02.2023 - Current
  • Acting as the first point of contact for non-investment functional matters for the Head of Private Markets/Deputy CIO and General Manager, Legal, Risk and Governance - Investments
  • Diary Management for Head of Private Markets/Deputy CIO and General Manager, Legal, Risk and Governance - Investments
  • Managing London office personnel matters including updating local policies and guidelines to ensure compliance with local employment and WH&S obligations and the relevant insurances are in place
  • Assisting with finances and budgetary processes - Expense claims, travel arrangements and processing of invoices
  • Onboarding/offboarding for all Private Markets and Investment Legal & Governance team members
  • Ensure timely dispatch of Agenda and Committee papers
  • Coordinate and prepare the Monthly and Quarterly Investment reports
  • Assist with ad hoc budget queries and cost analysis requests from Managers (for operating costs)
  • Maintain filing system and records management on behalf of the Private Markets and Legal & Governance teams
  • Arrange all travel requirements for the Private Markets and Legal & Governance teams
  • Event coordination
  • Ad hoc project management and Audit requests.

OFFICE MANAGER

REST
02.2013 - 02.2023
  • Manage and oversee the smooth operation of the Melbourne office
  • Developed and maintained effective relationships with supplies and vendors to ensure the highest quality service
  • Provide EA support to the Head of Private Markets/Deputy CIO
  • Managed multiple calendars to strategically coordinate meetings, appointments and events
  • Provide confidential administration support to the Deputy CIO and Senior management within the Investment Team
  • Manage/mentor and provide training to the administration staff for the Melbourne office
  • Travel management
  • Assisted with the coordination and completion of performance review process
  • Review and update the administration processes and systems
  • Work closely with the People Finance & Change Team to ensure all relevant Human Resources duties are undertaken for the Melbourne and overseas Investment teams
  • Management of all HR records in accordance with the commencement of new staff or staff changes, such as payroll matters, organisation charts, staff number reports, contact listings for the Melbourne Office and SIM globally, in coordination with the Human Resources Operations team
  • Coordination of Investment Team Global staff assignments/secondments
  • Assist the Deputy CIO in developing and updating any Melbourne Office specific policies and disseminating new and reviewed HR policies
  • Ensuring transactions in staff expense system were coded correctly and in compliance with the Business Expenditure Policy
  • Analyse YTD actual costs v budget for operating costs for quarterly reports
  • Assist with ad hoc budget queries and cost analysis requests from Managers (for operating costs)
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
  • Assisted with preparation of budgets for operating costs
  • Ensuring adequate approved infrastructure, services and travel arrangements are available for staff within budgetary constraints
  • Event Management
  • Ad hoc project management.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.

PRACTICE ADMINISTRATION MANAGER

CROWE HORWATH MELBOURNE
07.2010 - 12.2012
  • Executive Assistant support to the Divisional Leader and other Principals as required
  • Assist the Operations Manager with all operational requirements for the division
  • Manage/mentor and provide training to the administration staff for the division
  • Review and update the administration processes and systems to ensure consistency and efficiency
  • Manage the tender writing process, gathering the required information and write the tender documents ready for sign off
  • Assist with the budget/forecasting and staff capacity
  • Monitor staff productivity
  • Preparation of Audit reports and financial statements
  • Provide high level administration/project support to the Audit Principals
  • Attend all Principal, Managers, Marketing and Growth meetings
  • Preparation of agendas and minutes for all leadership meetings
  • Co-ordinate the business growth activities
  • Monitor the location and availability of audit staff across the division
  • Ensure all independence/conflict issues are addressed
  • Organise and coordinate the divisional training and identify and coordinate training and development needs for staff
  • Review/sign off on all divisional expenses
  • Responsible for co-ordinating and managing projects for the division that may arise.

AUDIT TEAM MANAGER

CROWE HORWATH SYDNEY
10.2008 - 06.2010
  • Provide Executive Assistant support to the Divisional Leader
  • Provide Administration Support to all Audit Principals
  • Co-ordinate the workflow scheduling of audit work during the year
  • Assist with client billings and meeting billing targets each month
  • Prepare monthly finance reports for the group
  • Assist with the yearly budget/forecasting process
  • Co-ordinate training for all staff during the year
  • Assist with the preparation of new client proposals
  • Manage and approve all staff leave
  • Process and approve all staff expenses
  • Arrange travel and accommodation for all staff
  • Co-ordinate marketing initiatives - client seminars
  • Update the client database
  • Assist and follow up Principals and staff in chasing outstanding client debtors
  • Prepare information packs for monthly Audit Principal/Management meetings
  • Organise team meetings/team building sessions and client functions
  • Co-ordinate and assist with staff recruitment
  • Manage the staff review/development process
  • Assist the Division in developing Best Process procedures
  • Any other general actions required to assist Principals to run the Division effectively
  • Preparation of Audit reports and financial statements.

SENIOR CONSULTANT, HR INTERNATIONAL EXECUTIVE SERVICES

KPMG
01.2006 - 09.2008
  • Managing the entire secondment application process - visa, arrival briefings, accommodation, relocation allowances, removalists and other administrative duties
  • Preparation and review of terms and conditions letters and cost sharing agreements
  • Managing the assignment in Global database
  • Arrival and pre-departure briefings
  • Managing the repatriation process
  • Development of inbound and outbound Australia specific policies and processes in coordination with the Leadership Team, Partners and the head of Human Resources in line with the Global Mobility Policy
  • Provide advice to business groups, HR, Recruitment and external clients
  • Evaluate Living Away From Home (LAFHA) entitlements/implications
  • Preparation of proposal and engagement letters
  • International Payroll
  • Coordinate and manage annual training and monthly training
  • Preparation of cost projections and monitor internal job codes
  • Provide advice to the business groups in relation to structuring assignments for tax implications
  • Coordinate monthly billing
  • Attend client networking functions
  • Attend and present at training sessions
  • Provide guidance/mentoring/supervision to junior consultants/graduates
  • Review and implement International and Domestic HR policies and procedures for internal and external clients
  • Creation and implementation of induction programs for external clients.

DIVISIONAL ADMINISTRATION MANAGER (AUDIT & ASSURANCE)

KPMG
07.2004 - 01.2006
  • Manage the administration team for the Audit division
  • Co-ordination and induction of new starters
  • Manage the performance management process for all audit staff
  • Attendance at Partner/Manager/Operations and HR meetings
  • Analysis and report on employees leave entitlement
  • Update Recruitment/employee movements spreadsheet
  • Recruitment of administration staff
  • Assist in the Co-Op & vacationers' programs with University's
  • Preparation & coordination of budgeting process
  • Ensure monthly reporting is complete & accurate
  • Assist the operations group in effectively running the division
  • Approve & manage the purchasing of departmental stationary, furniture and IT equipment
  • Co-ordination and preparation of staff annual report
  • Co-ordinate incoming work to the administration team
  • Responsible for co-ordinating and managing projects for the division that may arise nationally or departmentally
  • OH & S
  • Arrange events throughout the year Partner/Manager retreat, Graduate Induction/Team building day/Annual report launch & Client events
  • Ad-hoc duties assigned by Operations Manager/Partners.

EXECUTIVE ASSISTANT

SAXON MACKENZIE CHARTERED ACCOUTANTS
01.2001 - 07.2004
  • Executive Assistant support to company Directors
  • Diary management
  • Screening calls
  • Formatting of documents
  • Travel bookings
  • Manage the Company database
  • Extensive client liaison
  • Manage all office requirements
  • Event coordinator
  • Reception duties
  • Client billings.

ADMINISTRATION ASSISTANT

KPMG
04.1996 - 12.2000
  • Provide administration support to the Business Services Division
  • Arrange all travel requirements
  • Maintain client database
  • Formatting of client reports
  • Client billings
  • Expense management
  • Arrange and coordinate meetings
  • Receiving and distributing all incoming emails, faxes and mail.

Skills

    Attention to Detail

    Customer Service

    Office Administration

    Office Management

    Personable and Approachable

    Business Administration

    Interpersonal Communication

    Travel Coordination

    Meeting planning

    Travel Arrangements

    Project Management

Timeline

BUSINESS MANAGER, PRIVATE MARKETS

REST
02.2023 - Current

OFFICE MANAGER

REST
02.2013 - 02.2023

PRACTICE ADMINISTRATION MANAGER

CROWE HORWATH MELBOURNE
07.2010 - 12.2012

AUDIT TEAM MANAGER

CROWE HORWATH SYDNEY
10.2008 - 06.2010

SENIOR CONSULTANT, HR INTERNATIONAL EXECUTIVE SERVICES

KPMG
01.2006 - 09.2008

DIVISIONAL ADMINISTRATION MANAGER (AUDIT & ASSURANCE)

KPMG
07.2004 - 01.2006

EXECUTIVE ASSISTANT

SAXON MACKENZIE CHARTERED ACCOUTANTS
01.2001 - 07.2004

ADMINISTRATION ASSISTANT

KPMG
04.1996 - 12.2000

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