Sarah McPhee
Karrinyup,WA
Summary
Results-driven and experienced CPA Accountant with over 25 years of experience in financial management, accounting, and leadership roles. Proven track record of successfully managing financial functions, leading teams, and driving business growth. Possesses strong technical skills, excellent communication, and interpersonal skills.
Overview
24
24
years of professional experience
Work History
Finance Manager
The Dyslexia SPELD Foundation WA (Inc)
01.2012 - 01.2024
- Oversee Finance function of the Organisation.
- Preparation of monthly Board Reports.
- Budget planning and implementation.
- End of month variance analysis and review.
- Preparation of grant applications and acquittals.
- Preparation of Employment Contracts.
- Strategic planning and ongoing review.
- HR and salary reviews in accordance with specific Awards, long service leave and annual leave accruals.
- Co-ordinate annual audit and liaise with external auditors.
- Implementation of new POS software and hardware.
- Oversee and co-ordinate stocktake.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
Group Accountant
Enviroworks Consulting
12.2011 - 12.2012
- End of month reports and variance analysis.
- Handled day-to-day accounting processes to drive financial accuracy.
- Cashflow forecast and review.
- Time billing and preparation of monthly invoices.
- Payroll preparation, Super, PAYGW, expenses reimbursements and payment summaries.
- Debtor management and creditor payments.
- Interrelated entity transactions – discretionary trust and SMSF.
- Winding up of Business and sub leasing premises.
Company Accountant
Emerge Associates
03.2011 - 12.2011
- Budget planning and monthly management reporting.
- Implementation of new project and time management software.
- Payroll, FBT returns, BAS’s, ATO compliance.
- Attend and minute management meetings.
- HR and preparation of employment contracts.
- Ensure compliance with all statutory obligations.
- Supervision and management of company procedures and manuals.
- Supervision and management of office leases and liaise with property managers.
- Supervision and management of IT equipment, licenses, resources and web page.
Company Accountant
NS Projects
04.2008 - 02.2011
- Preparation of financial reports and KPI reporting.
- Budget preparation and variance analysis.
- Payroll, FBT returns, BAS’s, ATO compliance.
- Overseeing presentation and accuracy of accounts.
- Corporate Governance advice and recommendations.
- Budget and business management planning.
- Ensuring compliance with statutory obligations and Industrial Awards.
- Ensuring compliance with statutory obligations and Industrial Awards
- Preparation of quarterly shareholder’s report and AGM.
- Payment of dividends and updating franking account.
- HR and preparation of employment contracts.
- Monitored cash flow closely to ensure sufficient funds were available for daily operations and capital investments.
Acting CEO
Gumala Aboriginal Corporation (GAC)
09.2007 - 01.2008
- Management of resources within the Tom Price administration office to ensure compliance with policy and statutory requirements to provide efficient service delivery to the members.
- Leadership and guidance to staff in the fulfillment of their duties and the achievement of objectives.
- Accurate and timely reporting of progress toward agreed outcomes to the Governing Committee and the Trustees.
- Establishment and maintenance of high-level working relationships and open communication between all parties of the GAC Management Group and Rio Tinto.
- Design and implementation of the annual operational plan detailing objectives and strategies and resources required to achieve them.
- Primary responsibility for the flow of reports and information between the members of GAC, Governing Committee, Trustees and Employees.
- Establishment of community, business and government agency networks and sound working relationships with all parties working towards the advancement of community development aims.
- Ensuring adherence to all Occupational Health and Safety, Equal Employment Opportunity and other relevant legislation and statutory requirements affecting staff conditions of employment.
- Development of sound professional work practices to ensure the effective and efficient day to day operations of resources.
Management Accountant
Gumala Aboriginal Corporation (GAC)
01.2005 - 01.2007
- Responsible for the management and supervision of finance staff.
- Preparation of the annual administration budget and administering the financial affairs in accordance with available funding.
- Ensure conditions of employment and other benefits made to employees were in accordance with the Award and normal business practice.
- Prepare End of Month (EOM) financial reports to be presented to the Governing Committee including variance analysis and recommendations to enable the Committee and Trustees to make informed decisions.
- Establish and maintain effective, efficient and readily accessible records management system and information database.
- Establish and effectively maintain agreed financial processes and procedures.
- Liaise with External Auditors and other external stakeholders.
Treasurer
Tom Price Youth Centre Inc
01.2005 - 01.2007
- Attend monthly Board meetings and present the Treasurers report.
- Ensure Accountability & Compliance, Determination of Policy & Procedures and Strategic planning/decision making.
- Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
Accountant (Financial)
Nintirri Centre Inc
06.2004 - 11.2004
- Accounts Payable/Accounts Receivable.
- Bank Reconciliations.
- Payroll.
- Cash Receipts/Cash Payments.
- Monthly Committee Reports.
- End of Financial Year Reconciliations/Payment Summaries.
- BAS’s/PAYGW.
- Grant Submissions/Liaising with Service Providers.
Accountant (Public Practice)
Athans & Taylor
01.2000 - 01.2003
- Preparation of Financial Statements for all entity types (companies, trusts, partnerships, superannuation funds).
- Preparation of Income Tax Returns for all entity types (companies, trusts, partnerships, individuals, superannuation funds).
- On-site Trust Account audits/Internal Audits.
- Preparation of IAS/BAS’s.
- IT Support and Office Backups.
- Cash flow projections and variance analysis.
- Preparation of Budgets.
- Business Plans/Finance Applications.
Education
CPA Program - Reporting & Professional Practice, Corporate Governance & Accountability, Personal Financial Planning & Superannuation, Taxation, Strategic Management Accounting
Deakin University
Melbourne, VIC01.2006
Bachelor of Commerce - Accounting And Information Systems
Curtin University of Technology
01.2001
Skills
- Financial management and accounting
- Budget planning and implementation
- Financial reporting and analysis
- Grant management and acquittals
- HR and payroll management
- Leadership and team management
- Strategic planning and implementation
- Financial systems implementation and management
References
Available on request
Membershipofassociations
- CPA Australia
- Curtin Alumni Association
- Golden Key National Honour Society
Timeline
Finance Manager
The Dyslexia SPELD Foundation WA (Inc)
01.2012 - 01.2024
Group Accountant
Enviroworks Consulting
12.2011 - 12.2012
Company Accountant
Emerge Associates
03.2011 - 12.2011
Company Accountant
NS Projects
04.2008 - 02.2011
Acting CEO
Gumala Aboriginal Corporation (GAC)
09.2007 - 01.2008
Management Accountant
Gumala Aboriginal Corporation (GAC)
01.2005 - 01.2007
Treasurer
Tom Price Youth Centre Inc
01.2005 - 01.2007
Accountant (Financial)
Nintirri Centre Inc
06.2004 - 11.2004
Accountant (Public Practice)
Athans & Taylor
01.2000 - 01.2003
CPA Program - Reporting & Professional Practice, Corporate Governance & Accountability, Personal Financial Planning & Superannuation, Taxation, Strategic Management Accounting
Deakin University
Bachelor of Commerce - Accounting And Information Systems
Curtin University of Technology
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