Sharon Palmer
Warner,QLD
Summary
An entrepreneurial-minded professional with 12 years of career progression in Corporate and Professional Business operations. Adept problem solver, employing creativity and innovation to overcome challenging and complex issues across employees, processes, and costs. Highly energetic and passionate about building business and meeting new people. I significantly enjoy providing innovative ideas by using my unique idiosyncratic approach, anticipating positive outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
CLIENT SERVICES MANAGER
CHANGE ACCOUNTANTS
Brisbane , QLD
09.2022 - Current
- Maintain client relationships by partnering with accountants to understand client goals and objectives.
- Maintain accurate records of all client interactions, transactions, comments, and complaints.
- Develop and maintain relationships with clients to ensure optimum satisfaction.
- Manage debtors are maintained within the firm by identifying clients that require payment and funding solutions.
- Assist clients with tax planning and lodgments, specifically with large payments and negotiating with the ATO such as remitting GIC interests.
ASSISTANT CFO & HR MANAGER
UNIFY Solutions
Brisbane CBD, QLD
01.2022 - 08.2022
- Month end financial accounting: AR for all divisions: MSS - Managed Support Services x60 invoicing, PS - Professional Services x25 invoicing, PMO - Project Management x5 invoicing, recurring journals and transactions, contract management & purchase orders
- People & HR Management: Prepare letters of offers, prepare HR policies and procedures, coach leaders and their team on performance, improvements and HR initiatives
- Prepare and update position descriptions and job advertisements
- Monitor and report on onboarding and offboarding workflows
- Management of insurance policies nationally, QLD, NSW, VIC, ACT, SA
- Management of payroll tax nationally QLD, NSW, VIC, ACT, SA
- Management of AU and NZ payroll of 75 -100 employees
- Quarterly superannuation payments/contributions
- Support manager with people issues including performance, behavior and workplace conflict
- Manage formal processes such as underperformance, code of conduct investigations, reviews of actions and decisions
- Prepare reports and briefings about sensitive people issues for Executive Management/CEO.
OPERATIONS & RELATIONSHIP MANAGER
Morton + Lee Insolvency
Brisbane CBD, QLD
03.2020 - 11.2021
- Prepare and review financial reports to ensure variances with accounting staff for accurate recordkeeping, WIP, fees and billings
- Ensure business meet statutory obligations regarding ASIC/ATO reporting with company secretarial practice and relevant tax obligations
- Cultivate strong business relationships with client referrers including lawyers, banks, accountants and valuers to increase overall experience, satisfaction and retention rates
- Meet with prospective clients and discuss services, products and complex financial affairs and assist with completion of statutory forms
- Responsible for recruiting, selecting, inducting employees, providing orientation, training, and development plans, organise training sessions with ARITA/AFSA, appraising and motivating employees through performance reviews, deciding remuneration and maintaining and managing employee relations documents.
SENIOR ACCOUNTANT
SV Partners
Brisbane CBD, QLD
12.2012 - 07.2020
- Report to Finance Manager to perpetuate the firm and assist in the monthly financial close activities including preparation of journal entries, account reconciliations ensuring tight deadlines are met
- Monthly data extraction of billings, outlays & disbursements summarising receipts & payments and bank reconciliations relating to job files.
Education
Diploma - Human Resources Management
CQUniversity (Online studies)
04.2021
Diploma - Business Administration
CQUniversity (Online Studies)
09.2020
Diploma - Leadership and Management
CQUniversity (Online Studies)
02.2020
Bachelor - Accounting, Management
CQUniversity
11.2013
Skills
- Client Relationships
- Account Management
- Client Rapport
- Client Retention
- Sales Support
- Self Motivation
Software Systems
- MYOB
- IMS
- XERO
- EXCEL
- ELMO
- ASANA
- CELOXIS
- SHAREPOINT
Leadership Strengths
- Emotional Intelligence
- Excellent communication
- Ability to adapt approaches
- Optimistic during conflict
- Situational awareness
- Effective negotiation
- Encourage development
- Ethical and civic minded
References
Available upon request.
Certification
- Real estate license (currently expired)
References
References available upon request.
Timeline
CLIENT SERVICES MANAGER
CHANGE ACCOUNTANTS
09.2022 - Current
ASSISTANT CFO & HR MANAGER
UNIFY Solutions
01.2022 - 08.2022
OPERATIONS & RELATIONSHIP MANAGER
Morton + Lee Insolvency
03.2020 - 11.2021
SENIOR ACCOUNTANT
SV Partners
12.2012 - 07.2020
Diploma - Human Resources Management
CQUniversity (Online studies)
Diploma - Business Administration
CQUniversity (Online Studies)
Diploma - Leadership and Management
CQUniversity (Online Studies)
Bachelor - Accounting, Management
CQUniversity
Similar Profiles
Diana Nasieku NkereDiana Nasieku Nkere
Monitoring Efficiency Officer-Apprentice at Ministry of Environment, Climate Change & Forestry-State Department for Environment & Climate ChangeMonitoring Efficiency Officer-Apprentice at Ministry of Environment, Climate Change & Forestry-State Department for Environment & Climate Change
Niraj DwivediNiraj Dwivedi
Team Leader at Kirtane & Pandit LLP, Chartered AccountantsTeam Leader at Kirtane & Pandit LLP, Chartered Accountants
MARY ARLYN LOU BALUYUTMARY ARLYN LOU BALUYUT
Bookkeeper at A N & ASSOCIATES CHARTERED ACCOUNTANTSBookkeeper at A N & ASSOCIATES CHARTERED ACCOUNTANTS
Rod KentRod Kent
Director Projects at Former Department of Natural Resources and Mines (DNRM)Director Projects at Former Department of Natural Resources and Mines (DNRM)
ROUSHEL ROMIKROUSHEL ROMIK
Bank Manager at Westpac AustraliaBank Manager at Westpac Australia