Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Shirley Learoyd

Ridgewood,Australia

Summary

My resume will demonstrate that I’m a highly personable professional with over 30 years in finance, accounting and customer service roles. I am a forward-thinking individual, possessing drive, motivation and ability. I possess a ‘can do’ attitude and am enthusiastic to learn new things. I am experienced to actively support all administration levels and build trusted relationships with external parties. I am very flexible, am a strong team-player, possess the ability to work autonomously or as part of a team; and possess excellent organisational and time management skills. I have the experience to lead, follow processes and compliances to deliver and promote. I believe Customers are Really Everything (CARE) and thrive to provide exceptional customer service every time. My strengths include accounting principles and processes, administration, payroll, computerised accounting systems, financial reporting, taxation essentials and customer service. I have completed a Bachelor of Accounting degree in 2018 and in 2020 a dual Certificate IV in Accounting and Bookkeeping specialising in both Xero and MYOB. I am a holder of a Queensland ‘C’ class drivers license. I am a Justice of the Peace (Qualified) and volunteer monthly at the Cotton Tree Library. I have no criminal convictions, and am able to complete all necessary pre-employment and bankruptcy checks required for the position.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Accountant

Mulcahy & Co
12.2023 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Prepared and filed tax forms to meet needs of customers.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
  • Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Trained new employees on accounting principles and company procedures.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Customer Service Assistant

Commonwealth Bank
2018 - 2019
  • Main purpose to improve the financial wellbeing of my customers and communities for each and every interaction
  • Assist customers with their everyday banking by answering their queries, meeting and striving to exceed their needs and delivering excellence customer service
  • Ensuring I deliver the right solutions at the right time while exercising my best judgement
  • Adhere to following risk guidelines for cash handling
  • Identify customer needs and understand their future goals to discuss the benefits of a comprehensive and diverse range of products and services
  • Provide referrals to the business banking, financial planning and home loan specialists
  • Deliver on my commitments to customers by following the Sundown Rule and taking ownership and following up
  • Trained as both Customer Services Specialist and Customer Services Representative to assist customer with all their retail banking needs
  • Follow Bank guidelines to accurately record customer interaction to ensure customers details are up dated and correct
  • Inform customers with excellent product and service knowledge
  • Educate customers on our technology so they can do their banking at a time that is convenient for them

Director

Coast to Country Painting Services Pty Ltd
01.2014 - Current
  • Duties are to not only manage all financial aspects at a high standard, but to also manage all operations within the administrative role
  • Duties include general bookkeeping, bank reconciliation, preparation of Business Activity Statements, Superannuation, PAYG tax returns and financial statements
  • Implemented and manage Xero Accounting
  • Liaise with builders and clients through email and telephone correspondence
  • Ensuring company regulatory requirements including BAS and PAYG are met
  • Ensuring company requirements are maintained and improved by enhancing both customers and suppliers satisfaction

Assistant Accountant

Core Accounting (Qld)
01.2019 - 12.2023
  • Provide general office support and administration duties for both SMSF and Business Services
  • Liasing with clients to answer queries and gather all necessary documentation in a timely manner
  • Providing support to clients with Bookkeeping and Accounting Software issues
  • Preparing correspondence and liasing with the ATO
  • Maintain a client relationship management system and electronic document management system
  • Corporate secretarial services- all ASIC forms , compilation of annual accounts & ITR’s, tax registration, new entity forms, TFN & ABN applications
  • Setting up of new trusts, bare trusts, companies and SMSF’s
  • Filing, record keeping, answering phone calls, scheduling appointments and processing incoming & outgoing mail
  • Preparing tax returns for individuals, trusts, and companies
  • Preparation and Lodgement of BAS, IAS, PAYG, Superannuation and Workcover reporting
  • Collate SMSF Financials and ITR’s and send to clients
  • Provide bookkeeping services to clients
  • Reconcile, enter and interpret data in Xero

Bookkeeper

The VIP Room
01.2016 - 01.2019
  • Create and maintain financial transactions including accounts receivable, payable, payroll and general ledger maintenance using Xero accounting software
  • Bank reconciliations
  • Prepare monthly, quarterly and annual financial reports
  • Monitor the business’s accounting function to ensure a high standard of record keeping and financial reporting
  • Regularly liaise with government and regulatory bodies
  • Administration duties including customer bookings and enquires, stock control and sales using Timely Australia and providing clients with a high level of service
  • Assisted with implementation and maintenance of company website
  • Marketing and social media and use of analytic tools to track and measure their performance
  • Maintain inventory controls and perform monthly stocktakes

Assistant Accountant (6mth Contract)

Debt Rescue
01.2017 - 01.2017
  • General Bookkeeping duties using Xero accounting software for multiple entities
  • Other duties included supporting the finance department, accountant, and management team by completing routine clerical and accounting tasks
  • Human Resource Management, including Payroll and superannuation
  • Receiving, recording and banking payments
  • Bank reconciliations for multiple entities
  • Ensuring staff records were maintained and current
  • Preparing budgets and financial reports
  • Generating reports for payments to creditors and supplies as per debt and solvency agreements
  • End of Financial Year reconciliation and reporting
  • Preparing and issuing Group Certificates to current and past employees

Finance Officer

Queensland Institute for Aviation Engineering
01.2010 - 01.2014
  • All financial and administrative duties included but were not limited to accounts receivable/payable, payroll, superannuation, inventory control, preparation of Business Activity Statements, PAYG tax returns and financial statements using MYOB.
  • Banking and Bank Reconciliations
  • Prepared annual company budget and managed said budget to ensure KPI’s were achieved
  • Human Resource Management, including payroll, superannuation and maintaining accuracy of staff records
  • Provided a high level of customer service in handling enquires and complaints
  • Built strong relationships with supplies and customers
  • Ensured internal compliance control systems were maintained
  • Responsible for the preparation and lodgement of Government Grants
  • Responsible in ensuring the audit checklist for the Export Marketing Development Grant (EMDG) met all requirements

Education

Certificate IV - Accounting and Bookkeeping (FNS40217)

Monarch Institute
01.2020

Certificate III - Financial Services

Commonwealth Bank
01.2019

Bachelor of Accounting - undefined

University of South Australia
01.2018

Skills

  • Multi-skilled with the ability to prioritise under high pressure
  • Ability to maintain a positive attitude while working under pressure to achieve deadlines
  • Proficient with Xero, Quickbooks and MYOB Accounting Software
  • Ability to direct and support team members
  • Demonstrated ability for identifying customer and business needs
  • Lateral thinker who can modify or design procedures that will reduce costs, time involved and improve customer satisfaction ratings
  • Excellent Reception/Customer Service skills
  • Strong communication skills and a proven ability to build good working relationships
  • Business and Financial Reporting (on a monthly, quarterly and annual basis)
  • Good verbal & written communication skills
  • Reliable and punctual
  • Accurate recording and maintenance of transactions
  • Handling debtors and creditors in a professional and efficient manner

Affiliations

  • Association of Accounting Technicians Australia (AAT Australia)
  • Institute of Certified Bookkeepers (ICB)
  • Associate membership with CPA Australia

Certification

BAS Agent Certification Monarch Institute Australia As approved by the Tax Practitioners Board (TPB)

Timeline

Accountant

Mulcahy & Co
12.2023 - Current

Assistant Accountant

Core Accounting (Qld)
01.2019 - 12.2023

Assistant Accountant (6mth Contract)

Debt Rescue
01.2017 - 01.2017

Bookkeeper

The VIP Room
01.2016 - 01.2019

Director

Coast to Country Painting Services Pty Ltd
01.2014 - Current

Finance Officer

Queensland Institute for Aviation Engineering
01.2010 - 01.2014

Certificate III - Financial Services

Commonwealth Bank

Bachelor of Accounting - undefined

University of South Australia

Customer Service Assistant

Commonwealth Bank
2018 - 2019

Certificate IV - Accounting and Bookkeeping (FNS40217)

Monarch Institute

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Shirley Learoyd