Teagan Pocklington
Leongatha,VIC
Summary
Dynamic and self-motivated professional with extensive experience within in FP&A, administration and an understanding around Procurement and Assurance frameworks. Encompassing a proactive approach to streamlining workflows, enhancing team productivity, and maintaining compliance with high attention to detail. Passionate about continuous learning and improvement, with a proven ability to adapt to new challenges and deliver exceptional results in both independent and team environments.
Overview
21
21
years of professional experience
Work History
Procurement and Assurance Administration Support
South Gippsland Shire Council
11.2024 - 03.2025
- Work well in a team setting, enhancing team productivity by providing administrative and service-related support specifically to the Coordinator of Procurement and Assurance, Assurance and Compliance Officer, Procurement Officer & briefly the Financial Accountant within the Financial Strategy Directorate.
- Assisted with the preparation of supporting information for Disaster Relief Funding claims.
- Streamlined workflows I assisted on for enhanced efficiency by identifying and implementing some process improvements for repetitive tasks.
- Assisted in the follow up and recording of Audit and Risk Committee (ARC) action items minuted at the committee meeting.
- Provided support in the creation, preparation and editing of the Agenda document, along with Facilitating internal communications between managers to ensure accurate information sharing and collaboration with regard to submission of reports and applicable briefs for respective agenda items to be published for the quarterly ARC meeting.
- Provided support in arranging and documenting monthly updates for ARC & Internal Audit open action items with respective managers/responsible officers.
- Produced engaging power-point slides to provide to the Manager of Financial Strategy in preparation for the Executive Leadership Team Meeting presentation.
- Proofread and edited documents for grammar and formatting.
- Worked effectively in fast-paced environments.
- Ensured compliance with council policies and regulations.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Used critical thinking to break down problems and evaluate solutions.
Casual Pool Employee
South Gippsland Shire Council
04.2024 - Current
- Available on a casual basis to provide assistance to Directorates across the South Gippsland Shire Council where required.
Finance Administration, Temp EA, CSA
Viridian Financial Group Ltd
02.2016 - 02.2024
- Maintained up-to-date knowledge of product and service changes.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Updated account information to maintain customer records.
- Assisted management in annual audits by providing documentation as needed, resulting in successful audit outcomes.
- Maintained strict confidentiality when handling sensitive shareholder information, adhering to industry best practices and legal requirements.
- Assisted in updating shareholder account records, ensuring accuracy and compliance with regulations.
- Streamlined the processing of shareholder transactions, ensuring accuracy and timely execution.
- Enhanced client relationships through effective communication and problem-solving skills.
- Improved shareholder satisfaction by promptly addressing inquiries and concerns in a professional manner.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Secretary
Viridian Investment Fund No1 Pty Ltd
07.2010 - 02.2022
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Maintained Unit Holder Registers
- Prepared Fund Reports for Unitholders
- Provided transaction records for Unitholder fund movements, deposits and withdrawals.
Accounts Payable Manager
Wandilla Pastoral Holdings Pty Ltd
02.2011 - 12.2021
- Performed general office administration and management functions.
- Prepared weekly Milking Rosters.
- Prepared and processed weekly payroll for staff.
- Prepared and lodged quarterly BAS.
- Processed and paid all invoices and accounts payable monthly.
- Reduced payment discrepancies with thorough invoice review, analysis, and reconciliation efforts.
- Ensured compliance with local, state, and federal tax regulations by maintaining up-to-date knowledge of tax laws affecting accounts payable activities.
Parraplanner/Planner Assistant
BT Financial Group
07.2010 - 02.2016
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Collaborated with financial advisors to develop customised financial plans for clients to meet their long-term goals.
- Prepared clear and concise reports that facilitated advisor-client communication and decision making.
- Provided excellent customer service by addressing client inquiries promptly and accurately.
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
- Prepared for meetings by gathering materials, reports and presentations.
Bank Teller
Westpac Banking
11.2009 - 07.2010
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
Hairdresser
Jeminy Hair & Health
03.2007 - 11.2009
- Managed appointment scheduling efficiently, maximising daily bookings while minimising wait times for clients.
- Enhanced client satisfaction by providing personalised hair consultations and recommending suitable styles.
- Boosted salon revenue by upselling hair care products and services based on individual client needs.
- Maintained a clean and organised workstation, ensuring a comfortable and professional environment for clients.
Apprentice Hairdresser
Clip It
10.2004 - 03.2007
- Enhanced client satisfaction by providing high-quality haircuts, colour services, and styling techniques.
- Assisted senior hairdressers in complex tasks, ensuring smooth salon operations and timely service delivery.
- Developed strong relationships with clients through excellent communication and customer service skills.
- Demonstrated adaptability by quickly learning new products introduced into salon offerings.
Education
Microsoft Excel Intermediate - Microsoft Excel
Nexacu
Melbourne, VIC10-2019
Accredited Derivatives Advisor - Level 1 (ADA1) - Financial Planning
Kaplan Professional
Online06-2015
Diploma - Financial Planning
Kaplan Professional
Online05-2012
Certificate III - Hairdressing
TAFE Gippsland
Yallourn, VIC2007
Skills
- Organisational Excellence: Proven ability to manage and prioritise tasks effectively, ensuring smooth operations in fast-paced environments
- Administrative Expertise: Extensive experience in providing high-quality administrative support, including agenda preparation, document proofreading, and data management
- Proactive Problem-Solving: Skilled at identifying process inefficiencies and implementing improvements to enhance workflow and efficiency
- Attention to Detail: Strong focus on accuracy and compliance, particularly in maintaining records, preparing reports, and adhering to regulations
- Communication and Collaboration: Excellent verbal and written communication skills, paired with the ability to foster teamwork and streamline internal communications
- Adaptability and Quick Learning: Demonstrated ability to adapt to new challenges, learn complex processes swiftly, and thrive in diverse roles and settings
- Client and Stakeholder Engagement: Commitment to providing exceptional service through active listening, problem-solving, and relationship-building
- Finance-Related Knowledge: Solid foundation in financial principles gained through obtaining a Diploma in Financial Planning and 15 years in the FP&A sector, which includes experience in compliance, audits, and reconciliations
- Self-Motivation and Initiative: A proactive mindset, driven by a strong sense of personal responsibility and a passion for continuous improvement
- Technical Proficiency: Proficient in computer skills, critical thinking, and data entry, with the ability to create professional presentations and utilise modern tools effectively
Timeline
Procurement and Assurance Administration Support
South Gippsland Shire Council
11.2024 - 03.2025
Casual Pool Employee
South Gippsland Shire Council
04.2024 - Current
Finance Administration, Temp EA, CSA
Viridian Financial Group Ltd
02.2016 - 02.2024
Accounts Payable Manager
Wandilla Pastoral Holdings Pty Ltd
02.2011 - 12.2021
Secretary
Viridian Investment Fund No1 Pty Ltd
07.2010 - 02.2022
Parraplanner/Planner Assistant
BT Financial Group
07.2010 - 02.2016
Bank Teller
Westpac Banking
11.2009 - 07.2010
Hairdresser
Jeminy Hair & Health
03.2007 - 11.2009
Apprentice Hairdresser
Clip It
10.2004 - 03.2007
Microsoft Excel Intermediate - Microsoft Excel
Nexacu
Accredited Derivatives Advisor - Level 1 (ADA1) - Financial Planning
Kaplan Professional
Diploma - Financial Planning
Kaplan Professional
Certificate III - Hairdressing
TAFE Gippsland
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