Teagan Pocklington
South Gippsland Shire Council
Leongatha,VIC
Overview
Dynamic and self-motivated professional with extensive experience within in FP&A, Finance 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.
21+
years of professional experience
Work History
04.2025 - 12.20258 Months
Finance Strategy Support Officer
South Gippsland Shire Council | Leongatha, VIC
- Balanced multiple priorities effectively by utilising strong organisational skills and proactive task management techniques.
- Import all transaction/bank deposit data files to pathways on a daily basis, ensuring any payment errors or unallocated payments are corrected prior to finalising and reporting the data through to Oracle.
- Daily Bank account transaction/payment identification & applicable Oracle Financial Account Receivables receipting allocation codes.
- Create various types of Receivables transaction receipts daily via Oracle to receipt amounts that are directly received to the bank account.
- Update and Verify bank account details for new contractors & existing contractors within Oracle.
- Compose quarterly Agenda for the Audit and Risk committee via Document Assembler from start to finish on a rolling quarterly basis.
- Collaboration with managers, Co-ordinators, staff, Executive Directors & CEO around relevant reports required for Agenda Items & review of completed Agenda prior to finalising and publishing for Audit & Risk Committee Members.
- Maintain a very tight time schedule ensuring production of the Agenda is composed accurately, is consistent and visually correct throughout the document.
- Provided assistance to the Financial Accountant & Co-Ordinator Assurance & Procurement with creation, extraction & summation of identified isolated parameters from analytical data composition gathered from & for various reports.
- Maintained detailed records of customer interactions, ensuring accurate information is available for future reference.
- Developed a comprehensive knowledge base, enabling faster response times for common support queries.
- Employed proven problem-solving techniques to resolve issues quickly and with minimal disruption.
11.2024 - 03.20254 Months
Procurement and Assurance Administration Support
South Gippsland Shire Council | Leongatha, VIC
- 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.
04.2024 - Current2 Years 4 Months
Casual Pool Employee
South Gippsland Shire Council | Leongatha, VIC
- Available on a casual basis to provide assistance to Directorates across the South Gippsland Shire Council where required.
02.2016 - 02.20248 Years
Finance Administration, Temp EA, CSA
Viridian Financial Group Ltd | Leongatha, VIC
- 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.
07.2010 - 02.202211 Years 7 Months
Secretary
Viridian Investment Fund No1 Pty Ltd | Leongatha
- 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.
02.2011 - 12.202110 Years 10 Months
Accounts Payable Manager
Wandilla Pastoral Holdings Pty Ltd | Leongatha
- 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.
07.2010 - 02.20165 Years 7 Months
Parraplanner/Planner Assistant
BT Financial Group | Leongatha
- 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.
11.2009 - 07.20108 Months
Bank Teller
Westpac Banking | Leongatha
- 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.
03.2007 - 11.20092 Years 8 Months
Hairdresser
Jeminy Hair & Health | Inverloch
- 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.
10.2004 - 03.20072 Years 5 Months
Apprentice Hairdresser
Clip It | Leongatha
- 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, VIC | 10-2019
Nexacu - Melbourne, VIC
10-2019
- Certificate of Completion Microsoft Excel - Intermediate
Accredited Derivatives Advisor - Level 1 (ADA1) | Financial Planning
Kaplan Professional | Online | 06-2015
Kaplan Professional - Online
06-2015
Statement of Attainments;
- Provide advice in Derivatives
- Determine client requirements and expectations
- Record and implement client instructions
- Analyse financial market products for client
- Advise clients on financial Risk
Diploma | Financial Planning
Kaplan Professional | Online | 05-2012
Kaplan Professional - Online
05-2012
Units of Competence;
- Develop and use complex spreadsheets
- Contribute to OHS hazard Identification and risk assessment
- Provide advice in Financial Planning
- Comply with financial planning practice ethical and operational guidelines and regulations
- Conduct financial planning analysis and research
- Develop and prepare financial plan
- Implement financial plan
- Review financial plans and provide ongoing service
- Determine client requirements and expectations
- Apply principals of professional practice to work in the financial services industry
- Establish client relationship and analyse needs
- Develop, present and negotiate client solutions
- Provide appropriate services, advise and products to clients
- Conduct product research to support recommendations
- Provide advice in Life Insurance
- Provide advice in Superannuation
Certificate III | Hairdressing
TAFE Gippsland | Yallourn, VIC | 2007
TAFE Gippsland - Yallourn, VIC
2007
- Apprenticeship Cert III Hairdressing Completed 2007
Skills
Timeline
Finance Strategy Support Officer
South Gippsland Shire Council
04.2025 - 12.2025Read more
Procurement and Assurance Administration Support
South Gippsland Shire Council
11.2024 - 03.2025Read more
Casual Pool Employee
South Gippsland Shire Council
04.2024 - CurrentRead more
Finance Administration, Temp EA, CSA
Viridian Financial Group Ltd
02.2016 - 02.2024Read more
Accounts Payable Manager
Wandilla Pastoral Holdings Pty Ltd
02.2011 - 12.2021Read more
Secretary
Viridian Investment Fund No1 Pty Ltd
07.2010 - 02.2022Read more
Parraplanner/Planner Assistant
BT Financial Group
07.2010 - 02.2016Read more
Bank Teller
Westpac Banking
11.2009 - 07.2010Read more
Hairdresser
Jeminy Hair & Health
03.2007 - 11.2009Read more
Apprentice Hairdresser
Clip It
10.2004 - 03.2007Read more
Nexacu - Microsoft Excel Intermediate, Microsoft Excel
Read more
Kaplan Professional - Accredited Derivatives Advisor - Level 1 (ADA1), Financial Planning
Read more
Kaplan Professional - Diploma, Financial Planning
Read more
TAFE Gippsland - Certificate III, Hairdressing
Read more