Summary
Overview
Work History
Education
Skills
Volunteering
Affiliations
References
Timeline
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TROY BEATTIE

Grange,QLD

Summary

Experienced Financial Controller bringing proven track record in managing complex financial operations. Strong expertise in budgeting, forecasting, and financial analysis coupled with profound knowledge of regulatory compliance and corporate finance principles. Proven success in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Significant contributions made to past employers by spearheading effective financial strategies, maintaining positive relationships with stakeholders, and ensuring accurate financial reporting.

Overview

29
29
years of professional experience

Work History

FINANCIAL CONTROLLER

DATA#3 LIMITED [ASX: DTL]
BRISBANE
07.2006 - 01.2024

A large ASX listed national IT solutions and services business with overseas operations. Turnover has grown from $100M to $2.5B. A reseller of large scale global leading IT equipment, software licensing and cloud solutions from suppliers including Microsoft, Cisco, Dell and Hewlett Packard to large corporate and government customers. Data#3 also have large Professional Services, Managed Services, Consulting and Recruitment businesses as part of the group.

Key responsibilities and achievements:

GROUP ACCOUNTANT

DATA#3 LIMITED [ASX: DTL]
BRISBANE, QLD
07.2005 - 06.2006

Key responsibilities and achievements:

· Transitional role into management of the finance and accounting function

· Maintaining a hands-on approach to ensure a smooth handover to the new Financial Accountant

· Designed and presented financial management training for the national management team

FINANCIAL ACCOUNTANT

DATA#3 LIMITED [ASX: DTL]
BRISBANE, QLD
04.2001 - 06.2005

Key responsibilities and achievements:

· Preparation of monthly management accounts and annual statutory reporting in accordance with accounting standards

· Preparation and lodgment of Fringe Benefits Tax (FBT) returns and monthly Business Activity Statements (BAS)

· Maintain the integrity of the general ledger, cashbook, and fixed assets systems

· Demonstrated problem solving skills by resolving an outstanding sales tax claim within the first few months in the role

· Assisted in the design and implementation of the Exemplar budgeting tool

ACCOUNTANT

ERSIS AUSTRALIA PTY LTD
BRISBANE, QLD
07.1999 - 04.2001

A medium sized developer and reseller of geographical information systems software

Key responsibilities and achievements:

· Preparation of monthly management accounts and statutory financial reports in accordance with accounting standards

· Preparation and lodgment of Income Tax return, Fringe Benefits Tax (FBT) returns and monthly Business Activity Statements (BAS) returns

· Maintain the integrity of the general ledger, cashbook, and fixed assets systems

· Oversee time sheeting system

· Manage royalties payable

· Research and development (R&D) reporting and tax claims

· Supervision of a small team of accounts payable and accounts receivable

· Implemented the GST system for the business

ACCOUNTANT

HORWATH CHARTERED ACCOUNTANTS
BRISBANE, QLD
05.1998 - 07.1999

A mid-tier-chartered accounting firm in Brisbane providing tax, audit and advisory services to a variety of clients.

Key responsibilities and achievements:

  • Preparation of financial reports from source documents
  • Preparation and lodgment of Income Tax Returns
  • Preparation of Fringe Benefits Tax Returns
  • Conduct audit of financial statements.

INTERMEDIATE ACCOUNTANT

CAMERONS CHARTERED ACCOUNTANTS
LAUNCESTON, TAS
11.1996 - 04.1998

A leading Tasmanian independent accounting firm providing tax, audit and advisory services to a variety of clients.

Key responsibilities & achievements:

  • Preparation of financial reports from source documents
  • Preparation and lodgment of Income Tax Returns
  • Audit of self managed superannuation funds
  • Tax planning advice
  • Business valuation advice.

TRAINEE ACCOUNTANT

STATEWIDE INDEPENDENT WHOLESALERS
LAUNCESTON, TAS
05.1995 - 11.1996

Tasmania’s largest distributor of fast-moving consumer goods (FMCG) which operates as a joint venture between Woolworths and Tasmanian Independent Retailers.

Key responsibilities and achievements:

  • General ledger journals and reconciliations
  • Allocation of debtor receipts and banking of cheques
  • Creditor statement reconciliations
  • Testing inventory systems and reporting and investigating variance to the general ledger
  • Assist with budget preparation
  • Assist with business case for new chilled product warehouse

Education

CPA PROGRAM -

DEAKIN UNIVERSITY
01.2001

BACHELOR OF COMMERCE -

UNIVERSITY OF TASMANIA
01.1994

HIGHER SCHOOL CERTIFICATE -

LAUNCESTON COLLEGE
01.1991

HIGH SCHOOL CERTIFICATE -

KINGS MEADOWS HIGH SCHOOL
01.1988

Skills

  • People Management
  • Financial Accounting
  • Management Accounting
  • System and process transformation
  • Change Management
  • Microsoft Dynamics 365
  • Microsoft Excel (Advanced)
  • Risk management and compliance
  • Stakeholder Management
  • Attention to detail
  • Problem solving
  • Resilience
  • Strategic thinking
  • Innovation

Volunteering

Wilson Grange Junior Australian Football Club

  • Treasurer, Coach and Team Manager

Wilston Grange Australian Football Club

  • Treasurer, Colts Team Manager and Masters player

Wilston Norths District Junior Cricket Club

  • Coach and Team Manager

Windsor Neighborhood Childcare Centre

  • Treasurer

Affiliations

  • Watching and playing sports including AFL, cricket, basketball and cycling
  • Travel

References

References available upon request.

Timeline

FINANCIAL CONTROLLER

DATA#3 LIMITED [ASX: DTL]
07.2006 - 01.2024

GROUP ACCOUNTANT

DATA#3 LIMITED [ASX: DTL]
07.2005 - 06.2006

FINANCIAL ACCOUNTANT

DATA#3 LIMITED [ASX: DTL]
04.2001 - 06.2005

ACCOUNTANT

ERSIS AUSTRALIA PTY LTD
07.1999 - 04.2001

ACCOUNTANT

HORWATH CHARTERED ACCOUNTANTS
05.1998 - 07.1999

INTERMEDIATE ACCOUNTANT

CAMERONS CHARTERED ACCOUNTANTS
11.1996 - 04.1998

TRAINEE ACCOUNTANT

STATEWIDE INDEPENDENT WHOLESALERS
05.1995 - 11.1996

CPA PROGRAM -

DEAKIN UNIVERSITY

BACHELOR OF COMMERCE -

UNIVERSITY OF TASMANIA

HIGHER SCHOOL CERTIFICATE -

LAUNCESTON COLLEGE

HIGH SCHOOL CERTIFICATE -

KINGS MEADOWS HIGH SCHOOL
TROY BEATTIE