Queensland Panel Member

• Jun 2022 - Present

Systems & Reporting Manager

• Mar 2022 - Present

Senior Performance Analyst

• Mar 2019 - Mar 2022

Reporting to the CFO and utilizing my Technology One reporting skills, I developed a strategic cash budgetary and forecasting model for the organization. I am responsible for all strategic modelling for the CFO and Board and have recently completed option papers for long investment decisions and funding. I manage the short-term treasury forecasting to ensure adequate liquidity in the organization whilst maximizing cash utilization and am responsible for management of year end audit process and liaison with external auditors. Show less

Senior Finance Officer (Contract)

• Jan 2019 - Mar 2019

Reporting to the Financial Controller I was responsible for the project management and implementation of the Technology One enterprise budgeting system. Achievement included development of full project planning, milestones and resource allocation, system specification, report writing (XLOne) and user acceptance testing Reporting to the Financial Controller I was responsible for the project management and implementation of the Technology One enterprise budgeting system. Achievement included development of full project planning, milestones and resource allocation, system specification, report writing (XLOne) and user acceptance testing

Financial Controller

• Aug 2018 - Dec 2018

Financial Accountant

• Jan 2018 - Aug 2018

Lenard’s is a leading fresh food franchisor with over 60 franchise outlets across Australia. Reporting to the CEO I was responsible for all finance operations in the organization.Achievements• Re-engineered period end board report pack to improve clarity of reporting, auditability and efficiency of month end process.• Systematic review of financial records to identify areas of financial risk and weakness in controls and business processes.• Successfully managed external compliance and solvency reporting critical to ongoing viability of the business.• Review of current financial systems. Development of project to upgrade existing Sybiz system to transform efficiency and provide integrated financial reporting leveraging business intelligence functionality. Show less

Head Of Finance

• Aug 2014 - Nov 2017

YFS, a major non-profit organisation, operates over 30 programs delivering social services in Logan. Reporting to the CEO, as head of finance I am responsible for all financial functions in the organisation including the management and development of the Sage financial system. Responsibilities • Providing high level strategic financial advice to Board and Executive Management Team • Managing annual statutory reporting and periodic government returns. • Monthly financial reporting and Board reporting • Development of annual budgets and quarterly forecasts • Management and development of Sage300 ERP. Achievements • Implemented Sage BI module resulting in significant improvements to the efficiency and presentation of management reporting facilitating improved strategic decision making. • Led a major project to set up the Social Enterprise as a separate business entity which has resulted in the turnaround of significant losses in this division. • Strategic planning for new National Disability Service (NDIS) • Reduction of month end accounting cycle from 10 working days to 5 working days • Significant input into Board monitoring and strategy through consolidated financial reporting and analysis including business intelligence. Show less

Management Accountant

• Aug 2013 - Apr 2014

Turning over $97m, this ASX listed, receivables management business had operations throughout Australia, New Zealand and the Philippines. Leading a team responsible for all group financial reporting and analysis, I also managed the continuous development of the Technology One finance system. Responsibilities • Business partnering with operational managers to optimise financial performance • Management of a financial team of qualified accountant and three part qualified accountants • Preparation and analysis of monthly consolidated financial and Board reports • Performance analysis and ongoing reforecasting in a complex commercial environment Achievements • Management of Technology One finance system including report development, end user support, development of Enterprise Budgeting Business Intelligence system for annual budget and re-forecasts and month end close process. Show less

Senior Management Accountant

• Aug 2012 - Aug 2013

Employing in excess of 2,000 people, Wesley Mission Brisbane is a provider of aged care and community services with a turnover of $100 million in 2011. I was responsible for the financial management of residential aged care and the implementation and development of the Technology One financial system Responsibilities • Provision of strategic advice and support to department managers to enable them to meet financial objectives, improve operational efficiencies, and maximise returns. • Support of operational and strategic decision making through provision of financial and board reports. • Development, management and analysis of the organisation’s budgets. Achievements • System administration of the Technology One financial system including management of all functionality, development of reporting, business intelligence, end user technical support, providing expert advice and strategic development of the system towards full ERP system Show less

Systems Accountant

• Aug 2009 - Aug 2012

SEQ Water is the government-owned corporation responsible for all bulk water supplies in South East Queensland. Responsible for developing and managing the Technology One finance and ERP system, ongoing system management and end user support, I also drove the financial and strategic business intelligence reporting thin the organisation. Achievements • Improved strategic and operational controls through the development of integrated labour costing into the work system. • Implemented integrated budget and forecasting systems and Business Intelligence which improved the speed of delivery and quality of information required for decision making Show less

Business Analyst (Contract)

• Jan 2007 - Dec 2007

Queensland Investment Corporation is one of the largest financial institutions in Australia being responsible for the investment of the Queensland government superannuation funds. I was part of the successful implementation of Technology One with particular responsibility for design of the multi-currency, multi company, general ledger. This included chart of accounts design, development of a complex period end consolidation process and multi currency translation and conversion. Queensland Investment Corporation is one of the largest financial institutions in Australia being responsible for the investment of the Queensland government superannuation funds. I was part of the successful implementation of Technology One with particular responsibility for design of the multi-currency, multi company, general ledger. This included chart of accounts design, development of a complex period end consolidation process and multi currency translation and conversion.

Systems Accountant (Interim Role)

• Jan 2006 - 2006

Within this role I was responsible for the implementation and management of Technology One financials as the corporate financial control system. This involved: > Design of chart of accounts and coding. > System input format and output design together with processing rules, calendars, and mulitcurrency rules. > Modular and end to end testing and management of data migration from legacy systems > End user training, system documentation, an d development of appropriate system controls Show less

Systems Accountant (Interim Role)

• Jul 2004 - Aug 2005

InCommunities (formerly Bradford Community Housing Trust) was established in 2003 to take over and manage the public sector housing stock in the Bradford area consisting of 25000 properties with a turnover of £56m. In this role I successfully managed the implementation of a new Open Accounts financial system of General Ledger, Accounts Payable, Sales Ledger and Fixed Assets modules InCommunities (formerly Bradford Community Housing Trust) was established in 2003 to take over and manage the public sector housing stock in the Bradford area consisting of 25000 properties with a turnover of £56m. In this role I successfully managed the implementation of a new Open Accounts financial system of General Ledger, Accounts Payable, Sales Ledger and Fixed Assets modules

Project Accountant

• Sep 2002 - Jul 2004

Inventures was trading arm of NHS Estates with turnover of £15m in year 2002/03 and between 2003 and 2004 was part of a major privatisation transaction from the government section. This was successfully concluded as a management buyout. Achievements included development of the long term strategic business plan for the privatisation and selection and implementation of a new corporate finance system. Inventures was trading arm of NHS Estates with turnover of £15m in year 2002/03 and between 2003 and 2004 was part of a major privatisation transaction from the government section. This was successfully concluded as a management buyout. Achievements included development of the long term strategic business plan for the privatisation and selection and implementation of a new corporate finance system.

Financial Controller

• May 2001 - Sep 2002

Finance Controller for Western Civil Engineering Division with annual turnover of £150m with responsibility for the entire local finance function consisting of 9 direct reports. Key achievements were a 50% reduction in the month end reporting cycle, the e-design of accounts payable section to improve supply chain management and £200k reduction of overheads through improved recharge of contract costs. Finance Controller for Western Civil Engineering Division with annual turnover of £150m with responsibility for the entire local finance function consisting of 9 direct reports. Key achievements were a 50% reduction in the month end reporting cycle, the e-design of accounts payable section to improve supply chain management and £200k reduction of overheads through improved recharge of contract costs.