Experience

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  Lendi Group

  • Remote

  • Mortgage Broker

    • Sep 2022 - Present
    • Remote

    I use a four-step process to help customers reach their financial goals:1- Meeting the customer, understanding where they are, and where they want to be.2- Using analytical techniques and understanding of the different lender policies to present the top three lenders.3- Collecting documents and bringing it all together for an application to be prepared.4- Lodgement, approval, settlement. The customers have realized their goals.Being very relationship focused, I keep in regular contact with all of my clients, and they know they can reach me at any time.

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  Wiltrans Haulage

  • Adelaide, South Australia, Australia

  • Company Accountant

    • Jul 2018 - Present
    • Adelaide, South Australia, Australia

    Accounting for a national transport company including bank reconciliations, payroll processing, prepare and lodgment of BAS, superannuation and Workcover reconciliations, processing accounts payable and accounts receivable. Transitioned the business from MYOB to Xero.

• 

  Nova Concepts Australia

  • Adelaide, South Australia, Australia

  • Management Accountant

    • Feb 2022 - Aug 2022
    • Adelaide, South Australia, Australia

    Assist with company restructure. Overview of Finance team including review of A/P, A/R and transition to paperless, advise regarding AASB16 issues, review of payroll and entitlements such as analysis of Wageloch, Employment Hero and integration with MYOB, end of month, forecasting and cashflow.

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  South Australian Tertiary Admissions Centre (SATAC)

  • Adelaide, South Australia, Australia

  • Management Accountant

    • Aug 2021 - Nov 2021
    • Adelaide, South Australia, Australia

    Forecasting preparation, bank reconciliations, prepared fortnightly accounts payable run, monthly accruals and journals, payroll and superannuation reconciliations, end of month workpapers, analysis of income trends, presentation of financial results in monthly management meeting, monthly financial reporting for the board.

• 

  Snowys Outdoors

  • Adelaide, South Australia, Australia

  • Finance Manager

    • Aug 2020 - Aug 2021
    • Adelaide, South Australia, Australia

    Managed the finance department (with 5 staff members) of an Australian-wide camping retailer. Implemented an automated payroll system, Deputy, for 130 staff and conducted internal training. Effected changes to structure of Xero file, for enhanced reporting. Prepared and lodged all monthly statutory compliance including BAS, Super, Payroll Tax, RTWSA. Prepared monthly cashflow forecasting and management reports.

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  Raw Nation Wholefoods

  • Adelaide, South Australia, Australia

  • Finance Manager

    • Oct 2019 - Aug 2020
    • Adelaide, South Australia, Australia

    Finance manager for SA-based food manufacturer. Reviewed and overhauled existing procedures for reconciliations, accounts payable and payroll. Lodged all compliance work using MYOB and Sanderson ERP. Advised on process improvement. Supervision & training of junior staff member. Modification of ERP to onboard 3 new cafes. Advised on COVID 19 tax changes and updated MYOB file for Job Keeper program.

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  Verve Group

  • Adelaide, South Australia, Australia

  • Accountant

    • May 2017 - Oct 2019
    • Adelaide, South Australia, Australia

    Prepared tax returns and financial statements for clients as well as bookkeeping for clients using Xero and Xero Practice Manager. Travelled to the Alice Springs office to assist with heavy workloads.

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  Leading Edge Accountants

  • Adelaide, South Australia, Australia

  • Accountant

    • Sep 2015 - May 2017
    • Adelaide, South Australia, Australia

    Prepared tax returns and financial statements for clients, and bookkeeping using Reckon. Prepared and lodged statutory returns for ASIC.

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  Northern Accounting Services

  • Adelaide, South Australia, Australia

  • Accountant

    • May 2012 - Sep 2015
    • Adelaide, South Australia, Australia

    Prepared individual and business taxation returns using Handisoft SAGE software.

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  H&R Block

  • Adelaide, South Australia, Australia

  • Tax Accountant

    • Feb 2008 - Apr 2012
    • Adelaide, South Australia, Australia

    Prepared individual and business taxation returns using Reckon Elite software.

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  Safecity Training Academy

  • Sydney, New South Wales, Australia

  • Tutor

    • Dec 2004 - Dec 2007
    • Sydney, New South Wales, Australia

    Tutored distance-education students enrolled in Certificate IV in Assessment and Workplace Training (BSZ40198), including marking of student assignments and providing structured, written feedback.

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  BT Financial Group, Inc

  • Sydney, New South Wales, Australia

  • Business Analyst

    • Feb 2001 - Jun 2004
    • Sydney, New South Wales, Australia

    Provided business analyst skills for Asset Management Technology & the Architecture Group, including fully documenting user requirements, producing technical & business documents & specifications, and working with technical and business teams to ensure user requirements were met.

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  Ernst & Young

  • Adelaide, South Australia, Australia

  • Management Consultant

    • Nov 1999 - Jan 2001
    • Adelaide, South Australia, Australia

    Project management team involved in a corporate-wide systems upgrade for a large superannuation client. Including implementation of user security, writing of test plans, unit testing, managing the project schedules and management of project issues.

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  University of South Australia

  • Adelaide, South Australia, Australia

  • Tutor

    • Jan 1999 - Nov 1999
    • Adelaide, South Australia, Australia

    Tutoring of 40 students in Microsoft Office products, marking of assignments, supervision and marking of tests.