Group Financial Controller

• Jan 2022 - Present

- Mentor and develop group finance team- Process improvements, streamline working procedures to improve efficiency and data integrity- Providing analytical and technical support to the strategic planning process- Management of group payroll, insurance, treasury and audit process- Liaison with IT system providers in function improvement- Ensure the group's statutory compliance in BAS, work cover, payroll tax, AFSL licence- Develop and implement policies to safeguard the group's financial resources

Financial Controller

• Oct 2018 - Dec 2021

- Manage all aspects of financial operations of the business: AP, AR, Payroll, Board Financial Reporting, Budget, Forecast, Credit Cards, FAR etc.- Streamline accounting and finance procedures, draft relevant policies for safe guarding company financial resources- Assisting Sales on borrowers' financial analysis- Supervise and mentor assistant accountant- Statutory compliance in work cover, Payroll tax, BAS. - Arrange audit and statutory accounts- Drive budget process, ongoing cash flow forecast and management reporting- Due diligence support for fund raising and loan transactions; technical accounting for acquisition and loan transfer, buy out etc.- Loan management system improvements, coordinate with external IT consultants in FinPower upgrade and customised scripts to create efficiency- Accounting software transition from MYOB to XERO, customise report, maximise productivity by fully utilise XERO functions - real time expense claims and reporting, online BAS return, Super Clearing, ATO lodgement, leave management etc.- Co-ordinate with Sales, Operations, manage HR related issues; identify issues for continuous process imporovement- Company secretary tasks- Liaison with bank on fund issues- Partnership with CEO in budget control and driving business target

Financial Controller

• Aug 2016 - Oct 2018

• Work closely with the CEO on budgeting, forecasting and cash flow management by developing interactive templates for scenario analysis and planning, rolling forecasts, monitoring operation costs vs budget, implementing cost saving measures.• Billing and gross margin analysis in-depth investigation and comments on variance• Monthly KPI and financial reporting to the Board• Management full function of XERO accounting system and streamline finance procedures; processing invoices, NAB Connect payments, EOM journals, End to end payroll (fortnightly pay ran; new employees set up, year-end PAYG summary, monthly Super Payments, ad-hoc salary sacrifice), customise XERO financial reports.• Preparation of payroll tax, WorkCover and BAS returns, Company Insurance.• Ad hoc projects such as analysis on gross margin, customer service calls, retention, channel sales effectiveness, payback modelling for acquisition decisions.• HR and company secretary duties, managing company returns, Insurance, Workcover and being main contact to external accountant.

Finance Manager

• 2015 - 2016

• Project WIP management• Supervise Project Controller in billing and debt collections• Break-even and charge back analysis• Actual vs Budget Revenue, Opex and Capex monitoring• Assisting head-office in ASX reporting and financial statements preparation • Project WIP management• Supervise Project Controller in billing and debt collections• Break-even and charge back analysis• Actual vs Budget Revenue, Opex and Capex monitoring• Assisting head-office in ASX reporting and financial statements preparation

Senior Management Accountant

• 2015 - 2015

• 2IC to CFO, inter- company (UK, Canada, AU) management, supervise and mentor AP, Payroll, AR • Project analysis and statutory compliance;• Assisting CFO on budgeting and reporting, debtors’ collections. • 2IC to CFO, inter- company (UK, Canada, AU) management, supervise and mentor AP, Payroll, AR • Project analysis and statutory compliance;• Assisting CFO on budgeting and reporting, debtors’ collections.

Financial Controller

• 2013 - 2015

• Full finance function: AP, AR, Payroll, GL, statutory reporting (BAS, Payroll Tax, Workcover). Liaison with energy retailers on commission recs etc.• Budgeting and cash flow forecast, banking relationship management• Due diligence and audit contact• Supervision of Quality Council for ISO9001 maintenance and continuous business improvement• Insurance, HR management• System implementation – Great Plain, TM1 and e-Request• Margin and KPI analysis for various centers (AU, NZ and Philippines), continuous process improvements

Senior Accountant- Management/ Financial

• Jun 2008 - Jul 2013

- New ERP system implementation - process improvement- General Ledger maintenance - AFSL compliance- Statutory Reporting- budgeting and forecast- payroll processing, journals and accruals- responsible for company work cover, insurance, annual company return- ASX Clearing house Settlement - Key technical contact of auditors- Mentoring junior accountantsEnergy Response- Due diligence for M&A- Financial Reporting- Management Accounting, budgeting, forecast, board reporting package preparation- AP, AR and Payroll supervision

Accountant

• Feb 2004 - May 2008

• General Ledger maintenance, revenue recognition WIP recs• Foreign exchange and Inter-company transactions.• Month-end financial and management reporting.• Assist with Financial Controller on KPI monitoring, Board reporting etc• Monitor the cash flow and assistance with forecast.• YE audit assistance, tax return recs. • General Ledger maintenance, revenue recognition WIP recs• Foreign exchange and Inter-company transactions.• Month-end financial and management reporting.• Assist with Financial Controller on KPI monitoring, Board reporting etc• Monitor the cash flow and assistance with forecast.• YE audit assistance, tax return recs.

Accounts

• 2006 - 2006