Chair of Australia and New Zealand Network Panel

• May 2022 - Present

ACCA Australia and New Zealand Network Panel Member - NSW & ACT

• May 2018 - Present

Vice Chair ACCA Australia and New Zealand Network Panel

• Mar 2020 - May 2022

Finance Manager, ICT & Digital at NSW Department of Customer Service

• Oct 2021 - Present

Senior Financial Analyst

• Oct 2019 - Oct 2021

Assist with the preparation of monthly financial forecasts and providing decision support for relevant Senior Finance Managers. Assist in timely & accurate preparation of the monthly Board Reporting Pack. Managing the Finance Philanthropy area in the Faculty of Medicine and Health. Implementation of process improvement within the Philanthropy area of the Faculty of Medicine and Health Assist with the preparation of monthly financial forecasts and providing decision support for relevant Senior Finance Managers. Assist in timely & accurate preparation of the monthly Board Reporting Pack. Managing the Finance Philanthropy area in the Faculty of Medicine and Health. Implementation of process improvement within the Philanthropy area of the Faculty of Medicine and Health

Budget Management Reporting Analyst

• Mar 2019 - Oct 2019

Development and preparation of month end reports for a number of stakeholders in the Division I look after. Investigate and provide detailed analysis actual and budget numbers.Preparation of the forecast numbers and providing the information to the central budgeting team. Training stakeholders on the reporting system and educate the stakeholders on month end reports.Develop key relationships with high profile stakeholders and providing customer service and support to the stakeholders. Show less

Financial Control Accountant

• Aug 2017 - Mar 2019

Prepare and deliver standard month-end and year-end financial reports and other relevant reporting to ensure data reported is accurate and deadlines are met.Liaise and respond to auditors queries.Review year-end financial statements. Preparation of month end reports for consolidations purposes.Project Leader on a Knowledge Gap and Risk analysis of a team in a Division. Project was endorsed and supported by Executive Director of Operations in the Division and Group Financial Control.Collaborate with colleagues to provide value adding insights, accounting support and advice to internal and external stakeholders, including technical accounting assessments and the proactive assessment and coordination of the implementation of changes in upcoming accounting standards, to ensure best practice customer service is maintained.Supervising and training a new staff member on the team for the monthly reporting process, journal process and completing process documents and checklists.Maintain a broad, contemporary and substantial level of technical accounting knowledge and skills, including an in-depth knowledge of Australian Accounting Standards and Interpretations as well as relevant legislation and regulatory requirements, to ensure Finance systems and processes are best practice and aligned with statutory standards.Act as a subject matter expert, in area of responsibility, by providing accurate, timely responses to, sometimes complex, questions and queries to ensure customer service standards are maintained or exceeded.Preparation budgets and resolving queries relating to the budget.Recommending more effective and efficient processes embracing a culture of continuous improvement in supporting the management in Group Financial Control and the Finance Business Partner to ensure that all deadlines are adhered to with both financial and management reporting deadlines. Show less

Finance Officer/ Gifts and Accounts Assistant

• Jul 2015 - Aug 2017

Prepare L20 receipts for depositing donations and sponsorship to treasury office on a daily basisRecord donations and other income and issue receipts on a timely basis using the Raiser’s Edge Database. Record and change pledge schedules in Raiser’s edge databaseLiaise with the development staff across faculties to ensure timely receipting of donationsAdd or update constituent records in the Raiser’s Edge databasePrepare and send pledge and overdue reminders and tax invoices to donors as requested by development staff and maintain invoice registerCreate new projects in NS Financial system and in Raiser’s edge database. Maintain the Project register and update trim file informationRaise purchase orders and receipt of goods and servicesReconcile all credit/purchase card expenditure (NSS)I have received a staff excellence award Show less

Financial Accountant

• Jul 2013 - Jun 2015

Implemented an AMEX template for all AMEX cardholders in Steadfast to make the recording of expenses more efficient and consistent. Reviewing the brokers Trial Balance on a monthly basis to ensure the recognition of financial information on an accrual basis, depreciation accumulated on a monthly basis and reviewing the expense. Gained experience in using the various systems, SAP, MYOB, Tax Integrator. Reviewing a portfolio of brokers Trial Balances on monthly basis to ensure the recognition of financial information on an accrual basis, financial information in the broking system such as Winbeat was on an accrual basis. Training the brokers on the accounting standards of converting from a cash basis to an accruals basis. Processing of the brokers tax returns on Tax Integrator system and assisting with the preparation of the Year End Financial Reports. Performing balance sheet reconciliation on monthly basis and, reviewing of intercompany loans and bank reconciliations. Processing of invoices on a weekly basis in MYOB and on the online banking system, processing and filing payments. Performing credit card reconciliations and staff member’s credit cards and implementing a new spreadsheet to staff to record the transactions. Show less

Accountant/Accounts Payable Officer

• Jan 2013 - Jun 2013

Posting Journal enteries on Finance One System. Answering client, team and inter departmental queries. Assisting in updating various department policy documents. Processing invoices for payment and making the payments to suppliers. Posting Journal enteries on Finance One System. Answering client, team and inter departmental queries. Assisting in updating various department policy documents. Processing invoices for payment and making the payments to suppliers.

Accounts Administrator

• Nov 2012 - Dec 2012

Responsible for the accurate processing of payments and static data amendments within the core custody systems. Ensuring client instructions were processed in a timely manner Act as a key contact for Private Wealth Managers and Account Managers regarding payments from client accounts Responsible for the accurate processing of payments and static data amendments within the core custody systems. Ensuring client instructions were processed in a timely manner Act as a key contact for Private Wealth Managers and Account Managers regarding payments from client accounts

Year End Reporting Team Leader

• Jul 2012 - Oct 2012

Preparing the audit files for the following the Salvation Army Territory Divisions, for the year end audit. Assisting the auditors with the audit queries. Processing various journals on the Finance One Accounting system Preparing the audit files for the following the Salvation Army Territory Divisions, for the year end audit. Assisting the auditors with the audit queries. Processing various journals on the Finance One Accounting system

Claims Assessment Specialist

• Jun 2012 - Jul 2012

Reconciliation of Trade Credit Clients to the buyer of the policies. Investigating any discrepancies and transactions in the reconciliations. Reconciliation of Trade Credit Clients to the buyer of the policies. Investigating any discrepancies and transactions in the reconciliations.

Office Assistant

• May 2012 - Jun 2012

Receptionist duties, booking meeting rooms for staff members. Archiving various files, bar-coding the various archiving boxes and recording the information on the spreadsheets. Receptionist duties, booking meeting rooms for staff members. Archiving various files, bar-coding the various archiving boxes and recording the information on the spreadsheets.

Consultant, Business Integration

• Jun 2011 - Nov 2011

Working on transition projects for the onboarding of new and existing clients. Processing of data including trades, Foreign Exchange trades and cash account data in Hiport for on boarding of new client and existing client. Reconciling the data on Hiport to new client information. Investigating any reconciliation differences and providing the appropriate backup for these reconciliation items Working on transition projects for the onboarding of new and existing clients. Processing of data including trades, Foreign Exchange trades and cash account data in Hiport for on boarding of new client and existing client. Reconciling the data on Hiport to new client information. Investigating any reconciliation differences and providing the appropriate backup for these reconciliation items

Senior Fund Administrator

• Jul 2008 - Oct 2010

Preparation of the Net Asset Value monthly and weekly valuations on Fund of Funds, Hedge Funds, and Hedge Funds containing Private Equities.Gathering information on the funds for the completion of audit packs for the auditors Gathering information fo Preparing the CSO returns on a quarterly basis r the central bank returns on a quarterly basis and assisting in the preparation of the monthly German Tax return. Ensuring that the training requirement of the team were met and that team members mandatory training course such as Anti Money Laundering, Risk and Internal Controls Show less

Intermediate Services Representative/Fund Accountant

• Jun 2006 - Jul 2008

Preparation of the NAV calculations on weekly and monthly funds. The preparation included reconciliation of the cash accounts, booking the dealing on the system, pricing, gathering information for the pricing, market value reconciliations, dividend reconciliations, accruing the expenses and interest, updating the resets sheets, allocation and NAV summary spreadsheets. Updating the information on the Feeder funds. I gained exposure of the preparation on Hedge Funds in particular, the Master Feeder fund structure Show less

Trainee Accountant

• Jun 2005 - Jun 2006

Preparation of the VAT returns for the clients and send the information to the client and the Revenue Commissioners. Preparing information of the clients for the Central Statistics Office. Preparing Bank Reconciliation Statements for the Financial Statements. Assisting in the preparation of the year end financial statements and audits. Preparation of the VAT returns for the clients and send the information to the client and the Revenue Commissioners. Preparing information of the clients for the Central Statistics Office. Preparing Bank Reconciliation Statements for the Financial Statements. Assisting in the preparation of the year end financial statements and audits.