Experience

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  Town of East Fremantle

  • Australia
  • Government Administration
  • 1 - 100 Employee

  • Manager Finance and Administration

    • Nov 2019 - Aug 2021

    • Staff supervision and overseeing the finance and administration functions of accounts payable, accounts receivable, banking, investments, taxation, payroll, rates, and customer service.• Assist the Executive Manager Corporate and Community Service with preparing the monthly financial statements, the annual financial statements, the annual budget and associated work papers, including monthly reconciliations.• Assist the Executive Manager Corporate and Community Service with managing the audit process and attending to audit queries.• Ensuring the accounting and financial records of the Council are prepared accurately and in accordance with legislative requirements, accepted accounting standards, council policies and prudent controls.• Provide back up to Executive Manager Corporate and Community Service for all financial and administrative functions.

  • Acting Manager Finance and Administration

    • Jan 2019 - Nov 2019

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  Office of the Auditor General of Western Australia

  • Perth, Australia

  • Senior Finance Officer

    • Jun 2018 - Nov 2018
    • Perth, Australia

    Responsibilities:Assist the Manager Financial Services with the preparation of the annual financial statements and year-end audit, together with month end duties, ATO BAS preparation and lodgement, and assisting with budgeting.Duties:Assisted the Manager Finance with the preparation of the year-end financial statements and audit requirements, liaised with external auditors and attended to audit queries.Assisted with month end processes – preparing the prepayments journal and reconciliation, preparing the fixed asset reconciliation.Prepared and lodged the quarterly ATO BAS Returns.Prepared and lodged the annual ATO Taxable Payments Report.Accounts Payable - Creditor Payments – checking payment batches and authorising EFT’s.Prepared an Excel spreadsheets for audit fee revenue reconciliation for the 2018/19 financial year – listing all state government and local government audits.Prepared an Excel spreadsheet for budgeting travel costs to audit clients – including airfares, car hire, and travel allowances for accommodation and meals to all regions throughout Western Australia for all state government and local government audits.Prepared a Zero-Based budget model in Excel for all cost centres and met with cost centre managers to prepare provisional budgets for the 2019/2020 financial year.Updating finance policies and the Financial Management Manual for review by the Manager Finance.

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  City of Subiaco

  • Subiaco

  • Coordinator Financial Accounting (Contract via Michael Page Finance)

    • Jun 2017 - Jun 2018
    • Subiaco

    Responsibilities:Assist the Manager Financial Services with the preparation of the annual financial statements and year-end audit, together with month end reporting and managing the City of Subiaco’s cash reserves. Supervising and assisting other members of the finance team.Duties:Assisted with the preparation of the year-end financial statements and audit requirements – prepared year-end accruals for accrued income and expenses, prepared year end journals for prepaid income and expenses, prepared bank and solicitors confirmation letters, and prepared lease commitment calculations. Liaised with external auditors and attended to audit queries.Monthly Financial Reporting – prepared the monthly financial reports for Council for review by the Manager Financial Services.Maintained cash and reserve fund investments – placed surplus funds on money market 30 to 90 day term deposits with a variety of financial institutions in accordance with the Council’s investment policy. Prepared the monthly ATO BAS Return for review and lodgement by the Manager Financial Services.Prepared the Fringe Benefits Tax return for review by the Manger Financial Services. Benefits include: Cars, Income Tax Exempt Body Entertainment, Expense Payments, Car Parking, and Residual Benefits.Accounts Payable Compliance – reviewed the Accounts Payable Officer data entry to ensure GST & FBT compliance, and correct purchase order and payment approval authorisation.Supervision of the Accountant – supervising the Accountant and assisting with issues relating to accounts receivable and financial accounting, including reviewing monthly balance sheet reconciliations.Updating and writing procedures for the review of the Manager Financial Services. For example, “Novated Leases Salary Sacrifice Reconciliation Procedure,” and “Unclaimed Monies and Unpresented Cheques Procedure.”

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  DiabetesWA

  • Subiaco, Perth, Western Australia

  • Finance Manager

    • Jan 2013 - May 2017
    • Subiaco, Perth, Western Australia

    Responsibilities:Management of the accounting, finance and payroll functions.Duties:Staff supervision and overseeing the finance functions of: - accounts payable, accounts receivable, banking, payroll, and month end.Financial Reporting – preparing Finance and Risk Management Committee Reports, Board Reports, Annual Financial Statements, and Government Acquittals.Budgets and Reforecasts – preparing the annual budget and six-monthly reforecast.Manage the audit process – liaising with external auditors and attend to audit queries.Lodge and pay ATO Returns – including the monthly PAYG IAS and Quarterly BAS.Fringe Benefits Tax – preparation of the annual FBT information and Reportable Benefits.

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  Perth Racing

  • Ascot, Perth, Western Australia

  • Technical Accountant

    • Apr 2012 - Jan 2013
    • Ascot, Perth, Western Australia

    Responsibilities:Transactional accounting, taxation compliance, and staff management. Duties:Staff management - Supervision of Accounts Payable Officer, Accounts Receivable Officer/Cashier, Receptionist/Administration Officer. Liaising with Race Day Administration Officers and Race Day Bank Staff.Accounts Payable Compliance – daily checking of accounts payable data entry to ensure GST & FBT compliance and correct account coding.Accounts Payable - Creditor Payments – checking bi-monthly creditor payment batches either by EFT, BPay or cheque payment before finalisation.Fringe Benefits Tax – preparation and lodgement of annual FBT return. The FBT return includes vehicles, entertainment benefits, expense benefits and residual benefits. Goods & Services Tax – monthly BAS preparation and lodgement.Management Accounting – as part of a team assist in the preparation of monthly and year-end financial accounts.Debtor Management – Reviewing the aged debtors listing, calling or writing to debtors with overdue debts, sending difficult to collect debts for collection, and liaising with the debt collection agency. Year End Audit – liaising with auditors and attending to queries.

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  Chamber of Commerce and Industry of Western Australia

  • East Perth, Western Australia

  • Technical Accountant

    • Dec 2009 - Mar 2012
    • East Perth, Western Australia

    Responsibilities:Taxation compliance, transactional accounting and management accounting. Duties:Fringe Benefits Tax – data entry, preparation of annual FBT return, annual budget, and technical research. The FBT return included a fleet of over 100 vehicles, LAFHA, entertainment benefits, expense benefits and residual benefits. FBT Technical research - undertook research on changing the FBT meal entertainment method used from the actual method to the 50/50 Method.Goods & Services Tax – monthly BAS preparation, reporting and technical research.Asset Management – monthly preparation of asset movements and depreciation, and annual reporting.Accounts Payable Compliance – daily checking of accounts payable data entry to ensure GST & FBT compliance and correct account coding.Management Accounting – as part of a team assist in the preparation of monthly and year-end financial accounts in accordance with assigned tasks.Government Grants – preparation of financial statements and supporting documentation for audit of a small number of government grants.Australian Bureau of Statistics Surveys – preparation of various ABS returns on a quarterly or annual basis.

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  Burswood Partners

  • Perth, Australia

  • Accountant

    • Oct 2006 - Dec 2009
    • Perth, Australia

    Preparation of income tax returns, BAS returns and financial statements for individuals and small business including: partnerships, trusts, companies and superannuation funds.

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  St Vincent de Paul Society (WA) Inc

  • Belmont, Perth, Western Australia

  • Assistant Accountant

    • Jul 2005 - Sep 2006
    • Belmont, Perth, Western Australia

    Responsibilities:Payroll, taxation compliance, preparing monthly and annual financial reports for the CFO. Duties:Preparing monthly financial reports for cost centres and committees.Preparing the monthly ATO BAS.Preparing salaries and superannuation payments.Assisting accounts receivable and accounts payable staff with their enquiries.Reconciling the balance sheet accounts at year end for the annual financial statements and preparing the balance sheet for the annual report.Assisting with the preparation of the annual budget.Assisting the Donations Processing Officer in periods of high volume.Performing the daily bank reconciliations when the financial support officer was on annual leave.Assisting with the year-end stock take for the low cost food outlets.Undertaking accounting or taxation research when required.

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  Other Employment History

  • Taxation / Auditing / Banking

    • Dec 1981 - Jul 2005

    TAXATIONA further six years of accounting practice experience where I prepared income tax returns, BAS returns and financial statements for individuals and small businesses. I also performed audit duties for small incorporated associations funded by government grants.AUDITINGSix years of financial statement and performance audit experience gained mainly with the Australian National Audit Office in Canberra.BANKINGSix years banking experience gained with the ANZ Bank and the NAB where I was a Customer Service Officer, Teller, Ledger Clerk and Lending Officer.