Experience

Smith Coffey

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Controller

  • Nov 2022 - Present

  - Managing the finance function for the practice including four direct staff; - Preparation of monthly management accounts for multiple entities and presentation of financial reports to the management group; - Preparation of cashflow for the Group; - Treasury functions including, managing and authorising payments, pay runs, supplier payment runs; - Reviewing and approving the fortnightly Payroll; - Preparation of half year and year end accounts and tax returns for the Group; - Review and lodgement of BAS statements; - Review and lodgement of Payroll Tax; - Continuous review and improvement of internal controls across the company; - Provision of information to the Auditor to assist with completion of year end audit; - Prepared and maintained procedures to document the Finance Function. Show less



Pioneer Credit Limited

• Australia
• Financial Services
• 200 - 300 Employee

• Senior Financial & Tax Accountant

  • Jun 2021 - Nov 2022

  - Treasury functions including, managing and authorising payments, pay runs, supplier payment runs, international payments and credit cards; - Review of monthly journals and reconciliations; - Providing assistance and feedback to junior staff; - Working with external tax agents to manage the completion of tax returns in Australia, New Zealand, the Philippines and the U.K.; - Preparation of tax forecast models and reconciliations to support deferred tax assets; - Review and lodgement of BAS statements including GST claims under RITC75, Input Taxed supplies and GST free supplies; - Review and lodgement of IAS and PAYGW Tax statements with the ATO; - Working with external tax agents to complete the FBT returns for the group including, detailed reviews of workings prepared; - Completed reviews of GST incurred in refinance projects; - Review and lodgement of Payroll Tax across Australia and working closely with the Payroll Team; - Managing meetings with the Payroll Team and Finance Team to ensure any issues are resolved timely and efficiently; - Managed and implemented a migration of the Fixed Asset Register in MYOB Advanced; - Managed, reviewed and implemented system improvements to our MYOB user profile and licences; - Set up and management of Suppliers in MYOB including, integration with our invoice approval system; - Prepared a Tax Policy for the Group for sign off by the board; - Maintained quarterly tax papers for ARMC board meetings; - Prepared memos to support Fixed Assets, Intangibles and Deferred Tax Assets included int he Audited Financial Statements; - Assisted the team with the year end audit and half year reviews; - Prepared and maintained procedures to support the Finance Function; Show less



Voyager Estate

• Australia
• Beverage Manufacturing
• 1 - 100 Employee

• Company Accountant

  • Jul 2019 - May 2021

  - Managing the finance function for the Estate including two direct staff; - Budgeting of estate revenues and costs including regular reviews and analysis; - Preparation of monthly management accounts for 11 departments and presentation of financial reports to the management group; - Working with external tax agents to manage the completion of year end accounts and tax returns; - Review and lodgement of BAS statements including Fuel Tax Credits and WET; - Review and lodgement of Payroll Tax; - Managed a four year upgrade to the payroll Timesheet system (Humanforce, TimeTarget); - Managed and reviewed internal audits in payroll liabilities including super and leave balances; - Managed, reviewed and implemented system improvements to our payroll (MYOB PayGlobal) and integrations with our timesheet system; - Created, Trained and developed a new position, Payroll Officer; - Lodgement of Dept of Agriculture Levies; - Lodgement of Carbon Emissions return; - Continuous review and improvement of internal controls across the company; - Review and analysis of inventory systems and cost of goods sold calculations; - Working with the executive team and business partners. Show less



Wavecrest

• Telecommunications
• 1 - 100 Employee

• Financial Controller

  • Mar 2017 - Jun 2019

  - Managing the finance function for the business including five staff across; - Management and authorisation of cash and banking facilities for the group; - Forecasting of group revenues including regular reviews and analysis; - Preparation of consolidated monthly management accounts and financial reporting packs for external parties including five active subsidiaries companies; - Preparation of year-end group and company statutory accounts compliant with FRS 102 and UK GAAP; - Performance review and analysis of internally developed retail APPs including working with the sales, marketing and technology teams to strategise; - Working with external auditors to manage the completion of the year end audit; - Review and lodgement of VAT compliance for the group including lodgement of EC sales returns; - Liaison and assistance with Tax Agents in the UK and US for income tax, research and development tax claims, transfer pricing calculations and policies, deferred tax calculations and group tax loss calculations; - Managed and reviewed the implementation of an eight-year upgrade to the financial accounting system including the successful integration with sales, billings and credit control systems; - Managed and reviewed the transition from paper to digital processes within accounts payable, accounts receivable and cashier areas of the finance function including a review of current internal controls; - Regular review of FX exposure and intergroup loan positions; - Assistance with providing information and completing due diligence reviews for the business; - Managed the migration of new business assets acquired including debtor/creditor migration into current billing and accounting systems working closely with IT and Billing; - Goodwill calculations for acquired business assets; - Recruiting new team members and ongoing review of existing team member performances; - Working with the executive team and business partners. Show less



The Telegraph

• United Kingdom
• Media Production
• 700 & Above Employee

• Assistant Financial Controller

  • Jul 2013 - Mar 2017

  - Daily cash control monitoring; - Providing support and mentoring to Accounts Payable and Cashier staff when requested; - Cash flow reporting and analysis; - Preparation of UK GAAP and IFRS Statutory Accounts and Reports; - Preparation of the Quarterly Bank Pack; - Preparation of internal monthly accounts and reports; - PAYE Settlement Agreement (PSA) calculation preparation; - UK VAT compliance and internal technical advice; - EU member states VAT/GST compliance; - Liaison with external Auditors to complete yearly financial audit; and - Assisting Systems Accountant with ad hoc queries. Show less



TAS Training Associates

• London, United Kingdom

• Internal Auditor, Process Management

  • Jul 2013 - Jul 2013

  Reviewing the current internal audit processes and systems in order to improve efficiency including: - Providing suggestions and detailed feedback to senior management; and - Assisting the internal auditors with the implementation of the new processes. Reviewing the current internal audit processes and systems in order to improve efficiency including: - Providing suggestions and detailed feedback to senior management; and - Assisting the internal auditors with the implementation of the new processes.



BDO in Australia

• Australia
• Accounting
• 700 & Above Employee

• Senior Accountant, Private Clients

  • May 2010 - May 2013

  Providing compliance services for large Privately Owned Companies, Family Trusts, High Net Worth Individuals and Self-Managed Super Funds including: - Preparation of Special Purpose Financial reports and Cashflow reporting; - Accounting advisory services; - Payroll reconciliation and assistance; - Income tax, FBT and GST compliance services; - Global Outsourcing for Australian Subsidiaries of Foreign Owned Companies; - Liaison with Financial Institutions and the ATO on a client's behalf; and - Administrative duties for High Net Worth Individuals. Industries: - Medical Practitioners; - Construction; - Property Development; - Engineering; - Media; - Wine Producing and Hospitality; and - Investment Operations. Responsibilities: - Maintaining client relationships; - Delegation, review and supervision of work; and - Preparation and presentation of internal training sessions. Show less



DFK Gooding Partners

• Australia
• Accounting
• 1 - 100 Employee

• Accountant

  • Aug 2006 - May 2010

  Providing compliance services for small to medium Privately Owned Companies, Family Trusts and High Net Worth Individuals including: - Preparation of Special Purpose Financial reports; - Accounting advisory services; - Income tax, FBT and GST compliance services; - Liaison with Financial Institutions and the ATO on a client's behalf; and - Administrative duties for High Net Worth Individuals. Industries: - Medical Practitioners; - Farming; - Property Management; - Learning and Development; and - Investment Operations. Responsibilities: - Assistance with maintaining client relationships; - Delegation, review and supervision of work; and - Preparation and presentation of internal training sessions. Show less



Curtin University

• Australia
• Higher Education
• 700 & Above Employee

• Student Assistant

  • Feb 2005 - Jul 2006