Experience

Private Portfolio Managers - PPM

• Australia
• Investment Management
• 1 - 100 Employee

• Corporate Accountant - Funds Management

  • Feb 2021 - Present



Self-employed

• Real Estate
• 1 - 100 Employee

• Financial Accounting Specialist

  • Dec 2019 - Present



St Marouns College

• Australia
• Education Administration Programs
• 1 - 100 Employee

• College Accountant

  • Sep 2016 - Dec 2019

  For the past 3 years, I have had the opportunity to work in the Education sector where Iwas able to broaden my skill base in tax and accounting matters, management of student data, meeting government and external reporting responsibilities and marketing functions. Responsible for the accounting functions of the College.• Fortnightly payroll for 60 employees • Accounts payable and receivable functions (MYOB)• Superannuation calculation and payment• Preparation and… For the past 3 years, I have had the opportunity to work in the Education sector where Iwas able to broaden my skill base in tax and accounting matters, management of student data, meeting government and external reporting responsibilities and marketing functions. Responsible for the accounting functions of the College.• Fortnightly payroll for 60 employees • Accounts payable and receivable functions (MYOB)• Superannuation calculation and payment• Preparation and lodgement of BAS statements • Reconciliation of General Ledger accounts, including all bank reconciliations• Maintenance of the fixed asset register• Audit preparation• Maintenance of Employee Leave registers• PAYG reconciliation and paymentFees, Enrolments & Marketing Executive • Responsible for the billing, accounting and marketing functions • Entering and maintenance of student information in SAS2000 (Human Edge) • Raising and receipting of school fees• Organising payment plans with families• Manage hardship claims process. • Manage Workers Compensation claims for staff and students• Providing First Aid to students• Preparing Census and other reporting required by the Government.• Organising College tours, Open Days• Organising advertising for the College • Management of Newsletter to parents• Maintenance of College LED sign• Office reception duties, including answering phones, entering student absences, updating College calendarKey Achievements• Streamlined employee leave entitlements in Micropay• Improved cashflow by $150k by implementing changes to the billing and collection of fees. • Streamlined the billing function by introducing new payment methods for families and phasing out ineffective collection strategies.• Reviewed services which were unprofitable and made recommendations to the Principal and Business Manager for the services to be phased out.• Recommended and implemented marketing strategies for the College to improve brand awareness. Show more Show less



Hamper Gift Gallery

• Consumer Goods

• Founder

  • Oct 2013 - Jan 2019

  Founding partner of a premium online gourmet food and gift hamper store. Responsibilities include the complete design and implementation of an ecommerce website, developing supplier relationships, day-to-day management of the website including fulfillment of orders, marketing, cash-flow and financial management.



IAG

• Argentina
• Higher Education
• 1 - 100 Employee

• Manager Investment Accounting (2010 – 2013)

  • 2001 - 2013 12 years , Manager of Investment Accounting and Tax team responsible for overseeing all investment accounting functions for the IAG Asset Management (IAGAM) entity. This includes providing technical accounting and tax guidance to the Investment accounting team. Provide strong people management and leadership ensuring the team is high performing and engaged.

• Senior Investment Accountant

  • Oct 2001 - Apr 2010



Allianz Australia Limited

• Corporate Accountant

  • Oct 2000 - Oct 2001

  Responsible for the development of new Statutory Reporting template for the Group, including remodelling of Annual Report. Monthly/ half yearly and yearly Group Reporting.



HIH Insurance

• IT Services and IT Consulting

• Corporate Accountant

  • Jun 1996 - Oct 2000

  Main duties included ensuring integrity of investment data post liquidation of HIH Insurance as well ensuring the integrity of investment data post FAI acquisition. Other duties included due diligence of companies of interest to the HIH Group, upon recommendation from the Group’s Company Secretary. Other duties included calculation of Group foreign currency exposure, preparation of Group and subsidiary financial statements, preparation of ASX releases, preparation of Group Annual Report and… Main duties included ensuring integrity of investment data post liquidation of HIH Insurance as well ensuring the integrity of investment data post FAI acquisition. Other duties included due diligence of companies of interest to the HIH Group, upon recommendation from the Group’s Company Secretary. Other duties included calculation of Group foreign currency exposure, preparation of Group and subsidiary financial statements, preparation of ASX releases, preparation of Group Annual Report and quarterly Board Report. Provided figures for press releases and presentations to the media. Show more Show less



Lend Lease

• United Kingdom
• Construction

• Graduate Accountant

  • Jan 1991 - Apr 1996

  Recruited under the Group’s Graduate Programme, whereby graduates are rotated every 1-2 years within various Lend Lease Group Companies. Only 7 graduates were selected to participate in this programme.



Pannell Kerr Forster

• United States
• Software Development

• Graduate Auditor

  • 1987 - 19903 years