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Credentials

  • Certified Practising Accountant
    CPA Australia
    Dec, 1983
    - Sep, 2024
  • Fellow
    National Tax and Accountants'​ Association - NTAA
    Feb, 2013
    - Sep, 2024

Experience

    • Australia
    • Beverage Manufacturing
    • 1 - 100 Employee
    • Contract Accountant
      • Oct 2019 - Present

      Responsible for assisting in preparation of the monthly management and financial reports. Asset Register reconciliation, preparing BAS and other taxes and preparing Budget and Vintage Costing. Support AR, AP and Payroll. Liaise closely with Winemaker/Cellar Manager, Cellar Door/Restaurant Manager, Packaging Manager and Wine Club Coordinator on the financial and stock associated within those areas. Maintain a high level of proficiency with operation and development of the Company ERP System and integration of Customer Relationship Manager Support and maintain compliance with all company HSE policies and safe work practices. Contribute positively to overall wine management and performance

    • Business Consultant
      • May 2019 - Oct 2019

      - Empowering and mentoring people in business. - Bring strength in the finance and accounting operations - Accessing systems and processes and implement changes where needed - Provide advice to build strong financial foundations in business for security and growth. - Encourage others to dream big, don’t forget the fine detail and never neglect cash flow - Being available and understanding the people - Get to know what drives and motivates them to bring out their best - Empowering and mentoring people in business. - Bring strength in the finance and accounting operations - Accessing systems and processes and implement changes where needed - Provide advice to build strong financial foundations in business for security and growth. - Encourage others to dream big, don’t forget the fine detail and never neglect cash flow - Being available and understanding the people - Get to know what drives and motivates them to bring out their best

    • Australia
    • Industrial Machinery Manufacturing
    • 1 - 100 Employee
    • Contract Finance Manager
      • Jan 2019 - Apr 2019

      - Financial & KPI reporting to support the operations of the business functions - Participated in site Management Committee Meetings - Liaising with Managerial staff and other colleagues - Weekly cash flow reporting and forecasting; - Financial administration; - Oversight of local accounts payable, accounts receivable and payroll functions; - Expenditure controls; - Implement financial systems/policies to ensure compliance with group policies and procedures - Participated in Scipper Projects (upgrading of the current ERP system) - Ad hoc analysis and investigation of the operations of the business

    • Australia
    • Utilities
    • 200 - 300 Employee
    • Business Unit Accountant
      • Mar 2015 - Jun 2018

      - Part of large Finance department team - Finalise month end reconciliations to Profit & Loss and Balance Sheet to agreed timelines - Variance analysis to Project Group Committee and quarterly reports to the Board - Oversee functions including payables and billing - Work with and clarify finance process and internal controls with various teams - Implement improvements in processes and controls where needed - Providing monthly financial and operational variance reports to project managers - Assist as a part of a team to manage year end processes - Liaison between different functions and teams within the organisation to attain common goals - Act as a key conduit between finance, project managers, budget manager and procurement

    • Real Estate
    • 1 - 100 Employee
    • Principal
      • Jul 1991 - Mar 2015

      - Oversee a diverse range of clients with excellence demonstrating leadership and strategy. - Maintained control over the financial and administration functions. - Able to take data and draw insights from it and then communicate effectively to clients - Assisted clients with ongoing commercial analysis to identify opportunities or risks - Finalised monthly, quarterly and annual financials to Profit and Loss and Balance Sheet - Assessed and implemented improvement in processes and controls when required - Managed Year End processes and liaison with external bodies to complete statutory requirements - Built a strong network among a range of professional and community organisations. - Act as a conduit between client and ATO or ASIC or other external party as required

    • Financial Counselor
      • Apr 2010 - Mar 2012

      As part of a wider support team I was committed to making a meaningful difference to those affected by difficult financial situations. The role required excellent communication, decision making, advocacy and negotiations skills. Well-developed time management and problem-solving skills, the ability to prioritise tasks and work under minimal supervision was required at all times. Working effectively within a professional support team environment required excellent written and verbal communication and interpersonal skills. A can-do-attitude and personality helped achieve these goals in a culture of compassion, honesty and commitment to professional excellence. Service to various locations around North East Victoria.

    • Executive Offices
    • 1 - 100 Employee
    • Public Accounting
      • 1984 - 1991

      Meeting and interviewing clients to discuss business and tax issues; Completing full financial reports and tax returns; Auditing a variety of profit and non-for-profit organisations; Data processing and accounts; Planning incoming and outgoing work for partners Correspondence to clients on behalf of partners. Meeting and interviewing clients to discuss business and tax issues; Completing full financial reports and tax returns; Auditing a variety of profit and non-for-profit organisations; Data processing and accounts; Planning incoming and outgoing work for partners Correspondence to clients on behalf of partners.

Education

  • University of Western Australia
    Bachelor of Business, Accountancy
    -
  • TAFEWA
    Diploma of Community Services, Financial Counselling
    2007 -
  • Alphacrucis College
    Certificate IV in Ministry, Organizational Leadership
    2016 -
  • OzFAME Institute of CARE
    Certificate IV in Counselling Skills, Pastoral Studies/Counseling
    -

Community

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