Highly organized and self-motivated professional experienced in project management, team development and process improvement. Skilled in developing and implementing strategies to increase efficiency and performance. Passionate about driving business growth and creating positive work environment.
Overview
23
23
years of professional experience
Work History
Associate Director
PKF Kendons
04.2022 - Current
Manage client relationships including responsibility for client portfolio.
Reviewing compliance work to ensure quality and accuracy or work.
Assist senior leadership in managing all aspects of operations, identifying new systems and resources to gain internal efficiencies.
Lead training of personnel, supervising daily performance as well as training and improvement plans.
Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
CFO
S.R Decorating Limited
05.2008 - Current
Company Incorporation.
Management of accounts payable and accounts receivable.
Job quoting.
Reconciliation of bank accounts and cashflow reporting.
Payroll management and HR.
Financial Statements and Tax Returns.
Maintenance of company minute book.
IT Specialist and Training Manager
PKF Kendons
01.2020 - 03.2022
Explained technical information in clear terms to non-technical individuals to promote better understanding.
Walked individuals through basic troubleshooting tasks.
Researched product and issue resolution tactics to address customer concerns.
Supported the team internally with training on new software including production of how to videos.
Developed and implemented 6 month grad program for training new graduates.
Developed and implemented team onboarding technical training for all new team members.
Team Leader
PKF Kendons
02.2018 - 12.2019
Supervised team members to confirm compliance with set procedures and quality requirements.
Worked with team to identify areas of improvement and devised solutions based on findings.
Built strong relationships with clients through positive attitude and attentive response.
Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
Promoted high standards through personal example to help each member understand expected behaviour and standards.
Held weekly team meetings to inform team members on company news and updates.
Evaluated staff performance and provided coaching to address inefficiencies.
Helped meet changing demands by recommending improvements to business systems or procedures.
Senior Accountant
PKF Kendons
04.2017 - 01.2018
Prepared monthly journal entries and reconciliations.
Reconciled accounts and created documents for monthly closure procedures.
Completed year-end closing processes with controllers and external auditors.
Reviewed documents and accounts for discrepancies and resolved variances.
Reconciled balance sheets and streamlined best practices for balance sheet processes.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Assisted team members in transitioning to new system through extensive training and one-on-one support.
Liaised with clients regarding financial statements and tax returns.
Accountant
AOV Chartered Accountants Limited
07.2007 - 03.2017
Gathered financial information, prepared documents, and closed books.
Reconciled accounts and reviewed expense data, net worth, and assets.
Used advanced software to prepare documents, reports, and presentations.
Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Prepared and filed tax forms to meet needs of customers.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
Researched technical tax issues to define tax effect or impact of certain tax positions.
Provided journal entries and performed accounting on accrual basis.
Maintained integrity of general ledger and chart of accounts.
Used accounting software to issue tax returns and prepare consolidated reports.
Trained new employees on accounting principles and company procedures.
Managing Director
A Sweet Consulting Limited
04.2002 - 06.2007
Maintenance of accounts payable and receivable for bookkeeping clients.
Reconciliation of bank accounts for clients
Maintenance of client payrolls.
.Completion of client GST returns
Liaising with client's accountant regarding year end records.
Manager
Challenge Abel Smith Street
03.2002 - 04.2005
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Managed shift allocations to team members.
Stock control and supplier relationship management.
Office Manager
Brendon Motors Limited
02.2000 - 02.2002
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Controlled finances to lower costs and keep business operating within budget.
Education
Bachelor of Commerce And Administration - Marketing And Management
Victoria University of Wellington
Wellington, NZ
04.2000
Skills
Consultancy and Advisory
Motivational Leadership
Key Relationship Development
Documentation
Critical Thinking
Plan Projects
Professional Networking
Team Leadership
Volunteer Work
Volunteer netball coach for year 3 school team.
Timeline
Associate Director
PKF Kendons
04.2022 - Current
IT Specialist and Training Manager
PKF Kendons
01.2020 - 03.2022
Team Leader
PKF Kendons
02.2018 - 12.2019
Senior Accountant
PKF Kendons
04.2017 - 01.2018
CFO
S.R Decorating Limited
05.2008 - Current
Accountant
AOV Chartered Accountants Limited
07.2007 - 03.2017
Managing Director
A Sweet Consulting Limited
04.2002 - 06.2007
Manager
Challenge Abel Smith Street
03.2002 - 04.2005
Office Manager
Brendon Motors Limited
02.2000 - 02.2002
Bachelor of Commerce And Administration - Marketing And Management