Anna Paltridge
North Shore,AUK
Summary
Accounts assistant with extensive experience in budgetary planning and administration. Skilled in preparing tax invoices, conducting advanced calculations, and validating invoices. Proven track record in managing vendor payments and processing client invoices, resulting in reduced payment errors and improved accounting processes. Strong organizational skills and attention to detail enable effective multitasking in fast-paced environments.
Overview
20
20
years of professional experience
Work History
VOLUNTEER
NORTHCOTE BAPTIST CHURCH OP SHOP
01.2019 - Current
- Customer service and sales
- Sorted and organized donated items for retail display.
- Assisted customers with inquiries and provided product information.
- Collaborated with team members to maintain a clean store environment.
- Managed inventory by tracking stock levels and replenishing supplies.
- Operated the cash register and processed customer transactions efficiently.
- Trained new volunteers on store procedures and customer service standards.
- Developed promotional displays to enhance product visibility and appeal.
- Followed directions from supervisors and completed tasks within appropriate timeframe.
- Collaborated with other volunteers to create a positive work environment.
- Offered support and assistance to community members.
ACCOUNTS MANAGER
OUTDOOR CONCEPTS
01.2015 - 12.2018
- Executed all clerical accounting duties to maintain accurate financial records.
- Prepared monthly invoices, ensuring timely billing and collection.
- Reconciled all Eftpos transactions to guarantee accuracy in financial reporting.
- Managed payroll processes, including timesheet management, KiwiSaver contributions, and leave administration.
- Oversaw office management functions, including reception, courier services, sales assistance, and customer support.
- Administered accounts payable and receivable processes to ensure prompt payment of invoices.
- Maintained updated records of all company-owned assets for accurate asset tracking.
- Assisted in preparation of various IRD documents, including income tax and sales tax returns.
ACCOUNTS MANAGER
POOLTECH LTD
01.2013 - 12.2018
- Managed Xero and MYOB accounts, overseeing all accounting tasks including monthly invoices and payroll.
- Handled accounts payable and receivable processes to ensure timely payment of invoices.
- Administered cashbook and GST compliance, maintaining accurate financial records.
- Supported creation of company website and implementation of search engine advertising.
- Executed administrative duties to enhance office efficiency and organization.
- Developed marketing strategies to increase brand visibility and customer engagement.
- Maintained client accounts, ensuring satisfaction with provided services.
BILLINGS AND WORK IN PROGRESS COORDINATOR
PUBLICIS MOJO
01.2006 - 12.2007
- Processed billing requests while adhering to tight deadlines.
- Ensured compliance with SOX requirements through diligent implementation.
- Managed foreign billing from client estimates to enhance accuracy.
- Assisted account service with client maintenance and communication.
- Facilitated WIP meetings to guarantee timely fee processing.
- Generated client profitability reports for team leaders' review.
- Conducted hours reconciliation for account services.
- Maintained records for clients, codes, and jobs, ensuring data integrity.
Education
Certificate of Business - Accounting And Finance
Massey University
AucklandNCEA level 3 Equilvalent -
Westlake Girls High School
Auckland, NZSkills
- Xero and MYOB
- Customer service
- Sales management
- Inventory management
- Financial reporting
- Accounts reconciliation
- Client relationship management
- Cin7 inventory management
- Microsoft Office suite
- Adserve advertising platform
- Sun Systems financial software
References
References available upon request.
Timeline
VOLUNTEER
NORTHCOTE BAPTIST CHURCH OP SHOP
01.2019 - Current
ACCOUNTS MANAGER
OUTDOOR CONCEPTS
01.2015 - 12.2018
ACCOUNTS MANAGER
POOLTECH LTD
01.2013 - 12.2018
BILLINGS AND WORK IN PROGRESS COORDINATOR
PUBLICIS MOJO
01.2006 - 12.2007
Certificate of Business - Accounting And Finance
Massey University
NCEA level 3 Equilvalent -
Westlake Girls High School