Your Name
Summary
Highly motivated Owner/Director and Executive Professional with over 20 years of
entrepreneurial, accounting and business management experience within the public and
private sector. Skillfully creates and maintains professional and loyal relationships with co-
workers, staff and clients while managing administrative and sales employees. Comfortable
working independently as manager and leader and as collaborative team member. Applies
business acumen and experience and exercises decisive judgment to meet and exceed
organizational goals.
Overview
13
13
years of professional experience
Work History
OWNER/DIRECTOR & PLAN MANAGER
PLAN MANAGE ME LTD
01.2016 - 01.2020
- Communicate effectively with clients and external organizations to ensure compliance and uphold high standards; Plan manage over 150 clients with NDIS funding contracts; Process invoices, quotes, receipts, payments and various financial transactions; Manage payroll and weekly reporting functions; Handle accounts payable and accounts receivable functions; Prepare BAS and manage debts with
- ATO; Monitor and manage GST; Review and design daily management strategies for all accounts; Manage accounts, journals, credit notes and purchase orders; Prepare initial financial statements, reconcile bank accounts and prepare reconciliation bank reports; Negotiate and manage debts with ATO; Calculate, monitor and manage GST components; Handle all aspects of general business finance administrative support
- Managed daily operations of business, including hiring and training staff
- Developed strategic plans to increase profitability and efficiency
- Identified new opportunities for growth, expansion, and diversification
- Created marketing campaigns to attract new customers.
SENIOR EXECUTIVE OFFICER
PLANNING AND INFRASTRUCTURE
Sydney
03.2011 - 01.2017
- Handled weekly reporting and HR issues for team; handled follow-up of brief notes
- HR form, ESS advice and assistance and staff issues; Performed invoicing and setup of new vendors; Handled invoice payments and accounts payable; Purchased stationary, equipment, computers and various office assets; Managed procurement contracts and maintained strong supplier relationships; Provided objective technical support by moving workflows, creating workflows, handling documents and managing tasks; Organised catering, room bookings, meeting minutes and team agendas; handled setup for meetings; Provided technical support for a range of devices, including PCs, printers, mobile devices, iPads and laptops; Assisted in department testing and training; Participated in weekly business improvement work groups; Managed objective correspondence, asset registers, e-workplace
- Applications and departmental systems; Assisted in implementing new rollover and migrations of technical applications, and handled all queries related to SAP issues
- Developed and implemented a comprehensive business strategy to increase revenue and market share
- Created and managed budget plans for all departments, ensuring fiscal responsibility and accountability
- Directed the recruitment of executive-level personnel and provided leadership in their development
- Established key performance indicators to measure progress toward organizational objectives.
OWNER/DIRECTOR
01.2012 - 01.2015
EXECUTIVE ASSISTANT
PLANNING AND INFRASTRUCTURE
Sydney
01.2012 - 06.2013
- SECONDMENT TO THE NSW MINISTERS OFFICE OF PLANNING AND, Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team
- Managed and assisted the Office of the Minister of Planning and Infrastructure, the
- Office of the Secretary of MPI and the Executive Directors office of MPI
- Extensive Diary management, meeting setup, appointment scheduling and stakeholder liaison; Assisted in editing brief notes, quality checks, parliamentary folder notes and minutes; Prepared papers and presentation materials; Responded to enquiries and requests for advice; Managed and mentored junior staff to deliver outcomes on various policy matters during continued period of uncertainty;
- Identified appropriate projects and staff for reallocation within new department structure; secured board approval for reallocation program; Assisted HR in improving team and individual performance, and increasing staff morale and productivity;
- Acted in Senior Administration position when required
- Maintained confidential records and files related to executive operations
- Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
ACCOUNTS RECEIVABLE OFFICER
OF SHARED SERVICES QUEENSLAND GOVERNMENT
Brisbane
01.2010 - 06.2011
- Reconciled finance accounts and prepared statutory accounts; Maintained spreadsheets and journals; Handled credit control, cash allocation and sales order processing; Managed daily post and petty cash transactions; Received and processed invoices, expense forms and requests for payment; Verified calculations within accounts system; Reconciled direct debt mandates; Communicated effectively with team members to uphold high standards
- Reviewed and processed customer invoices for accuracy, completeness and compliance with company policies
- Maintained accurate records of all accounts receivable transactions
- Prepared monthly statements for clients to ensure timely payment of outstanding balances
- Researched discrepancies in financial data and resolved any issues or problems accordingly.
ASSISTANT ACCOUNTANT
TE RUNANGA O TE RARAWA, CORPORATE
08.2006 - 12.2009
- Prepared monthly reports for Board and Trustees; Contracts administrator;
- Maintained sales invoices, reports and journals; Prepared accruals, prepayments and accounts pack for review; Handled bank reconciliations, posting and balancing;
- Handled weekly wages, petty cash, daily bank receipts and journal postings;
- Prepared yearly budgets and quarterly VAT returns; prepared for year-end audits; Set up new suppliers on accounting software, ensuring accuracy; Reported on debtors and credits
- Assisted in preparation of monthly financial statements and management accounts
- Verified accuracy of invoices and other accounting documents or records
- Managed daily banking transactions, including deposits, withdrawals, and transfers
- Performed month-end close procedures such as journal entries and reconciliations.
SERVICES
STOWERS ACCOUNTING SOLUTIONS
- Organizedexternal organizations to ensure compliance and uphold high standards; Process invoices, quotes, receipts, payments and various financial transactions; Manage payroll and weekly reporting functions; Handle accounts payable and accounts receivable functions;
- Prepare BAS and manage debts with ATO; Monitor and manage GST; Review and design daily management strategies for all accounts; Manage accounts, journals, credit notes and purchase orders; Prepare initial financial statements, reconcile bank accounts and prepare reconciliation bank reports; Negotiate and manage debts with ATO; Calculate, monitor and manage GST components; Handle all aspects of general business finance administrative support
- Managed team of 15 Owner Services Representatives to ensure customer satisfaction and retention
- Drafted and implemented policies, procedures, and standards for the Owner Services
- Department
- Coordinated with other departments to ensure seamless service delivery
- Developed reports on owner services performance metrics for senior management review.
Education
Diploma - Government (Management
Manukau Polytechnic Institute
09.2018
NZ Diploma - Business
12.2003
Chartered Accountants ANZ - undefined
ANZ - Xero
Skills
- Budget Administration
- Labor Relations
- KPI Management
- Business Management
- Account Management
- Contract Negotiation
- Customer Relationship Management
- Invoicing and Billing
- Account Reconciliation
- Administrative Support
- Data Analysis
- Business Development
- Logistics Management
- Strategic Planning
- Partnership Development
Timeline
OWNER/DIRECTOR & PLAN MANAGER
PLAN MANAGE ME LTD
01.2016 - 01.2020
OWNER/DIRECTOR
01.2012 - 01.2015
EXECUTIVE ASSISTANT
PLANNING AND INFRASTRUCTURE
01.2012 - 06.2013
SENIOR EXECUTIVE OFFICER
PLANNING AND INFRASTRUCTURE
03.2011 - 01.2017
ACCOUNTS RECEIVABLE OFFICER
OF SHARED SERVICES QUEENSLAND GOVERNMENT
01.2010 - 06.2011
ASSISTANT ACCOUNTANT
TE RUNANGA O TE RARAWA, CORPORATE
08.2006 - 12.2009
SERVICES
STOWERS ACCOUNTING SOLUTIONS
Diploma - Government (Management
Manukau Polytechnic Institute
NZ Diploma - Business
Chartered Accountants ANZ - undefined
ANZ - Xero
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