Kelly White

• Administer the reconciliation of bank accounts in Xero and the accounts payable process.
• Administer and take responsibility for relevant finance email inboxes.
• Administer the leave process and assist in payroll functions.
• Administer and take responsibility for Accounts Receivable collections and balances.
• Take responsibility for appropriate filing.
• Assist with the presentation and preparation for leadership and board meetings.
• Assist with duties and administration of Zoho CRM, Projects, Books and Analytics.
• Assist with other finance and project related duties as required.
• Assist in the preparation of process documentation.
• Maintain confidentiality to the highest appropriate level.
• Participate in ad-hoc company-wide finance projects.
• Provide general office administration and support.
• Integrate carbon and sustainability KPIs in company reporting.
• Contribute to meeting or exceeding company sales, billing, revenue and profit targets.
• Manage customer expectations and contribute to a high level of customer satisfaction.
• Strong commitment to thinkstep-anz’s mission – supporting organisations to succeed sustainably.
• Undertake other duties and projects as required by the CEO or delegate.

• Manage the national accounts payable function ensuring the weekly and monthly vendor payments are paid by the due date and are reconciled appropriately.
• Process reimbursements through Approval Plus
• Process credit card statements monthly
• Maintenance of automatic payments register
• Assistance to receivables coordinator
• Assist Financial Controller as required
• Software used in this role are Xtracta, ApprovalPlus, Netsuite and the Microsoft office applications such as Outlook, Excel and Word

• Monthly accounts include Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, Purchase Orders, Annual software maintenance renewals
• Financial Reports – Profit & Loss monthly statement
• Credit Control
• Banking as Required
• Filing Tax Returns: GST & Provisional, PAYE and RWT
• Payroll, Timesheet management
• Sales Commission calculations
• Reception duties include answering phone calls, daily inward and outward mails and filing
• Order of stationeries and office supplies
• Admin Support to Sales Managers
• Manage outward correspondence and courier requirements.
• Establishing and maintaining effective filing systems for the management of data and records
• Organising and finalising travel (domestic and international) arrangements
• Liaison with company Accountants regarding Tax returns and Financial Year
• Liaison with Suppliers and Clients

• Women’s competitive artistic gymnastics coach. Previously coached a variety of ages and abilities.
• Applied critical thinking to advise athletes on how to make improvements
• Retention of gymnasts through a balance of hard work and fun.
• Reflected and learned new skills to enable the success of my athletes
• Mentoring younger coaches and encouraging other older gymnasts to also give back in the way of coaching
• Applied problem solving, determination and hard work to find ways to help athletes achieve their goals
• Listened to the athletes and adjusted my coaching accordingly

• Managing email accounts, maintain and enhance working relationships with new and existing customers
• Maintain leave calendar and timesheet report for approval, maintain employee expenses to be approved and entered into company financial program (Accentis). Filing and archiving, month end tasks, updating safety register.
• Create suppliers in the company financial program, enter supplier invoices/purchase orders, report on outstanding supplier invoices monthly
• Process monthly/weekly invoices including progress claims, process retentions and remittances, debtor/creditor management. Job and purchase order creation and management. Ordering supplies. Management of job completion and paperwork from technicians.
• GST reporting, bank account reconciliation, intercompany invoicing, maintenance of fleet register

Completed all administrative and accounting duties for a self employed builder with the oversight of an accountant

Answered incoming calls on the employer and GST lines. Also, occasionally making outbound courtesy calls to give information to businesses in need of support

• Competitive gymnastics coach.
• Recreational gymnastics programme manager and coach.
• Responsible for a team of 15 other recreational gymnastics coaches, created the programme to follow daily and on a term by term basis.
• Phoned clients regarding re-enrollment.
• Liaised with parents regarding any matters arising

• Administrative assistant in a residential construction company office. Also, the office of plumbing, architectural, plastering, painting, brick and block laying companies.
• Duties included answering phones, photocopying and collating building plans.
• Accounts payable and receivable.
• Checking orders against invoices and sorting discrepancies.
• Any other general office business such as filing, binding, mail collection and sorting

Coached a variety of gymnastics classes including recreational and competitive disciplines