Summary
Overview
Work History
Education
Skills
Timeline
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Marie Thomas

Whangarei,NTL

Summary

Dynamic finance professional with extensive experience, excelling in financial reporting and analysis. Proficient in Xero and advanced Excel, I demonstrate strong attention to detail and effective communication skills. Successfully streamlined operations, enhancing efficiency and accuracy in financial processes, contributing to improved organizational performance.

Overview

5
5
years of professional experience

Work History

Accountant

Gunson McLean Chartered Accountants
11.2022 - Current
  • Prepare and file GST returns
  • Prepare financial statements
  • Prepare tax returns and manage client tax liability with IRD
  • Prepare and file Employer and PAYE schedules
  • Assist clients with their external software processes and training

Cafe Owner

Cuppacakes
11.2021 - 03.2023
  • Managed financial aspects of the business, including budgeting, forecasting, and controlling costs.
  • Ensured compliance with health and safety regulations through regular employee training sessions and facility inspections.
  • Mentored and trained employees to improve performance and encourage professional growth.
  • Enhanced customer loyalty through exceptional service and consistent product quality.
  • Fostered a welcoming atmosphere by maintaining a clean, organized, and visually appealing cafe environment.
  • Increased customer satisfaction by implementing high-quality food and beverage offerings.
  • Implemented inventory management systems to minimize waste and optimize stock levels.
  • Continually refined menu options based on customer feedback, ensuring a variety of choices that appealed to a wide range of tastes and preferences.
  • Facilitated open communication among team members, promoting a positive work culture that encouraged collaboration and innovation.
  • Developed strong relationships with suppliers to ensure timely deliveries and favorable pricing terms.
  • Boosted cafe sales with creative marketing strategies and promotional events.
  • Expanded menu offerings to cater to diverse dietary needs, increasing overall appeal of the cafe.
  • Optimized staffing levels during peak hours to maximize revenue while minimizing labor costs.
  • Collaborated with local businesses to host joint events, fostering community engagement.
  • Established partnerships with local farmers markets, which allowed for sourcing fresh ingredients at lower prices while supporting the community.
  • Increased repeat business from customers by offering loyalty programs and personalized incentives based on purchase history data analysis.
  • Organized special events such as live music nights or themed dinners that attracted new patrons to the cafe.
  • Successfully navigated challenges such as seasonal fluctuations in business by adjusting operational strategies accordingly.
  • Streamlined operations for efficiency through effective staff training and scheduling.
  • Conducted regular reviews of competitors'' offerings to stay current on industry trends and maintain a competitive edge in the market.
  • Trained and motivated employees to perform daily business functions.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Managed day-to-day business operations.
  • Established foundational processes for business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Managed staff schedules and maintained adequate coverage for all shifts.
  • Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
  • Oversaw food preparation and monitored safety protocols.
  • Purchased food and cultivated strong vendor relationships.
  • Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment.
  • Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
  • Trained staff on proper cooking procedures as well as safety regulations and productivity strategies.
  • Maintained effective supply levels by monitoring and reordering food stock and dry goods.
  • Enhanced financial controls to minimize theft and loss risks, continuously maintaining accurate accounts and cash drawers.
  • Implemented effective inventory control systems to reduce food spoilage and waste.
  • Reduced health risks and safety hazards by preparing beverage products consistently while creating cleaning schedules, restocking items and sanitizing equipment to adhere to health department standards.
  • Motivated staff to perform at peak efficiency and quality.
  • Analyzed sales data to identify trends and adjust purchasing decisions accordingly.
  • Monitored and adjusted pricing, discounts and promotions to maximize profitability.
  • Coordinated with catering staff to deliver food services for special events and functions.
  • Inspected equipment and machinery for proper working condition and directed staff to clean and repair as needed.
  • Verified prepared food met standards for quality and quantity before serving to customers.
  • Developed unique events and special promotions to drive sales.
  • Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions.
  • Maximized quality assurance by completing frequent line checks.

Finance Administrator

Keith Andrews Trucks
11.2020 - 11.2021
  • Monthly reconciliation of all inter-company and large creditor accounts.
  • Preparation of GST and FBT returns, for review by Financial Accountant.
  • Update and maintain curtailments for review by Financial Accountant.
  • Daily capturing of sundry entries on KAT bank accounts.
  • Monitor and follow up on vehicle debtors.
  • Processing and reconciling of monthly petty cash.
  • Checking weekly/monthly creditors payments.
  • Preparation and reconciliation of various balance sheet and income statement accounts for monthly
    management and year end reporting.
  • Administration of company fleet vehicles.
  • Ensure payment obligations are made on time.
  • Preparation of creditors application forms and review of terms for approval from Financial Accountant.
  • Assist other team members where required to ensure deadlines and cutoffs are met.
  • Various ad hoc tasks to assist Financial Accountant and Management team.

Financial Controller

Fieldco Foods
12.2019 - 11.2020
  • Purchase orders (daily)
  • Inward goods (daily)
  • Time tracking (daily)
  • KPI reports to teams (daily)
  • Reports to managers as requested (daily)
  • PAYE/Payroll duties (weekly)
  • Bank Reconciliations (weekly)
  • Sales invoice reviews (weekly)
  • Creditors, bills entered (weekly)
  • P&L Fieldco (monthly)
  • P&L Partnership (monthly)
  • P&L Fieldpak (monthly)
  • Debtors Ledger (monthly)
  • Forecast tracking (monthly)
  • IRD requirements - GST etc (monthly)
  • Report for Board (monthly)
  • Other tasks (as requested)

Education

Graduate Diploma of Chartered Accounting (GDipCA) - Accounting

Chartered Accountants Australia & New Zealand
Sydney, AU
03-2026

Bachelor of Applied Management (BAM) - Accounting

NorthTec
Whangarei, NZ
01-2015

Skills

  • Proficient in Xero
  • Proficient in MYOB
  • Proficient in QuickBooks
  • Proficient in Microsoft Office
  • Advanced Excel proficiency
  • Accounts payable & receivable expertise
  • Payroll management expertise
  • Proficient in data analysis
  • Strong attention to detail
  • Strong verbal and written communication
  • Efficient data entry
  • Proficient touch typist

Timeline

Accountant

Gunson McLean Chartered Accountants
11.2022 - Current

Cafe Owner

Cuppacakes
11.2021 - 03.2023

Finance Administrator

Keith Andrews Trucks
11.2020 - 11.2021

Financial Controller

Fieldco Foods
12.2019 - 11.2020

Graduate Diploma of Chartered Accounting (GDipCA) - Accounting

Chartered Accountants Australia & New Zealand

Bachelor of Applied Management (BAM) - Accounting

NorthTec

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