Megan Fleming

• Collaborated with cross-functional teams to ensure seamless integration and adoption of a new job management, time tracking and invoicing system.
• Streamlined financial processes by implementing efficient accounting systems and modifying existing procedures.
• Managing the flow of information from the job tracking system through to payroll and invoicing.
• Setting up and managing client rate cards.
• Streamlined financial processes by implementing efficient accounting systems and modifying existing procedures.
• Prepared and mailed invoices to customers and uploaded invoices to customer portals.
• Utilized data visualization tools to effectively communicate business insights and weekly income and budget progress.
• Optimized system performance through regular maintenance and troubleshooting.

Sole charge position to provide the day-to-day accounting function for a New Zealand wide training organisation that specialised in computing software and project management courses.

• Managing daily accounting tasks through Xero
• Statutory filing obligations, GST, PAYE and FBT returns
• Payroll processing and management
• Used PowerBI and Excel to conduct financial analysis, presenting valuable business insights to management.
• Managed accounts up to trial balance
• Coordinated with external accountants to ensure smooth and timley year end accounts.
• Identified inefficiencies in workflows and implemented process improvements.
• Contributed to the successful implementation of a new CRM system, resulting in increased efficiencies.

Contract position established to manage and perform an audit of Doctor’s CME hours at the Waikato DHB.

• Developed a process to audit and reconcile CME hours.
• Preformed analytical review of CME hours through data collated from multiple sources to identify errors.
• Provided detailed documentation on audit findings, Identifying data errors and making recommendations to eliminate errors and improve CME procedures.

Accountant position within a chartered accounting practice

• Preparation of financial statements, for a variety of clients, ensuring compliance with relevant accounting standards.
• Preparation of various school’s monthly management reports for presentation to the School’s Board of Trustees
• Assisted with the transition to the new MOE school end of year reporting framework for schools
• Completing Tax, GST, PAYE and statistics returns

Start-up IT business services company. Implementation and daily management of all account and administration processes and procedures within the company.

• Managed all accounts payable and receivable, ensuring timely processing and accurate recordkeeping.
• Completed monthly account sup to trial balance.
• Coordinated with external accountants to ensure smooth and timley year end accounts.
• Managed the continuous improvement of processes, including collaborating on the development of the job management system
• Contributed to the strategic direction of the company including investigating what business sectors to target and determining the best utilization of resources for optimal product delivery
• Management of large projects including profit projections, financial reporting and resource allocation