Bunbury Cathedral Grammar School

University of Technology, Sydney

Australian Catholic University

TAFE

Director at Emerald 101 Pty Ltd

Greater Melbourne Area

Within the Dexterous Group we provide Bookkeeping, Accounting and Tax services. As a Client Manager, my role is  to manage our outbound team in Manila and ensure clients receive innovative and quality work in a timely manner.

Dexterous Group

Financial Client Manager

Working as part of the Taxation Consulting Team providing tax consulting and compliance services.

Looking forward to a successful career within the Tax division.

I am energetic and motivated to achieve goals for self and clients.

Pitcher Partners

Accountant

Responsibilities:
- Preparing financial statements, including P & L, balance sheets, income tax returns and BAS;
- Preparing a broad range of tax compliance and consulting requirements;
- Liaising with ATO and ASIC;
- Adding value to your client base at every opportunity as well as to the firm;
- Strong technical accounting and tax compliance skills; and
- Working on companies, trusts, partnerships, and high net worth individuals
- Managing relationships with internal and external stakeholders
- Financial management reporting
- Working across a diverse range of industries
- Manage staff members

Key Relationships
- Partners
- Clients
- Colleagues
- ATO & ASIC

Thomas Hopper & Partners

Responsibilities:

Strategic Decision Making
- Preparation and first stage review of the long range financial plan
- Review all business cases as part of the Project Steering Committee

Operational Control
- Full month end process for area of responsibility - post accruals, prepare/review commentary,
prepare variance analysis, prepare month end reports
- Preparation of quarterly forecasts/annual budgets
- Detailed understanding of all material IT, Product, Operations and Corporate contracts
- Attendance at team meetings for areas of responsibility
- Maintain fixed asset register
- Prepare annual R&D tax claims
- Cashflow management for area of responsibility

Transactional Services
- End to end management of AP process for area of responsibility
- Preparation and clearing of bank reconciliations and other banking issues
- Reconciliation of high volume transactional database with Bank Statements.
- Managing working capital and forecasting cash flow requirements
- Preparation of balance sheet reconciliations and month end files
- Processing and allocation of corporate credit cards
- Processing of expense claims
- Assist with BAS preparation
- Assist with year-end audit
- Maintenance of intercompany loan balances
- Authorise and maintain petty cash float and expenditure.
- Fortnightly and Monthly Payroll using MYOB
- Quarterly superannuation submission

Key Relationships
- Head of Product, plus team
- Head of IT, plus team
- Head of Operations, plus team
- Project Steering Committee
- Financial Controller / CFO
- Finance Business Partner (Revenue, Cost of Sales, Marketing)
- Client Funds/ Treasury Analyst
- PWC (R&D tax claims)

Tom Waterhouse

Finance Business Partner

Software used - Navision
Coding & processing a high volume of invoices
Processing up to 200 invoices per week
EFT & cheque weekly payments
Batch total varying from $200 to 2,000,000
Bank reconciliations of over 100 entities
Banking
Accounts Receivable invoicing
On-charging 100 invoices week to internal companies
Process reimbursement of employee expenses
Creation of supplier cards
Reconciliation of end of month & quarterly accounts
Completion of sundry debtor reconciliation & small entity reconciliation
Asset Reconciliation & BAS Lodgement
Reconciliation of creditor statements
Distribution and reconciliation of Petty Cash
Weekly update of Cash movement reports for 5 entities - using Excel
Transfer of funds between companies
Using ANZ as well as completing journals in Navision
I permanently relocated to Sydney on the 31st December as my partner was offered work in   NSW.

ABN Group

Accounts Payable Officer

Software used - NetSuite
Receiving, coding & processing a high volume of invoices
Processing up to 150 invoices per week
Complete Suppler Credit Applications
Reconciliation of AMEX direct debit
Bank reconciliation - weekly
EFT monthly processing of Contractors payments, employee salaries, expenses and vendors
Answering supplier queries
Reconcile supplier statements
Reconciliation of AMEX direct debit
Timesheet & Expense Claims
Update expense claims, timesheets, & AMEX statement templates for consultants
Receive expense claims, timesheet and AMEX statements
Check/correct coding for 198 employees and consultants timesheet/expense and AMEX claims
Respond to high volume of queries regarding timesheet/expense/AMEX claims
Manually maintain trackers conveying received timesheet/expense/AMEX claims
Create Recipient Created Tax Invoice (RCTI) for contractors
Corporate Credit Card Administration - Ordering new cards, removing old cards


Reporting
Produce Aged Report and reconcile to GL
Consultant Not Paid Report
Cash Reporting and forecasting

Partners in Performance International

Accounts Payable Clerk

Software used - Synergy
Provide a high and professional level of customer service
Direct customers to correct departments
Reception and busy switchboard operation
Greet customers and visitors for meetings
Receipt all payments
End of day balancing & preparation of daily banking deposits
Maintain the booking system for the City's community facilities
Create and organise bookings for the City's facilities
Invoice hall hirers - Using Excel
Chasing of payments - Using Outlook for all reminders
Monitor and chase payments owed to City of Subiaco, refund bonds held
Inspect and maintain venues
Receive and distribute keys to the City's community facilities
Prepare standard correspondence and documents
Assist with data input
Printing and posting parking infringement reminders
and final demands on a weekly basis
Conduct duties of Co-ordinator such as timesheets and monthly reports

City of Subiaco

Customer Service Officer

Provide a high and professional level of customer service
Reception and busy switchboard operation
Greet customers and visitors for meetings
Receipt all payments
End of day balancing & preparation of daily banking deposits
Assist Rates Officer in word processing and data entry
Upkeep of stationery and kitchen levels
Prepare Council Chambers for Council meetings
Public liaison at Council meetings
Petty cash recoup
Rubbish Bin requests and orders
Event bookings for Shire Hall and Reserves
Processing of cheque requests for refund of hall bonds
Creditors (Accounts Payable)
Processing creditor invoices including; entering orders,
Matching invoices to orders and entering data into computer system.
Processing cheque runs
Preparation of monthly accounts for presentation at each Full
Council Meeting.
Assistant Rates (Accounts Receivable)
Answering account queries - debtor and creditor assistance
Creating invoices & credit notes
Settling properties
Reconciling bill express to Synergy data base
Conducting Direct debit

Shire of Dardanup

Reception and switchboard operation
Word processing and data entry
Receipting, cash handling and til balancing
Banking and petty cash
Maintenance of stationery and kitchen supplies
Outgoing mail and filing

Brigette Panetta

Brigette Panetta