Providing accounting services to businesses

Conduct a comprehensive audit of the current Power BI reports identifying areas for improvementEvaluate the accuracy, consistency and completeness of the data being reported, against the original source dataIdentify and assess any risks associated with the current reportsIdentify any gaps in documentation around the specific report requirementsWork with stakeholders to ensure that the reports are in alignment with their required needs

Preparation of all monthly and annual reporting requirements delivered with a high level of accuracy and meeting or exceeding deadlinesManaging a team of three qualified financial accountants with team members performance exceeding their KPIsManaging all technical accounting issues and ensuring all correctly disclosed in Financial StatementsSuccessful external audit with no Auditor Management letter points or audit recommendationsEnsuring all statutory obligations are met and prepared to a high level of accuracy and meeting or exceeding deadlines

Developed and managed the 5 year financial planning process and long term budget pack with strategic analysis for Board approval and has been approved and endorsed by the Board in recent years without any rework or major changesDeveloped and automated management reporting for financial performance by tracking key performance indicators and variance analysis between actual business performance against budgetLead a finance team with team members performance exceeding their KPIsMaintaining the financial systems software with no control weaknesses including delegations of authority in the financial system and procurement moduleManaging external reporting to shareholders and other stakeholders to a high level of accuracy and meeting or exceeding deadlines

Preparation of all monthly and annual reporting requirements delivered with a high level of accuracy and meeting or exceeding deadlinesManaging a team of three qualified financial accountants with team members performance exceeding their KPIsManaging all technical accounting issues and ensuring all correctly disclosed in Financial StatementsSuccessful external audit with no Auditor Management letter points or audit recommendationsEnsuring all statutory obligations are met and prepared to a high level of accuracy and meeting or exceeding deadlines

Formed part of the senior management team and challenged with meeting Year End, Annual Financial Statements, Monthly Shareholder Reports, Exco pack report and Board pack reports.Business partner to the General Manager and other department heads on budgets, business plans and decision support.Identified opportunities to improve EBITDA and Gross Profit through eliminating unnecessary costs.Improved reporting capability through streamlining and optimising reporting functions, automated manual tasks whilst delivering more accurate reporting data. Ensured full conformance with IFRS and in Dec 2013 received a “clean audit report”, the first time this had been achieved in more than 6 years.Managed company treasury reporting, and continuously monitored company cash flow, whilst ensuring correct control of debtors/creditors were maintained at all times to maximise cash returns.

Compiled both quarterly and year-end audit packs, and liaised directly with auditors on compliance, and oversaw the integration of new policies and procedures to improve processesPlayed a key role in the implementation of a Management Information System (MIS) to assist management to be able to make better decisions. This included business analysis, requirements, testing, end user training and business planning. Key outcomes included:■ Portfolio review capability to assist management in key decision making;■ New and improved valuation modelling capability;■ Design of new analysis functions used for decision making and for budgeting;■ Training end users on SAP Business Objects to be able to create ad hoc reports.■ Providing BI Reports for end usersAssisted with the full automation of Forex postings resulting in the business, as a result the firm is able to improve the way it trades and has saved the business in excess of AUD12k per annum.Reduced month end tasks by more than half a day, successfully automating monthly and statutory reporting, eliminating manual steps to enhance accuracy of the reports and optimise reporting processes.Implemented IFRS and enhanced group accounting policies, and focused on opportunities to improve systems performance and reporting capability.