* Overseeing the day-to-day operations of the practice and ensuring compliance with relevant State & Federal regulations. * Managing all financial aspects of the practice, including budgets & cashflow forecasts, payroll, superannuation, accounts payable and receivable, ensuring all insurances are up to date, reconciliation of month end and monthly workpapers for review by the CEO. * Preparation of month end Financial Reports including a comparisons of actual results to budget and commentary around variance. Create a monthly report template (working with CEO to develop) for effective communication of key financial aspects of the Practice including but not limited to productivity by staff (comparison to production planner); write-off’s; contribution margin of business units; contribution margin of clients; analysis of rolling client revenue average YOY.* New client set up, engagement letters, ethical letters, onboarding, Xero & XPM set up, work with Business Services Manager to ensure ATO and ASIC onboarding are completed, work with Bookkeeping manager to ensure banking log-in’s and correct Xero access is completed. * Managing the practice’s human resources, including recruitment, training, and performance management. Create a training plan for each employee based on their upskilling requirements. * Preparation and lodgement of BAS & IAS, assist with the preparation of year-end tax workpapers for the S&S Practice & associated Trusts. * Developing and maintaining the practice policies and procedures. * Managing the practice’s IT infrastructure and ensuring that it is up-to-date and secure. Look to improvements across the Practice to increase efficiency.* Managing the practice’s marketing and business development activities.* Attend weekly WIP meetings.* Set up / organise client and staff functions. * Work collaboratively with senior members of the VCFO, Compliance & Tax & Bookkeeping & Management Reporting teams.* Support the company CEO.

Managed a multi-office operation spanning Sydney, Melbourne, Brisbane, Perth, and Auckland, overseeing up to 20 staff across two countries. Led staff recruitment efforts, including advertising, interviewing, hiring, and on-boarding. Executed full-cycle bookkeeping to record and reconcile financial transactions; prepared and filed BAS/IAS, managed entire payroll process, tax withholdings and superannuation contributions. Budget creation, implementation, and regular reviews, contributing to effective financial planning; implemented cost-saving measures. Developed and maintained training manuals, set goals, and conducted performance reviews. Liaised with various stakeholders, including the US CEO and staff, IT and finance departments, and legal entities, US Consulates/Embassies. Coordinated and hosted international events, from planning to post-event evaluation, with a focus on serving international clients. Successfully managed office setup, property leasing, and maintenance, ensuring smooth operations. Maintained company procedures, set targets, and adapted programs and procedures based on client feedback. Adherence to workplace health and safety protocols. Took on responsibilities as a Company Director registered with ASIC. Actively participated in sales and marketing activities, networking, and cross-promotion opportunities.

Streamlined office operations, developed office policies and procedures, improved efficiency. Managed day-to-day operations. Provided support to senior management and CEO. Coordinated and trained a team of 10 staff and 100 volunteers nationally. Successfully recruited, interviewed, and assisted 2000 applicants with suitable summer camp placements. Conducted pre-departure orientations, providing comprehensive information on program expectations, cultural differences, and logistics. Monitored participant compliance with program rules, addressing and resolving issues promptly. Served as the main point of contact for participants, their families, and other stakeholders. Collaborated with Camp Directors to ensure appropriate placements. Maintained accurate participant records, including applications, references, background checks, medical forms, and evaluations. Conducted post-program evaluations, gathering feedback to assess program success and identity areas for improvement.

Coordinated and trained a team of 8 staff and 80 volunteers nationally. Successfully recruited, interviewed, and assisted 2000 applicants annually with suitable summer camp placements.Conducted pre-departure orientations, providing comprehensive information on program expectations, cultural differences, and logistics. Monitored participant compliance with program rules, addressing and resolving issues promptly. Served as the main point of contact for participants, their families, and other stakeholders. Collaborated with Camp Directors to ensure appropriate placements. Maintained accurate participant records, including applications, references, background checks, medical forms, and evaluations. Conducted post-program evaluations, gathering feedback to assess program success and identity areas for improvement.

Planned and executed 200+ events nationally including information meetings and trade shows contributing to increased brand visibility and engagement. Managed end-to-end logistics for events, ensuring seamless execution and a positive experience for clients and attendees. Led on-site co-ordination for trade shows, overseeing booth setup, scheduling, and issue resolution. Successfully managed event budgets, optimizing resource allocation and maintaining financial targets. Collaborated with the marketing team to develop and implement promotional strategies, resulting in enhanced event attendance and participant engagement. Booked flights, internal travel, and accommodations for international delegates.

Executed full-cycle bookkeeping, including accounts payable, accounts receivable, and general ledger maintenance. Utilized accounting software (Xero) to accurately record and reconcile financial transactions. Conducted monthly bank reconciliations, identifying, and resolving discrepancies promptly. Generated financial reports, including balance sheets and profit and loss statements, to support informed decision-making. Developed and implemented efficient and standardized bookkeeping procedures to enhance accuracy and productivity. Collaborated with external accountants during audits, providing necessary documentation and ensuring compliance. Administered invoicing processes, including issuing invoices, tracking payments, and managing accounts receivable. Played a key role in budget creation, implementation, and regular reviews, contributing to effective financial planning. Managed the payroll process, ensuring timely and accurate payments, tax withholdings, and superannuation contributions. Maintained a high level of confidentiality and accuracy in handling sensitive financial information.