James B. Email & Phone Number

North Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Key responsibilities:- Sales reporting, analysis, and forecasting - Cashflow reporting and forecast analysis - Fixed asset management - Loss Prevention analysis - Preparation and variance analysis of monthly financial statements - Developing FY24 budget file using forecast figures and co-ordinate department heads review and approval of expenses Achievements: - Created 5-year forecast model to analyse future financial performance - Developed formal… Show more Key responsibilities:- Sales reporting, analysis, and forecasting - Cashflow reporting and forecast analysis - Fixed asset management - Loss Prevention analysis - Preparation and variance analysis of monthly financial statements - Developing FY24 budget file using forecast figures and co-ordinate department heads review and approval of expenses Achievements: - Created 5-year forecast model to analyse future financial performance - Developed formal financial procedures for processes - Redesigned the month income statement to run with more accuracy and automation Show less

Sydney, Australia

• Managing monthly reporting process on performance and variance analysis for an Australia and NZ $100m+ retail company.• Managing financial team of 7+ and transitioned the team through large changes including accounting system changes, procedural updates, and change to the WFH structure. • Liaise with department heads on generating annual budget and ongoing performance reviews.• Lead and developed several large projects to redesign the daily and monthly reporting… Show more • Managing monthly reporting process on performance and variance analysis for an Australia and NZ $100m+ retail company.• Managing financial team of 7+ and transitioned the team through large changes including accounting system changes, procedural updates, and change to the WFH structure. • Liaise with department heads on generating annual budget and ongoing performance reviews.• Lead and developed several large projects to redesign the daily and monthly reporting process using programming skills in VBA, SQL and SSRS saving 60+ hours per month.• Established and managed the debtor fraud prevention project using the Accertify solution reducing annual fraud lost by more than 60%• Built 20+ Excel spreadsheets using technical skills in database reporting and Excel VBA saving 100+ hours per month across various departments.• Developed and create procedures for an internal staff sale site to reduce scrapped inventory using skills in HTML, PHP and Java Script, generating additional $300k+ revenue.• Lead and analysed large company projects including the overhaul the structure of the postage charged to customers, moving from paper to digital document management for finance and warehouse teams, and developing creditor claims system.• Ongoing liaising with external audit and built several reports reducing time wasted manually pulling paperwork. Show less

Education record

Bachelor Of Accounting

Diploma Of Accounting

Hsc