Jason M. Email & Phone Number

Canberra, Australian Capital Territory, Australia

Canberra, Australia

Australia

Sydney, Australia

• Preparing financial advice, analysis, papers and reports to contribute to the development of accurate and timely financial information for a branch and whole of the agency. •Participating in and prepare financial reports, budgets and forecasts including program budgets for individual areas and across the agency, ensuring compliance with financial management protocols and financial budget requirements, using SAP Financials ERP system.•Analysing and interpreting financial reports for a Branch and EPA's overall recurrent budget program, identifying budget variances and recommending and implement solutions after generating them in SAP. • Preparing reports, submissions and other correspondence relating to a broad range of EPA issues.• Providing effective budget management and financial assistance in an environment where the financial management skills base across the agency requires coordination and oversight and involves complexity in the budgets, external grants, funding arrangements, resource allocation and protocols.

Sydney, Australia

• Prepare month end financial and management reporting for properties, ensuring timely delivery of reports to: property managers, owners and State Trust accounting function as required, including accruals, prepayments and analyzing variances in MRI. • Prepare special month-end reports for the major properties in MRI• Prepare balance sheet reconciliations, investigating and resolving issues in MRI.• Reconcile Trust Bank Accounts using MRI• Respond to queries in a timely and efficient manner to ensure that internal and external client needs are met.• Work closely with AP and AR team to ensure processing is accurate and assist with queries• Assist property managers to prepare outgoings reconciliations and annual budgets.• Assist in maintenance of property accounting details in internal database.• Managing relationship with internal and external stakeholders.• Assist the business in meeting their objectives by providing accurate, reliable and timely information.• Assist the state product directors with any queries on the monthly P&Ls and act as a liaison point with the financial control team.

Sydney, Australia

Position Responsibilities:• Adopting effective business partnering to interpret funding contracts and convey project budget information for non-finance stakeholders to facilitate better financial management and minimise risk of non-compliance and as part of a month end meetings with finance stakeholders to discuss variances to budget. • Analysing and interpreting research data and reports, and monitoring the success rate of grants and contracts to improve forecasting and preparing financial statement acquittal requests as and when research milestones are reached.• Contributing to the development and implementation of internal control procedures to identify non-compliance with regulations, contracts, grants as well as internal policy and procedures.• Embracing a culture of continuous change through assessing the tools & systems used to complete tasks with the goal to improve accuracy, transparency and efficiency of processes.Key Achievements:• Proved to be very efficient in terms of completing requests for stakeholders such as the grants management office, academic staff and requests from affiliates and the division with precision and within a 24 – 48-hour timeframe.• Utilised key business partnering opportunities to effectively improve key stakeholder relations in meetings with key academic and research finance staff members, when requested to report on budget v actuals on projects. • Excelled with exercising discretion and judgement when tasked with new and more challenging tasks, such as preparation of financial statement acquittals for NHMRC and contract research accounts.

Sydney, Australia

Position Responsibilities:• Developing and overseeing the delivery of the annual budget for 2018 and quarterly forecasts in consultation with the Director and the Finance Committee and Council of International House (IH) and using MS Excel manipulations to develop a student revenue model with different scenarios of fee increment proposals.• Responsibility for the oversight of all accounting and finance operations at IH as the only Finance staff member in a small team partnering with the IH Director and finance committee with independent responsibility and accountability for managing the reporting of financial performance and financial position of the residential college. • Key monthly tasks associated with the finalisation of month end reconciliations and submission to Finance Central, reviewing the financial performance in the monthly management report prior to meeting with the Director and the Finance Committee and placing charges on the accounts of residents classified under self-catered contracts. • Participation in ad-hoc project work as required by the Director such as the GST treatment on residential rent and networking with other external colleges in key meetings and finance workshops organised by Finance Central. Key Achievements:• All management reports on income & expenditure were provided in timely & accurate manner to the Director, Management and the Finance Committee along with the delivery of the 2018 budget and quarterly forecasts. • Excelled at using PeopleSoft and Oracle ERP systems with a better knowledge of how to pay supplier invoices, set up new purchase orders, preparation of journals and analyse YTD, prior year actuals v budget v forecasts.• Contributed to continuous improvement initiatives by replacing a lot of hard copy documentation with electronic records for daily banking and advocated the transition from the cheque account to the EFT student payment gateway.

Sydney, Australia

Position Responsibilities:• Managing the maintenance of the whole university’s Chart of Accounts (COA) - This includes updating the general ledger chartfields, combination rules and tree structures, manuals and procedures, websites, spreadsheets and providing guidance to university wide finance staff on the University’s Chart of Accounts.• Coordinating and contributing to various ad hoc financial projects in the portfolio such as a monthly COA training session for new and existing finance staff through face to face presentations prepared and delivered by myself.• Utilising PeopleSoft and Oracle reports for effective preparation and processing of carry forward journal entries, reconciliation of accounts, integrity checks on the whole university’s GL, COA tree structures and reporting systems. • Liaising and coordinating with other Financial Services staff and teams for the administration of financial matters to ensure speedy resolution and effective client service provision for the setting up, renaming and inactivating accounts.• Ensuring the policies and procedures that relate to the University’s COA are up to date with the latest improvements communicated to stakeholders and that the finance website is updated and maintained to reflect changes to COA. Key Achievements:• Preparation of general ledger reconciliations on a timely basis and with accuracy in order to ensure compliance with the general ledger integrity of the financial data with PeopleSoft and Oracle ERP reporting systems.• Partnering with stakeholders to provide accounting support and advice, including technical accounting assessments through development of key documentation, COA presentations and a timely turnaround of requests with accuracy.• Involved in critical project work as per the instructions of senior management, such as the restructure of the Master Organisation Hierarchy and the PeopleSoft upgrade at USYD which met all deliverables with zero error.

Sydney, Australia

Position Responsibilities:• Preparing expense acquittal statements and sending them to Chief Investigators and faculty finance managers for approval prior to sending them to external granting bodies, using Oracle Hyperion ERP systems. • Generating invoice requests for the university granting bodies and partnering with stakeholders (faculty finance staff, granting bodies and Chief Investigators) to ensure grant income was received once project milestones were completed.• Assisting with preparing FBT journals for motor vehicles and entertainment for the FBT year ending March 2013. • Variance analysis for balance sheet and profit and loss accounts.• Assisting with the preparation of documentation and implementation of two-year end accruals processes.• Using PeopleSoft ERP systems to upload and certify bank reconciliations from various faculties monthly and quarterly.• Invoicing clients using PeopleSoft ERP system and assisting with resolving client queries.• Uploading journals into PeopleSoft system and investigating underlying transactions during month end close.Key Achievements:• Acted as a subject matter expert, by providing accurate and timely responses to various members of staff in the faculty and professional service units by presenting myself as a main point of contact for communicating policies and procedures in relation to the year-end accruals processes, journal processes, reconciliation processes and accounts receivable processes.• Partnered in with key stakeholders at key times of the year, such as the financial controller, director and auditors especially when requested to furnish key work samples to substantiate financial statement data during the year end close. Substantially improved my organisation and time management skills though multitasking effectively variety of key tasks to be performed with conflicting deadlines and team working with senior experienced colleagues.

Associate'S Degree, Accounting

Activities and Societies: Online discussion groups Part of the Young Professionals group

Bachelor'S Degree, Accounting

Activities and Societies: Indoor Soccer once a week Part of the Economics and Finance Society Part of AISECBachelor of Commerce - Major.

Education record

Education record