• Same duties outlined below, with the additional responsibility of project managing the QuickBooks to MYOB System Implementation

Areas of specialisation: Business, Leadership and Management, Finance, Marketing and Communication

The Carbon Business Group have operations in Perth and Melbourne. They specialise in providing business services, tax, SMSF, bookkeeping, cloud integration, finance advisory to SME companies. My time was spent on 50% review work and 50% client relationships and I reported directly to the Managing Director. My portfolio ranged from consulting training, concreting, construction to crane hire businesses around the $2M turnover.• Worked with clients on strategies to maximise cash flow and mitigate potential financial risk. Assisted clients with the implementation of new procedures and processes, and on strategic matters such as pricing, costing, and budgeting. Further aided with building business plans to aid with debt and capital raising.• Actively involved in developing new business and successfully won several key accounts.• Formulated the business models and projections that aided a client with preparing accurate valuations and to be able to effectively manage the sale of their business based on market value and goodwill.• Managed the transition and integration of a newly acquired business, reaching out to each client, and demonstrating superior levels of service that would ultimately result in nearly all clients transitioning across.• Advised organisations regarding Accounting software solutions, development, selection and deployment of IT accounting software.

Welltech Total Water Management is Australia’s leading specialist in Construction Water Supply, Sewer Bypass operations, water well drilling and groundwater management with clients that include RIO Tinto, BHP, Leighton, John Holland and more. I was responsible for 25 employees, 4 of which made up the accounting division.• As the General Manager, this position reported to the Directors and was responsible for the management of Administration, Finance, Engineering, Technical, Sales, Drafting and Design, HSEQ (Health, Safety, Environment, & Quality), and Operations.• Oversaw relationships and monitored SLAs with major clients such as Rio Tinto, BHP, Leighton, John Holland, Brierty, Ertech, Georgiou and NRW, whilst ensuring projects/contracts were being mobilised correctly and after care provided. Tendered contractual negotiations with Tier-1 clients from $500k to $5 million+.• Directed the integration of a new Drilling company (M&A), projecting $750k net profit to the business.• Conducted a full P&L review and analysis of entities and structures, identifying an immediate $250k per year in bottom line savings, proposed and wound down Melbourne resulting in a further $250k per year saving.• Worked in close collaboration with the Operations Manager, Technical Manager, Sales Manager, Design and Drafting Manager, HSEQ Manager, and Engineer Manager on initiating change throughout the organisation.• Supported several marketing initiatives including a full revamp of existing website, online digital marketing, and sponsorships such as the “City to Surf”.• Led a performance driven team of 8 FTEs being the Operations Manager, Technical Manager, Sales Manager, Design and Drafting Manager, HSEQ Manager, Executive Assistant, Procurement Coordinator, and an Engineer Manager.• Implemented a new job costing and project report model to more accurately assess project P&Ls.

As the General Manager, this position reported to the Directors and was responsible for the management of Operations, Finance, Engineering, Technical, Sales, Drafting and Design, HSEQ (Health, Safety, Environment, & Quality), and Administration.♦ Strategic partner to the business on delivering change management initiatives♦ Established a cost-efficient business model♦ Conducted a full review and analysis of entities and structures♦ Identified over $500k in immediate savings through P&L and asset restructures♦ Managed the overall financial operation from statutory reporting to controls♦ Reviewed WTWM’s markets and developed strategies to ‘manage’ market challenges.♦ Managed contact SLAs with Rio Tinto, BHP, Leighton, John Holland,Georgiou etc♦ Tendered contractual negotiations with Tier-1 clients from $500k to $5 million+. ♦ Implemented a new job costing and project report model ♦ Directed the integration of a new Drilling company (M&A), projecting $750k net profit ♦ Supported digital and local marketing campaigns♦ Ensured prudent management of HR and staffing (25FTEs) ♦ Motivated staff to discharge their responsibilities effectively and efficiently♦ Led a performance driven team of 8 FTEs

Eclipse Financial Solutions provides comprehensive practical accounting and financial planning services to a broad client base. The owner is a former business partner of GeersSullivan.• Appointed by the Directors to aid the practice with reducing a large backlog of work, as well as to provide support, guidance and reporting across a mixed portfolio of clients from companies to high net worth individuals and trusts.• Serviced a diverse client base providing comprehensive financial and management reports and analysis. including balance sheets, profit and loss, tax returns, and managing all taxation and legal compliance obligations.• Delivered comprehensive tax advice in relation to such matters as business structuring and restructuring, acquisitions and divestment, grain trading, as well as tax losses, tax consolidation, CGT, debt/equity etc.• Compiled tax planning and estimates, financial projections, and planning for more complex clients.• Prepared research memorandum, written correspondence/guidance, and other documents for submission to the ATO and/or other taxing authorities as well as external authorities as required.• Certified Xero service provider, work in close collaboration with organisations on the deployment of Xero and changes needed for setting up charts of accounts, internal procedures, and processes.

GeersSullivan is a 3 Partner chartered accounting firm that provides proactive, personalised accounting and consultancy services to individuals, SME businesses, listed companies, and not-for-profit organisations. The practice employs around 30 staff. I worked directly for 1 Partner and managed a team of 6 employees, working on a portfolio of businesses up to $10M turnover.• Managed the production of annual, statutory, special purpose and interim financial reports, cash flow and projected cash flow statements including budgets, and preparation of regular Gross Profit, Net Profit, and Financial Ratio as well as strategic analysis of financial reports.• Attended senior management meetings to contribute towards short and long-term strategy.• Reviewed, analysed and reported financial data to executives to improve decision making, helping stakeholders with achieving a better understanding of profitable and no profitable projects/operations.• Provided comprehensive financial and management reports and analysis that enabled clients to accurately and clearly understand the financial health of the business and tax liability.• Monitored WIP of the team to ensure that productivity is in conjunction with company budgets, whilst monitoring service levels and ensuring quality of work reflects business standards.• Consulted with clients on M&A (due diligence), market expansion and company buy-outs.• Advised businesses on the selection and deployment of IT accounting software.

Curtin University, Curtin Business School is the leading business school in the state of Western Australia with qualifications recognised both nationally and internationally.• Mentored and advised students with regards to course selection, unit section, and all other student matters, worked closely with the academic staff regarding course applications, and managed/administered student enrolments, enquiries, emails, answering phones and general administrative tasks.