Maxispan is a designer, manufacturer, and installer of steel framing, trusses, and floor systems to the residential housing and commercial building sectors in metropolitan Adelaide and its environs.My role includes:• Gross profit management and analysis (project based);• Profitability and cash flow turnaround;• Credit risk management;• Cash flow management;• Payroll & IR management;• Management reporting overhaul;• Budgeting & forecasting;• Statutory reporting & compliance;• Bank reporting & liaison;• Finance restructuring;• Insurance risk management;• Process improvements;• Reporting to business owners / company directors.

SA Structural was a manufacturer of steel fabrication products for the construction industry and was a provider of steel structure installation services for major construction and infrastructure projects in SA, Victoria, and NSW.My role included:. Overseeing the payables, payroll, GL, and financial reporting functions;. Cash flow management including forward projections;. Management reporting;. Accounting process reviews and improvement initiatives;. Payroll process re-engineering review;. Identification and selection of time and attendance system to capture labour cost data for project costing and payroll purposes appropriate to business needs and recommendation of new payroll system compatible with time and attendance solution;. Management of a team of 9;. Reporting to business owners / company directors.

Peter W Beck is a manufacturer and wholesaler of jewellery products to the national and NZ retail jewellery industry, a supplier of precious metal products and services to the manufacturing jeweller segment, and a supplier of metal refining services to the jewellery industry and the general public.My key duties and responsibilities included the following:• Overseeing receivables, payables, payroll, general ledger, financial reporting functions;• Management of financial risk (credit, interest rate, foreign exchange, asset, liability);• Management of cash flow, internal control compliance, statutory reporting and payment obligations, accounting and payroll services, and budgetary control processes;• Insurance arrangements;• Negotiation/implementation of new banking structure to accommodate working capital needs of the business; • Process improvement initiatives;• Implementation of expense control measures and expense saving initiatives;• Implementation of new overhead cost allocation methodology;• Implementation of new fixed asset register;• Vehicle management (leased and owned vehicles), incl lease contract management;• Establishment & ongoing management of NZ company accounting system;• Implementation of process to preserve the company’s retention of title rights following commencement of the new Personal Property Securities Act, and ongoing maintenance of the process;• Quarterly reporting to the primary banker in accordance with bank lending terms and conditions;• Compliance with all AUSTRAC, ATO, and ASIC functional and reporting obligations;• External relationships with banks, insurance brokers, suppliers, customers, tax and legal advisers, debt recovery agent, superannuation agent, and government authorities in Australia and NZ;• Internal relationships with production manager, customer service manager, business systems manager, marketing coordinator, and sales managers;• Back up for management accounting, payroll, and credit management roles.

Booth Transport is a national supplier of transport logistics services, specialising in the carrying of bulk liquid, containers, and general freight for a broad range of businesses across mainland Australia.My key duties and responsibilities included the following:• Overseeing the receivables, payables, payroll, general ledger, and financial reporting functions;• Restructuring staffing requirements in the payables, payroll, and general ledger management areas, developing and mentoring staff with advancement potential;• Reviewing accounting procedures and implementing changes to obtain greater resource efficiency;• Streamlining month end reporting timeframes, procedures, and reconciliation processes, including developing a task scheduler;• Management accounting review and reporting;• Working with data analyst to review KPI performance;• Cash flow management (daily) and projections (monthly);• Statutory compliance (FBT, income tax, BAS, ABS);• Management of financial year-end close;• Implementation of new fixed asset register;• Identification of requirements for new payroll system;• External liaison with bank, auditor, insurance broker, workers compensation agencies;• Internal liaison with data analyst, insurance claims coordinator, HR, IT, national fleet and workshop managers, depot managers.

Shiels Jewellers is one of the leading chains of jewellery retail stores in SA & WA, operating in excess of 30 stores located in city and suburban shopping centres.My key duties and responsibilities included the following:. Financial risk management (including interest rate, forex, credit, asset, liability, stock control, and business unit operational risk);. Development and monitoring of business unit risk profile model;. Financial reporting (internal & external);. Statutory obligation and bank covenant compliance;. Management of internal control compliance;. Management of finance, accounting, and payroll functions, including overseeing processing efficiency improvements;Development of strategic plan for the finance and payroll functions, focussing on service delivery;. Budgetary control;. Cash flow and treasury funds management;. KPI development and monitoring;. Management of all insurance needs of the business; . Management/evaluation of tenders for provision of various services to the group;. Management of all finance, accounting, payroll and risk management issues associated with business expansion initiatives;. External and internal relationship development and ongoing management;. Property management, including lease negotiation,and coordination of acquisition/disposal activity;. Successfully managed all finance aspects of interstate expansion.

Southern Cross Care is one of South Australia's largest providers of residential aged care and residential accommodation, serving the needs of the State's elderly population through nursing home and hostel facilities and retirement village complexes throughout metropolitan Adelaide.My role included:. Preparation of monthly financial reports and annual statutory accounts;. Initiating and implementing process improvements within the Finance division;. Developing and expanding a centralised purchasing/tender function to ensure optimal use of financial resources, including contract negotiation where appropriate;. Project managed the implementation of the GST;. KPI measurement;. Monthly review of in-house resident database to ensure all Government subsidy income entitlements were obtained;. Investment review;. Ensuring adequate insurance cover was in place for the company's assets and liabilities;. Liaison with site managers on various operational issues.

Primary duties included consolidated management accounts preparation including group reporting pack, statutory accounts preparation for a publicly listed corporation under majority foreign ownership, corporate taxation return preparation, and various other corporate accounting office duties.

ARTC is the owner and manager of the national interstate rail network, with operational responsibilities including the maintenance/development of the rail track infrastructure, rail traffic control, and the selling of access (train paths) on the network to train operators. I joined ARTC at a time of the corporatisation of the Australian National Railways. My role included:. Development of accounting policies and procedures and a reporting package to ensure compliance with all statutory requirements;. Development of a structure for an infrastructure asset register consistent with the requirements of Australian Accounting Standards and taxation laws;. Establishing a budget group process (using zero based budgeting philosophy);. Ensuring adequate insurance cover was in place for the company's assets and liabilities, and ensuring compliance with duty of disclosure requirements for a business enduring significant change;. Management of tender process for the supply of services (including probity role) to ARTC;. Financial evaluation of proposed capital expenditure projects.

SGIC was the manager of the Compulsory Third Party (CTP) Insurance Fund on behalf of the Motor Accident Commission. The maintenance of the accounting function for the CTP Fund formed part of the management contract.My role included:. Coordinating the split in accounting systems between the corporatised SGIC and the CTP Fund at corporatisation;. Implementing tighter cost controls measures;. Contributing to the development of the claims management contract (financial perspective);. Managing expense control and expense allocation consistent with the terms of the management contract;. Budgeting;. Reporting financial performance to the SGIC and Motor Accident Commission (MAC) boards;. Preparing half-year and full-year statutory accounts for the CTP Fund;. Liaising with MAC management, auditors, tax advisers, bankers, and investment managers;. Developing the financial requirements of a new insurance system including linkage with the general ledger and the development of work practices and procedures to support the new system;. Participating in the evaluation of tender submissions for the CTP Fund banking facilities.

I worked in this small accounting practice attending to clients’ accounting and taxation matters while evaluating an opportunity to purchase a share of the practice, with the imminent retirement of one of the partners in that practice. I decided not to take up this purchase opportunity, preferring to resume my career in the commerce and industry sector.

M.S.McLeod Holdings Ltd., a publicly listed company, was a diversified investment group from 1985 until a rationalisation of its activities in 1993. The group had, at various times, significant non-passive investments in duty-free retailing, winemaking, liquor distribution, commercial property, and in building material manufacturing (masonry products), wholesaling (timber), and retailing (chain of hardware stores).This role included coordination and supervision of the corporate office accounting and administration functions, preparation of group board reports, year-end consolidated statutory published accounts, budgets, income tax, FBT, cash management, financial analysis of results, and liaising with auditors, tax advisers, bankers, and insurance brokers.

My audit involvement included the following:• Documenting, reviewing, and testing accounting systems and internal controls;• Verifying general ledger account balances;• Reviewing analytically the results of entities using ratio and comparative analysis;• Preparing or checking the preparation of statutory financial statements, ensuring compliance with various statutory disclosure requirements;• Managing the human resources within the audit division;• Reviewing staff work in progress and completed assignments.

My audit involvement included the following:• Testing accounting systems and internal controls;• Verifying general ledger account balances;• Reviewing analytically the results of entities using ratio and comparative analysis;• Checking the preparation of statutory financial statements, ensuring compliance with various statutory disclosure requirements.