Jaye Robertson Email & Phone Number

Safety Bay, Wa, Au

Perth, Western Australia, Australia

Reporting directly to the Acting CFO, overseeing all financial aspects, ensuring accuracy and efficiency in daily accounting functions, resulting in improved financial reporting and strategic decision-making processes. • Management reporting for Board and Management – Monthly CFO report for Board and ELT, monthly Trade and Revenue reporting, KPI, FTE, Department and overhead, and ad-hoc analysis and reporting.• Current reporting process using Calumo, Excel, Power BI, and… Show more Reporting directly to the Acting CFO, overseeing all financial aspects, ensuring accuracy and efficiency in daily accounting functions, resulting in improved financial reporting and strategic decision-making processes. • Management reporting for Board and Management – Monthly CFO report for Board and ELT, monthly Trade and Revenue reporting, KPI, FTE, Department and overhead, and ad-hoc analysis and reporting.• Current reporting process using Calumo, Excel, Power BI, and PowerPoint.• Budget & Forecast Management – Co-ordinate & consolidate of Group Annual Budget, forecasts & Five-Year plan. Zero-based budgeting and forecast approach. • Preparing information packs to support the Minister at the Budget Estimates Hearing. Show less

Broome, Western Australia, Australia

• Responsible for leading and developing the finance team of five, providing ongoing coaching, mentoring and feedback to ensure optimal performance. Including Annual Performance reviews and the planning and execution of the team plan in collaboration with the team to ensure organisational and department goals are reached.• Manage the accounting and finance functions of the organisation.• Responsible for the planning, preparation and maintenance of the annual budget and all associated… Show more • Responsible for leading and developing the finance team of five, providing ongoing coaching, mentoring and feedback to ensure optimal performance. Including Annual Performance reviews and the planning and execution of the team plan in collaboration with the team to ensure organisational and department goals are reached.• Manage the accounting and finance functions of the organisation.• Responsible for the planning, preparation and maintenance of the annual budget and all associated financial reporting for approval by Executives and Directors, and submission to WA Treasury within the required timeframes. • Prepare, analyse and report consolidated financials monthly, quarterly, and annually including budgets, forecasts, cash flow and performance reports for the Board, Committees, Executives, and Leadership team within timeframes and ensuring compliance with IFRS, and GAAP.• Lead and coordinate annual financial external auditor and internal audit to ensure compliance with applicable laws, statutory requirements, and regulations, and compliance including BAS, GST, FBT, STP, Super, PAYG, and WA Government.• Manage and maintain capital investments including monthly, quarterly and annual tracking and reporting of investment projects and minor works registers and provide reporting to WA Treasury. • Create ad hoc process improvement projects, driving transformation within the finance department, including ERP systems and reporting improvements.• Provide professional advice, judgement, and information on financial matters to the CFO and Management Team.• Contribute to the leadership, including developing strategic and operational plans, policies, and procedures.• Cultivate and maintain working relationships with external stakeholders including WA Government Departments (Transport, State Development Treasury and Finance), Regulatory Authorities, Banks, Clients, and Suppliers. Show less

Broome, Western Australia, Australia

The Accountant role has transitioned to the Finance Manager due to long absences without a CFO.- Responsible for all the day-to-day financial transactions including managing staff, processing, reporting, maintenance, budgeting, and planning. - Responsible for the development, planning, maintenance and reporting of the 5-year annual budget from submission to WA Treasury and CEO review for presentation to the Board, Committees, Executives, and Leadership team within timeframes and… Show more The Accountant role has transitioned to the Finance Manager due to long absences without a CFO.- Responsible for all the day-to-day financial transactions including managing staff, processing, reporting, maintenance, budgeting, and planning. - Responsible for the development, planning, maintenance and reporting of the 5-year annual budget from submission to WA Treasury and CEO review for presentation to the Board, Committees, Executives, and Leadership team within timeframes and ensuring compliance with IFRS, and GAAP.-Responsible for the leadership of a team of five staff - AP, AR, Payroll, Admin and myself to complete EOM within a 5-day deadline.-Compile, collate, analyse and provide commentary on the consolidated financial and performance reports for Board and Management. Including Port of Broome, Wyndham, Derby and Yampi Sound.- Quarterly processing and reporting of the Strategic Information Management System (SIMs) to Government - within NAV Dynamics Business Central- Responsible for the financial tracking and reporting of capital projects and fixed assets and reporting to the government.- Cash flow tracking and liaising with other department managers to complete and maintain monthly forecasting for each Port to migrate across to the financial reporting system.- Maintenance of Asset Register and quarterly reporting of fair value to the WA Government, managing the finance systems fixed asset & accounting, tax and fair value accounting books for the organisation including leading the finance department involvement in the fair value valuation audit.-Liaise with external auditors, and tax consultants for preparation of FBT, Annual Tax returns, Annual Audits, and Insurance.- Trained the Operations team in data extraction from operations system use of Excel pivot tables and improvements for trade reporting.-Liaise with Nav Dynamics consultant for maintenance and improvements to ERP Finance reporting for management and internal tracking using Jet Reports. Show less

While Travelling - mainly NDIS clients and Retail using Xero.

Birtinya, Queensland, Australia

Large NPO, Head Office Sunshine Coast with 8 x Regional Offices, Aged Care & Community Services.-Managed a team of four - AR, AP, Payroll and admin-Payroll Manager - Oversee and supervise the organisation's payroll functions, statutory reporting and compliance, managing staff, especially payroll and accounts payable.-Financial Accounting and reporting - prepare monthly financial statements with accuracy, accounting for Home Care Packages, accounting with Xero for the Sunshine Coast… Show more Large NPO, Head Office Sunshine Coast with 8 x Regional Offices, Aged Care & Community Services.-Managed a team of four - AR, AP, Payroll and admin-Payroll Manager - Oversee and supervise the organisation's payroll functions, statutory reporting and compliance, managing staff, especially payroll and accounts payable.-Financial Accounting and reporting - prepare monthly financial statements with accuracy, accounting for Home Care Packages, accounting with Xero for the Sunshine Coast Village Unit Trust for the Vitality Village JV project-Prepare monthly and year-end accounts and external reporting.-Weekly cash flow and multiple bank reconciliations.-Financial support and advice to HR & and other Departments-General accounting and compliance-Insurance and property rental management-Overseeing & and liaising with Annual and interim Audits-Manage Project work and work closely with the Analysis Accountant on major projects throughout the year.-Maintenance of complex customised Excel financial models for reporting. Show less

Nambour, Queensland

NPO, Disability Services.

Cooroy, Qld

Manufacturer, Cooroy QLD

Airlie Beach, Qld

Business Services, Specialist Services, Tax & Audit Services & Accounting

Mackay, Qld

Taxation, Business Consulting, Professional Services

Maroochydore, Sunshine Coast,Qld

Taxation, Accounting, Business Advisory, BAS, Bookkeeping

Forest Glen

Manufacturer - Wholesale Blinds and Awnings Supplier

Mudjimba, Qld

Leading Landscape Company on the Sunshine Coast working with significant developers like Lend Lease, REED and Juniper. SOLD in 2008 to Design Landcapes.

Masters Of Leadership & Strategy, Leadership

Bachelor Of Commerce, Accounting