Clayton, Victoria, Australia
An enthusiastic executive with over 20 years of professional experience in financial management, accounting, FP & A, budgeting, forecasting and compliance management. I am dedicated to driving strategic growth and operational excellence. My career is marked by successful initiatives, including leading the implementation of a new ERP system and improving collections through online payment solutions and expense management automation. I am passionate about leveraging my experience and skills to support organisations' financial and operational goals.
Key Responsibilities and Achievements: • Conducted a comprehensive review and summarisation of all funding agreements and Memoranda of Understanding (MoUs) to ensure compliance and clarity in financial reporting. • Reconciled FY2024-25 revenue accounts. Identified and corrected misclassifications ensuring alignment with funding receipts. • Identified and facilitated the recognition of an additional $200,000 in revenue from franking credit refunds (FY 2022-23 to FY 2024-25), ensuring compliance with ATO guidelines for tax-exempt charities. • Identified and resolved underbilling of $68,000 from community services partners, ensuring accurate revenue recognition and compliance with funding agreements. • Provided strategic guidance on share investment analysis and advised on methodologies for recording investment income.
I have driven significant positive impacts during my tenure with the Pharmacy Guild of Australia, Victoria Branch. I successfully salvaged $40K by refuting superannuation claims and saved $55K by managing re-audit requests, resulting in a reduction of over $55K in external service costs. My focus on financial systems management led to the successful application of ATO private rulings, securing tax exemption status. I have successfully implemented two ERP systems that enhanced efficiency and financial management processes with expense automation and an online payment system that improved the revenue collection cycle. Additionally, I initiated and completed a Trust restructuring, effectively safeguarding the Trust's assets and limiting liability.
• Managed the funding for the construction of the tertiary hospital and consistently secured AAA ratings from the rating agency as part of the funding requirement
Major achievement: Streamlined and consolidate group of companies for strategic business and synergies.