Current Employment Status:
Hired Part Time on Mar 19, 2026
Education: Bachelor of Science in Accounting Technology
Certifications: Certified Management Accountant P1
Xero Advisor Certified
Finance Manager
- Carried out periodic financial reporting across multiple entities to improve financial clarity.
- Managed accounts inbox for bills, invoicing, and other client inquiries
- Processed payroll for an multiple businesses’ employees and other contractors ensuring accurate logging of hours, leave, attendance, and other allowances
- Cleaned up years-old unreconciled items across multiple bank accounts and clearing accounts
- Managed day-to-day accounting operations across multiple entities, including bill processing, invoicing, and bank reconciliations in Xero, ensuring accurate financial records
- Utilized ServiceM8 to manage invoicing, track project costs, and monitor client accounts for improved financial visibility
- Improved financial clarity by restructuring Chart of Accounts
- Oversaw accounts receivable by systematically following up on overdue invoices, ensuring timely collections and improved cash flow management
- Monitored and coordinated order fulfillment processes to ensure accurate invoicing, timely delivery, and alignment with financial reporting.
Bookkeeper/Program Admin
- Prepared necessary documents (food plans, risk assessments, evacuation plans, etc.) to help the operations team be ready for NDIS camps
- Developed tailored NDIS camp proposals and itineraries for students
- Performed routine accounting on Xero tasks such as processing of payables, invoicing, and bank reconciliations for multiple company bank accounts Assisted in preparation of Business Activity Statements (BAS) and other returns
- Organized and maintained accounting system in a manner that provides financial clarity and allows tracking
- Maintained up-to-date with learning related to bookkeeping/finance as required by the company
- Developed and implemented a new process to improve the collection of payments from clients
- Organized receipts and invoices to make sure expenses are accounted for and invoices are paid on time
- Processed payroll for all company staff members and contractors
- Managed collection of receivables by calling clients and/or plan managers with unpaid invoices and making sure necessary steps are taken for receivables that are due and unpaid
- Coordinated bus hire tour schedules while managing
- Designed and organized detailed itineraries for bus hire tours based on client needs and preferences
- Maintained Ontraport CRM and ensured client records are up to date, clean, and correct
- Created video and written standard operating procedures for finance and operations departments
- Contributed to process improvements in the finance department by offering suggestions during weekly tea
Bookkeeper/Executive Assistant
- Maintained accurate financial records by managing bookkeeping tasks via QuickBooks Online
- Managed CEO's calendar by scheduling meetings, events, and travel arrangements (flights, hotels, transportation)Acted as a point of contact, making calls and handling communications on behalf of the CEO
- Provided support in hiring & training new employees
- Performed market research for potential investments, (multi-family homes) calculating income and expenses (taxes, mortgages, operational costs)Assisted in the tax preparation and filing process
- Conducted analysis determining optimal options (sell or hold) for existing properties
- Optimized company expenses by reviewing and analyzing the company and CEO's personal expenditures
- Handled paperwork on the CEO's behalf, such as LLC registration, EIN acquisition, LOI drafting, and loan applications
- Drafted various contracts (loan agreements, joint ventures) and investment materials (pitch decks, summaries, business plans)
- Assisted the CEO in reviewing business documents (contracts, operating agreements)Built and maintained the company website using platforms like Wordpress (Elementor) and Google Sites
- Analyzed website signups, and conducting research based on new information
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
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