CV Accounting Office Manager

Megan StevensMegan Stevens1 Eli Close Highfields, QLD 4352 Home: (07) 4630 8494 Mobile: 0421 010 860 Email: [email protected]

KEY SKILLS

Accounting skills from source documents through to preparation of Financial Statements Preparation of Income Tax Returns for various entities, including individuals, partnerships,

companies, trusts and superannuation funds A proven capacity to work unsupervised as well as ability to work as part of a team Proven ability to liaise effectively with a cross section of people Combined patience, determination and persistence to solve client issues Able to prioritise and operate proactively Computer-literate performer with extensive software proficiency covering wide variety of

applications Typing speed of approximately 40 wpm at 100% accuracy Ability to grasp new ideas and integrate them into desired results

TERTIARY EDUCATION

2011 Graduate Diploma in Learning and Teaching University of Southern Queensland 2009 Certificate IV in Training and Assessment TAFE QLD 1996 Bachelor of Business (Accounting) Charles Sturt University 1988 Associate Diploma (Accounting) NSW Department of Technical and Further Education

PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS

MS Outlook Advanced 2013 Practical People Management Matters (Project Management Course) 2013 Member of National Institute of Accountants BAS Service Provider MYOB Professional Partner RECKON (QuickBooks) Professional Partner Electroboard - Smart Board User Group seminar 2010 Department of Education, Training and the Arts - Science Spark Workshop 2010 Australian Literacy Educators’ Association – Literacy’s of Naplan Maths & Teaching students

the structure and grammar of narrative 2010 Optiminds Facilitating & Judges Workshop 2009

SOFTWARE EXPERIENCE

Microsoft Dynamic (CRM) Toledo and ISAS (internal Tafe Queensland Student Management software) MYOB, Quicken and Sybiz Accounting Systems Microsoft Office Suite including Excel (tested advanced), Word (tested intermediate), Power

point and Access Solution 6 Handi Tax

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EMPLOYMENT HISTORY

Employer: Southern Queensland Institute of TAFE Toowoomba (SQIT)Position: Workplace Training OfficerDuration: July 2011 to December 2014

Duties: Facilitate the provision of training for construction apprentices and short course clients, whilst complying with all training regulations and guidelines.

• Costing Training courses• Communicating, negotiating, consulting with the use of highly developed

interpersonal skills to achieve innovative outcomes for clients and TAFE• Collaborate with teaching Staff and Managers to achieve the best outcome for

students and business clients• Resolve individual training contract issues with clients and the Department of

Education, Training and Employment which requires speaking to all parties and finding the best available outcome

• Assist clients with information on licensing and short courses offered by TAFE• Answer Student and Employer queries for multiple training products • Set up of administrative functions to facilitate the enrolment and other vital aspects

of different modes of training delivery.• Gathering information, analysis and problem solving to organise and promote new

short courses • Networking to promote TAFE Training to potential customers• Project and contract management for different fund source training, including

implementation, tracking and reporting• Comply with User Choice regulations as per Vocational Education, Training and

Employment Act 2000 and National Training Package requirements.• In consultation with parties determine and manage the Transition of Training

Packages• Mapping of Training Packages according to training regulations for Transfer Credits

and client queries regarding personalised training programs• Conduct Training Plan sign up induction for Apprentices, including negotiation of a

Training Plan in accordance with Training Package and funding rulesAchievements: Working collaboratively with other staff I have instituted a process for when Training Packages transition occur according to Vocational Education legal requirements. The timeframe is short and is a legal obligation of the Training Organization to enter new contracts with the apprentices by the deadlines. Scheduling with teachers and managers the required changes to training needs to be negotiated and managed to meet the deadlines. Over my time in this role I have built good working relationships with Clients, Staff and Regulatory Authorities.

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Employer: Southern Queensland Institute of TAFE Toowoomba (SQIT)Position: WorldSkills Project OfficerDuration: May 2011 to July 2011

Duties: • Communicate, collaborate and negotiate with WorldSkills stakeholders including teachers, competitors and industry representatives

• Prepare, track and distribute required correspondence.• Network with WorldSkills competition stakeholders• Organise and supply meals for the day of the competitions• Organise other supplies for the presentation ceremonies, such as certificates, guests

and medals• Collate and enter data into WorldSkills database program• Support WorldSkills competitors at the National Competition to enable their best

possible performance• Source information to enable the completion of all of the above tasks

Employer: MS Bookkeeping Services, ToowoombaPosition: Business Consultant and BookkeeperDuration: June 2007 to 2010

Clients include a medium sized Engineering Firm (JPC Engineering), WHS Officer, Recruitment Firm and a Primary Producer

Duties: • Preparation of financial statements• Financial analysis as required• Budgeting and analysis of costs • Cash flow management• Production of month end reports including P & L production analysis• Liaising with tax accountants• Statutory and tax reporting including preparation of BAS• Management payroll, accounts payable and receivable• Balance sheet and general ledger reconciliations• Job cost analysis

PRIOR TO 2007

Employer: Russell Mineral Equipment Pty Ltd, ToowoombaPosition: Accounts Clerk (Part time)

Duties: • Processing and reconciliation of accounts receivable• General administration duties• Costing of steel issues and maintenance of steel issues spreadsheet• Other general office duties as directed

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Employers: Deloitte Touche Tohmatsu, G R Cox and Associates, Martin & Luscombe Financial Services, D & K Boxwell Trading as Kedara Services and Scone Shire Council

Position: Tax Accountant, Computer Operator

Duties: • Preparation of Tax Returns for individuals companies and superannuation funds• Financial audits of clients, including the working papers and audit reports• Interviewing and liaising with clients• Entry of transactions• Report Writing• Preparation of Financial Statements and supporting working papers• Balance sheet and general ledger account reconciliations• Australian Securities Commissioning compliance work• Fringe Benefits Tax returns• Preparation of BAS returns• General office duties• Maintenance of computer system• Prepare cash management spreadsheet daily• Design, create and maintain spreadsheets• Costing payroll, creditors, plant, debtors and stores• Reconcile subsidiary ledgers with general ledgers• Disbursement of salaries and wages• Compare budgeted figures to actual as directed by the Accountant

REFEREES

Kylie LeeDirector Student Experience TeamTafe Queensland South West07 4694 13550419 716 [email protected]

Michael QuinnManager Client ExperienceTafe Queensland South West07 469416930428 188 140 [email protected]

Lisa LeeAdministration ManagerRME Mill Relining Systems07 4698 [email protected]

Jeff BradburyBusiness Strategies ConsultantTafe Queensland South West07 4694 15460417 603 [email protected]

Peter CoxBusiness Development & Industry Engagement ConsultantTafe Queensland South West07 4694 13630418 337 [email protected]

Justin ClarkManaging DirectorJPC Engineering07 4642 00780410 510 [email protected]

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CV Accounting Office Manager

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