Certified and Accredited
A finance-trained bookkeeper running the books for two not-for-profits, driving systems migrations and delivering clean, committee-ready reporting from the ground up.
Three practical projects covering accounting processes, reporting and systems analysis.
A comparison of the accounts payable cycle in Xero and Microsoft Dynamics 365 Business Central, assessed against COSO 2013 and ASA 315. The analysis identifies control gaps, tests the proposed platform and models the cost of migration.
Read the analysisA refreshable reporting process that imports Xero extracts through Power Query into a PivotTable general ledger, two-statement model, cost centre profit and loss and KPI dashboard. Figures are reconciled to the source data.
See the buildFourteen documents covering the accounting cycle, from journals and ledgers through to the trial balance and financial statements. Completed for South Metropolitan Business Solutions.
Browse the documentsI help small businesses and not-for-profit organisations maintain accurate records, prepare useful reports and improve financial processes.
Attention to detail. Reporting packs are checked against source data and reconciled to the cent.
Experience across accounting platforms. Xero Level 3 Specialist, including payroll and migration, MYOB certified, and QuickBooks Online ProAdvisor Levels 1 and 2.
Financial reporting and analysis. Monthly profit and loss reports, cost centre reporting, statements of assets and liabilities, budget variance analysis and cash flow reporting, explained in plain language.
Continuous learning. CA Foundations and Certificate IV studies in progress, with ongoing development in accounting software, legislation, reporting and business processes.
Open to entry-level accounting, bookkeeping and clerical roles across Greater Perth, and to volunteer finance positions such as not-for-profit Treasurer or committee roles.