Executive Officer @ Springboard Community Services Ltd
Board Chair @ Fremantle Women's Health Centre
Education:
CPA @
CPA Australia Program
About:
CPA qualified Accountant - providing CFO services especially to the not for profit industry.
Specialties: Experienced CFO, Corporate Governance, MYOB enterprise, Budgetlink forecasting, ASIC reporting, IFRS & Australian Accounting Standards compliance, Board reporting, improving Board financial literacy, aligning strategic planning and decision making with financial objectives, financial management, financial reporting, quarterly rolling forecasting, functional business plans, negotiation,
CPA qualified Accountant - providing CFO services especially to the not for profit industry.
Specialties: Experienced CFO, Corporate Governance, MYOB enterprise, Budgetlink forecasting, ASIC reporting, IFRS & Australian Accounting Standards compliance, Board reporting, improving Board financial literacy, aligning strategic planning and decision making with financial objectives, financial management, financial reporting, quarterly rolling forecasting, functional business plans, negotiation, policy writing & analysis, tender submissions, contractual obligation reporting, HR including staff development, IT, property management, and change management including culture improvement.
Consultant @ CPA Accountant providing CFO services on a consultant/contract basis.
Provision of solutions including Corporate Governance, Policies and Procedures, financial management set up, improvement and implementation (including budgeting and systems), strategic planning, Risk Management including risk matrix development, Board and management reporting, Audit preparation including General Purpose Financial Reports, reporting to the ATO, ASIC and funding bodies, plus CFO leave coverage. From September 2015 to Present (4 months) General Manager Finance @ Responsible for the accounting, budgeting and finance operations and reporting requirements for the organisation (including Audit & General Purpose Financial Report preparation, Board and management reporting, funding body acquittals, plus ASIC & ATO requirements) developing and mentoring staff, plus improving and updating the reporting and governance of the financial systems. From October 2013 to September 2015 (2 years) Treasurer (Non-executive Director) @ Governance, financial responsibilities and Director responsibilities. From February 2010 to February 2015 (5 years 1 month) CFO & Manager Corporate Services @ Chief Financial Officer and Manager Corporate Services - managed the financial and business services of the organisation, ensured financial sustainability, managed the organisation’s information and communications technology systems, Audit and General Purpose Financial Report preparation had overall responsibility for the accounting, corporate services and finance functions including financial management, accounts administration, grant, contract and asset management, operational management and corporate governance. From September 2010 to September 2013 (3 years 1 month) Contractor - Shared Services data conversion, policies & procedures @ Conversion of trial balance data to shared services plus writing policies & procedures for the change over. From July 2010 to August 2010 (2 months) Chief Financial Officer/Company Secretary @ Hands on CFO with expertise in fiscal management and financial reporting plus ASIC reporting requirements with a proven record of developing and implementing financial and operational controls that have considerably improved the bottom line and competitively positioned the organisation for growth.
Migrated Community First from an Incorporated Association to a Company Limited by Guarantee through negotiations with the Commissioner of DOCEP and transferred all undertakings to enable Community First to more easily tender for business in other states.
Revised the organisation's Constitution to apply to the company rather than the Incorporated Association to ensure ASIC & ATO compliant.
Introduced quarterly rolling forecasting to provide greater controls, budget monitoring and financial management in an industry experiencing constant change.
Developed financial reports to the Board to ensure strategic and KPI information are available for appropriate Board decision making.
Developed Policies and Procedures appropriate to the organisation to ensure all regulatory bodies and contractual obligations are met.
Ensured all obligations for the Company Secretary role are performed to comply with ASIC requirements.
Rolled out MYOB Premier Enterprise replacing Attaché Accounting System.
Liaised with banking institutions to negotiate borrowings for the purchase of head office property to obtain discounted rates and suitable terms.
Provided reports and recommendations to the Board for tenders of provision of audit services.
Compile and distribute monthly reports to the Board, CEO & all Executive Managers in a timely manner and with the highest degree of accuracy to enable informed decision making throughout the organisation.
Develop the Functional Business Plan based on the Business Excellence Framework each year to ensure all strategies are developed, implemented and desired outcomes met as scheduled. From November 2003 to January 2010 (6 years 3 months)
Australian Institute of Company Directors From 2010 to 2010 CPA, Accounting @ CPA Australia From 2005 to 2009 Graduate Diploma in Accounting, Accounting @ Murdoch University From 2003 to 2003 Bachelor of Commerce, Management & Business Economics @ Murdoch University From 1995 to 1999 Tracey Ford is skilled in: Managerial Finance, Strategy, Strategic Planning, Budgets, Financial Reporting, Management, Finance, Consolidated Financial Statements, Business Planning, Board financial literacy training, Policy, Auditing, Analysis, Change Management, Internal Controls
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