Sonya Wyness

Sonya Wyness

Senior Bookkeeper

Followers of Sonya Wyness345 followers
location of Sonya WynessGreater Adelaide Area

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  • Timeline

  • About me

    School Finance Specialist

  • Education

    • CPA Australia

      -
      Fellow Certified Practising Accountant

      Professional Level Segments- Ethics and Governance- Strategic Management Accounting- Financial Reporting- Contemporary Business Issues - Advanced Taxation- Global Strategy and Leadership

    • Department of the Premier and Cabinet

      2017 - 2018

      2017KPMG Reporting Tool trainingANZ Expenses Manager - Implementation WorkshopCPA Congress:The technologies driving the future of financeImplementing design thinking methodologies in public sector organisationsTone from the top? Preventing fraud and corruption - from the top down and the bottom up2018Creating Future Leaders Course

    • Westminster School - Senior Finance Officer

      2011 - 2016

      2016Growing individual resilience seminarFringe benefits tax changes seminarApology 20162015Educate Plus: navigating split families seminarResponding to abuse & neglect: education and care certificationFinance & billing software webinarPayroll software demonstrationFinancial reporting affecting not for profit sector seminarPayroll and HR software demonstration2014Review of guidelines & policies meetingMandatory response to abuse and… Show more 2016Growing individual resilience seminarFringe benefits tax changes seminarApology 20162015Educate Plus: navigating split families seminarResponding to abuse & neglect: education and care certificationFinance & billing software webinarPayroll software demonstrationFinancial reporting affecting not for profit sector seminarPayroll and HR software demonstration2014Review of guidelines & policies meetingMandatory response to abuse and neglect trainingFringe benefits tax intensive seminar2013Disability discrimination act and the disability standards seminarDemystifying the not-or-profit reforms seminarConflict resolution seminarConsidered conversations seminarArchive security trainingExcel training2012Fringe Benefits tax seminarRaiser's Edge software training2011How to go from good to great seminarManual handling trainingOutlook training Show less

    • Westminster School - Accounting Tecnician

      2007 - 2010

      2010Fringe benefits seminarCourageous conversations seminar2009Fair work act seminarUnfair dismissals seminarCollective bargaining seminarFair work act seminarFire Safety & emergency response training courseAdministrators ideas culture, creative thinking seminar2008QuickBooks roadshow seminarWorkplace relations seminarFringe benefits tax seminarRecords and information management seminarWorkers compensation advanced… Show more 2010Fringe benefits seminarCourageous conversations seminar2009Fair work act seminarUnfair dismissals seminarCollective bargaining seminarFair work act seminarFire Safety & emergency response training courseAdministrators ideas culture, creative thinking seminar2008QuickBooks roadshow seminarWorkplace relations seminarFringe benefits tax seminarRecords and information management seminarWorkers compensation advanced seminarWorkers compensation essentials seminarIntermediate Excel - 2 Day WEA courseIntroduction Excel - 2 Day WEA courseSt Johns-Provide basic emergency life support Show less

    • Scotch College Adelaide

      -
      Year 12
    • Deakin University

      -
      Bachelor of Commerce (B.Com.) Accounting & Management

      Activities and Societies: http://www.deakin.edu.au/alumni Business Tax LawEmployment LawStrategic Human Resource ManagementBusiness CommunicationUnderstanding OrganisationsStrategic ManagementIndustrial RelationsOrganisational BehaviourThe Global EconomyBusiness FinanceFundamentals of FinanceAccounting for Planning and ControlAuditingCorporations LawPrinciples of Income Tax LawFinancial Accounting Theory & PracticeInternational Financial ReportingManagementBusiness Information… Show more Business Tax LawEmployment LawStrategic Human Resource ManagementBusiness CommunicationUnderstanding OrganisationsStrategic ManagementIndustrial RelationsOrganisational BehaviourThe Global EconomyBusiness FinanceFundamentals of FinanceAccounting for Planning and ControlAuditingCorporations LawPrinciples of Income Tax LawFinancial Accounting Theory & PracticeInternational Financial ReportingManagementBusiness Information SystemsBusiness StatisticsBusiness LawAccounting 2MicroeconomicsAccounting 1 Show less

  • Experience

    • Elaine Melhuish & co.

      Jan 1989 - Jan 1996
      Senior Bookkeeper

      Elaine Melhuish & Co. Pty Ltd was a sole practitioner CPA Accounting firm specialising in Taxation and Small Business adviceKey Responsibilities:•Senior Bookkeeping for Accountancy Firm dealing with Taxation and Small Business Advice•Prepared financial accounts and reports for companies, trusts, partnerships, sole traders, incorporated associations•Prepared income taxation returns for companies, trusts, superannuation funds, partnerships, individuals Page4•Highly skilled technical, administration and clerical support to the Accountant•Training and Supervision of Bookkeepers, Secretarial Staff and Graduate Accountants•Corporate secretarial work, handling ASIC and ATO client matters•Preparation client BAS returns•Preparation of fixed assets and depreciation records•Researching taxation matters"...during my many interstate and overseas trips I was able to leave the office in Sonya's care with the confidence in knowing that the clients and other staff members would be managed in a very professional manner." Show less

    • Point Break Surf and Street

      Jan 1996 - Jan 2001
      Accounting Bookkeeper

      Point Break Surf and Street was a retail store specialising in surfing clothing, equipment and accessoriesKey responsibilities Highly skilled BookkeepingProvision of technical and administration support

    • ODV Accountants

      Jan 2001 - Jan 2002
      Bookkeeper - Taxation Returns & Financial Accounts

      ODV provide a full suite of business, accounting and financial services.Key Responsibilities:• Prepared financial accounts and reports for companies, trusts, partnerships, sole traders• Prepared income taxation returns for companies, trusts, partnerships, individuals • Preparation client BAS returns• Preparation of fixed assets and depreciation records• Corporate secretarial work, handling ASIC & ATO client matters• Researching taxation mattershttp://www.odv.com.au Show less

    • Ian R Fleetwood

      Jan 2002 - Jan 2007
      Accountant/Bookkeeper -Taxation Returns & Financial Accounts

      This is a sole practitioner chartered accounting firm specialising in small business services in relation to taxation and accounting.Key Responsibilities:• Prepared financial accounts and reports for companies, trusts, partnerships, sole traders, incorporated associations• Prepared income taxation returns for companies, trusts, superannuation funds, partnerships, individuals• Preparation client BAS returns• Preparation of fixed assets and depreciation records• Highly skilled technical, administration and clerical support to the Accountant• Corporate secretarial work, handling ASIC and ATO client matters• Researching taxation matters"I found that at all times her work to be of high standard...Sonya had direct contact with the clients to solve problems and answer their requests. Clients often commented about her friendly and efficient manner." Show less

    • Westminster School Adelaide

      Jan 2007 - Dec 2016

      Provided a comprehensive range of best practice financial management and accounting services to the School Key Responsibilities:• Provided comprehensive range of financial functions and accounting services to the School and its associated entities• Completion of financial reporting of all associated entities, liaising with auditors and acting as point of contact for all queries• Processed investment transactions including dividends, distributions, franking credits, annual taxation returns, adjustments to cost base, buys and sells, revaluations• Accurately processed and completed complex Fringe Benefits Tax Return including multiple variations of fringe benefits within an educational not for profit organisation• Accurately prepared and lodged Franking Credit Return and BAS Returns• Formulated the camps and levies for the Annual Fee Schedule and subject levies for billing purposes• Managed and assisted with grants and funding compliance, while also maintained the Schools Grants Register• Assisted in the supervision, training and coaching of administrative and funding raising staff • Diligently enabled and monitored funding for Indigenous students• Maintained the School’s Lease Register and ensured contract documentation and administration was upheld for the leased equipment• Assisted with the strata and community title management for properties owned by the School and associated entities • Managed the Census process for government funding, ensured all compliance and deadlines were met and all supporting evidence verified • Assisted in preparation and lodgement of ACNC Returnshttp://www.westminster.sa.edu.au Show less Provided a comprehensive range of finance and accounting functions to the School and its associated entitiesKey Responsibilities:• Provided a comprehensive range of finance and accounting functions to the School and its associated entities• Completion of financial reporting of associated entities, liaising with auditors and acting as the point of contact for queries• Delivered highly skilled technical, administration and clerical support to the Accountant• Preparation of executive payroll and maintenance of personnel records • Provided assistance with the interpretation and implementation of relevant awards and agreements, as well as salary packaging functions• Assisted in the coaching and training of administrative and fundraising staff • Documented administrative functions and procedures to assist in delegation of taskshttp://www.westminster.sa.edu.au Show less

      • Accountant

        Jan 2010 - Dec 2016
      • Assistant Accountant

        Jan 2007 - Jan 2010
    • Department of the Premier and Cabinet, Government of South Australia

      Feb 2017 - Jul 2018
      Financial Accountant (Fixed Term Contract)

      The Financial Accountant maintains a professional working relationship with client agencies, Auditor-General’s Department, the Department of Treasury and Finance and the Australian Taxation Office.Key Responsibilities:• Providing quality customer service, whilst building relationships with clients• Preparing annual financial statements and associated working papers for Arts SA entities, in accordance with Treasurer’s instructions, Accounting Policy Framework and Australian Accounting Standards• Contributing to developing, maintaining, implementing and reviewing financial management policies, processes, procedures and systems• Undertaking tasks to assist agencies to meet legislative requirements and associated compliance work• Preparing and analysing financial reports and undertaking reconciliations and investment accounting functions• Contributing to providing effective leadership to build an effective team, including supervising staff• Advanced professional development through Creating Future Leaders Program Show less

    • YMCA South Australia

      Jul 2018 - Jun 2019
      Management Accountant

      Providing accurate and timely financial advice and analysis. The Management Accountant works with the finance team to oversee financial accounting, budgeting, forecasting and support strategic decision making. Continuously looking for process improvements to improve efficiency and accuracy. Maintain quality reporting and produce insightful analysis.

    • Colliers International

      Jul 2019 - Mar 2021
      Finance Manager

      Providing in-depth advice and an integrated service approach across all sectors of the property industry.The Finance Manager is responsible for providing financial and management reporting of U-City building to Uniting Communities Key Responsibilities:• Setup of accounting processes and invoicing for new Uniting Communities integrated community building• Highly skilled technical financial advice • Providing and maintaining quality reporting and producing insightful analysis• Interpretation of of leases and contracts• Preparation of budgets• Continuously looking for process improvements to improve efficiency and accuracy• Undertaking reconciliations and resolving variances• Researching taxation matters Show less

    • Not for Profit Accounting Specialists

      Mar 2021 - Nov 2023
      Consulting Finance Manager

      Key responsibilities:• Not for profit client service work, analyse and understand client needs to assist in the achievement of strategic aims and objectives• Mentoring Accountants and client finance team• Providing technical accounting knowledge as accounting specialist in the not for profit sector• Develop improvements to policies and procedures, business processes, tools and resources• Client work includes: Non Government Disability School, Aboriginal controlled community housing organisation, War Widows, Social Innovation Association, Indigenous Martu people preservation company Show less

    • Catholic Education South Australia

      Dec 2023 - now
      School Finance Specialist

      Supporting schools regarding processes, controls, procedures, implementing policies, reporting and accountability requirements, financial statements, financial audits, financial plans, budgets, software training, opportunities for improvement

  • Licenses & Certifications

    • CPA

      CPA Australia
      View certificate certificate
    • 500 Women in Property Participant

      Property Council of Australia
      Mar 2020
    • RRHAN-EC

      Educators SA
      Dec 2023
    • Fellow Certified Practising Accountant (FCPA)

      CPA Australia
      Jan 2025
      View certificate certificate
    • South Australian COVID-19 Marshal Training

      SA Health
    • Quality, Safety and You - NDIS Worker Orientation Module

      NDIS Quality and Safeguards Commission
      Mar 2020
    • Xero payroll certified

      Xero
      Apr 2021
    • Xero advisor certified

      Xero
      Apr 2021
  • Volunteer Experience

    • Breakfast Volunteer

      Issued by KickStart for Kids on Jan 2019
      KickStart for KidsAssociated with Sonya Wyness
    • Volunteer

      Issued by Koorana Gymnastics on Jan 2014
      Koorana GymnasticsAssociated with Sonya Wyness
    • OHS&W Representative

      Issued by Gymnastics Club on Jan 2010
      Gymnastics ClubAssociated with Sonya Wyness