Sue Palmer (ACMA, CGMA, CPA)

Experience

• 

  Nutrasweet Kelco Company

  Oct 1996 - Jan 1998

  Assistant Accountant
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  LexisNexis Butterworth Tolley

  Feb 1998 - Mar 2000

  Management Accountant
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  Transamerica Trailer Leasing

  Mar 2000 - Mar 2003

  Transamerica Trailer Leasing provides long and short-term trailer rentals to many companies throughout Europe. At the time its annual turnover exceeded US$100m.Responsible for 2 members of staff. Production of consolidated financial statements, the annual 3-year plan and accounting for the 21,000 trailer assets. Responsible for the production of consolidated financial statements.

  • Finance Manager

    Jul 2001 - Mar 2003

  • Group Accountant

    Mar 2000 - Jul 2001
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  Iron Mountain Europe

  Mar 2003 - Jan 2008

  Responsible for consolidation of European management accounts and head office account production on a monthly, quarterly and annual basis. Working with head office in Boston to provide commentary and analytics for budgets and forecasts as well as the 10K and 10Q submissions. Production of Sarbanes Oxley workflows and implementation. Key achievements:• Implementation of new budgeting tool for Europe• Management of 2 members of staff producing head office accounts and sales staff information.• Attending meetings with and producing financials for several key target acquisitions. Show less

  • Europe & Head Office FP&A

    Jun 2006 - Jan 2008

  • Off-Site Data Protection - FP&A

    Mar 2003 - Jun 2006
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  Marsh & McLennan Companies

  Jan 2008 - Mar 2009

  SVP - Financial Planning & Analysis

  Responsible for the production of monthly, quarterly and annual accounts. Sarbanes Oxley implementation and compliance. Liaison with auditors for half-yearly and annual financial audits. Work with head office to provide analytics and support.Key achievements:• Responsible for a team of 16.• Relocation of management account production to India.

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  N/A

  Mar 2009 - Nov 2020

  Parental Leave
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  Cake Creations Perth

  Feb 2016 - Mar 2020

  Owner/Founder

  Cake Creations Perth was a cake decorating business created and run by myself. Being self-employed, I have been responsible for not only the design and production of what is made, but have also gained experience and achieved in the following:• Marketing, including working with and collaborating with others in complementary businesses.• Web design – creating and maintaining the cakecreationsperth.com website including Search Engine Optimisation (SEO) and Google Analytics.• Quote writing.• All aspects of finance, also implementing MYOB.• Liaison with clients and venues. Show less

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  ABL Group

  Nov 2020 - Sept 2021

  Accountant & Document Controller
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  HBF Health

  Sept 2021 - now

  Looking after HBF’s wellness business incorporating Life Ready Physio, HBF Physio, HBF Dental and Wellness programs Working with the actuarial team to coordinate underwriting forecasts and understand variances. Partner with the Member Experience and Governance and Risk divisions to provide financial insights, produce budgets and forecasts, review month end results. Responsible for 1 member of staff. Finance Business Partner working with the Member Experience, CUA Health and Governance, Risk & Pricing divisions. Responsible one member of staff and providing financial support to the business as well as producing budgets, forecasts and month end reports. Work closely with Actuarial team to formulate and analyse premium income and claims costs. Provide forecasts, commentary and insights on business plans for s.33 merger application. Senior Financial Analyst working as business partner to the CUA Health and Governance & Risk divisions. Responsible for budgeting, forecasting and month end reporting. Work closely with Actuarial team to formulate and analyse premium income and claims costs. Provide forecasts, commentary and insights on business plans for s.33 merger application. Completion of month end management accounts and forecasts for CUA Health and Governance, Risk & Pricing Divisions.

  • Finance Manager - Wellness

    Jan 2024 - now

  • Senior Finance Business Partner

    Mar 2023 - Jan 2024

  • Finance Buisness Partner

    Oct 2022 - Mar 2023

  • Senior Financial Analyst

    Mar 2022 - Oct 2022

  • Management Accountant

    Sept 2021 - Mar 2022