Curriculum Vitae for Patrick Donald McStay

8/14/2019 Curriculum Vitae for Patrick Donald McStay

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Curriculum Vitae for Patrick Donald [email protected]

Personal Details

Date of birth: 22nd August 1983

Years of occupational experience: 5

Marital status: Single

Gender: Male

Occupation Specific Experience

FULL TIME ASSISTANT MANAGER - PKF CHARTERED ACCOUNTANTS

Period of employment : January 2004 current

Location: Southern Sydney Office

Key achievements: 2007 Managing Partners Award Employee of the year(Southern Sydney Office)

Details of my current role:

Senior technical advisor for AIFRS statutory compliant reporting specialand general purpose financial statement for public unlisted and largereporting entities including working with external audit teams

Experience with consolidated statutory compliant financial reporting

including experience in foreign exchange rate translations, financialinstrument disclosures and consolidated cashflow statements

Extensive experience and understanding of Microsoft excel includingdeveloping internal excel-based systems to automate financial reporting forlarge and small entities

Technical tax advising including schedule 25A (foreign transaction andbalance disclosures), small business tax concessions upon the sale of capitalassets (business sales, property sales), group tax planning

MYOB and QuickBooks consulting including on-site advising for major clientsand leading internal training sessions for intermediate and junior staff

Public speaking at Cadet Information Evenings at schools and work functionsincluding

Daily correspondence with business executives

Core daily functions and activities include:

Reviewing annual financial statements and tax returns for smalland medium entities including companies, discretionary and unit

trusts, superannuation funds and partnerships

Preparing detailed engagement plans for staff based on client

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Curriculum Vitae for Patrick Donald McStayAddress: 14 Sand Bar Place, Lilli Pilli, NSW, 2229 Mobile: 0403-879-409 Email:

meetings including budgets, timelines for completion and ongoing monitoring of

progress throughout the course of each engagement

Developing weekly agenda points for discussion at group meeting

including reviewing weekly and monthly productivity andrecoverability reports, reviewing detailed billing and write-offperformance for individual staff and overseeing groupperformance for discussion with managers and partners (Group of11 staff)

Correspondence with clients regarding technical tax advise andaccounting problems including correspondence with the Office ofState Revenue, ASIC and the Australian Taxation Office regardingaccount management (fine and penalty remission and timeextensions for large clients)

Reviewing of quarterly activity statements for our client baseincluding detailed review of quarterly accounts for entities toensure accurate disclosure of reporting items and technical GSTadvise for clients where necessary

Specific skills and qualities

Business communication 5 years of applied experience incorresponding with corporate executives, families and their stakeholdersthrough a wide range of mediums

Problem solvingapplied experience in co-ordinating internal and

external resources within a time frame and budget in order to meet andexceed client driven expectations

Management ability to read individual personality types within a team,alter communication methods to enhance responsiveness (for example,open questions) and apply techniques to achieve an effective responsefrom colleagues

Teamwork applied experience in working with administration staff andpersonal assistants, young cadets and undergraduates and businessprofessionals both for employer and clients

Extensive occupational education and training

Consistent internal and external professional training attendanceincluding:

External Writing for business Presenting for results Networking Think on your feet

Internal Preparing businesses for sale Estate Planning

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Capital Gains Tax Structuring Taxation issues in a downward economy

Industry and clientele experience refer to APPENDIX A

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Other Work Experience

PERMANENT PART-TIME BAR ATTENDANT - SHARKS LEAGUES CLUB

Period of employment : March 2002 August 2004

Location: Cronulla

Bar Attendant, Tray Steward, Poker Machine Attendant, Keno Operator, EventOrganiser, Sponsors Box Attendant

CASUAL CUSTOMER SERVICE - MCDONALDS FAMILY RESTAURANT

Period of employment : June 2001 September 2002

Location: Caringbah Store

General operations of the restaurant including food preparation, cleaning, customerservice and cashier operator

Education

Graduate Diploma (ICAA)

The Institute of Chartered Accountants (Sydney)

November 2005 August 2007

Bachelor of Commerce with Merit - Major in accounting and finance and aminor in business law

UNSW (Kingsford/Randwick)

March 2002 June 2005

HSC Completion UAI of 94.60

Woolooware High School (Woolooware)

Best All-Round Student 2000

Leisure activities and interests

Golf Member of Woolooware Golf Club (Handicap 13 Member since 2000) Soccer 15 years with Lilli Pilli Football Club (All Age 7 Competition for 2009) Gym Weights activities at Fitness First Co-ordinating work-related leisure activities (PKF Masters Golf Day, PKF Office V

Office Soccer Match, Melbourne Cup Day, Trivia Nights) Guitar and singing East Coast City Church Music Team (Member since 2005) Oz-tag

Water sports surfing, wakeboarding, fishing and boating Movies and ten-pin bowling

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References

Mark Hadfield

So Natural Foods (ASX Listed - Freedom Nutritional Products Limited) Group

financial Accountant and Ex-Assistant Manager of PKF

Mobile 0403-851-472

Tim Connolly

Yellow Brick Road (Mark Bouris Founded) Senior Accountant and Ex-SeniorAccountant of PKF

Mobile 0414-829-456

Felix Antonius

Director and Shareholder - Antonius and Associates Pty Ltd (Architect)

Mobile 0412-335-490

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APPENDIX A INDUSTRY & CLIENTELLE EX PERIENCE

Industry Company Role details

International foreignaid, medical services,defence consulting

International SOSAustralasia Pty Ltd andconsolidated entities

Preparation of a consolidationspreadsheet of fourinternational subsidiarycompanies and a parent entityincluding consolidationeliminations in Microsoft excelbased on trial balances.

Subsequent preparation of

general purpose financialreports and company incometax return and provision toparent company in Singapore

Property Development Buildcorp Australia PtyLtd and consolidatedentities and I wantfffffsssssssssssssssssssss

Delmege Commercial

Group (over 20entities)

Preparation of statutorycompliant special purposesfinancial reports includingconsolidated and parentfinancial statements.

Preparation of company tax

returns including provision oftax advise to financialcontroller regarding capitalgains structuring andtransactions

Software consultancy to rectifymajor problems in internalaccounting systems

Manufacturing Narellan Pools Pty Ltd

P

Narellan Franchise PtyLtdR

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Steric Pty Ltd andconsolidated entities

Preparation of statutory

compliant special purposesfinancial reports

Advising and implementingreporting systems for the boardof directors to meet needs ofthe external stakeholders oftheir Australia wide franchisenetwork

Preparation of statutorycompliant special purposes

financial reports includingconsolidated and parentfinancial statements

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Insurance Salisbury PayneTinslay Unit Trust(subsidiary of listedparent company

Austbrokers Limited)

Preparation of statutorycompliant special purposefinancial reports and taxreturns including the

management of the corporateactivities of a director

Motor Vehicle Industry Talon Body Styling PtyLtd

Tyrepower Greenacre

Business advise to the generalmanager including thedevelopment of internal controlsystems

Business advise to the generalmanager including thedevelopment of internal controlsystems and managementadvise in regard to duediligence and the sale andpurchase of a business

Professional Athletes Brett Lee

Shane Lee

Chris McCormack

Phil Jaques

Management of their personaltax activities including relatedtrading and investment entities

Software Applications Focus Strategies andSolutions Pty Ltd

Primarily tax advise regardingtheir highly labour intensiveorganisation (FBT, Payroll Tax,GST, Income Tax,Remuneration Structures)

Sale of business and duediligence consultancy regardingsale of the business including

tax related and accountingadvise

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Documents

Curriculum Vitae for Patrick Donald McStay