Belinda Agnew 🦄

The Plan. The People. The Push.

A boutique venture studio where I partner with bold tech founders and B2B brands to scale with the right people, the right plan, and the push to grow.

From C-suite hiring and go-to-market strategy to LinkedIn visibility and investor readiness - I embed with only 2–5 companies a year to go deep, not wide.

⚡️ Built for:
✔️ Tech scale-ups
✔️ B2B brands ready to be seen
✔️ Founders building with urgency

I also lead The Influence Sprint, which is a fast, focused LinkedIn growth track for founders and brands who want real visibility and inbound deal flow (not fluff).

Let’s build something people can’t ignore.

📬 DM me to collab or apply at belindaagnew.com

Head of Growth Advisor

Belinda Agnew

Australian Taxation Office

ATO Finance deliver essential services that strengthen ATO outcomes and priorities, overseeing all aspects of ATO finances including resource management and strategy, budgeting, financial accounting and tax reporting, procurement and contract management as well as project, property and facilities management services.

Work as part of a team to research and analyse financial, operational, administrative and technical accounting, reporting and assurance matters, analyse trends and data to identify issues, risks, and opportunities to develop solutions in consultation with stakeholders to influence business outcomes.

Duties:

- Accountable for bank accounts, ensuring policy compliance and account integrity.

- Facilitate reconciliation between bank deposits, remittances, and payments.

- Create, download, and reconcile financial reports daily using COGNOS and VIPER       Reporting   software.

- Investigate credit card transactions to prevent fraud.

- Perform daily financial transactions, including Administered Drawdowns through the    Department of Finance CBMS Portal.

- Process credit card chargebacks and reversals, updating client accounts accordingly.

- Detect and report fraudulent activity on client accounts, coordinating with banks and   AMEX.

- Manage daily sweep figures input into SAP Account system and reconcile complex   transactions.

- Conduct research and resolution of financial issues independently, maintaining    documentation.

- Generate end-of-month bank reconciliation reports and develop operational procedures.

- Provide advice to stakeholders on financial management processes.

- Maintain data related to resource management activities.

- Make administrative and operational decisions to support financial management activities.

- Identify opportunities for process improvement in financial services provision.

APS 3 FINANCE OFFICER 

APS 4 Service Delivery Co-Ordinator 

Training, Mentoring & Leadership Role In readiness for the 2021 & 2022 Tax Time Season

Duties:

 - Perform a range of quality assessments, case processing or case management and approvals to support and deliver ATO service delivery outcomes

 - Understand and apply Quality Assurance frameworks in the review and monitoring of work and provide feedback on work undertaken to ensure quality standards are met.

 - Allocated workloads that support strategic priorities and business links, operational and planning processes to meet set standards.

 - Support staff in maintaining a safe work environment, safe work practices and adherence to workplace health and safety policy.

 - Operate and provide technical support on ATO systems and apply and interpret procedures to manage and review the quality of data and information held in these systems

 - Contribute to the development of other team members by imparting knowledge, skills and techniques specific to the work area through training, coaching and mentoring

 - Liaise and provide advice to clients and stakeholders, gauging and understanding their specific needs to enable service delivery activities

 - Gather, research and analyse information and data from a wide range of sources, prepare reports and present findings to supervisor for review

 - Provide sound written and verbal advice, negotiate and assist clients with their payment and lodgment obligations

APS 4 SERVICE DELIVERY OFFICER (Higher Duties)

- Undertake a range of tasks to enable debt collection, client account, registration, lodgement and processing activities

- Confirm client information and process correspondence and taxation forms via phone, in person or through electronic interactions

- Provide information and options to clients following established procedures and protocols and undertake difficult conversations to assist clients to meet taxation and superannuation obligations

- Maintain the quality and integrity of ATO records by accurately recording client data, interactions and decisions

- Ask questions to understand client needs and escalate issues as required to provide appropriate solutions and resolve issues

- Build and sustain client relationships to create and maintain a positive impression of the ATO and resolve enquiries or issues

- Provide written and verbal advice, negotiate and assist clients with their payment and lodgment obligations

APS 3 SERVICE DELIVERY OFFICER

Training, Mentoring & Leadership Role for the 2021 Tax Time Season in the Out Of Hours Team (OOH) in Capture Paper Returns

Duties: 

- Led, Train & Support Casual APS 1 Services Delivery Officers in the OOH Space for Tax Time 2021.

- Support Out Of Hours Team Leader, Co Ordinator and Leadership Group.

- Prepare the training program as per the requirements and instructions of senior leadership.

- Evaluate the effectiveness of the training programs, Make changes, if required to improve outcomes of the programs.

- Identify training and development needs through job analysis, appraisal schemes and regular consultation with team leaders, co-ordinators, and training department

- Design and expand training and development programs based on the needs of the organisation and the individual.

- Perform Quality Control and Quality Assurances of Key Processing of RFC’s, ITR’s, Tax Agent IITR's, Company, Strata Title,  Partnership, Trust, FBT and SMSF Paper Tax Returns.

- Undertook Quality Control & Quality Assurance Feedback activities to keying staff within Smart Capture procedure guidelines.

- Provided support to staff questions or queries with keying of Returns into the system and the pre-processing of returns as necessary.

- Maintain & Updating CPR’s Keying & Pre-Processing Staff Quality Control Matrix. 

- Allocated workloads that support strategic priorities and business links, operational and planning processes to meet set standards.

- Support staff in maintaining a safe work environment, safe work practices and adherence to workplace health and safety policy.

- Provided support to staff questions or queries regarding WFM software. (Shift Allocation Software)

APS 3 SERVICE DELIVERY OFFICER (Higher Duties)

Training, Mentoring & Support Role For 2020 Tax Time Season in CPR Albury (Capture Paper Returns) formerly known as RDCC Albury (Return Data Capture Centre)

Duties: 

- Led, Train & Support 12 New Employees.

- Prepare the training program as per the requirements and instructions of senior leadership.

- Evaluate the effectiveness of the training programs, Make changes, if required to improve outcomes of the programs.

- Identify training and development needs through job analysis, appraisal schemes and regular consultation with team leaders, co-ordinators, and training department

- Design and expand training and development programmes based on the needs of the organisation and the individual.

- Perform Quality Control of key processing into Smart Capture of RFC’s, ITR’s, Company, Partnership, Trust, FBT and SMSF Tax Returns.

- Undertook Quality Control & Quality Assurance Feedback activities to keying staff within Smart Capture procedure guidelines.

- Provided support to staff questions or queries with keying of Returns into the system and the pre-processing of returns as necessary.

- Maintain & Updating CPR’s Keying & Pre-Processing Staff Quality Control Matrix. 

- Allocated workloads that support strategic priorities and business links, operational and planning processes to meet set standards.

- Support staff in maintaining a safe work environment, safe work practices and adherence to workplace health and safety policy.

- Provided support to staff questions or queries regarding WFM software. (Shift Allocation Software)

APS 2 SERVICE DELIVERY OFFICER (Higher Duties)

APS 1 SERVICE DELIVERY OFFICER

Supporting Leadership & Services Delivery Staff in the Transition from RDCC Software to SmartCapture Software in readiness for the 2020 Tax Season

As an APS2 Service Delivery Officer I assists with mentoring APS 1 Staff

Supporting Leadership & Services Delivery Staff in the Transition from RDCC Software to SmartCapture Software in readiness for the 2020 Tax Season

As an APS3 Service Delivery Officer i mentor APS 1 & APS 2 Service Delivery Officers.

Support Role For 2019  Tax Time Season

As an APS2 Service Delivery Officer I assists with mentoring APS 1 Staff.

Support Role For 2018  Tax Time Season

As an APS2 Service Delivery Officer I assists with mentoring APS 1 Staff.

APS 3 Support Role For 2018 Tax Time Season 

AS an APS3 Service Delivery Officer I mentor APS 1 & APS 2 Service Delivery Officers.

Australian Electoral Commission

APS 1 Office Support for 2019 Federal Election (Farrer Division)

Undertake the updating and changing of details for the Federal Electoral Role, ensuring all data is accurate and correct.

Perform various tasks to enable Electoral Role registration, lodgement and processing in preparation for the Federal Election 2019.

Provide effective support throughout election preparation, election conduct and election finalisation in an efficient manner.

Identify and report issues as necessary, taking appropriate action to mitigate and manage risk, challenges and make improvements.

Manage accounts and handle Ballot papers safely and securely throughout the electoral process, ensuring accuracy and efficiency.

Act and operate as Scrutineer for the Electoral vote count on Election night and the following weeks at the Outpost centre.

Provide an administrative support role to other employees involved in research and investigative work.

APS 1 Administration Officer

Star News Group

+	Locate and contact potential clients to offer advertising services.
+	Explain to clients how specific types of advertising will help promote their products or services in the most effective way possible.
+	Provide clients with estimates of the costs of advertising products or services.
+	Process all correspondence and paperwork related to accounts.
+	Prepare and deliver sales presentations to new and existing clients.
+	Inform clients of available options for advertising art, formats, or features and provide samples.
+	Deliver/Email advertising or illustration proofs to clients for approval.
+	Prepare promotional plans, sales literature, media kits, and sales contracts.
+	Recommend appropriate sizes and formats for advertising.

IT & Internal Sales Consultant

Uptons

+	Counter and telephone sales, inquiries and orders.
+	Warehouse duties included reconciling inward product.
+	Running back orders, pack and coordinate transport pick up for deliveries.
+	Unpack remaining product for stock.
+	Stock take and stock take analysis.
+	Research special customer orders via email, internet
+	Supervising other team members and utilising problem solving ability in dealing with customer queries and complaints efficiently.

Internal Sales Consultant

Project Lighting Pty Ltd

+	Counter and telephone sales, inquiries and orders.
+	Manage liaison with suppliers and clients
+	Provide shipment information to customers
+	Liaison with different departments within the company to facilitate shipments
+	Assist in tracking shipments and providing alternative information
+	Provide transportation information and manage billing information
+	Manage quality control by ensuring that all shipped orders are in working condition
+	Project quoting and ordering.
+	Management of sales activity across existing and new customer bases, and the profitability of the branch.
+	Ensure that our Branch complied with the company policies and its objectives 
+	Inventory control and merchandising management. 
+	Management of receipting for Supplier, internal and Customer goods, Stock-in-transit.
+	Arrange for repair or replacement of damaged stock.
+	Manage customer orders and back orders to ensure all goods are supplied within the required time frames.
+	Maintaining industry, market and product knowledge to respond to customer needs and supplier opportunities.

Assistant Branch Manager

Ray White Real Estate

+	Create documents, spreadsheets and PowerPoint presentations.
+	Provide clerical support to Agents and the Principle.
+	Print Brochure booklets and fliers for Shop Front and Open Houses.
+	Update OSL with Customer feedback from Open House openings.
+	Answer telephones and take messages.
+	Distribute incoming mail.
+	Operate scanners, facsimile machines and photocopiers

Sales Administrative Assistant

Remtron Automation

+	Support the Operation Manager with daily administration tasks.
+	Operate computerised sales and inventory systems.
+	Stock take and stock take analysis.
+	Research special customer orders via email, internet.
+	Order stock through sales representatives and distributors.
+	Counter and telephone sales, inquiries and orders.
+	After Sales and Service of faulty product.
+	Re-ordering and liaising with factories for returns and supply of new product.
+	Maintain and update Customer and Supplier data base.
+	Warehouse duties included reconciling inward product, data imputing stock invoices.
+	Running back orders, pack and coordinate transport pick up for deliveries.
+	Coordinate transport Companies, pick up times and review freight rate structures.
+	Track shipments and provide alternative information
+	Profit & Loss statements for transport contracts. 
+	Organizes trade functions & sales meetings

Counter Sales, Senior Storemen, Freight Coordinator, Administration & Stock Control

Ready to redefine financial operations? 

As a dynamic force in Finance Reconciliation and Banking Management at the Australian Taxation Office, I'm poised to elevate the role of Finance ans Reconciliation Officer. 

With a solid track record spanning back to 2017, I've thrived as both a collaborative team player and a strategic leader, consistently surpassing expectations and forging pathways to excellence. 

Join me as we embark on a journey fuelled by innovation, excellence, and a relentless pursuit of financial prowess.

My ability to communicate with influence has fostered seamless collaboration with clients and partners on finance and banking-related matters. 

Drawing on my experience in financial and banking management systems, I bring advanced proficiency in financial reconciliation, reporting, and data analysis. 

Confident in my capacity to make a positive contribution as a Finance Officer, I leverage my expertise in financial, banking,  Reconciliation and resource management to deliver top-tier accounting outcomes while nurturing strong professional relationships with stakeholders.

Technologically savvy, I'm proficient in financial management systems like SAP, COGNOS, Viper and CBMS, along with a range of software packages, including Microsoft Office Suite and Everyday use in Excel Spreadsheets.

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The Battle

Belinda Agnew

Beau Blomeley

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