Finance and Administration
Runs Meridian's own finances and delivers bookkeeping services to clients. The team processes transactions, raises and chases invoices, reconciles accounts, prepares management reports, manages the front office and reception, keeps business records and supports the other departments with scheduling and document production.
What the team is accountable for
- Process transactions and reconcile accounts for Meridian and clients
- Raise invoices and manage debtors
- Prepare monthly management reports
- Run reception, meeting rooms and office supplies
- Maintain business records and the retention schedule
How we know it is working
Who works here
Hamish Duggan
Hamish manages Meridian's finances, the bookkeeping team and the front office and joined the firm five years ago from a chartered accounting practice.
Kai Whitmore
Kai runs reception, meeting rooms, scheduling and document production in Melbourne and has been the first face clients see for two years.
Where the work is recorded
Invoices and Debtors
Records every invoice raised to clients with its amount, dates and payment status, and drives the overdue follow up sequence.
Client Relationship Manager
Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.
Human Resources Requests
Records leave, recruitment, onboarding, performance, grievance and payroll requests for Meridian staff and for client employees serviced by people services.