Annette J Wen
Senior Accountant at Findex- Claim this Profile
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Mandarin Native or bilingual proficiency
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Cantonese Native or bilingual proficiency
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English Professional working proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia & New ZealandFeb, 2015- Oct, 2024
Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Senior Accountant
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Feb 2017 - Present
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MSI Taylor
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Australia
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Accounting
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1 - 100 Employee
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Accountant (Senior)
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Mar 2014 - Sep 2016
With the backgroud in business advisory, analysis and tax consulting for medium to large entities in a multitude of industries, I have developed my business acumen, analytical and problem solving skills to assist clients' business reasonably minising tax payable; build effective tax and finanical strategies and create competitive advantages for the business. Working at MSI Taylor Business Services gave me more oppotunities to build and maintain my strong client relationship and time management skills. Working on clients' complex business structures strengthened my technical skills and great attention to detail. After working at MSI Taylor for one and a half year, I started focusing more on client relationship skills build-up, business advisory and KPI analysis.This helped me maintain my strong technical and time management skill. It also helped me build up my analytical skills so that I can better assist clients in growing their business. I was also delegated to train and mentor junior accountants and undergrate students from university program.This helped me develop a strong training, leadership and management skills. Responsibilities include but not limited to: * Prepared and Reviewed financial reports and income tax returns for HNW individuals, partnerships, trusts and companies * Corporate tax: prepared consolidated and statutory financial statements * Provided tax and accounting advice under management guidance * Actual vs budget analysis on client quarterly KPI reports with further analysis on individual cost centres and underlying cause * Tax planning * Tax compliance; liaise with auditors on clients' audit projects * Tax research * Prepared FBT, GST returns and applications for R & D incentives relates * Staff training * Inter-entity loans reconciliation * Div 7a calculation and application * Cloud accounting
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Tax Consultant
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Sep 2011 - Mar 2014
Working at Revie & Co gave me a great chance to build a strong client relationship skills with a lot of high performance SMEs around Brisbane and North Queensland. Resposibilities includes but not limited to: * Prepared income tax returns and financial reports for individuals, partnerships, trusts and companies. * Prepared monthly bank reconciliaton, BAS, IAS for clients. * Accounts Payable, Accounts Receivables and general journals data entries * Tax researches * Assisted in audit of SMSF and audit report preparation * Contributed to tax planning strategies
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Assistant Financial/ Management Accountant
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Apr 2009 - Aug 2011
Working at Credit Solution Group while I was studying my university degrees helped me build up a strong time mangement skills and understand the real business well. I gained a strong knowledge of how to integrating what I learnt into the real business and assisted company directors in some good decision-makings. My responsibilities include but not limited to * Prepared financial analysis for all the associated entities * Actual vs budget analysis on monthly KPI reports with breakdowns on individual cost centres * Monthly revenue and cost forecasts, cash flows forecasts * Monthly bank reconciliation and inter-entity loans reconciliaton etc * Accounts Payables & Receivables * Prepared statutory financial reports * Completed IAS and BAS.
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Education
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Chartered Accountants Australia and New Zealand
Graduate Diploma of Chartered Accountants -
Queensland University of Technology
Master of Business, Professional Accounting -
The University of Queensland
Bachelor’s Degree, Business/Commerce (Major in Accounting)