Experience

• 

  KPMG New Zealand

  • Auckland, New Zealand

  • Senior Advisor

    • Feb 2022 - Present
    • Auckland, New Zealand

• 

  VCFO Group Limited

  • New Zealand
  • Financial Services
  • 1 - 100 Employee

  • Financial Accountant

    • Feb 2021 - Jan 2022

    Responsibilities:• Preparing annual financial and compliance accounts for clients in various industries.• Preparing and filing GST, annual tax returns, as well as claiming applicable tax credits.• Providing advice to clients on their tax and compliance obligations.• Liaising with the IRD on clients' behalf for taxation purposes.• In charge of monthly accounts and assisting in annual accounts of a portfolio of forestry entities.• Providing accounting and secretarial services to a portfolio of commercial building investment funds entities.

  • Management Accountant

    • Aug 2019 - Feb 2021

    Responsibilities: • Providing complete management accounting services to a portfolio of private clients. • Preparing month-end accounts, and management and financial reports, tailored to the specific needs of each client. • Preparing, filing, and liaising with IRD on clients' behalf for taxation purposes. • Preparing and process clients' payroll using Xero Payroll • Providing timely and accurate financial analysis, insights, and professional advice to clients. • Proactively engaging in communication with clients to ensure that clients are on top of their financial position and able to achieve business financial goals. • Constantly adapting and working on different accounting and enterprise solutions to meet client’s accounting system requirements as well as recommending future improvement. • Maintaining and upholding codes of ethics and professional standards as expected from a member of a CA firm.

• 

  LivingGreen Group of Companies

  • Auckland, New Zealand

  • Company Accountant

    • Jun 2016 - Mar 2019
    • Auckland, New Zealand

    • Independently preparing timely board financial, management report papers, providing financial advice to directors and CEO.• Maintaining accurate accounts records of parent and all subsidiaries in the group.• Designed comprehensive financial dashboard, approved and used in board meetings.• Working with CEO on cash management, forecast and three-year capital plans.• Analyse P&L items and report on variance for operation and financial performance.• Efficiently consolidate reporting templates, reducing periodic reporting time by half.• Analysing P/L of different lines of products vs standard costing.• Collaborating with different stakeholders, maintaining professional and relatable flow of information to different users.

• 

  Trass Family Motorsport Ltd.

  • Accounts Administrator

    • Dec 2015 - Mar 2016

    • 3-month holiday cover for the company accountant – All accounts and financial functions, including: Accounts Receivable/Payable, Payroll, GST and bank reconciliation.• Prepare financial reports and provide financial and budgetary advices to owner.• Recode all transactions in Xero to meet external auditor’s requirements for YE accounts.• In charge of customer receptions and other office administrative duties.

  • Accounts Assistant

    • Dec 2014 - Nov 2015

    Assist in setting up company profile and maintain business accounts in Xero.Create and deliver invoices/statements (AR); review and process payables on weekly basis.Prepare weekly pay runs in SmartPayroll, ready to process for payment.Data entry, investigate and allocate business transactions in order to maintain the highest level of accuracy.Provide critical supports for the company accountant in GST Return calculation and analysis, with returns up to hundred thousands of dollars.

• 

  Hi I.Q. Liquor Merchants Ltd.

  • Auckland, New Zealand

  • Accounts Assistant

    • Nov 2013 - Mar 2014
    • Auckland, New Zealand

    • In charge of Account Receivable function, including producing invoices from sales note using Prophet III, investigating and resolve customers’ claim on breakage.• Daily supports to Accounts Payable function.• Perform regular stocktakes with the Accounts Administrator and warehouse staff.• 4-week holiday cover for Accounts Administrator, extending to processing payroll for seven full-time staff.