Experience

• 

  UHY Haines Norton (Auckland) Ltd

  • Auckland, New Zealand

  • Chartered Accountant

    • May 2017 - Present
    • Auckland, New Zealand

• 

  BHW

  • Parnell, Auckland

  • Chartered Accountant

    • Oct 2015 - May 2017
    • Parnell, Auckland

• 

  Success Group Limited

  • Parnell, Auckland

  • Financial Accountant

    • Oct 2013 - Sep 2015
    • Parnell, Auckland

    • Responsible for preparation of Financial Statements in accordance with standards set by the External Reporting Board and associated Taxation returns.• Responsible for preparation of GST, FBT, and DWT returns.• Responsible for checking all Inland Revenue taxation assessments and advising clients of their tax position. • Responsible for handling any taxation disputes clients have with Inland Revenue.• Responsible for analyzing and advising clients of their software such as Xero and MYOB for accounting purposes.

• 

  Smartbeans (WA)

  • Perth, Australia

  • Accounting Executive

    • Feb 2012 - Apr 2013
    • Perth, Australia

    Preparation of draft Financial Statements for reporting and other administrative duties

• 

  The Business Results Group Ltd

  • New Zealand

  • Accounting Technician

    • Aug 2007 - Dec 2011
    • New Zealand

    • Responsible for preparation of Financial Statements required to comply with the external reporting standards of the New Zealand Institute of Chartered Accountants and associated Taxation Returns.• Responsible for preparation of GST, FBT, PAYE and RWT returns.• Responsible for preparation of cash flow forecasts and statements and budget reports for a variety of clients from dairy, horticultural, manufacturing, service and retail based industries.• Responsible for preparation of payroll for clients. • Responsible for preparation of benchmark reports for all DairyBase clients and DairyBase NZ• Responsible for checking all Inland Revenue taxation assessments and advising clients of their tax position. • Responsible for handling any taxation disputes clients have with Inland Revenue.• Responsible for advising clients on taxation treatment of a wide variety of income and expense items.• Responsible for liaising with clients regarding their record keeping and taxation compliance systems.• Responsible for analyzing and advising clients of softwares such as Xero and Banklink for accounting purposes. • Responsible for assisting clients to implement new and current accounting software applications.

• 

  Mizuho Bank

  • Singapore

  • Bank Officer with Japanese Corporate Banking Department III

    • Mar 2004 - Feb 2007
    • Singapore

    • Responsible for handling of daily deals and transactions from customers, including placement of time deposit, buying and selling of foreign exchange and execution of loan.• Responsible for coordinating with Relationship Managers regarding client account activities.• Responsible for handling of customers' enquiries and providing excellent customer service.• Responsible for portfolio performance review, proposals and meeting with clients.• Responsible for the promotion of business and developing of sales leads.• Responsible for maintaining good relationship with existing customers as well as forging new relationships with prospective clients.

• 

  Standard Chartered Bank

  • Singapore

  • Senior Service Consultant-Team Leader, Direct Banking

    • May 2001 - Sep 2003
    • Singapore

    • Responsible for handling of customers' enquiries and requests with regards to credit cards, loans and other banking products.• Responsible for cross selling of products to customers for business success.• Responsible for timely approval of waivers on finance charges and ensuring proper validation of waiver requests.• Assist Managers in handling escalated calls and training of junior consultants.• Involved in Integrated Voice Response system analysis and enhancement project.• Involved in the setting up and training of the Line Management Team.• Involved in the supervision and documentation of the workflow processes between departments.