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Lisa Whelan is a seasoned accountant with 11 years of experience in accounting, tax, and financial reporting. She has worked with William Buck, Christmas Gouwland Limited, and Westside Compliance, preparing financial statements, tax returns, and supporting work papers. Lisa holds a Bachelor of Commerce degree from the University of Otago and has expertise in QuickBooks, Microsoft Excel, and financial accounting.

Experience

  • William Buck
    • Auckland, New Zealand
    • Accountant
      • Oct 2012 - Present
      • Auckland, New Zealand

      Christmas Gouwland Limited and William Buck Limited Auckland merged in 2012. Time period includes 10 months of extended leave while travelling overseas.Preparing financial statements and tax returns, while discussing various tax and accounting implications with my manager. Preparing supporting work papers. Communicating with clients to obtain the relevant information. Researching tax issues.

  • Christmas Gouwland Limited
    • Auckland, New Zealand
    • Accountant
      • Mar 2011 - Sep 2012
      • Auckland, New Zealand

      Preparing financial statements and tax returns, while discussing various tax and accounting implications with my manager. Preparing supporting work papers. Communicating with clients to obtain the relevant information. Researching tax issues.

    • Manager and Administration
      • Mar 2007 - Feb 2011
      • Dunedin

      Part-time work while at university.Pricing, invoicing, wages, GST coding and marketing while working with staff, customers and suppliers. Maintained trade customers and continued to attract work from the general public.

    • Volunteer Student Accountant
      • Mar 2010 - Oct 2010
      • Dunedin

      Part-time work while at university.Creating accounting resources for the not-for-profit sector to use. Meeting clients and helping them with accounting issues, under supervision by a chartered accountant.

    • New Zealand
    • Newspaper Publishing
    • 1 - 100 Employee
    • Advertising Sales Representative
      • 2003 - Feb 2007

      Maintaining and helping existing customers with their print advertising needs, and finding new customers, this was achieved by cold calling, seminars and working with the art department to come up with new ideas. Our team also organised the summer and winter fashion supplements.

    • Office Junior
      • Apr 2002 - 2003

      Assisting the sales representatives and managers by taking advertising proofs out to customers, finding advertisements, reception work, administration and learning about the newspaper industry.

Education

  • 2007 - 2010
    University of Otago
    Bachelor of Commerce (BCom), Accounting and Finance
  • 2005 - 2005
    Otago Polytechnic
    NZIM Certificate in Management, A+
  • 1998 - 2002
    Bayfield High School
    High School/Secondary Diplomas and Certificates

Suggested Services

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Industry Focus. “Accounting”

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