Experience

• 

  Suncorp New Zealand

  • New Zealand
  • Insurance
  • 500 - 600 Employee

  • Senior Accountant

    • Apr 2024 - Present

  • Accountant

    • Sep 2022 - Apr 2024

• 

  William Buck New Zealand

  • Accountant

    • Oct 2021 - Sep 2022

• 

  Denis Treanor & Associates Ltd

  • Auckland, New Zealand

  • Accountant

    • Jan 2017 - Aug 2021
    • Auckland, New Zealand

    • Assisting to prepare monthly and annual Financial Statements to small and medium-sized businesses.• Preparing year-end financial statements for a wide range of clients• Providing tax planning and strategies to legally defer or minimize tax liabilities• Preparing and filing tax returns: Income Tax , GST, FBT and PAYE• Data entry and managing data including the importing and exporting of data from other client internal systems• Communicating with Banks, Lawyers, ACC and other external parties on behalf of clients• Liaising with IRD to resolve issues as required including assessments, statement of accounts and payment arrangements• Managing company register in Companies Office on behalf of clients• Providing effective Xero training to clients• Assisting clients with systems-related queries (Xero)• Working closely alongside with supervisor and assist with accounting queries relating to the processing of financial statements

• 

  Bill Birdling CA Ltd

  • Auckland, New Zealand

  • Junior Accountant

    • Jun 2016 - Dec 2016
    • Auckland, New Zealand

    • Assisting to provide monthly and annual services, including Financial Statements, Tax Support and Payroll Service to small and medium-sized businesses.• Preparing year-end financial statements P&L and balance sheets for a wide range of clients• Preparing and filing tax returns: Income Tax , GST, FBT and PAYE• Communicating with clients and IRD to resolve issues as required including assessments, statement of accounts and payment arrangements• Providing clients with general assistance with MYOB and BankLink• Coding and complete data input of client documents into MYOB ledgers• Compiling financial reports and analyses; working to strict deadlines

• 

  Auckland Council

  • Auckland, New Zealand

  • Credit Controller

    • Feb 2016 - May 2016
    • Auckland, New Zealand

    • Assisting with credit applications for new customers: credit checks, checking trade references and credit limits• Accounts receivable administration • Credit control: chasing outstanding accounts, negotiating payments and when needed preparing and coordinating debts for collection by DebtWorks NZ• Proposing write off of irrecoverable receivables or liquidating the debtor; stopping services and commencing legal action

• 

  Optimizer HQ

  • Auckland, New Zealand

  • Finance Team Assistant

    • Dec 2014 - Jun 2015
    • Auckland, New Zealand

    • Generating invoices and managing the payment of invoices in accordance with payment terms; credit control and collections• Verifying and checking expense claims• Prepare, verify and process invoice and coding payments• Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted• Auditing transactions and settlements to prevent financial risks and fraudulent transactions• Reconciling the bank account• Process refunds, chargeback, and research any discrepancies