• Job TypePermanent
• PayAvailable from $85,000
• Reference6555773

Professional qualifications/key skills

• Chartered Accountant (CAANZ)
• Software inc Xero, MYOB, MS Office
• Experience in training and mentoring staff
• Extensive expertise in financial reporting, tax compliance, and stakeholder engagement

Comments

My candidate is a CA-qualified accountant with a strong background in financial reporting, tax compliance, and client advisory across industries such as retail, construction, manufacturing, and rental services. They have successfully managed portfolios of over 70 clients, delivering tailored financial strategies and ensuring compliance with GST, FBT, and income tax regulations. They are proficient in tools like Xero, MYOB, and Microsoft Office Suite, and have demonstrated analytical capabilities through business valuations and cost optimisation projects that led to an increase in book profits. Their experience spans from preparing management reports and cash flow forecasts to mentoring staff and streamlining financial operations, showcasing their commitment to accuracy, efficiency, and continuous improvement.

My candidate is seeking a more business advisory based position to grow their competency and experience.

Education & Qualification

CAANZ

Chartered Accountant

Since 2024

Master of Professional Accounting

Completed 2020

Bachelor of Commerce (Accounting and Finance Major)

Completed 2014

Work Experience

Christchurch CA Firm

Accountant

2023 to Present

National CA Firm

Accountant

2021 to 2022

Key Responsibilities:

• Generated comprehensive management reports & month-end reports for client and banking purposes.
• Facilitated client meetings alongside business partners to discuss financial strategies and outcomes.
• Advised 50+ clients on changes in tax rules/ queries and their potential implications.
• Supported clients through month end reporting including any accrual journals.
• Completed annual accounts and other tax compliances such as GST, FBT, Provisional Tax for individuals, sole traders, partnerships, companies, and trusts.
• Created ad-hoc reports in SYFT, Xero and MYOB Essentials/AccountRight upon management request.
• Managed portfolios of 70+ clients from industries such as retail, construction, manufacturing, rental services with a turnover ranging from $500,000 to $4,500,000.
• Assisted with several business valuation assessments through Bstar software by analysing the commercial drivers.

Logistic Company

Finance Assistant

2019 to 2020

• Collaborated with senior management with budgeting and forecasting.
• Developed a standardised cash flow template.
• Created templates for excess cash flow to be invested in long-term deposits.
• Regular meetings with staff to understand how to further streamline their process.
• Supported the management in costing techniques and the right method of allocation of central and regional costs.
• Developed a standard template for monthly management reporting.
• Analyse the costing and allocation of profits using the palette method.

Achievements:

• Reduced the allocation costs via costing techniques and increased the book profits by 7%
• Developed a cash flow forecast template that will help in surplus cash investment

Chartered Accountants

Accounts Assistant

2017 to 2018

• Assisted in business advisory services, due diligence, health checks, and compliance work.
• Prepared and filed GST, Income tax returns for individuals, partnerships, trusts, and companies.
• Developed budgeting & forecasting modules for various SME clients of the firm.

Pre 2017 history available on request

Simon Lawrence

Team Manager

Hays Senior Finance

T: +64 (0) 21 240 2620