• Job TypePermanent
• PaySalaries around $90,000
• Reference2586099

Comments

My candidate is a chartered accountant with a master’s degree in professional accounting. They have worked for various companies in New Zealand as an accountant and bookkeeper. They are now an assistant accountant at a transportation company, where they handle accounts receivable, bank reconciliation, reporting, and compliance. They also help with other finance tasks and functions as needed. In previous roles they have performed various accounting tasks and systems, such as accounts payable, payroll, GST, FBT, budgeting, forecasting, visa applications, and client data management. They are skilled and efficient in accounting, reporting and analysis.

Following their current employer being unable to offer progression and their fairly recent chartered status, my candidate is seeking a role which will offer a pathway of learning and growth, whether laterally, vertically or ideally a mixture of the two.

Professional qualifications/key skills

• Chartered Accountant since 2022
• Master Degree in Accounting
• Experience across multiple sectors and industries
• Extensive transactional finance knowledge
• Reporting and analytical experience

Education and Certifications

Masters Degree in Professional Accounting

Completed 2014

Chartered Accountants Australia and New Zealand

Chartered Accountant

Since 2022

Employment History

Tourism Company

Assistant Accountant

2021 to present

• Looking after the Accounts Receivable function including the creation and processing of invoices and credit notes 
• Complete daily bank reconciliation
• Ensure month-end journals are posted accurately and in a timely manner
• Respond to customer queries in a timely manner
• Ensure the Accounts Receivable month end processes are completed within agreed timeframes
• Assist the Financial Accountant with ad hoc finance tasks as required
• Management and reporting of Aged Debtors
• Assist with monthly reporting processes
• Reporting and general tasks for the wider Financial Accounting Team
• External Financial Reporting and Compliance
• Assist in the preparation of GST 
• Cover of Accounts Payable and Ground Transport functions as additional temporary tasks.

Retailer and Wholesaler

Bookkeeper

2020 to 2022  

• Manage monthly accounts payable / receivable and monitor cash flow
• Bank account reconciliations
• Liaising between workers and office team to execute projects
• Handling all the bank accounts and accounting system
• File GST and PAYE 
• Payroll & HR
• Looking after staff records  
• Maintaining accounting journals and ledgers
• Filing Work visa application with Immigration New Zealand
• Preparing monthly analysis on income and expenditure and providing feedback
• Assisting in the preparation of month end and year end reports, accounts, and journals

Tourism Provider

Accounts Administrator

2018 to 2020

• Daily bank and cash reconciliation
• Processing Accounts Receivable; ensuring credit control and making sure debtors pay on time
• Managing Accounts Payable and commission Invoices
• Working with the team to make sure that bookings are processed, clients receive paperwork and payments are received on time
• Reconciling Petty Cash

IT Company

Office & Accounts Manager

2016 to 2018

• Bank and Cash Reconciliation
• Processing Accounts Receivable; ensuring credit control and making sure debtors pay on time
• Managing Accounts Payable 
• Processing fortnightly Payroll
• Accurately maintaining time and attendance records and ensuring all staff have employment agreements and other records
• Filing two-monthly GST and quarterly FBT
• Month end and year reporting, cost analysis, budgeting & forecasting

Independent CA Firm

Bookkeeper (Part time role)

April to May 2016

• Bank reconciliation
• GST and monthly management Reports Preparation
• Creating bills/purchases in Xero based on bills sent to the Xero cloud 
• Sorting out the debtors, in particular all those with invoices due over 60 days
• Sending out monthly account statements to customers

Simon Lawrence

Team Manager

Hays Senior Finance

T: +64 (0) 21 240 2620