• Job TypePermanent
• PayAvailable from $70,000
• Reference9602547

Professional qualifications/key skills

• CPA in progress
• Bachelor of Accounting
• Financial statement preparation
• Software inc Xero, MYOB, Excel

Comments

My candidate is a CPA candidate with a strong foundation in accountancy, developed through diverse roles across the tourism, community services, hospitality, and education sectors. He has over two years of experience in both in-house and public practice accounting, demonstrating proficiency in financial reporting, tax compliance, audit preparation, and bookkeeping. He has managed general ledgers for over 30 organisations, performed reconciliations (including GST and payroll), and utilised accounting software such as Xero and MYOB. His roles have required strong analytical skills, attention to detail, and effective communication, particularly in client-facing and leadership positions. My candidates adaptability and commitment to continuous learning are evident in his ongoing CPA studies and his ability to transition seamlessly between operational, financial, and customer service responsibilities. He is seeking a role back in a CA practice to continue his learning and development.

Education & Qualifications

CPA Australia

CPA Program Study (2 courses finished)

Started 2024

Bachelor of Applied Management (Accounting)

Completed 2022

Employment History

Family Hospitality Business

Director (Operation and Finance manager)

2024 to present

Assisting operations at my family business, a Korean tour operator in the South Island, during a surge in tourism. Responsible for financial administration, coordinating tour and coach schedules, resolving operational challenges, and ensuring smooth business operations during peak seasons

Family Leave

January to September 2024

Took a year-long break in South Korea to support my grandfather during his battle with cancer

Local Accounting Firm

General Accounting Position

2022 to 2024

Provided Tier 2 and 3 accounting needs to small and medium businesses and non-profits. Handled audits, reviews, financial reporting and tax compliance, all delivered on time.

Tax Calculation and Compliance

Prepared tax returns and advised clients on tax-related matters by demonstrating a deep understanding of tax regulations and articulating the impact to the client’s situation

Bookkeeping and Financial Management

Managed the bookkeeping and financial records for small businesses, maintaining their accounts and finances with precision. Regularly updated financial records, tracked expenses and revenues, and provided clients with clear and accurate financial statements

Audit Preparation and Support

Played a key role in supporting more than 50 audit jobs by preparing initial drafts, gathering necessary documentation, and ensuring that all financial records were accurate and complete. Demonstrated strong teamwork by collaborating effectively with colleagues to meet deadlines and achieve successful outcomes.

Community Interest Company

Financial Officer

2022

• Performed daily financial operations using Xero, including:
  1. Wage payments
  2. Invoicing
  3. Daily reconciliation

Local Accounting Firm

Junior Accountant

2021 to 2022

Managed and maintained GL for over 30 organisations, ensuring accurate financial records and compliance. Gained strong practical foundation in accounting fundamentals, including auditing, reviewing and financial reporting.

Reconciliations

Managed reconciliations for over 30 organisations including bank reconciliations, wage reconciliations, GST reconciliations, and account receivables and payables, ensuring accuracy and completeness.

Accounting Software System

Utilised accounting software systems such as Xero and MYOB to manage financial transactions and maintain records. Became proficient in using these tools to streamline accounting processes, improve accuracy, and ensure efficient financial management

Simon Lawrence

Team Manager

Hays Senior Finance

T: +64 (0) 21 240 2620