Alex Talopau
Tauranga,Bethlehem
Summary
I am a focused, flexible, confident and trustworthy individual with a proven ability in providing quality professional accounting services. I believe in achieving goals through teamwork, commitment and perseverance.
Overview
28
28
years of professional experience
Work History
Business Owner
Breakthrough Financial Solutions
06.2005 - Current
- Nurture existing client relationships while actively expanding client base
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality services offered.
- Reviewing annual accounts provided by the accountants and conducting client meetings
Registered Financial Adviser
Breakthrough Advisers & Brokers Limited
04.2011 - 04.2023
- Engage with clients to gather personal information and needs analysis
- Provide recommendations to meet individual client's Insurance and KiwiSaver needs.
- Maintain courteous and effective working relationships with clients.
- Applied effective time management techniques to meet tight deadlines.
- Ensure that professional learning development was undertaken to maintain registration as a financial adviser
Senior Accountant
Chapmans Chartered Accountants
04.2002 - 08.2003
- Prepare annual financial statements and income tax returns for assigned sole traders, partnerships, trusts and companies.
- Prepare monthly financial statements for management as and when required.
- Provide advice and consult with clients on any major business decisions and maintain a direct and open client relationship.
- Prepare budget and cash flow forecasts.
Accountant
Butts Bainbridge & Weir Chartered Accountants
03.2000 - 04.2002
- Prepare complete set of accounts (i.e Rentals, Sole Traders, Partnerships, Trusts, and Companies) that complies with current acceptable accounting standards using MYOB.
- Prepare tax returns for the above entities and related individuals using MYOB.
- Liaise and obtain additional information from IRD and other professional bodies on behalf of clients.
- Carry out audit assignments as and when requested by Partner.
- Provide on-the-job training and technical advice to other colleagues as/when required.
- Attend monthly Management meetings as Staff Representative.
Audit Manager
Lesa Ma Penn Certified Public Accountants Firm
04.1998 - 02.2000
- Oversee preparation and review financial statements.
- Oversee preparation and review income tax returns and VAGST (Value Added Goods & Services Tax) before submission to the Department of Inland Revenue.
- Finalize completed accounting and audit assignments undertaken by staff before submission to partners for approval.
- Prepare staff appraisal reports at the completion of each assignment under direct supervision.
- Prepare monthly staff allocation plans to effectively meet the needs and timeframes of each client.
- Prepare management letter at the completion of audit assignments.
- Meet with clients to discuss audit findings.
Company Accountant
Rothmans Tobacco Company Ltd
07.1996 - 01.1998
- Management of the Accounts Division consisting of five staff and provide on-the-job training.
- Provide financial policy advice to the General Manager.
- Introduce, develop and maintain computerized accounting and reporting systems for the company.
- Preparing Budgets and Cash Flow forecasts and Latest estimates.
- Preparing quarterly Management Accounts and Finance Reports including trial balance, profit and loss accounts, cash flow statements, taxation, variance analysis and balance sheet for submission to Rothmans of Pall Mall, in Napier, New Zealand.
- Preparing monthly reports for submission to Rothmans of Pall Mall, New Zealand, which includes analysis of machine efficiencies, material wastes, costs of production, staff numbers and absenteeism.
- Preparing monthly cash position reports as required by the General Manager.
Education
Bachelors of Commerce -
The Australian National University
Canberra, AustraliaSkills
Accounting and Auditing Skills - Exceptional skills in providing various accounting services Proven skills in undertaking complete audit of company accounts
Team Work - Competent in a leadership role and committed to achieving goals Proven ability in focusing and motivating people
Interpersonal Skills - Communicates extremely well and in a professional manner with people at all levels Proven ability to work with people from different ethnic background and cultures
Planning and Organizing - Excellent skills in prioritizing assignments within given timeframes in order to meet deadlines
Timeline
Registered Financial Adviser
Breakthrough Advisers & Brokers Limited
04.2011 - 04.2023
Business Owner
Breakthrough Financial Solutions
06.2005 - Current
Senior Accountant
Chapmans Chartered Accountants
04.2002 - 08.2003
Accountant
Butts Bainbridge & Weir Chartered Accountants
03.2000 - 04.2002
Audit Manager
Lesa Ma Penn Certified Public Accountants Firm
04.1998 - 02.2000
Company Accountant
Rothmans Tobacco Company Ltd
07.1996 - 01.1998
Bachelors of Commerce -
The Australian National University
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