Esera Lupe Leota
Manurewa,New Zealand
Summary
Successful completion of education and work experience required to study for Chartered Accountants Australia and New Zealand to become a qualified member.
Overview
9
9
years of professional experience
Work History
Audit Senior
Grant Thornton New Zealand
05.2022 - Current
- Developed strong relationships with clients, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
- Assisted in the preparation of audit reports, presenting findings clearly and concisely to senior management for review.
- Conducted walkthroughs of various business processes, gaining an in-depth understanding of operations while identifying potential control weaknesses.
- Strengthened internal controls by evaluating the effectiveness of existing policies and recommending improvements where necessary.
- Evaluated critical business systems and processes, identifying areas of potential risk exposure and offering recommendations to mitigate those risks.
- Performed data analytics using advanced tools like WLA Tool and IDEA software which led to better identification of patterns related inconsistencies.
- Managed multiple engagements simultaneously, prioritizing tasks effectively to meet client deadlines consistently.
Senior auditor (Supervisor)
BDO Samoa
01.2018 - 05.2021
- Planning the audit and allocating the audit tasks and areas
- Liaising with client during the whole audit process
- Updating the Audit Manager/Audit Partner on critical aspects of the audit
- Alerting as soon as possible any substantial material weaknesses or fraud or suspicions of fraud to the Audit Manager/Audit Partner on critical aspects of the audit
- Ensuring the audit manual file is complete, referenced, registered and filed when closed
- Ensuring the Team is aware of their tasks and allocation and supervising them while on the job and until their tasks are complete
- Ensures that the client records are taken care of and are returned to the audit client before departure from the audit premises and in the same condition to the officer that gave the documents
- Giving an exit talk to the appropriate officer of the client with a discussion list of matters (one for client and one for our file signed and dated)
- The draft interim and final management letter is due to the Audit Partner 2 days after the exit talk
- Any follow up on outstanding information is done regularly and documented appropriately in the manual/electronic file
- All emails are to cc Partners and the CEO/GM of the client
- All-important emails are to be uploaded to APT and signed off
- All work papers are to be signed reviewed by the Senior before the draft Interim and Final Management Letter is issued for reviewing
Assistant role (Audit and Accounting)
Betham and Co Accounting Firm
01.2017 - 12.2017
- Complete accounting tasks as per instructed by supervisor (supervisor can mean Partner, Principal, Partner, Manager, Team Leader, Deputy Team Leader, Senior) within the time frame given
- All communication with the client must be documented on the client log and any emails must be cc’d to your Team Leader and the Partners
- You must ensure that the accounting tasks/ services for the clients you are in charge of are executed and completed before the due date
- Ample time must be given to the client to review and submit payments that we lodge on their behalf
- Ample time must be factored for the review and checking by the Team Leader and then to the Partner
- Should the Team Leader not be available, the Deputy Team Leader shall fill in
- If none are available, the Partners shall fill in
- If you are away at an audit, you must complete your accounting work in your own time
- There will be no overtime paid for this unless specifically advised otherwise
- Complete any other tasks as instructed by supervisor within the time frame given
Accountant/Audit Assistant
Betham and Co Accounting Firm
11.2015 - 12.2016
- Posts transactions onto Xero – receipts, payments, purchases
- Ensure Value Added Goods and Services returns for clients are updated and prepared when due to the Ministry for Revenue
- Ensure all Statutory payments for clients are updated, reconciled and prepared when due to the Ministry for Revenue
- Tax compilation requirements – Prepare tax returns and financials for multiple clients
- Prepare business licenses for multiple clients
- Prepare monthly reports for multiple clients
- Ensure tax assessments and queries are answered and completed from Ministry of Revenue
- Prepare provisional tax payments for multiple clients
- Ensure all audit worksheets and objectives are completed within expected timelines
- Ensure work-paper reviews by Seniors and Directors are answered and cleared
Education
Bachelor of Commerce - Double major in Accounting and Economics
National University of Samoa
12.2015
Foundation Certificate of Commerce -
National University of Samoa
12.2012
Skills
- Continuous learning mindset
- Professional skepticism
- Audit software mastery
- GAAP
- Financial statement audit
- Risk assessment
- Multitasking Abilities
Accomplishments
- 12/31/16, Awarded with the Misa Telefoni Trophy Award for Top Accounting student in the National University of Samoa
- 09/30/18, BDO Samoa employee of the quarter
- 03/31/17, Audit assistant award for the quarter
Sports And Hobbies
- Touch rugby
- I love to watch documentaries.
Given Names
Esera Lupe
Family Name
Leota
Right To Work
Citizen
Contact Details
0272628989, esera.leota@outlook.com
Current Address
6 Hywell Place, Manurewa, Auckland
Personal Information
- Date of Birth: 01/11/94
- Gender: Male
- Marital Status: Single
Training
- 08/23/18, IFRS ISA training (Samoa Institute of Accountants)– Samoa In-Country Training Program
- 05/18/17, IFRS 1, Auditor’s Reports, False assurance accounting, IFRS 16, BDO Audit manual, BDO Risk management manual, APT Training (BDO Samoa)
Key Objectives
- Successful completion of education and work experience required to study for Chartered Accountants Australia and New Zealand to become a qualified member.
- Leadership development through exposure to leadership workshops and trainings.
- Active participation in New Zealand Community – Church, Youth, Sports and Cultural groups.
Languages
English
Timeline
Audit Senior
Grant Thornton New Zealand
05.2022 - Current
Senior auditor (Supervisor)
BDO Samoa
01.2018 - 05.2021
Assistant role (Audit and Accounting)
Betham and Co Accounting Firm
01.2017 - 12.2017
Accountant/Audit Assistant
Betham and Co Accounting Firm
11.2015 - 12.2016
Foundation Certificate of Commerce -
National University of Samoa
Bachelor of Commerce - Double major in Accounting and Economics
National University of Samoa
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