Engineering, Computer & Mathematical Science | AUT
04.2020 - Current
Partner with Heads of School and School managers, to facilitate the planning and oversight of the School's business performance by executing budget and forecast strategies, utilizing data and financial modeling, conducting variance and financial performance analysis, all in alignment with the University's strategic and business plan
Lead and provide concise and insightful financial guidance to Heads of School and School Managers to provide meaningful and timely financial performance information and management decisions. -Key Achievement:effective communicator story telling of financial performance and updates.
Engage in project evaluations and project management by analyzing cash flow and financing consequences, reviewing and approving research project budgets, and delivering financial reports to both internal management and external funders, including financial modeling at the project level.
Commence risk management and program modelling with incorporate with organizations policies and regulations. -Key Achievement: cost saving and problem-solving by identified use of company card discrepancies.
Take responsibility for managing the management accounting function with monitor capital performance and fixed assets, ensure effective use of funds.
Support in developing strategy with design user manual for new system, provide guidance and training in financial aspects to non-financial staff. -Key Achievement:time saving bysimplified a user guide with steps and tips.
Supervise, mentor and performance review Assistant Management Accountant. Participate in preparing monthly financial commentary.
Cooperate with internal and external auditors for annual audits. -Key Achievement: prompt reply to auditors with accurate supporting documents.
Execute and assess performance measurement and control systems through the modification and refinement of accounting processes, ensuring the preparation of precise monthly management accounts, the review and approval of monthly journals, and the timely review of Balance Sheets reconciliation.
Ad-hoc project work as required by the Faculty or Central Finance.
Assistant Management Accountant
Design and Creative Technology Faculty| AUT
04.2014 - 03.2020
Took part in organizational change and design initiatives, involving support in documenting current organizational structures, accounting methods, and internal processes .
Contributed to the development of the Faculty Chart of Accounts and Faculty HR Hierarchy during the migration from the Financial Management System (Epicor) to the new system (Technology One). Offered guidance to colleagues on navigating and utilizing the new system. .
Assisted in creating, executing, and evaluating performance measurement and control systems. This encompassed generating monthly process journals, preparing on-time month-end operating and capital analyses for Manager review, and ensuring the utilization of reviewed reports within the Faculty
Assumed a leadership role in conducting balance sheet reconciliations, staff claims assessments, and Procurement Card audits to guarantee alignment with university policies .
Engaged in the management accounting function, ensuring the timely distribution of month-end reports. Collaborated and coordinated with external stakeholders whenever the business necessitated financial representation .
Secondment Internal Auditor
Auckland University of Technology
06.2018 - 08.2018
Business and Tax Consultant
Nexus Chartered Accountants
05.2013 - 02.2014
Contributed to the compilation of GST and Income Tax filings for corporate entities, ensuring strict adherence to pertinent tax statutes and regulatory requirements .
Generated precise and punctual tax reports for financial reporting needs, which encompassed month-end tax entries .
Aided managers in addressing client tax concerns and assembling tax documentation for clients .
Collaborated with managers to analyze financial statements and execute accruals
Assistant Financial Accountant
AUT University and AUT Enterprise Ltd
11.2012 - 02.2013
Aided in the upkeep of the financial management information system (FMIS) and the preparation of financial accounts. This involved managing the Chart of Accounts and MYOB, establishing recurring transactions, and creating templates.
Generated monthly bank reconciliation.
Investigated ways of improving the accounting function, systems and reporting, include assist with year-end filing and Research Project budget.
Engaged in risk management by contributing to the audit review of the University's procurement card process.
Accountant Assistant
Raysun Wines Ltd
01.2011 - 11.2012
Contributed to the development of performance measurement frameworks by offering assistance in monthly closing procedures and delivering financial reports to the senior leadership team.
Aided in the validation of financial statements, ledgers, and accounts, and implemented necessary corrections as needed.
Organized and oversaw payment and billing information for external service providers and vendors.
Demonstrated exporting documents registration.
Assisted with audits, conducted fact-checks, and resolved discrepancies.
Collaborated with a Tax agent to address tax matters and sought guidance on corporate tax policies for enhancing cost efficiency and compliance.
Sales Specialist
San Michelle Bags
01.2010 - 01.2011
Sales Associate
New Zealand Natural
02.2009 - 01.2010
Retail Cashier
Okidoki Sushi Restaurant
07.2008 - 02.2009
Education
Graduate Diploma of Chartered Accounting -
Chartered Accountants Australia And New Zealand
11.2020
Bachelor of Business - Accounting
Auckland University of Technology
Auckland, NZ
08.2013
Foundation Studies Certificate -
Taylor's College Auckland
07.2009
Skills
Microsoft 365
Microsoft Power BI
IDEATE ( Project Management System)
Research Elements system ( Project Management System)
Epicor (Financial Management System)
Technology One (Financial Management System)
MYOB Accounting software
Xero Accounting software
Languages
English-Professional working proficiency
Mandarin- Native or bilingual proficiency
Volunteering
Board member - AUT Women on Campus Networks Committee | Feb 2023- Present
Board member - Parents @ AUT Committee | June 2023- Present
Dresser - New Zealand Fashion Week | Sep 2018
References
References Available upon request
Timeline
Management Accountant
Engineering, Computer & Mathematical Science | AUT
Assistant Professor at ADGIPS : Department of Computer Science & EngineeringAssistant Professor at ADGIPS : Department of Computer Science & Engineering
Special Education Teacher at CREC Academy of Computer Science and EngineeringSpecial Education Teacher at CREC Academy of Computer Science and Engineering