Summary
Overview
Work History
Education
Skills
Summary Profile
Interests
Timeline
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Helen Liu

Auckland,New Zealand

Summary

Professional with strong background in accounting, equipped to drive financial accuracy and efficiency. Skilled in financial analysis, budgeting, and regulatory compliance. Known for reliable collaboration with teams and adaptability to changing needs. Excel in delivering results through strategic planning and problem-solving.

Overview

20
20
years of professional experience

Work History

Senior Accountant

Orb360 Auk Limited
07.2018 - Current
  • Review team work for financial reports for group companies, partnerships, trusts, and individuals
  • Consulting in management account, Budget and cash-flow, and general accounting with the client
  • IRD audits and coordinate with tax compliance & consulting.
  • Provide advices on tax compliance & plan - FBT, GST and Income Tax
  • Assist clients in finance, business valuation, and cash flow forecasting.
  • Contributed to training and development of accounting teams.
  • Spearheaded a team of junior accountants, providing mentorship and guidance to improve efficiency and accuracy in their work.
  • Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.

Intermediate/Senior Accountant

Patel Pike & Associates Limited
08.2017 - 07.2018
  • Prepare management accounts and general accounting.
  • Prepare annual budgets and forecast cash flow.
  • Prepare financial reports for individuals, companies, partnerships, and trusts.
  • Filing return on Tax compliance - FBT, GST and Income Tax.
  • Training and assisting customers in bookkeeping, payroll, and accounting systems.

Accounting and Tax Compliance Officer

Advantage Management System Limited
03.2015 - 06.2017
  • Prepare management accounts and general accounting.
  • Prepare financial reports for Individuals, Companies, Partnerships, and Trusts.
  • File returns on tax compliance - PAYE, GST, and Income Tax.
  • Prepare and file insolvency reports.
  • Prepare and file companies office annual returns.
  • Training and assist customers in bookkeeping , payroll, and accounting systems.

Accountant

P & T Solutions Ltd
03.2014 - 02.2015
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Gathered financial information, prepared documents, and closed books.
  • Filed return on Tax compliance - PAYE, GST and Income Tax.
  • Duty on day to day office administration.

Contract Accountant

LiveOps Inc.
12.2011 - 12.2013
  • Assisted acquisition transition financial reports in New Zealand(NZ), Australia(AU), and United Kingdom(UK).
  • In charged NZ and UK office general accounting service functions.
  • Prepared monthly account reports of international regional for Head Office(HO) in United States of America(USA).
  • Assisted Account Receivable team in USA HO for international regional credit control.
  • Assisted HO and regional annual auditing and cost control and analysis.
  • Ensured Bank reconciliation, General Ledge and Accounts Payable function in SAP system.
  • Prepared and assisted filing tax compliance – GST and VAT return.
  • Effectively communicated complex financial information to non-finance team members, fostering greater understanding across departments.

Contract Accountant

Datasquirt Ltd
05.2011 - 12.2011
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Assisted group company accounts half year financial reports and audit.
  • Completed Audit worksheet and paper/ document for UK Company FY2011.
  • Administrator of AP/AR function.
  • Prepared management cost analysis and general ledger for each month.
  • Prepared Bank reconciliation and intern-company reconciliation, payroll and staff commission in New Zealand and United Kingdom.
  • Effectively communicated complex financial information to non-finance team members, fostering greater understanding across departments.

Accountant

Format Limited
07.2007 - 02.2011
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Performed cost analysis and inventory control.
  • Prepared three entities monthly accounts and annual reports for management.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.

Internship

Johnston Associates Chartered Accountants Ltd
11.2006 - 02.2027
  • Sorted and organized files, spreadsheets, and reports.
  • Analysed and evaluated firm’s productivity and Accounting Information System by Excel.
  • Created a KPI report on the firm’s productivity i.e. measure billable hours etc.
  • Updated fixed assets register and prepared income tax returns for Individuals, Companies and Trusts, and prepared GST returns.

Education

Master of Business Administration - General Business Administration

Auckland University of Technology
12-2010

Bachelor in Business - Accounting (NZICA pathway)

Auckland University of Technology
06-2007

Bachelor of Engineering - Enterprise Management

China University of Geosciences
06-1997

Skills

  • Bank reconciliation
  • Financial reporting
  • Financial statement review
  • Tax preparation
  • Variance analysis
  • Audit preparation
  • Value added tax compliance
  • Critical thinking and analysis

Summary Profile

A well-rounded background that includes working in both commercial and professional service sectors. The key areas of expertise include:

· Compliance & Reporting:
Specializing in GST returns, FBT returns, income tax returns, and financial statements, Helen ensures that clients are in full compliance with relevant financial regulations.

· Business Advisory & Consulting:
With a wealth of experience in business advisory services, Helen provides consulting for small to medium-sized businesses, including valuations, liquidations, and cash flow projections.

· Industries Served:
Helen has worked with clients from diverse industries, including commercial construction, IT & telecommunications, and a wide range of small to medium-sized businesses. Her comprehensive understanding of business operations allows her to offer personalized, strategic advice that helps businesses achieve sustainable growth.

Interests

Dancing, Taichi, Music, Reading, and Travelling

Timeline

Senior Accountant

Orb360 Auk Limited
07.2018 - Current

Intermediate/Senior Accountant

Patel Pike & Associates Limited
08.2017 - 07.2018

Accounting and Tax Compliance Officer

Advantage Management System Limited
03.2015 - 06.2017

Accountant

P & T Solutions Ltd
03.2014 - 02.2015

Contract Accountant

LiveOps Inc.
12.2011 - 12.2013

Contract Accountant

Datasquirt Ltd
05.2011 - 12.2011

Accountant

Format Limited
07.2007 - 02.2011

Internship

Johnston Associates Chartered Accountants Ltd
11.2006 - 02.2027

Master of Business Administration - General Business Administration

Auckland University of Technology

Bachelor in Business - Accounting (NZICA pathway)

Auckland University of Technology

Bachelor of Engineering - Enterprise Management

China University of Geosciences

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Helen Liu