Jared Taylor
Auckland
Summary
Assistant Accountant with record of accurate reporting and budget and cashflow management. Offering three years of experience handling finances for six commercial properties and a high end menswear retailer. Processed payroll, generated budgets, month/year end reports, audit preparation, journals, expenditures, payments, fixed asset management and cashflow reporting. Seeking career advancement through utilization of acquired skills in a role that emphasizes relationship building.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Accountant
Atrium Investments Limited
Auckland, New Zealand
03.2021 - Current
- End-to-End Accounting of two companies with up to four business units, preparing monthly management accounts and reports, full year detailed forecasts, key tracking measures, payroll, projected cashflow report, monthly monthly financial statements and balance sheet reconciliations.
- Fixed asset register maintenance - ensured accurate capitalisation and disposal of fixed assets ranging from $1K to $2M, contributed to strategic CAPEX planning processes through insights generated by tracking and analysing projects and collaborating with CAPEX Project Managers, Chief Engineers, and Tax Advisors.
- Year-end OPEX audit facilitation - Liaised with auditors providing working papers and justifications for opex audit, including management questionnaires. and provided analysis to senior management on potential rate changes.
- Monitored monthly cash flow and cashflow projections to ensure sufficient funds available for daily operations and capital investments. Includes term deposit maintenance ranging from $300K to $3M per TD
- Budget analysis and preparation for review and approval by senior management.
- Monthly Accounts receivable reconciliation for Motel & B&B to reduce account balance for corporate and contracted customers - $1M turnover
- Provided detailed financial analyses and projections based on various scenarios for CAPEX planning and budgeting.
- Trained and coached graduate accountant on set of accounts for high-end menswear store, $1M turnover generation.
- Transactional accounting requiring reconciliations between POS and Cashbook.
- Accruing for timing differences in AP invoices and store inventory system.
- Payroll review and preparation for up to 8 employees, including applications for Covid subsidies.
- Statutory filings - Tax, GST, PAYE, Statistic Surveys.
- Trained new staff member in Accounts Payable. Including reviewing accounts and entries, resolved coding errors, and managing workflow to ensure timely payment of invoices,
- Provided journal entries and performed accounting on accrual basis.
- Developed strong relationships with vendors, fostering environment of trust and enabling prompt resolution of any billing discrepancies.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Assisted in implementation of new accounting software,
Customer Experience Advocate
Trustpower Limited
Tauranga, New Zealand
12.2014 - 01.2020
- Implemented and developed customer service training processes.
- This also included developing training documentation
- Worked on data entry projects assisting Trustpowers' move to paperless processing.
Information Intern (Compliance and Assurance)
Trustpower Limited
Tauranga, New Zealand
11.2018 - 12.2018
- Assisted business development staff in designing and implementing a new database to simplify relationships between Audit Reports and their respective Business Units
Casual Team Member
BDO Tauranga Limited
Tauranga, New Zealand
06.2017 - 02.2018
- Implemented a new database transferring client data
- Data entry projects
- Ad hoc office support
Labourer
Impact Turf Limited
Western Bay Of Plenty, New Zealand
11.2019 - 02.2020
- Worked on small to large residential and commercial artificial grass projects
Education
Bachelor of Laws + Bachelor of Commerce - Accounting Major
University of Otago
Dunedin, New Zealand05.2021
NCEA Level 3 -
Tauranga Boys’ College
Tauranga, New Zealand12.2015
Skills
- MS Office
- General accounting
- Financial Statements
- Workload Management
- Financial Reporting
- General ledger accounting
- Payroll Management
- Fixed Assets Management
- Cash Flow Management
- Documentation and Reports
- Critical Thinking and Analysis
- Account Reconciliation
Certification
- CAANZ - Chartered Accountants of Australia and New Zealand - Estimated completion date September 2024
Hobbies and Interests
A lifelong sports enthusiast, I dedicated 13 years to rugby, enabling me to travel extensively and establish connections both within New Zealand and abroad. Additionally, my involvement in Squash led to participation in an amateur PSA tournament in San Francisco in 2013, and a victory in the National Secondary Schools teams’ event with Tauranga Boys’ College in 2014. Throughout my five years at university, I actively engaged with two rugby clubs while developing an interest in golf. Post-graduation, my attempt of golf continued, and last year, I joined City Kickboxing to participate in amateur a Mixed Martial Arts bout.
Accomplishments
- Tauranga Boys College - Prefect
- Tauranga Boys College - House Captain
- Tauranga Boys College - Student mentor to Junior Special Needs Student
- Bay of Plenty Rugby Under 16 Development - 2013
- Tauranga Boys’ College – Squash and Tennis Tour California USA - 2013
- Winner – NZ Secondary Schools Squash Teams National Tournament – Tauranga Boys College - 2014
- Tauranga Boys College - Senior Leadership Team for 1st and 2nd XV Rugby Tour - UK & France - 2015
- Tauranga Boys’ College National Condor Sevens Tournament - 2015
- Norfolk Island Squash Exchange - 2015
- Te Puke Squash Club Committee Member - 2015
- Southern Rugby Club Premier Colts – 2016 - 2018
- Te Puke Squash D Grade Men’s Coach – 2017
- Dunedin Rugby Club – Seniors (2B Town) - 2020
- Mixed Martial Arts Amateur Bout - 2023
Timeline
Assistant Accountant
Atrium Investments Limited
03.2021 - Current
Labourer
Impact Turf Limited
11.2019 - 02.2020
Information Intern (Compliance and Assurance)
Trustpower Limited
11.2018 - 12.2018
Casual Team Member
BDO Tauranga Limited
06.2017 - 02.2018
Customer Experience Advocate
Trustpower Limited
12.2014 - 01.2020
Bachelor of Laws + Bachelor of Commerce - Accounting Major
University of Otago
NCEA Level 3 -
Tauranga Boys’ College