Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
References
Timeline
Generic

JAY CHOUN

WELLINGTON

Summary

I am a highly motivated and resilient financial analyst with a strong desire to embrace new challenges. I have a track record of simplifying and resolving complex financial issues through logical methods.

Overview

8
8
years of professional experience

Work History

FINANCIAL ANALYST

NEW ZEALAND DEFENCE FORCE
, WELLINGTON
01.2023 - Current
  • Partnered with senior leaders to prepare annual budgets and forecasts
  • Conducted variance analysis and forecasts for senior leaders. Wrote detailed commentaries and illustrated the domain status with charts/graphs, driving decision making
  • Produced and presented required reports and financial statements at month end
  • Collated, reviewed and developed robust financial models to explain the reasonings behind numbers. I.e. Defence Capability Plan or for senior leaders to facilitate strategic decision making
  • Continuously reviewed current financial models and enhanced by automating/simplifying. Ensured they remained fit for purpose and provide the best value to senior leaders
  • Ensured constant monitoring of external factors such as interest and exchange rates that had implications on the organization’s finances
  • Prepared journals and raised monthly accruals as needed
  • Engaged with senior leaders to develop whole of life cost models. Reviewed the financials and challenged business cases on the validity of financials. This could be achieved after fully understanding projects directions
  • Assisted senior leaders with the preparation of timely reports for board meetings
  • Issued finance-related minutes on behalf of senior leaders, ensuring timely delivery within the domain
  • Developed and managed personnel report for the director
  • Trained and educated other members as required
  • Completed other tasks set by senior leaders

ASSISTANT ACCOUNTANT

SPENCERS
, AUCKLAND
07.2019 - 11.2022
  • Generated comprehensive management reports by creating balance sheets, income statements, and cash flow statements.
  • Developed cash flow projections and managed liquidity positions.
  • Prepared GST and Income Tax returns and ensured timely filing
  • Reviewed general ledger entries for accuracy and completeness
  • Ensured adherence to IFRS standards
  • Supported month-end closing activities including journal entries
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements
  • Developed tracking reports to keep management informed of due and past due vendor invoices.
  • Managed company stocks and inventories
  • Contributed to team's auditing efforts by gathering data, providing explanations for transactions, and demonstrating internal control.
  • Designed internal control policies to improve audit scores
  • Worked closely with a colleague to identify and implement changes aimed at saving costs

ADMINISTRATION COORDINATOR

SPENCERS
, AUCKLAND
11.2018 - 06.2019
  • Provided prompt responses to queries from Kainga Ora, contractors, and tenants regarding services offered and resolved complaints within specified timeframes
  • Scheduled appointments between staff members or outside parties as needed
  • Answered incoming calls and emails, responding to inquiries and providing information as required
  • Generated daily summaries for new small projects roughly 30-40 a day, informing all stakeholders of job progressions, issues, successes, and other critical information.
  • Invoiced contractors promptly for project completion
  • Ensured accurate data entry
  • Completed other duties set by the manager

ADVISORY INTERN

KPMG
, ULAANBAATAR
11.2016 - 12.2016
  • Reviewed financial statements and provided corrective suggestions to senior leaders
  • Worked closely with consultants to conduct research and presented detailed findings
  • Drafted email responses to be sent to clients
  • Formatted raw data and translated it into a readable form using Excel
  • Ensured precise translation of legal documents from Korean to English
  • Documented meeting minutes

Education

FULL MEMBERSHIP -

CHARTERED ACCOUNTANTS AUSTRALIA & NEW ZEALAND
09-2023

BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE

THE UNIVERSITY OF AUCKLAND
AUCKLAND
09-2018

Skills

  • Financial Modeling
  • Financial Management
  • Financial Reporting
  • Data Analysis
  • Investment Analysis
  • Budgetary Planning
  • Microsoft Excel Advanced
  • Team Player
  • Leader

Accomplishments

  • FIRST IN CLASS: ACCOUNTING 221 - COST AND MANAGEMENT ACCOUNTING (MARCH 2017). (Roughly 300 students took the paper)

Languages

English
Native/ Bilingual
Korean
Native/ Bilingual

Affiliations

  • FOOTBALL
  • GOLF

References

References available upon request.

Timeline

FINANCIAL ANALYST

NEW ZEALAND DEFENCE FORCE
01.2023 - Current

ASSISTANT ACCOUNTANT

SPENCERS
07.2019 - 11.2022

ADMINISTRATION COORDINATOR

SPENCERS
11.2018 - 06.2019

ADVISORY INTERN

KPMG
11.2016 - 12.2016

FULL MEMBERSHIP -

CHARTERED ACCOUNTANTS AUSTRALIA & NEW ZEALAND

BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE

THE UNIVERSITY OF AUCKLAND

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