Karen Gan
67 Kewa Road, Albany Heights, North Shore,New Zealand
Summary
Looking for opportunities to take me to the next step. Skilled in multi-tasking and working under pressure and adapting to new situations and challenges to best enhance the organizational brand and strategic business plan. Highly self-motivated, dedicated performer and a team player. I take initiative to solve problems and strive for continuous improvements to implement process to improve efficiency.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Finance Business Partner
Suncorp NZ Ltd
Auckland, NZ
11.2019 - 04.2024
- Cost management for NZ Technology functions.
- Performed end to end process in regards to month-end journaling, expenses review for month-end closing, expenses analysis, reporting and monthly rolling forecast
- Working with NZ Tech domains' leadership team to review expenses position against budget and forecast to ensure providing sound financial insight to help them with their strategic decisions making
- Prepared budget(3 year projection and planning) and forecasts and monitored actual performance against budgets and forecast
- Developed, maintained strong partnering relationships with internal customers and key stakeholders, handling adhoc queries from business in an efficient way
- Analyzed financial data and identified areas of improvement in operational efficiency
- Managing project expenses through month end process, working with project coordinators to track project costs to compare against budget and forecast, identify risks and opportunities from analysis.
Financial Analyst
Suncorp NZ Ltd
Auckland, NZ
11.2018 - 11.2019
- Cost management for enabling functions including (People Connect, CFO, CRO, Actuarial, Audit and legal)
- Month-end process/journaling
- Reporting, expenses analysis and commentary writing
- Meeting with internal stakeholders to provide financial insights to help with their decision making
- Prepared 3 year budget and forecast.
Accountant
Suncorp NZ Ltd
Auckland, NZ
07.2017 - 11.2018
- Preformed month end process for Superplan, Superfund and ARIL
- Prepared Statutory reporting for Vero Liability for financial year end 17/18
- Preparing and filing returns in compliance with IRD requirement including Withholding tax, FBT return
- Assist with annual tax return for varies entities within the company
- Expense reviews for tax calculation purposes.
Assistant Accountant
Suncorp NZ Ltd
Auckland, NZ
02.2015 - 08.2016
- Investment accounting – Technical and Shareholder funds segment and portfolio allocation
- Statutory reporting for Vero Liability for financial year end 14/15
- Preparing and filing returns in compliance with IRD requirement including Withholding tax, FBT return(VL)
- Preparing and filing EQC return in compliance with Earthquake Commission requirement and FSL return in compliance with NZ Fire Services Department requirement
- Preparing Annual Enterprise Survey and ICNZ quarterly Con Levy return
- Expense reviews for tax calculation purposes.
Accounts Officer
Suncorp NZ Ltd
Auckland, NZ
02.2012 - 02.2015
- Creditors invoices processing, ensure creditors are paid on timely manner; Day to day relationships and communications with customers and business partners ensure productive working relationships are maintained, and effective service is delivered
- Corporate Staff reimbursement and wellbeing processing; Foreign currency payment processing
- Interact with a wide range of internal staff and external suppliers/customers, both requesting and responding to information promptly and in a professional manner
- Creditors’ reconciliation for local suppliers and Monthly Accrual of creditors account
- Effective self-management of time and resources to ensure that work is completed efficiently
- Monthly Accrual of creditors account and Occasionally performing suspense account reconciliation
- Prepared monthly software capitalization for tax purpose.
Assistant Financial Controller
IKON Group Financial Services Ltd
, Beijing, China
03.2010 - 09.2011
- Prepare daily cashflow
- Monthly Budgeting for all departments’ expenses
- Staff expenses reimbursement and audit
- Monthly Balance Sheet and Profit and Loss report preparation
- Monthly Payroll and staff social insurance preparation for 100+ employees
Accounts Administrator
Mayon Importing Co. Ltd
, Auckland
07.2004 - 09.2007
- Managed accounts receivable and payables
- Liaise with overseas suppliers in relation to sales confirmation for purchases orders and shipping details and manage T/T payment to overseas suppliers in US currency
- Inward stock costing and process stock take using Exonet Accounting System
- Fortnightly payroll processing using IMS payroll and file monthly PAYE
- End of month roll over
- Prepare balance sheet and Profit and loss report for external accountant
- GST return preparation
Education
Bachelor of Commerce - Accounting and Finance
University of Auckland
11-2009
Skills
- Cost Management, budget & planning and forecasting
- Performance Analysis and Continuous Improvement
- Skilled in Microsoft(Excel, Teams, Outlooks), Oracle, TM1 and Power BI
- Developed collaborative relationship with both colleagues and internal key stakeholders and customer focused
- Reliable, Decisive, make good use of initiative, patient and methodical
- Staff training when required
Certification
- Qualified CPA
Reference Check
Joshua Bing - Manager Finance Business Partnering at Suncorp NZ
Mobile: 022 692 2388
Email: joshua.bing@suncorp.co.nz
Clara Kim - Finance Business Partner at Suncorp NZ
Mobile: 021 506547
Email: clarakim22@gmail.com
Timeline
Finance Business Partner
Suncorp NZ Ltd
11.2019 - 04.2024
Financial Analyst
Suncorp NZ Ltd
11.2018 - 11.2019
Accountant
Suncorp NZ Ltd
07.2017 - 11.2018
Assistant Accountant
Suncorp NZ Ltd
02.2015 - 08.2016
Accounts Officer
Suncorp NZ Ltd
02.2012 - 02.2015
Assistant Financial Controller
IKON Group Financial Services Ltd
03.2010 - 09.2011
Accounts Administrator
Mayon Importing Co. Ltd
07.2004 - 09.2007
Bachelor of Commerce - Accounting and Finance
University of Auckland
- Qualified CPA
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