Kelly Zheng

• Developed comprehensive budgets that aligned with company goals while ensuring fiscal responsibility.
• month-end closing processes, resulting in reduced time spent on financial reporting tasks.
• Handled day-to-day accounting processes to drive financial accuracy.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
• Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
• Prepare the tax (GST &FBT)return and deal with IRD

• Preparing financial reports, such as balance sheets and income statements, invoices, and other documents
• Managed and reconciled multiple bank accounts for variety of clients
• Prepare tax returns like GST, FBT and IRD returns.
• Assisting with budget preparation and expense analysis
• Analyzing financial information to recommend or develop efficient use of resources and procedures
  Providing support to management team

• Assist with client management, including plenty of client contact, undertaking timely preparation of monthly and annual financial information, assisting with financial and tax planning and undertaking completion of various associated taxation compliance.

Month-end reporting & Future Planning

• Prepare monthly client reporting packs and provide commentaries
• Assist with budget setting and variance analysis for clients;
• Prepare taxation returns in timely fashion in advance of due dates (IE: GST returns,PAYE returns, etc);
• Assist with development of monthly reporting packs within Xero.

Annual financial statements

• Prepare client annual financial statements, within agreed timeframes and client income tax returns
• Preparation of final documentation; including advising clients of any potential risks, identified, taxation summary, updates of recent legislative changes, etc;

Taxation

• Manage taxation impacts for clients around cash flow
• Assist with management of provisional and terminal tax letter process.

Client Service

• Respond to requests for information in timely fashion and provide appropriate client service to ensure client expectations are met;
• Provide advice and guidance to clients (Xero operational support, day-to-day taxation compliance matters (GST, PAYE Return) identifying potential issues.

• Playing key role in direct customer interaction, either in person or telephonically to process orders and analyse customer service trends to discover areas of opportunity and provide feedback to management
• Rapid data entry, utilizing SAP and general administrative duties
• Actively involved with customer enquiries regarding product, pricing and deliveries
• Building mutually beneficial relationships with clients, suppliers and internal staff
• Accountable for financial credits, billings, invoices and stock control management