Kenny Chan
Mount Roskill,Auckland
Summary
Self-motivated Causal Assistant Accountant focused on maintaining accurate and meticulous records and duties . Good accounting background and communication skills with the ability to interpret, and analysis financial data to non-financial colleagues. Adept at working effective accounting expertise including balance sheets, reconciliation, processing general ledgers, fixed assets, tax filings and invoices in Xero, MYOB and Excel. Seeking for an entry-level position to join in a reputable organization and learn new skills quickly to contribute organization goal.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Causal Assistant Accountant
SBA Small Business Accounting
Panmure
08.2023 - Current
- Prepared 4 Xero clients workpapers for the year-end process including support documentation, reconciliation and account ledgers
- Assisted with fixed assets maintenance in Xero to ensure integrity and compliance with accounting and tax regulations
- Supported the accounting team in the month-end accounts reconciliation, general ledgers, and double-checking the entries through correctness and completeness
- Prepared a breakdown of Sales Receivables and Revenue in Advance in excel, ensured accuracy and compliance with Revenue Recognition
- Generated 50 invoices in Xero, ensured timely and accurately was sent to the customer account.
Accounting Intern
SBA Small Business Accounting
Panmure
09.2022 - 01.2023
- Performed monthly bank reconciliations and processed confidential financial records to avoid errors and ensure integrity
- Assisted with three clients to created and recorded fixed assets depreciation in Xero
- Prepared annual financial statements to ensure they met all the compliance in accordance with Company’s Guidelines
- Handled client inquiries for missing and/or additional information via telephone and email
- Prepared, reviewed and submitted GST filings for 10 clients, ensuring compliance with relevant tax legislation
- Assisted with small business clients to upskill their confidence using Xero Software.
Café Assistant
The Garnet Road Foodstore
Garnet Road, Westmere, Auckland
02.2018 - 02.2022
- Processed take away orders efficiently while adhering to company policies and procedures
- Communicated effectively with colleagues in order to ensure smooth operations throughout shifts.
- Adhered strictly to hygiene protocols while working within the cafe kitchen area
- Ensured customer satisfaction by providing excellent service and responding promptly to inquiries
- Performed cashier duties such as handling payments, issuing receipts and counting money back to customers
- Stocked inventory of food items such as pastries, sandwiches and salads.
- Served customers by phone to take orders and answer product or service questions.
Dishwasher
The Garnet Road Foodstore
Garnet Road, Westmere, Auckland
02.2013 - 02.2018
- Checked temperatures of dishwashing machines to ensure proper functioning.
- Sorted clean dishes in appropriate storage areas for easy and accessible use.
- Removed garbage and trash to designated disposal areas in accordance with health regulations.
- Loaded and unloaded dishwashers, washing by hand large pots or items used on continuous basis.
- Stocked service areas with clean plates, bowls, cups, and other items as needed.
- Swept and mopped floors at end of shift to comply with sanitary regulations.
Education
BACHELOR OF BUSINESS - ACCOUNTING (CA PATHWAY)
Auckland University of Technology
Wellesley Street East, Auckland08-2023
CERTIFICATE IN BUSINESS -
Auckland University of Technology
Wellesley Street East, Auckland06.2016
NCEA LEVEL 3 ACHIVEMENT (2015) -
Mount Roskill Grammar School
Frost Road, Mount Roskill11.2015
Skills
- Familiarity with MYOB and Xero Software
- Microsoft Office Suite (Excel, PowerPoint, and Word)
- Commerce Acumen
- Accounting Principle
- Effective Communication
- Time Management
- Attention to Detail
- GL Reconciliation
Certification
- Diploma in Excel (In Progress), The Career Academy New Zealand
- Diploma in MYOB (In Progress), The Career Academy New Zealand
- Xero Advisor Certified (Aug 2023), Online Xero Education
- Xero Payroll Certified (Oct 2023), Online Xero Education
References
- Boris Mauwa, SBA Small Business Accounting Panmure, (021) 263 3395
- Lynda Huang, The Garnet Road Foodstore(Former) Cafe Owner (Former), (021) 177 2829
Hobbies and Interests
- Reading Articles
- Playing Instruments
- Swimming Pool
- Travelling
- Cooking Meals
Timeline
Causal Assistant Accountant
SBA Small Business Accounting
08.2023 - Current
Accounting Intern
SBA Small Business Accounting
09.2022 - 01.2023
Café Assistant
The Garnet Road Foodstore
02.2018 - 02.2022
Dishwasher
The Garnet Road Foodstore
02.2013 - 02.2018
BACHELOR OF BUSINESS - ACCOUNTING (CA PATHWAY)
Auckland University of Technology
CERTIFICATE IN BUSINESS -
Auckland University of Technology
NCEA LEVEL 3 ACHIVEMENT (2015) -
Mount Roskill Grammar School
- Diploma in Excel (In Progress), The Career Academy New Zealand
- Diploma in MYOB (In Progress), The Career Academy New Zealand
- Xero Advisor Certified (Aug 2023), Online Xero Education
- Xero Payroll Certified (Oct 2023), Online Xero Education
Similar Profiles
Andrea GyurisinAndrea Gyurisin
Commercial Loan Specialist at U.S Small Business Administration (SBA)Commercial Loan Specialist at U.S Small Business Administration (SBA)
Damingo McNackDamingo McNack
Commercial Loan Specialist (Full-Time) 40hrs Wkly at Small Business Administration, SBACommercial Loan Specialist (Full-Time) 40hrs Wkly at Small Business Administration, SBA
Gertrude A. AcquahGertrude A. Acquah
Administrative Support Specialist at US Small Business Administration, (SBA-ODA)Administrative Support Specialist at US Small Business Administration, (SBA-ODA)