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
2023.08 - 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
2022.09 - 2023.01
- 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
2018.02 - 2022.02
- 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
2013.02 - 2018.02
- 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, Auckland2023-08
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
2023.08 - Current
Accounting Intern
SBA Small Business Accounting
2022.09 - 2023.01
Café Assistant
The Garnet Road Foodstore
2018.02 - 2022.02
Dishwasher
The Garnet Road Foodstore
2013.02 - 2018.02
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
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