Summary
Overview
Work History
Education
Skills
References
Timeline
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LU SUN

AUCKLAND,NEW ZEALAND

Summary

Dynamic Financial Accountant with a proven track record at Newasian Logistics Limited, excelling in financial reporting and general ledger management. Spearheaded process improvements, reducing month-end close time by 0.5 days, while fostering team collaboration. Expertise in tax compliance and a passion for enhancing financial clarity drive my commitment to excellence.

Overview

11
11
years of professional experience

Work History

Financial Accountant

Newasian Logistics Limited
Auckland, New Zealand
10.2020 - Current
  • Promoted from Assistant Accountant due to exceptional performance and ownership of key financial functions.
  • Prepared monthly financial reports, including Balance Sheet, Profit & Loss, and Cash Flow statements.
  • Managed full general ledger functions, encompassing month-end closing, accruals, and intercompany reconciliations.
  • Led annual budgeting and forecasting processes; presented KPI reviews to Director monthly.
  • Developed structured P&L report format, enhancing reporting clarity and minimizing discrepancies.
  • Initiated process improvements and automated reporting, reducing month-end close time by approximately 0.5 days.
  • Supported corporate restructure activities, including dividend distribution and shareholding transfers.
  • Collaborated with external auditors to finalize year-end financial statements.

Assistant Accountant

Newasian Logistics Limited
Auckland, New Zealand
02.2015 - 10.2016
  • Maintained daily accounting functions, including accounts receivable, accounts payable, and bank reconciliations for two divisions.
  • Managed weekly cash flow forecasts and contributed to annual budgeting processes.
  • Prepared payroll, PAYE filings, and conducted wages reconciliation.
  • Submitted GST, RWT, and FBT returns in compliance with IRD regulations.
  • Optimized franchisee payment process, eliminating 110 manual adjustments and saving one day per payment cycle.
  • Built financial models and delivered performance commentary to operations managers for enhanced decision-making.
  • Supported year-end closing, audit preparation, and general ledger reconciliations.
  • Collaborated with BNZ on asset financing arrangements.

Education

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand
04.2022

Bachelor of Business - Accounting

UNITEC INSTITUTE OF TECHNOLOGY
08.2014

Skills

  • Financial reporting and analysis
  • General ledger management
  • Tax compliance and regulations
  • Team collaboration and support
  • Expense tracking and management
  • Bank reconciliation processes
  • Month-end closing procedures

References

Joe Zhou, Operation manager from Newasian Logistics Limited, Joe@nalexpress.com, 0210620905

Timeline

Financial Accountant

Newasian Logistics Limited
10.2020 - Current

Assistant Accountant

Newasian Logistics Limited
02.2015 - 10.2016

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand

Bachelor of Business - Accounting

UNITEC INSTITUTE OF TECHNOLOGY
LU SUN