Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Websites
References
Timeline
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Sarah Englund

Papamoa,Tauranga

Summary

Manager with extensive experience in the preparation and review of financial statements for small to medium-sized businesses, ensuring compliance with regulatory standards. Proficient in tax compliance and expertise in management accounting. Demonstrated capability in performance management, leading multiple staff members while maintaining strong client relationships. Skilled in utilizing advanced Xero accounting software and implementing relevant add-ons, enhancing client operations through effective training on software adoption.

Overview

4
4
years of professional experience

Work History

Manager

KPMG
Tauranga, New Zealand
01.2021 - Current
  • Preparation and review of financial statements and reconciliations for small to medium-sized businesses, ensuring accuracy and compliance.
  • Tax returns and tax compliance: preparing GST, FBT, PAYE, and RWT returns.
  • Preparation of client provisional tax requirements.
  • Maintained strong client relationships.
  • Performance manager to multiple staff members.
  • Advanced Xero accounting software knowledge.
  • Investigate and advise on Xero apps (add-ons) for clients, i.e., reporting software, payroll software, inventory software, POS systems, etc.
  • Trained clients on Xero accounting software, improving user proficiency and system adoption.
  • Preparation of monthly management reports, including creating report pack templates, graphs, and commentary in Excel, Xero, and Spotlight reporting.
  • Preparation of budgets.
  • Assisted the Strategic Advisory team with cash flow forecasting and strategic planning during pandemic challenges.

Education

Chartered Accountant -

Chartered Accountants Australia & NZ
01-2018

Bachelor of Commerce - Accounting, Commercial Law, Taxation

Victoria University of Wellington
Wellington
01-2015

NCEA Level 3 -

Queen Margaret College
Wellington
01-2011

Skills

  • Financial statements
  • Tax compliance
  • Management accounting
  • Budget preparation
  • Client relationship management
  • Xero and cloud software expertise
  • Understanding of client needs
  • Adaptability to new systems
  • Performance management
  • Communication skills

Hobbies and Interests

  • Staying active
  • Running
  • Nature
  • Reading
  • Baking

References

References available upon request.

Timeline

Manager

KPMG
01.2021 - Current

Chartered Accountant -

Chartered Accountants Australia & NZ

Bachelor of Commerce - Accounting, Commercial Law, Taxation

Victoria University of Wellington

NCEA Level 3 -

Queen Margaret College

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Sarah Englund