Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tabitha Gao

Auckland

Summary

With local experience as an accounting professional, I am seeking an opportunity to work as an assistant accountant as I complete final requirements for my CPA certification. Familiar with the range of standard accounting tasks and with relevant qualifications at the bachelor and master’s level, I am looking for a long-term role to commit to. With client liaison and soft skills, and the ability to work well with others.

Overview

7
7
years of professional experience

Work History

Accountant Assistant

S&W Accountancy and Consulting Ltd
01.2023 - Current
  • Preparation of GST/PAYE/RWT/Income Tax returns and filing with Inland Revenue for more than 80 clients.
  • Preparation of financial statements to standard suitable for clients.
  • Communicating directly with clients and IRD to resolve issues regards their required/instructed including assessments, statement of accounts and arrangement.
  • Providing Business Advisory Service for clients including business plan, cash-flow forecasting and pro forma financial statements.
  • Complete statistic return, surveys, and other mandatory obligations on behalf of clients.

Accountant

Kiwi Diesel Services
07.2022 - 10.2022
  • Process daily invoices, ensuring accuracy and timeliness of monthly accounts payable, PAYE and two-months GST.
  • Performed bank reconciliations, ensuring accuracy of financial records and identifying any discrepancies in a timely manner.
  • Effectively managing cash flow and do monthly cash flow statements, also provide analysis on it.
  • Conducted monthly accounts receivable for multiple clients, ensuring compliance with contractual terms and conditions. Resolving any issues regarding accounting system and payroll system.
  • Provides services relating to performance-based financial reporting, factory assets valuation, cost management, pricing.
  • Providing annual budgeting periodical forecast and assist external accountant to file legal financial reports.
  • Provides advice on financial planning, risk management, carbon sequestration projects and provides management with reports to assist in decision-making.
  • Provides periodic audit on required.
  • Provides insight into cost-revenue performance analysis and support manufacturing team implementation of benchmark and quality improvements.

Retail/Online Assistant

New World
02.2022 - 06.2022
  • Report into the Produce Manager, helping to ensure department targets and operational delivery standards are met or exceeded.
  • Assist with ordering and buying for the Produce department, making sure range matches the format and customer requirements.
  • Ensure the department is full, fresh and appealing throughout the hours of trade and that stock levels are controlled appropriately.
  • Deputise for the produce manager as required.
  • Helping and assisting customers on the shop floor, ensure to provide the best shopping experience for our customers.
  • Compliance with our Food Control Plan and Health and Safety requirements.
  • Checking ID for restricted goods and delivering online orders out to our community.
  • Organising and load grocery items correctly in van storage spaces. Assisting with storeroom tasks such as loading trolleys and organising stock.
  • Deliver good quality grocery items in a good timely manner.

Junior Accountant

PetroChina
09.2017 - 04.2019
  • Ensuring proper maintenance of the general ledger, performing monthly balance sheet reconciliations.
  • Participate the budget and forecast process and assist the internal controls.
  • Preparing monthly consolidated financial reports to directors and provide financial analysis on it. Review financial information and sales data to provide insight to performance.
  • Provide accurate and timely financial reporting and information to key internal and external parties to meet company and legislative requirements.
  • Review, approve and file statutory returns, including all Inland Revenue and audit bureau.
  • Ensure effective and efficient management of Treasury and banking activities.
  • Responding to information requests and queries on financial related matters.
  • Assist the manager to oversee the finance teams to ensure timely reporting.

Education

Master of Management in Financial Economics With M

Massey University
2021

Bachelor of Commerce in Accounting & Finance

University of Canterbury
2020

Skills

  • Spoken & written communication
  • Standard accounting processes & IRD filing
  • Competent in MYOB & Xero
  • Excel Skills: Advanced formulas, pivot tables, conditional formatting & automation
  • Advanced English, native Mandarin speaker
  • General IT literacy, proper internet & email use
  • Cooperative & supportive team member
  • SAM software for fleet management
  • Learning & professional development

Timeline

Accountant Assistant

S&W Accountancy and Consulting Ltd
01.2023 - Current

Accountant

Kiwi Diesel Services
07.2022 - 10.2022

Retail/Online Assistant

New World
02.2022 - 06.2022

Junior Accountant

PetroChina
09.2017 - 04.2019

Master of Management in Financial Economics With M

Massey University

Bachelor of Commerce in Accounting & Finance

University of Canterbury

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Tabitha Gao