cpa
Resume:
Ashley Xu Chen
Roseville NSW ****
EDUCATION
Master of Professional Accounting
University Of New South Wales
Bachelor of Business Management and Accounting
Hu Nan University Technology and Commerce
2004-2008
PROFESSIONAL AFFILIATIONS
CPA Qualified
Australia 2016
SYSTEM SKILLS
Xero, MYOB, KeyPay, Leap, Amadeus, Cheops
Advanced excel skills
PERSONAL ATTRIBUTES
I am a proactive, commercially, contractually and with career ambition individual. I feel fulfill when help other people to achieve their goal, at the same time, bring each board to a win-win situation. I heavily rely on logic and analysis, strive for objectivity, and are more methodical and process-oriented than spontaneous when reaching decisions and making choices. My background is accounting, but I always put myself into boss’ shoe to analysis the business. I believe only those who has a strong professional knowledge and, in the meantime, know about the business, can bring mutual success for both employer and employee in the long term.
EMPLOYMENT HISTORY
Westbourne Constructions Pty Ltd
May 2021 – Present
Accountant
Westbourne is a well-respected and long established Australian owned industry leader in the construction sector. It has a reputation for on schedule and on budget completion together with a comprehensive after sales service delivering a seamless transition to new owners and occupiers. The team has worked on a variety of projects over the past 20 years and have been awarded a significant number of industry awards.
Key Responsibilities
Financial Accounting:
- Balance Sheet reconciliations
- Bank reconciliations
- Month end closing, Year-end closing
- Monthly P&L analysis
- Annual group tax compliance
- Annual statutory accounts preparation
- Fixed assets management
- Cost reporting
Accounts Payable
Assist with AP functions as requested and as required
- Payment process of approved subbies claims, supplier invoices and expense claims
- Monthly CFL preparation and maintenance
- Prepare and lodge annual contractor payments report to ATO
- Communicate with staff and suppliers in relation to all AP subbie matters
- Monitor ISL workflows and ensure timely approval by users
- COC management before payment release
Other responsibilities
- Invoicing
- Statutory lodgement, such as BAS, STP, PRT, FBT, ABS.
- Assist in the annual Budget preparation
- Workers compensation reconsideration
Key Achievements
Lead a small accounts team successfully, supervising account clerk, AP and payroll function
Accurate on-time reporting
Cashflow modelling and AP control modelling
Work under pressure
Freedom Property Investment Pty Ltd
March 2019 – Apr 2021
Accountant/EA
Freedom is a very successfully investment company, utilising a comprehensive research methodology to identify high growth location across Australia. Led by Scott Kuru and Lianna Pan, two of Australia’s most successful property investors, they aim to provide the members with cashflow positive properties that will outperform market averages for both capital growth and rental yield.
Key Responsibilities
Customer invoicing
CFL and forecasting reports update
Trust account reconciliation
Expense monitoring and reporting
Fortnight payroll and posting
Annual financial reporting preparation
Annual insurance renewals
FBT, Income tax, GST, IAS, PRT
Month end journal
Managing all bank accounts
SMSF tax return and individual tax returns preparation
30+ properties management, including insurance, rental and selling matters
Property research as required by GM, desktop val orders
HR as required, such as CV review, interview and final offer negotiation
Cost reporting
Key Achievements
Lead an offshore team of 7, supervising AR, AP and payroll function
Accurate on-time reporting
Set KPI for all team members
Hello Holiday
May 2013 – Dec 2019
Business Partner
Hello Holiday is a small travel agency, mainly focusing on selling international/domestic flights, cruise, inbound and outbound tours, travel insurance etc. I joined Hello Holiday as a business partner in 2015 and made the sales from $0 to over $3m+ by myself in the first year. With more than 10k loyal customers database on hand, the business was running very well before Covid-19. Key Responsibilities
Tour sales and service, including inbound and outbound
Flight tickets sales and consultant, especially international flight ticket
Event tickets and attractions tickets wholesale and retail
weekly AP, AR reconciliation
Travel insurance consultant
Travel visa consultant and service
Stakeholder and customer relationship management Key Achievements
Individually annual turnover $3mil +
More than 10k loyal customers database
Identify the niche market and progress profitability projects
A sound knowledge in Australian Travelling industry
Top sales Award from Eastern China & Southern China Calliden Group Limited, North Sydney
June 2011 – June 2012
Payroll & Administration Business Partner
Calliden listed on the Australian Stock Exchange (CIX), which provides general insurance products for small and medium enterprises and personal customers. Calliden size: 201 to 500 employees, locate in both Sydney and Melbourne. Key Responsibilities
Monthly Payroll for more than 200 employees
Month end reporting (including payroll, LSL, WORKERS COMP., super con., allowances deduction, cost report)
Look after all employee enquires
Processing new starters and terminations
Dealing with superannuation fund providers, mainly is MLC
Undertaking admins workload as required by the team
Month-end cost reporting
Key Achievements
Successfully change our payroll system from the old one to Talent 2
Timely task completed
Advanced Excel skills learned
Contact this candidate