Adrian Chan
Cheltenham,Australia
Summary
Problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Positive Care Specialist with specialties in retention, problem analysis and conflict resolution. Excellent problem solving and active listening talents. Understanding and polite with strong need to build personal connection with each customer.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Care Specialist
Argent Nominees Pty Ltd
05.2022 - 05.2023
- Utilized Redmap, Salesforce, Adobe, and Green Pencil ERP for HCP compliance.
- Managed tax invoices, checked ABN validity, and processed client expense reimbursements.
- Optimized patient care, enhanced client satisfaction, and provided guidance to junior colleagues.
- Maintained confidentiality and compliance standards, resolved payment errors, handled suppliers, customers and team members inquiries.
Academic Appeal Specialist
Ledgeknow Education
06.2021 - 02.2022
- Worked with students from prestigious universities in the United States, United Kingdom, Canada, and Australia such as University College of London and University of California, Irvine.
- Responsibilities included composing explanation letters to defend allegations and accompanied clients to academic hearings for various integrity violations.
- Managed strategies like preparing academic notes and scripts to defend clients.
- Achieved favorable academic appeal results and provided guidance on reassessment and exam re-sit options for successful graduation.
- Conducted research on academic appeal policies and organised training sessions
- Submitted second appeals with strengthened arguments to fulfill requirements for re-trial.
- Handled document translations between simplified Chinese and English using Google Translate.
English Tutor
Guangzhou Alpha Muller Education Technology Limited
12.2020 - 03.2021
- Mainly responsible for teaching grade 4-9 students remedial English
- Designed teaching plans for different students to increase their interests in learning English
- Applied mock tests to train students who planned to attend external English exam such as PET
- Helped students to raise their school exam results and provided psychological support
Graduate accountant
Bonsante Associates
08.2017 - 07.2018
- Prepared tax returns for medical practitioners and their families.
- Main clients were medical professionals with incomes ranging from 100k to 600k.
- Created business, rental, dividend, and trust distribution schedules, and handled BAS amendments.
- Conducted tax research and offered optimization advice to foreign and highly educated specialists.
- Researched SRO law and First Home Super Saver Scheme.
- Utilized MYOB Accountants Enterprise and Cashflow Manager for tax compliance documents.
- Assisted with work-safe insurance, PAYG, and redundancy payment calculations.
- Applied special tax rules and resolved Medicare exception cases for clients.
- Checked self-managed super fund details and super contributions.
Graduate accountant
ShineWing Australia
03.2015 - 05.2016
- Assisted in preparing chart of accounts.
- Assisted to complete tax work for individuals, trusts, and companies.
- Aided in quarter-end adjustments, BAS, and bank reconciliations for multinational clients.
- Managed BAS, IAS, and franking account preparations.
- Prepared work papers to fulfill compliance requirements.
- Registered, updated, and canceled TFN/ABN/GST for clients.
- Established various business entities, including companies, trusts, and sole trading businesses.
- Managed ASIC services, including annual reviews and secretarial documentations.
- Handled ATO inquiries, tax payments, and penalty installments.
- Conducted research on ASIC and taxation issues
Summer-Intern
ShineWing Hall Chadwick
12.2014 - 01.2015
- Ascertained some financial statements were free from presentation errors and prepared footnotes
- Assisted to query client financial year income and expense items
- Assisted to prepare BAS
- Participated an interim audit trip to visit Synnex Australia, Oakleigh and helped to map its internal structure and approval procedures
- Prepared Synnex Australia sales return walk-through and assited substantive testing for its audit samples
- Assisted to assess the effectiveness of the client's internal control system and reported to manager for any possible risks
Office Administrator
Eddy Brewer Pty Ltd
04.2014 - 11.2014
- Applied electronic direct interface system to process and execute 80 orders generated by different stores from the Master Home Improvement and Bunnings Warehouse business groups
- Reported sales and inventory levels to managers to work out shipment schedule and import quantity of goods
- Assisted and prepared the FBT template and calculated the motor vehicle related FBT for staff and submitted to Chartered accountants for review before lodgment
- Participated physical stock-taking for more than 300 different products and updated the stock level in the accounting system
Voluntary Club Treasurer
Monash Caulfield Badminton Club
01.2012 - 12.2012
Education
Masters of Applied Finance -
GPA: 3.38
Bachelor of Business - Accounting, Banking and Finance
GPA: 3.44
Diploma of Business - Accounting
GPA: 3.28
Diploma of interpreting - English
2016
Equivalent to a NAATI accredited level 2 speaking
Certificate of Advanced XERO/MYOB Software Package - Accounting software and Payroll
09.2023 -
Skills
- Data entry mastery
- Ability to listen attentively
- Documentation development
- Compliance management
- Multitasking and priority management
Accomplishments
- Improved client medical record documentation and resolved expenses reimbursement inaccuracy which helped to solve license suspension problem and boosted internal procedural efficiency.
Certification
Full member of CPA
Financial reporting [D]; Ethics and Government [P]; Strategic Management Accounting [P]; Advanced Taxation [C]; Advanced Audit and Assurance [P]; Global Strategy and Leadership [P]
Affiliations
Ms. Grace Sun (My Homecare Group, Happy living Team Leader)
Current position: Team Leader
Relationship: Work Supervisor
Company: My Homecare Group
Phone no.: +61 410108988 / 1300 911 728
Ms. Bae Lim (My Homecare Group, Case manager)
Current position: Case Manager
Relationship: Workmate
Company: My Homecare Group
Phone no.: +61 430795796
Interests
Reading books and news, roadtrips, watching movies and tv drama, walking and playing badminton
Additional Information
- Academic achievements , Member of Golden Key International Honour Society 2011
- Highest result award in Accounting, Monash College, Melbourne 2010
Languages
English
Upper intermediate
Cantonese
Native
Mandarin
Upper intermediate
Timeline
The Career Academy - Certificate of Advanced XERO/MYOB Software Package, Accounting software and Payroll
09.2023 -
Financial Care Specialist - Argent Nominees Pty Ltd
05.2022 - 05.2023
Academic Appeal Specialist - Ledgeknow Education
06.2021 - 02.2022
English Tutor - Guangzhou Alpha Muller Education Technology Limited
12.2020 - 03.2021
Graduate accountant - Bonsante Associates
08.2017 - 07.2018
Graduate accountant - ShineWing Australia
03.2015 - 05.2016
Summer-Intern - ShineWing Hall Chadwick
12.2014 - 01.2015
Office Administrator - Eddy Brewer Pty Ltd
04.2014 - 11.2014
Voluntary Club Treasurer - Monash Caulfield Badminton Club
01.2012 - 12.2012
Monash University - Masters of Applied Finance,
Monash University - Bachelor of Business, Accounting, Banking and Finance
Monash College - Diploma of Business, Accounting
Australian Institute of Translation and Interpretation - Diploma of interpreting, English
Full member of CPA
Financial reporting [D]; Ethics and Government [P]; Strategic Management Accounting [P]; Advanced Taxation [C]; Advanced Audit and Assurance [P]; Global Strategy and Leadership [P]
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