Summary
Overview
Work History
Education
Skills
Accomplishments
accounting software skills
community experience
references
Languages
professional development
Timeline
Generic
Adrian Chan, CPA

Adrian Chan, CPA

Cheltenham,Australia

Summary

Knowledgeable and dedicated customer service professional with extensive experience in accounting industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

9
9
years of professional experience

Work History

Financial Care Specialist

Argent Nominees Pty Ltd/ MyHomeCare Group
05.2022 - 05.2023
  • Actively communicated with clients and suppliers and handled client complaints
  • Amending and re-coding tax invoices GST and amount total
  • Checked ABN validity, poof of payment and processed reimbursement and payment for eligible client expenses
  • Checked senior case managers' approval and documentation to execute accurate payment
  • Advised care managers with expense-claims requirements and requested the correction of wrongly approved invoices or payments
  • Helped training junior account payables
  • Changed client's prescribed medicine filing system location and improved overall team working efficiency
  • Checked, processed, and ensured all clients are billed with Mable, up to 1000 invoices per week
  • Checked duplicated or wrong payment that have been made to suppliers or clients and amended the accounts by creating debts or credits
  • Informed clients and suppliers about debts and followed up income tax fees issues by actively liaising with the account receivable team member
  • Provided recommendations to management about supplier payments to enable healthy cash flow forecasting in line with month end timetable
  • Kept service level healthy, reached out to help other teamwork and reported internal risks in operation
  • Performed statement reconciliation, payment confirmation and liaise with suppliers and all relevant parties
  • Promoted teamwork and replied to internal email queries from other teams
  • Assisted suppliers maintenance team with suppliers renewal and setting up.

Immediate accountant

RJ Plus Melbourne
02.2022 - 04.2022
  • Prepared BAS for various clients (Dentist, radiology business, franchised beverage business group, beef import & export company and food oil company)
  • Prepared quarter financial reports to compile workpapers for tax compliance services
  • Prepared individual tax returns for various overseas clients which have investment properties in Australia
  • Reviewed individual tax returns which were completed by interns
  • Drafted salary sacrifices tax planning for a medical practitioner client
  • Attended client meeting to prepared summary to conclude client's future business plan
  • Internally hosted two sessions of presentations related to small business setup
  • Prepared Super pay slips on tax agent portal for various clients
  • Coding bank transactions to categories transfer, expense, and deposit items into correct accounts in QuickBooks software for various clients
  • Provided training to interns regarding individual tax return checklist
  • Assisted the preparation of tax queries for BASs and company tax returns
  • Liaise with clients regarding service price quote of new tax engagements
  • Called ATO to communicate for waving of tax penalty and negotiate for payment plans
  • Provided consulting service to answer clients' queries about tax liabilities accrued on their tax accounts.

Graduate accountant in Business Service

Bonsante Associates
08.2017 - 07.2018
  • Managed a client portfolio for various medical practitioners and prepared tax returns for their sole trading businesses and for their family members
  • Major clients are medical professionals who have average personal income ranges from 100k to 600k
  • Prepared annual business schedules, rental schedules, dividend and trust distribution schedule and BAS amendments for SME medical businesses
  • Conducted tax research and provided tax optimization advice to foreign and temporary residing medical professionals and other highly educated specialists (i.e
  • Medicare levy exemptions)
  • Researched land tax law and First Home Super Saver Scheme
  • Applied MYOB Accountants Enterprise (AE) and Cashflow Manager to prepare BASs, IASs and other tax compliance documents for individuals and trusts
  • Assisted manager to prepare work safe insurance affairs, PAYG and redundancy payment calculations for clients' businesses
  • Assisted manager to apply special tax rules on specific tax issues and liaise Centrelink to resolve Medicare exception circumstances for clients
  • Contacted ATO to appeal previous tax return assessments, check self-managed super fund details and concessional and non-concessional super contributions for clients.

Graduate accountant in Business Service Advisory

ShineWing Australia
03.2015 - 05.2016
  • Assisted to prepare financial accounts for clients' general ledgers across manufacturing, commercial cleaning, property investment, agribusiness, food and beverages and medical sectors
  • Assisted in completing tax work for individuals, trusts, and companies
  • Assisted to prepare quarter-end adjustments, month end BAS, expenses payable, bank reconciliation and foreign exchange matters for multinational client Zhong Long International which have yearly turnover > 50 million
  • Completed BAS for various types of trusts
  • Prepared work papers to record calculations and fulfill compliance requirements
  • Prepared bank reconciliations to check sales, expenses and accruals for net GST payments
  • Prepared IAS and actioned franking accounts entries for businesses
  • Registered, updated and cancelled TFN/ABN/GST for trusts and companies
  • Established various types of companies, trusts and sole trading businesses
  • Performed ASIC service to prepare ASIC forms including annual reviews, minutes and other secretarial documentations
  • Contacted ATO to arrange tax payments, penalty installments and respond to tax office's queries for clients
  • Researched ASIC and taxation issues and applied different tax rules.

Summer-intern

ShineWing Hall Chadwick
12.2014 - 01.2015
  • Assisted to prepare individual income tax returns and financial statements for clients
  • Assisted bank and general ledgers reconciliation
  • Assisted to prepared tax depreciation schedules for clients under guidance
  • Assisted to reconcile the variance between the lodged BASs and the GST general ledgers
  • Ascertained some financial statements were free from presentation errors and prepared footnotes
  • Assisted to query client financial year income and expense and researched tax deduction law
  • Assisted to prepared balancing adjustment journal to correct accounts and omissions
  • Participated an interim audit trip to visit Synnex Australia, Oakleigh and helped to map its internal structure, approval procedures and operation
  • Prepared Synnex Australia sales return walk-through and performed 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.

Part-time Office Administrator

Eddy Brewer Pty Ltd., Vic, Australia
04.2014 - 11.2014
  • Applied electronic direct interface system to process and invoice 80 orders generated by different stores under 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.

Education

Google Data Analytics Professional Certificate -

Coursera

Advanced Certificate of Xero -

The Career Academy
11.2023

Advanced Certificate in MYOB -

The Career Academy
10.2023

Certificate of Xero Payroll -

The Career Academy
10.2023

Diploma of interpreting -

Australian Institute of Translation and Interpretation (Mandarin& English)
01.2016

Masters of Applied Finance -

Monash University
11.2013

Bachelor of Business -

Monash University
11.2012

Diploma of Business (Accounting) -

Monash College
11.2010

Skills

  • Critical Thinking
  • Investment Strategies
  • Problem Solving
  • Customer Service
  • Account Management
  • Call Documentation
  • Understanding Customer Needs
  • Product and Service Knowledge
  • Complaint Investigation
  • Administrative and Office Support
  • Work Prioritization
  • Customer Relationship Management (CRM)
  • Employee Coaching
  • Billing Adjustments and Refunds
  • Data Entry
  • Policies and Procedures Adherence
  • Transaction Processing

Accomplishments

  • Full qualified CPA in 2019
  • Best accounting team member of the month, MyHomeCare Group
  • Member of Golden Key International Honour Society 2011
  • Highest result award in Accounting, Monash College, Melbourne 2010

accounting software skills

  • Learning SQL, Tableau, R, Python and Kaggle from Coursera courses
  • Used Redmap, Salesforce (Cloud based CRM), Adobe and Green Pencil ERP for account payable and Service Australia HCP compliance
  • Proficient in MYOB (AE, AccountingRight, Essential and Payroll), QuickBooks and Xero package (Payroll and Xero Bookkeeping)
  • Prepared work papers with Excels, Advance Doc, PDF Docs Corp and One Drive
  • Prepared tax returns by using MYOB-AE, QuickBooks, Xero and APS Central Console
  • Used BGL CAS Solutions to prepare ASIC documents (8 years ago)
  • Used Xero to create service fees invoices

community experience

  • Caulfield Badminton Club, Monash University, Voluntary Treasurer, 2012
  • TeamMonash, Caulfield, Support crew and runner, 2011
  • Unicef Charity Run (HK), Participant and volunteer

references

  • Billy Smith, Finance Operation Manager, Work Supervisor, billy@letsgetcare.com.au, +61 432794116
  • Grace Sun, Team Leader, Work Supervisor, My Homecare Group, +61 410108988 / 1300 911 728
  • Bae Lim, Case Manager, Workmate, My Homecare Group, +61 430795796
  • Ms. Nicole Tam, Corporate Accountant, University Classmate, Crown Resorts Limited, +61 421205982

Languages

English
Full Professional
Mandarin
Full Professional
Cantonese
Native or Bilingual

professional development

Studying data analytics to expand career possibilities

Timeline

Financial Care Specialist

Argent Nominees Pty Ltd/ MyHomeCare Group
05.2022 - 05.2023

Immediate accountant

RJ Plus Melbourne
02.2022 - 04.2022

Graduate accountant in Business Service

Bonsante Associates
08.2017 - 07.2018

Graduate accountant in Business Service Advisory

ShineWing Australia
03.2015 - 05.2016

Summer-intern

ShineWing Hall Chadwick
12.2014 - 01.2015

Part-time Office Administrator

Eddy Brewer Pty Ltd., Vic, Australia
04.2014 - 11.2014

Google Data Analytics Professional Certificate -

Coursera

Advanced Certificate of Xero -

The Career Academy

Advanced Certificate in MYOB -

The Career Academy

Certificate of Xero Payroll -

The Career Academy

Diploma of interpreting -

Australian Institute of Translation and Interpretation (Mandarin& English)

Masters of Applied Finance -

Monash University

Bachelor of Business -

Monash University

Diploma of Business (Accounting) -

Monash College

Similar Profiles

CREATE PROFILE
Adrian Chan, CPA