Jerry Guan
Elermore Vale
Summary
Highly qualified CPA with six years of full-time experience in public practice and commercial sectors. Goal is to transition career into finance as a trader. Objective is to further develop financial skills and interpersonal experience to create value for employer. Excellent learning abilities and strong motivation to succeed, confident in ability to excel in role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Accountant
Port Waratah Coal Services Pty Ltd
07.2023 - Current
- Built a tax effect model within three days of understanding the business nature, significantly increasing efficiency in tax compliance (GST, FBT, income tax)
- Managed monthly accounting reconciliation processes via ERP, including accruals, prepayments, ROU and rehab journals, and balance sheet reconciliations, while preparing Board Meeting Reports to assist in strategic decision-making
- Conducted monthly trend analyses, comparing actual costs against budget forecasts and communicated findings to non-finance personnel for improved accuracy
- Maintained a fixed assets register valued over one billion and managed capital expenditure systems
- Regularly checked Construction Work in Progress (CWIP) and liaised with stakeholders to ensure costs remained within budget and closed in a timely manner
- Monitored daily inventory movements to track transactions across different systems
- Assisted in the annual budget process, including depreciation projections and data analysis through charts and tables
- Supported year-end reconciliations and collaborated with auditors during the audit process
Accountant
PKF Newcastle Pty Ltd
02.2022 - 07.2023
- Received the Most Valuable Player (MVP) award for outstanding contributions
- Prepared financial reports and tax returns for various clients, including complex tax groups with over30 entities, adhering to standards such as IFRS, AASB, and GAAP
- Managed tax-effect tasks, including reconciliation and movements of Deferred Tax Assets (DTA) and Deferred Tax Liabilities (DTL), providing professional tax avoidance advice across multiple sectors
- Prepared Fringe Benefits Tax (FBT) return with a strong focus on compliance and calculation accuracy
- Built forecast models by identifying correlations between variables, supporting informed business decisions
- Delivered tax planning and advisory services to improve clients' understanding of their financial position and cash flow
MTN Accounting (Tax Agent)
08.2020 - 02.2022
- Preparation of individual income tax returns and rental property statements, including depreciation schedules
- Created financial statements for small to medium-sized entities (sole traders, partnerships, companies)
- Prepared taxation returns and quarterly business activity statements for small to medium-sized businesses
- Built capital gains tax calculations model related to investment sales and liaised with the ATO on behalf of clients
Rick Carson Partners (Tax Agent)
11.2018 - 08.2020
- Preparation of individual income tax returns and rental property statements, including depreciation schedules
- Created financial statements for small to medium-sized entities (sole traders, partnerships, companies)
- Prepared taxation returns and quarterly business activity statements for small to medium-sized businesses
- Built capital gains tax calculations model related to investment sales and liaised with the ATO on behalf of clients
Education
Master of Accounting - CPA Program
Macquarie University
12.2018
Skills
- Strong coordination and teamwork
- Highly motivated and passionate
- Professional knowledge of accounting and finance
- Proficient in Microsoft Office (Word, Excel)
- Familiar with ERP (Maximo, Oracle, PBCS, Xero)
- Taxation & Compliance
- Financial Reporting
- Budgeting & Forecasting
- ERP & Reconciliation
- Fixed Asset & Capital Management
- Audit Collaboration
- Stakeholder Communication
- Data Analysis & Visualization
Languages
English (Fluent)
Chinese (Native)
Certification
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
Timeline
Financial Accountant
Port Waratah Coal Services Pty Ltd
07.2023 - Current
Accountant
PKF Newcastle Pty Ltd
02.2022 - 07.2023
MTN Accounting (Tax Agent)
08.2020 - 02.2022
Rick Carson Partners (Tax Agent)
11.2018 - 08.2020
Master of Accounting - CPA Program
Macquarie University
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