Joe Jiang
Toowong,QLD
Summary
A solution-focused and enthusiastic junior accountant with a Bachelor's degree in Accounting and a Master's degree in Finance, equipped with six months of experience in accounting and taxation at a top business service firm, alongside an additional six months as a Finance Officer in a new energy company. Demonstrated capabilities in providing first-class customer care and employing a high level of problem-solving ability. Committed to evolving into a professional accountant or financial analyst, aiming to deliver invaluable knowledge and services to future employers. Pursuing CPA credentialing as a key milestone in career advancement.
Overview
1
1
year of professional experience
Work History
Junior Accountant
LGY Accountant
10.2023 - Current
Assisted in various areas including:
Tax:
- Conducted bookkeeping and prepared quarterly Business Activity Statements (BAS) for companies, providing comprehensive support for GST, PAYG withholding, and PAYG instalment.
- Assisted in the preparation of annual income tax reports, covering various components such as dividends, bank interest income, capital gains, and rental income from properties.
AP：
- Reviewed vendor invoices for proper documentation and validity prior to payment.
- Cultivated strong relationships with suppliers to ensure accurate and efficient reconciliation of billing information, collaborating closely with the purchasing department to verify information accuracy.
- Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
AR：
- Handled invoicing, billing, payment processing, customer relationship management, aging analysis, cash application, reporting, and documentation.
- Prepared billing statements and invoices for customer purchases, recording transaction dates, prices, and fees to ensure accuracy.
- Reconciled accounts receivable ledgers to verify payments and resolve discrepancies.
Finance Officer
Horizonto Pty Ltd
07.2023 - 01.2024
- Utilized MYOB software to establish card file of suppliers, matched high volume of invoices with codes and purchase orders, ensuring accurate coding of accounting entries in software.
- Organize payment file for supporting manager to pay bills, process payment to close invoices on time.
- Raising invoices, communicate with customer, sending bill reminders through email and phone call.
- Reconciliation of bank and general lodger accounts monthly.
Education
Master of Finance - Applied Finance
University of Queensland
Saint Lucia, QLD07.2023
Bachelor of Accounting - Accounting
University of Tasmania
Hobart, TAS07.2021
Skills
- MYOB
- Xero Accounting Software
- QuickBooks
- Microsoft Excel, Outlook, Word
Achievements
- By using a three-quote approach, I identified partners tailored to the company's needs, resulting in a cost reduction (typically saving 10%) and ensuring quality.
- Providing prompt responses to emails and phone calls within 24 hours, ensuring positive feedback from every client interaction.
- By utilizing the recurring payment feature on MYOB, I can save half an hour of repetitive tasks each week.
- By categorizing and consolidating similar expenses, I successfully forecasted comparable exhibition costs for the company, ensuring a smoother operation during the exhibition period.
Key Technical Skill
- BAS, Company, Trust & Individual Taxation
- Capital Gain Tax Calculation
- AP&AR
- Understanding of SMSF Tax
- Fluent in Mandarin & English
Key Capabilities
Strong analytical, conceptual thinking and problem- solving skills
- Consistently demonstrated the ability to analyse financial data and translating it to business opportunities.
Collaboration & Hardworking
- Working closely with other professionals solving business issues and figuring out more efficient procedures to add value to stakeholders
Advanced software and technology proficiency
- Implemented several new technology solutions and found ways to use technology to increase accounting system efficiency and accuracy.
Attention to details & great communication skills.
- Detailed workpaper preparation for tax returns. Friendly and coorperative communication approach.
Reference
Reference available upon request.
Timeline
Junior Accountant
LGY Accountant
10.2023 - Current
Finance Officer
Horizonto Pty Ltd
07.2023 - 01.2024
Master of Finance - Applied Finance
University of Queensland
Bachelor of Accounting - Accounting
University of Tasmania
Similar Profiles
Yuri FengYuri Feng
Bookkeeper at LGY GroupBookkeeper at LGY Group
Yasong LiYasong Li
Bookkeeper at LGY AccountantsBookkeeper at LGY Accountants
Levi YazzieLevi Yazzie
Electrician at LGY LLCElectrician at LGY LLC