Winter Chen
Moonee Ponds,VIC
Overview
1
1
year of professional experience
Work History
Accountant
NEXA Accounting & Business Advisory
03.2024 - 03.2025
- Activity Statements & Reconciliations: Prepares and lodges activity statements (BAS & IAS), superannuation, payroll reconciliations, and STP finalization using MYOB, Xero, QuickBooks, and Excel.
Transaction & Account Adjustments: Categorizes transactions, reconciles bank statements, adjusts GST/PAYG accounts, and prepares profit and loss reports for tax planning.
Financial & Tax Reporting: Generates financial statements and tax returns for individuals, businesses, partnerships, and trusts, including complex cases involving investments, CGT, Div7A and etc.
Additional Compliance Tasks: Manages Workcover, Coinvest lodgments, and applications for ABN, TFN, and GST.
ATO & ASIC Liaison: Handles ad hoc compliance tasks with regulatory bodies, e.g. ATO, ASIC, Leave Plus and etc.
Accountant
Oasis
01.2024 - 03.2024
- Procurement Analysis: Evaluates weekly procurement data using purchase analysis forms and ITP details.
- Accounting & KPI Contribution: Summarizes and calculates financial data for procurement, supporting company KPIs.
- Data Entry & Reconciliation: Imports raw invoice data into MYOB, using Excel functions (VLOOKUP, IFERROR) to reconcile transactions and flag issues.
- Excel-Based Analysis: Tracks KPIs like revenue, costs, and procurement expenses.
- MYOB & Documentation Handling: Manages credit notes, scans invoices, and submits documentation.
- Auditing & Record-Keeping: Reviews invoices, payments, and tax adjustments, ensuring accuracy.
- Financial Reporting: Compiles monthly statements, records purchases in Excel, and uploads them to Dropbox for verification.
Accountant Intern
Oak Accounting partners
11.2023 - 03.2024
- Reviews entered Bills in Xero, ensuring accurate GST amounts, allocations, and expense categorization.
- Manages daily client emails, extracting and organizing invoices.
- Inputs data into Xero, verifying and correcting scanned details (date, invoice number, GST, total amount).
Education
Master Of Management - Accounting
The University of Melbourne
07.2024
Bachelor of commerce - Finance
The University of Western Australia
11.2022
Skills
- CPA
- MS Outlooks
- MS Words
- MS PowerPoint
- MS Excel
- Python
- Xero, XPM
- MYOB
- QuickBooks
Languages
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
English
Full Professional
Summary
Developed skills in financial analysis and reporting within fast-paced corporate environment, seeking to transition into new field. Expertise in managing budgets and financial data, with focus on accuracy and compliance. Capable of applying analytical and organizational skills to support business objectives in diverse settings.
Timeline
Accountant
NEXA Accounting & Business Advisory
03.2024 - 03.2025
Accountant
Oasis
01.2024 - 03.2024
Accountant Intern
Oak Accounting partners
11.2023 - 03.2024
Master Of Management - Accounting
The University of Melbourne
Bachelor of commerce - Finance
The University of Western Australia
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