Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Lucas PENG

Sydney,NSW

Summary

As an accountant with experience working for a tax firm, I have developed a comprehensive understanding of both domestic accounting standards and key international financial practices. My background in tax provides a strong foundation for ensuring compliance with complex regulations and delivering reliable financial reporting. I am recognized for being a dedicated and trustworthy professional, committed to resolving financial and tax-related matters promptly. My client-facing experience, combined with project management skills, allows me to maintain strong relationships with diverse stakeholders. As I progress in my career, I am eager to take on more strategic financial decision-making roles and seek opportunities with broader exposure to the financial industry and diverse accounting environments.

Overview

4
4
years of professional experience

Work History

Accountant

Happy Angels Homes
Riverwood, NSW
08.2024 - Current
  • Preparing financial statements for presentation to boards of directors, management teams, shareholders, and regulatory bodies.
  • Analyzing operational expenses, as well as organizational income and expenditures.
  • Ensuring the accuracy of financial reports and verifying their compliance with statutory regulations.
  • Offering financial and tax-related advice on business structures, strategies, and operations.
  • Implementing and maintaining accounting systems, while advising on the selection and use of computer-based accounting software.

Accountant

Onward Accounting and Taxation
Eastwood, NSW
05.2021 - 07.2024
  • Examining operating costs and organisations' income and expenditure
  • Providing financial and taxation advice on business structures, plans and operations
  • Providing taxation returns for individuals and organizations
  • Preparation of cash flow forecast and generating accounting report for client's decision making needs.
  • Preparation client monthly management accounting reports, month-end account reconciliation

Assistant Accountant

Global Hospitality Solutions
Surry Hills, NSW
09.2020 - 04.2021
  • Coordinated timely payments from vendors, clients and account holders.
  • Monitored accounts receivable statuses and delegated related tasks.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Processed and sent invoices, adjustments and credit memos to customers.
  • Managed all payments processing, invoicing and collections tasks.

Assistant Accountant

Onward Assurance and Auditing Pty Ltd
Townhall, NSW
06.2020 - 08.2020
  • Examining operating costs and organisations' income and expenditure
  • Assisted accounting manager with preparing financial statements and verifying accuracy and consistency of financial calculations.
  • Reconciled client books for accurate reporting with post adjusting journal entries.

Education

Non-award Course - Master of Professional Accounting

TOP Education
Sydney
09.2020

Master - Master of Business Administration

Western Sydney University
Sydney
12.2019

Diploma - International Business

GUANGDONG LINGNAN INSTITUTE OF TECHNOLOGY
GUANGZHOU
06.2016

Skills

  • Accounting recordkeeping
  • Financial Analysis
  • BAS, Tax return Preparation and Lodgement
  • Financial Statements Preparation
  • Accounts Payable and Receivable
  • Payroll Administration
  • Tax Preparation
  • English, Mandarin and Cantonese Language Fluency
  • MYOB, XERO, Handitax, MS Office

Languages

Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
English
Full Professional

Timeline

Accountant

Happy Angels Homes
08.2024 - Current

Accountant

Onward Accounting and Taxation
05.2021 - 07.2024

Assistant Accountant

Global Hospitality Solutions
09.2020 - 04.2021

Assistant Accountant

Onward Assurance and Auditing Pty Ltd
06.2020 - 08.2020

Non-award Course - Master of Professional Accounting

TOP Education

Master - Master of Business Administration

Western Sydney University

Diploma - International Business

GUANGDONG LINGNAN INSTITUTE OF TECHNOLOGY
Lucas PENG