Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Certification
References
Timeline
Generic

MICHAEL CHEN

Penshurst,Australia

Summary

Accounting Assistant with expertise in data processing and analysis, demonstrating strong attention to detail and a methodical approach. Proficient in accounting software, spreadsheet tracking, and GAAP principles. Committed to continuous learning and professional development, with practical skills gained from training and prior experience. Interested in expanding knowledge in finance and business analysis.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Graduate Accountant

Strategic Wealth Management
Sydney, NSW
04.2025 - Current
  • Analyzed financial share portfolios of clients and market movements in various side projects.
  • Researched innovative approaches to expedite accounting processes using Excel macros and AI through Power Automate.
  • Utilized accounting software to streamline data entry and reporting tasks.
  • Assisted in reconciling bank statements and financial discrepancies.
  • Prepared balance sheets, income statements, cash flow statements according to Generally Accepted Accounting Principles.
  • Assisted in the reconciliation of accounts to ensure accuracy and compliance.

Case Analyst

PropConnex Case Competition
Sydney, NSW
06.2025 - 07.2025
  • Analyzed case files to identify relevant information and trends.
  • Conducted market research and feasibility analysis on a commercial property investment scenario
    - Built financial models to evaluate ROI and risk-adjusted returns
    - Delivered a strategic pitch to industry professionals, receiving positive feedback for insights and presentation
  • Worked in a team to design and pitch a real estate investment solution based on market data
    - Applied property valuation and investment analysis frameworks

Undergraduate Accountant: CFO and Tax Team

People and Partners
Sydney, Australia
09.2023 - 10.2024
  • Utilized XERO software for managing invoices, accounts receivable and payable, payroll, and bookkeeping functions.
  • Generated detailed reports for senior management on budget variances and cost overruns.
  • Managed projects for over 20 clients, including OPORTO, using AI software like SYFT and XBERT.
  • Created surveys and workflow management schedules in Excel for multiple clients.
  • Oversaw preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and GAAP compliance.
  • Streamlined data collection and analysis processes to enhance financial reporting accuracy.
  • Supported CFO with insightful financial analysis and strategic recommendations.
  • Maintained accurate records of fixed assets, including depreciation schedules and disposal documentation.

Junior Cadet Accounting Position in Insolvency

Hall Chadwick
Sydney, Australia
02.2023 - 05.2023
  • Established internal controls ensuring compliance with accounting procedures and regulations.
  • Formulated accounting policies enhancing accuracy and operational efficiency.
  • Analyzed financial data, including income statements and balance sheets, to support decision-making.
  • Conducted research on legal frameworks related to insolvency cases to inform strategy.
  • Maintained accurate records of all transactions associated with insolvency cases.
  • Updated internal databases with client information and case progress consistently.
  • Assisted senior administrators in strategizing for improved case management efficiency.
  • Facilitated preparation of petitions for liquidation or asset reorganization.

Education

Bachelor of Economics -

University of Sydney
Penshurst
12.2027

Skills

  • Financial analysis and accounting software
  • Excel data analysis and modeling
  • Project management and data analytics
  • Data-driven decision making
  • Market research and bank reconciliations
  • Investment research
  • Xero proficiency

Languages

English, Chinese (Mandarin)

Affiliations

  • Cadet under officer: Australian Army Cadets
  • Judo
  • Volunteer: St. Vincent de Paul Society, NSW

Certification

  • Responsible conduct of gambling (RCG)
  • Responsible conduct of alcohol (RSA)

References

References available upon request.

Timeline

Case Analyst

PropConnex Case Competition
06.2025 - 07.2025

Graduate Accountant

Strategic Wealth Management
04.2025 - Current

Undergraduate Accountant: CFO and Tax Team

People and Partners
09.2023 - 10.2024

Junior Cadet Accounting Position in Insolvency

Hall Chadwick
02.2023 - 05.2023

Bachelor of Economics -

University of Sydney

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