Summary
Overview
Work History
Education
Skills
Timeline
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Patrick Xie

Beecroft,NSW

Summary

Third-year Finance student at the University of Sydney studying Bachelor of Laws and Commerce, and a Level 1 candidate in the CFA Program. Disciplined student with strong organizational skills looking to combine a keen interest in financial markets with valuable hands-on experience.


Outside of academia, Club Mentor and 1st Grade cricketer for the Parramatta District Cricket Club and former representative of Cricket Australia and NSW at underage levels.

Overview

2
2
years of professional experience

Work History

Accounts Payable Admin

WHSmith
01.2023 - 07.2023
  • Analyze financial information related to capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
  • Review weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Resolve historical imbalances and reconcile accounts with suppliers to ensure up-to-date statements

Sales Assistant

Thornleigh Golf Centre
05.2022 - Current
  • Lead retail team in small business environment to provide well-suited and satisfactory experiences for customers
  • Assisted with idea generation and market research for management's projects
  • Customer service for over-the-phone and in-person queries relating to equipment, facilities and coaching

Education

Bachelor of Laws And Commerce - Finance

University of Sydney
Sydney, NSW
11.2024

High School Diploma -

The King's School
North Parramatta, NSW

Skills

  • Microsoft Excel
  • Account Reconciliation
  • Report Preparation
  • Research Abilities
  • Excellent Attention to Detail
  • Customer Relationship Management

Timeline

Accounts Payable Admin

WHSmith
01.2023 - 07.2023

Sales Assistant

Thornleigh Golf Centre
05.2022 - Current

Bachelor of Laws And Commerce - Finance

University of Sydney

High School Diploma -

The King's School
Patrick Xie