Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Sophia Wong

Sydney,NSW

Summary

A motivated CA student with experience across financial analysis, reporting, and compliance across public and commercial Accounting, with knowledge and practice in financial analysis, budgeting, forecasting and compliance, seeking a commercial role with greater business partnering opportunities and exposure to financial modelling and analysis tools. Currently excelling as a Commercial Analyst at Seven West Media, adept at month-end duties, variance analysis, and budgeting. Skilled in collaborating with stakeholders and constructing automated reports using Essbase and Tableau. Seeking to leverage proven expertise to drive financial success in a dynamic team environment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

COMMERCIAL ANALYST

SEVEN WEST MEDIA
11.2022 - Current
  • Month end duties for News and Public Affairs, including review of large volume transactions and journal postings for various company sections across Australia and international bureaus
  • Monthly variance analysis of actuals versus budget to inform cost centre owners of departmental pain points, including the preparation of month end dashboards for reporting purposes
  • Collaborating with business stakeholders in News, to evaluate and track departmental spend patterns, including, providing advice in accordance with budget
  • Contribution to the construction of new automated reports with real-time data retrieval, to convey key data to internal business stakeholders, including integration of Essbase and Tableau into reports for cost centre owners
  • Collaborating with business stakeholders in News, to evaluate and track departmental spend patterns against month-to-date, year-to-date and historical data
  • Yearly budgeting and quarterly forecasting in Ci Anywhere, including analysis of headcount and overhead costs
  • Completion of other duties including CAPEX, Accounts Payables and Accounts Receivables.

GRADUATE ACCOUNTANT

RSM AUSTRALIA PTY LTD
01.2021 - 11.2022
  • Preparation of tax returns and financial statements for individuals, companies, trusts and Significant Global Entities
  • Bookkeeping for small to medium business entities, including accounts payables and month-end accounts reconciliation
  • Payroll, payroll tax returns and quarterly superannuation lodgement
  • Business and Instalment Activity Statement lodgement, including GST reconciliation
  • Liaise with management, clients and tax bodies including the Australian Taxation Office to uphold client confidence and relationships.

UNDERGRADUATE ACCOUNTANT / ADMINISTRATION ASSISTANT

ELITE BUSINESS PARTNERS
09.2020 - 12.2020
  • Preparation of individual and company tax returns for small business entities, including compilation of working papers and supporting documentation
  • Various administrative duties including filing and invoice preparation.

CADET ACCOUNTANT

WESTON WOODLEY & ROBERTSON CHARTERED ACCOUNTANTS
11.2018 - 07.2020
  • Preparation of individual, company, trust and SMSF’s tax returns
  • Preparation of financial statements and other requested reports for management
  • Correspondence with the Australian Taxation Office and Revenue Offices in respect of PAYG instalments, payroll tax and other tax matters.

Education

BACHELOR OF COMMERCE (accounting major) -

UNIVERSITY OF NEW SOUTH WALES

Skills

  • Microstrategy
  • Xero and Xero Payroll
  • Technology One
  • Excel
  • Tableau
  • Keypay
  • Essbase
  • ADP Payroll Services
  • Budget Planning
  • Variance Analysis
  • Financial Planning
  • Financial Analysis
  • Business Forecasting
  • Budget coordination
  • Report Preparation

Certification

Chartered Accountants Australia & New Zealand, 12/2024

References

UPON REQUEST

Timeline

COMMERCIAL ANALYST

SEVEN WEST MEDIA
11.2022 - Current

GRADUATE ACCOUNTANT

RSM AUSTRALIA PTY LTD
01.2021 - 11.2022

UNDERGRADUATE ACCOUNTANT / ADMINISTRATION ASSISTANT

ELITE BUSINESS PARTNERS
09.2020 - 12.2020

CADET ACCOUNTANT

WESTON WOODLEY & ROBERTSON CHARTERED ACCOUNTANTS
11.2018 - 07.2020

BACHELOR OF COMMERCE (accounting major) -

UNIVERSITY OF NEW SOUTH WALES
Sophia Wong