Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yifei (Sherry) Zhao

Epping,NSW

Summary

Dedicated Accounts Assistant experienced in processing individual tax returns, business activity statements, bookkeeping, payroll and multiple tax matters. Highly skilled in Xero and Excel.

Professionally presented, articulate and customer-focused individual who has a high level of computer literacy and proven telephone manners and skills, having demonstrated key interpersonal skills in various roles.

Overview

5
5
years of professional experience

Work History

Accounts Assistant

KonceptM
09.2023 - Current
  • Assistance in preparation of financial statements and tax returns for Companies, Partnerships, Trusts.
  • Preparing individual tax returns with PAYG, investment properties, capital gain tax, sole trader business schedule.
  • Preparing Business Activity Statements and Instalment Activity Statements.
  • Processing Bank Reconciliations, Manual Journals and End of period adjustments using Xero.
  • Processing Payroll and fixing the relevant issues including PAYG, Super and STP reporting.
  • Processing a variety of tax matters including GST, CGT, Division 7a, Payroll Tax and Land Tax.
  • Reviewing and maintaining client's register on ATO and ASIC portal.
  • Liaising with the government bodies and other organisations (ATO, ASIC etc.) on behalf of clients.

Franchise Store Owner

Calendar Club
11.2022 - 01.2024
  • Overseeing the day-to-day operations of the franchise store, ensuring it runs smoothly and efficiently, smashing the historical daily sales record.
  • Hiring, training, scheduling, and supervising staff members.
  • Managing the store's budget, including sales targets, operating expenses, labor costs, etc.
  • Financial reporting for business transactions including maintaining receipts, bookkeeping, tax returns processing and forecast for next season.
  • Developing multiple strategies to drive sales, boosting sales for 20% than previously.
  • Ensuring the exceptional customer services and handling any customer inquires, complaints or issues.

Store Manager

Breadtop Top Ryde
11.2019 - Current
  • Managing all baking operations professionally and handling all problems confidently.
  • Managing daily banking, keeping all receipts on records, and data entry to the accounting software.
  • Cash coding and daily bank reconciliations.
  • Maximising sales and minimising shrinkage through excellent customer service and adherence to standard practices.
  • Promoted to become store manager position after dedicated devotion
  • Training to new staff, coordinating their availability and scheduling rosters.
  • Resolving customer complaint issues promptly.

Education

Master of Professional Accounting - Accounting

Macquarie University
Sydney, NSW
07.2019

Bachelor of Science - Business

University of Jinan
China
06.2015

Skills

  • Xero certified
  • Advanced Microsoft Office (Excel, Word, PPT etc)
  • Attention to detail
  • Effective Time Management
  • Multi-task ability
  • Office Administration
  • Cash coding
  • Billing, invoicing, accounts receivable and payable
  • Payroll

Timeline

Accounts Assistant

KonceptM
09.2023 - Current

Franchise Store Owner

Calendar Club
11.2022 - 01.2024

Store Manager

Breadtop Top Ryde
11.2019 - Current

Master of Professional Accounting - Accounting

Macquarie University

Bachelor of Science - Business

University of Jinan

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Yifei (Sherry) Zhao