Summary
Overview
Work History
Skills
Certification
Achievement
References
Timeline
Generic

Yoon Quan

Newcastle West

Summary

Accounting professional with strong foundation in financial reporting and compliance. Recognized for ability to manage financial records accurately and support audits effectively. Reliable team player who adapts to changing priorities while ensuring high-quality results and maintaining integrity in all tasks.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Graduate Accountant

Heffron
10.2024 - Current
  • Prepared financial statements and reports ensuring compliance with accounting standards.
  • Conducted monthly reconciliations to maintain accurate financial records.
  • Analyzed variances in budgets, providing actionable insights for cost management.
  • Collaborated on audits, facilitating documentation and communication with external auditors.
  • Supported tax preparation efforts by gathering necessary documentation and data analysis.
  • Mentored junior staff, promoting best practices in accounting principles and software usage.
  • Contributed to successful audits by preparing thorough work papers, schedules, and supporting documentation as needed.

Grocery Shop Manager | Assistant Bookkeeper

Hifon Pty Ltd
08.2022 - 12.2023
  • Managed daily cash handling procedures, including counting cash drawers, preparing bank deposits, and reconciling transactions to ensure accuracy and compliance with accounting principles
  • Implemented inventory control measures to minimize shrinkage and loss, conducting regular audits and reconciliations to maintain accurate inventory records
  • Monitored and collected overdue payments by contacting customers via emails, letters and phone
  • Managed accounts payable and receivable functions by processing invoices, reconciling vendor statements, and tracking customer payments, contributing to efficient cash flow management
  • Utilized POS systems to process transactions, track sales, and manage inventory levels
  • Prepared daily sales reports and reconciled cash registers
  • Resolved customer complaints and inquiries in a professional and timely manner
  • Trained and supervised staff on proper cash handling procedures, accounting practices, and compliance with company policies and procedures.

Sales Assistant

UGG Express
03.2021 - 05.2022
  • Provided excellent customer service and product knowledge to drive sales and enhance customer satisfaction
  • Managed merchandise displays and ensured store cleanliness and organization
  • Processed transactions accurately and efficiently using POS systems
  • Assisted in inventory management, including restocking shelves and conducting periodic stock checks
  • Contributed to team efforts to achieve sales targets and meet store objectives.
  • Managed a portfolio of outstanding invoices, employing proactive strategies to ensure timely payment and minimize overdue balances.
  • Contact customers for chasing unpaid invoices by phone/email/text message

Skills

  • Bank reconciliations
  • Accounting software proficiency
  • Financial statement analysis
  • Account reconciliation
  • Excellent communication and interpersonal skills
  • Detail-oriented with a high level of accuracy in data entry and record-keeping

Certification

  • CPA - Certified Public Accountant

Achievement

  • Managed & processed the 300+ SMSF funds completion rate over 85%
  • Prepared and lodged quarterly BAS/IAS for funds holding GST-recoupable property, sustaining a 100 % on-time submission record.
  • Streamlined data feeds and templated journals, cutting manual processing time by roughly 25 % and reducing posting errors to below 1 %.
  • Monitored contribution caps, pension minimums and transfer-balance limits, proactively identifying compliance issues and coordinating rectification with trustees.
  • Reconciled all bank, broker and member balances in Class Super with > 95 % first-pass auditor sign-off.

References

Available upon request

Timeline

Graduate Accountant

Heffron
10.2024 - Current

Grocery Shop Manager | Assistant Bookkeeper

Hifon Pty Ltd
08.2022 - 12.2023

Sales Assistant

UGG Express
03.2021 - 05.2022

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Yoon Quan