Dorothy Lee Ca Email & Phone Number

I lead a team of eight accounting and finance professionals to deliver the transactional tasks, levy administration, financial and tax compliance and financial reporting functions for Maritime NZ and its related entities. • Develop and maintain effective financial policies for the financial management of the organisation• Own the integrity of the general ledger, ensuring appropriate internal controls are maintained• Produce financial reporting to Executive, Authority and the Ministry. • Lead the coordination of the external financial audit deliverables and relationship• Manage all tax, treasury, investment and foreign exchange requirements including relationships with external agencies• Lead the team to ensure efficient and effective processes in the accounts payable and accounts receivable functions, and lead debt management• Monitor and manage cash flow of the organisation including managing crown funding requests • Encourage and support a continuous process improvement culture • Lead Maritime NZ’s insurance and asset protection programme including overseeing claims and managing periodic independent asset valuations • Provide leadership and mentoring to support the development of the team

Wellington & Wairarapa, New Zealand

• Encouraged a paperless environment and successfully led the Financial Operations team through change, moving to a paper-less environment • Lead month end for three separate entities, ensuring a timely close and prepare monthly financial reports• Provide tax advice to the business and ensure tax obligations are met• Responsible for completing finance portion of Ministerial quarterly reports, and other Crown and regulatory reporting including OBU and MBU• Maintaining up-to-date understanding of NZ IFRS and IPSAS standards and requirements and provide advice internally on the correct accounting treatment • Monitor cashflow and maintain cashflow forecast for three entities to maximise use of cashflow and return on investments• Review tax returns including GST, WHT and FBT • Review balance sheet reconciliations • Effective liaison with external financial auditors

Wellington, Wellington Region, New Zealand

A part-time position where I am responsible for all bookkeeping, management of accounts, ensuring tax obligations are met, and annual financial reporting for a family owned business.• Preparing and filing tax returns including GST, PAYE and income tax • Preparation of annual financial statements and company resolutions• Manage accounts payable processes and external relations• Payroll processing• Preparation of budgets and monitoring cash flows

Wellington & Wairarapa, New Zealand

Managing and leading a team of twelve with responsibilities in ensuring staff achieve budgets and deadlines, jobs are completed to a high standard, and processes are efficient.• Completes thorough reviews of monthly financial reports and annual financial statements, identifying errors in computation and application of accounting principles and standards• Provide accounting knowledge and decision making for accounting staff• Develop, maintain and improve processes • Coach, mentor and develop staff through performance development plans and regular one on one’s• Organise regular team meetings to optimize team performance by providing an open forum for team members to openly discuss procedural change

Wellington & Wairarapa, New Zealand

• Effectively managed nine clients and received high ratings and positive feedback from the client annual survey, contributing to the company’s overall improved NPS• Review accountants’ workpapers to a high standard and provide feedback for staff’s development• Support accountants in planning work to achieve deadlines to meet client expectationsProvide training to new and existing staff • Developed and maintained process notes to support accountants with their jobs

Wellington & Wairarapa, New Zealand

• Efficiently prepared month end accounts within budget, minimizing company write-offs • Perform review and analysis of monthly results• Completion of timely and accurate reporting of interim and year-end financial statements• Preparation of statutory accounts in compliance with NZ IFRS • Preparation of annual income tax returns

Wellington & Wairarapa, New Zealand

A fixed term role where I was responsible for managing a store’s accounts and in performing general office duties. • Processed payments to suppliers in a timely manner and ensured accuracy of payments• Dealt with supplier queries efficiently, maintaining good relationships• Assisted with monthly bank reconciliations• Accurate entering of invoices into the accounting system

Wellington & Wairarapa, New Zealand

A fixed term position where I was responsible for processing tax refund applications, client interaction and performing general administrative duties and accounting tasks.• maintained client satisfaction by efficiently processing applications• effectively handled client queries• accurately filed personal tax summaries• prepared and issues invoices in a timely manner

Chartered Accountant, Accounting

Bachelor'S Degree, Accounting