Forest Xu Email & Phone Number

Abbotsford

 Preparing accounts payable and accounts receivable Assisting in payroll activities Preparing monthly income activity statement and quarterly BAS Preparing bank reconciliation Liaising with suppliers and clients to maintain actuate financial position Preparing budget statement and working according to the budget Serving walked-in customers Providing general administrative assistance

Southbank

 Processing data entry of business financial positions Preparing facts finding interview questions Liaising with clients to better understand their business performance Commenting and analysing financial situation Understanding industrial performance and making comparisons Assisting in finalizing formal reports Providing assistance in marketing development Filing and administrative duties Updating and tracking job status Negotiating with offshore team to ensure productivity

St Kilda

 Prepared main forms and worksheet for different entities Provided data entry into HandiTax and HandiLedger Dealt with capital gains and tax reconciliation Finalized tax returns in the program Prepared quarterly BAS Prepared cover letters for clients Conducted filing and administrative duties Assisted other interns with enquiries

North Melbourne

 Assisted financial manager with preparing weekly and monthly reports Processed accounts payable Prepared payroll timesheets Recorded journals to produce accurate documents Provided administrative assistance Conducted customer service surveys

Cfa Level I Candidate

I am currently a CFA program Level I candidate, aiming to complete the program within the next four years.

Bachelors Of Accounting; Diploma, Accounting

Advanced Diploma Of Accounting, Accounting, Average Hd