Shirley Ye Email and Phone Number

Key Responsibilities• Leverage high attention to review financial documents daily to verify accounting data and mathematical accuracy.• Reconcile accounts and review all materials, including surplus, income, expense data, net worth and assets.• Handle GST and Annual Accounting reports for various clients.• Complete wide-ranging accounting related tasks including full bookkeeping process for clients, utilising MYOB, Xero and Office 365.• Prepare provisional tax, individual income tax (IR 3) and company Income Tax (IR 4) as well as handle depreciation.• Prepare end of financial year roll over as requested by senior colleagues or clients; as well as assist the reporting team with the preparation of periodic IAS and BAS. • Manage month-end process in a timeous and precise fashion.• Prepare balance sheet, income statement, cash flow report and other report requested by superiors.Key Outcomes:• Implemented a variety of spread sheets and Excel formulas to improve cash flow and accuracy of accounts reconciliation data for various clients. • Introduced accounting systems and advise on the selection & application of computer based accounting systems.• Designed a documentation workflow system that increased administrative efficiency by 10%. • Refined professional communication skills and experience with audit and tax clients by consulting with clients to answer queries and collect any additional information required to complete their accounts; and preparing tax and statistics returns accurately and in a timely manner.

Key Responsibilities• Carefully scrutinised accounting data and mathematical accuracy during daily financial documents reviews.• Reconcile accounts and reviewed all materials, including surplus, income, expense data, net worth and assets.• Deployed clear writing skills to draft documents such as annual report, statement of intent and statement of performance expectations in line with public sector statutory requirements so as to meet audit requirements • Assisted 3rd party to conduct financial investigations, undertake audit and prepare reports and advise on financial planning.Key Outcomes: • Demonstrated an up-to-date knowledge of permits, certificates and documents mandatory for government departments.• Solidified understanding of the industry coupled with a strong practical experience working in a direct customer contact role with a leading audit and accounting organisation offering audit, tax and advisory services.

Key Responsibilities• Promoted teamwork by jointly conducting due diligence with the investment advisor on Snowman shares, summarize the financial position, operating level and profitability of the underlying company based on macro, industry and fundamental analysis, and report to the buyer's core management on the main.• Pivotal in filling out equity pledge reports, analyse and checking whether the relevant company meets the conditions of the equity pledge.Key Outcomes: • Improved and reconstructed credit and debit records by optimizing and simplifying recording system.• Strengthened understanding the rules of securities investment account opening, trading methods and how to access funds and other business processes. • Upheld a 100% record in ensuring customer privacy was not compromised by arranging customer information systematically, properly handling lists with private customer information, and summarising business documents after daily transactions based on strong organisational skills.