Experienced bookkeeper and account manager with knowledge and understanding in different industries

Adam Wang & Associates is a boutique CA firm providing accounting services to more than 300 clients.I was in charge of:1. Preparing quarterly Business Activity Statement (BAS), Instalment Activity Statement (IAS)2. Preparing year-end financial statement including adjustment entries, reconciliation of accounts3. Preparing Individual Tax Return including GST events and distribution from trusts and partnership4. Assisting with preparation of Special Purpose Financial Reporting for clients with Business visa5. Maintaining accounts receivable ledgers and manage bank reconciliation6. Preparing bookkeeping and offered training to new clients7. Assisting clients to apply for ABN, GST and PAYG8. Preparing and sending accountant letter to clients9. Answering phone calls and kept in touch with clients regarding accounting matters10. Chasing up Accounts Receivable with Xero

Bank of Guizhou is a local bank providing personal and business banking services in China.I was in charge of:1. Conducting pre-loan evaluation of corporate clients and on-site investigation of borrowers to ensure full compliance with bank regulations and standards2. Acting as the point of contact between the client and the bank’s senior management3. Assisting department manager to determined loan approvals and prepared required documentation upon approval4. Maintaining close contact and follow-up with clients with open loans or lines of credit to resolve potential issues5. Offering financial suggestions to enterprise borrowers over immediate funds usage and long-term strategic planning6. Receiving an extensive training in loan practice with broad coverage on credit business workflows