Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jessie He

Summary

Detail-oriented Assistant Accountant with more than 3 years effectively maintaining accurate accounting and tax information for individuals and businesses. Outstanding problem-solving and teamwork abilities. Enthusiastic person is seeking for Financial Officer/Assistant Accountant and eager to contribute to team success through hard work and excellent organizational skills.

Overview

10
10
years of professional experience

Work History

Assistant Accountant

Arcadia Group
09.2023 - 12.2024
  • Assisted with quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
  • Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
  • Reviewed general ledger entries and assessed accuracy.
  • Prepared quarterly report and BAS after reviewing all accounts.
  • Collected and analyzed income and expense variances on quarterly report to identify reasons.
  • Provided journal entries and performed accounting on accrual basis.
  • Collected and reported quarterly expense variances and explanations.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Supported senior accountants in complex financial analysis.
  • Assisted in budget preparation, enabling better financial planning and resource allocation.
  • Prepared and assisted budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
  • Prepared working papers, reports and supporting documentation for audit findings.


Accountant Assistant

Best Accounting Services Pty Ltd
06.2021 - 08.2023
  • Interviewed clients and Gathered information from clients and Prepared Quarterly BAS.
  • Completed all employees of two company's payroll and processed pay run fortnightly and maintained employee records in payroll system.
  • Assisted team members in transitioning from Handi Tax to Xero and LodgeiT through extensive training and one-on-one support.
  • Reconciled bank statements monthly, identifying discrepancies for prompt resolution.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Reviewed general ledger entries and assessed accuracy.
  • Quickly and accurately processed payments, credits and other transactions using company software applications.

Tax Accountant (Part-Time)

Accountants Direct
06.2019 - 06.2021
  • Prepared income tax returns for individuals, businesses through face-to-face over 200 clients using Handi Tax and Xero per tax season.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Trained interns use Xero/Handi Tax/ LodgeiT to prepare tax returns.
  • Assisted team members in transitioning from Handi Tax to Xero and LodgeiT through extensive training and one-on-one support.

Store Manager

Muffin Break Innaloo
12.2014 - 12.2016
  • Served customers quickly and efficiently and created strategies to prevent delays.
  • Created superlative coffeehouse experience through customer service, beverage preparation and presentation, in-store marketing and thorough cleanliness and sanitation of space.
  • Trained, scheduled and supervised barista workers to maintain and uphold store policies and optimize staffing patterns.
  • Handled and resolved customer issues and complaints with professionalism and tact to drive customer satisfaction and repeat business.
  • Restocked and cleaned stations and facilities to maintain cleanly and operable standards.
  • Handled money, balanced tills, processed credit card payment batches and prepared bank deposits, maintaining 100% accuracy.
  • Reduced health risks and safety hazards by preparing beverage products consistently while creating cleaning schedules, restocking items and sanitizing equipment to adhere to health department standards.

Education

Master of Commerce - Finance

University of Wollongong
Wollongong, NSW
12.2013

Bachelor of Commerce - Finance

University of Wollongong
Wollongong, NSW
07.2012

Skills

  • Accounting Software Systems
  • Account and Bank reconciliation
  • Accounts payable and receivable
  • Processing Checks and Invoices
  • Quarter-end reports
  • Tax Return Preparation
  • Proficiency in MS Office, MS Excel
  • Budget preparation and forecasting
  • Quarter-end and Year-end closing
  • Variance analysis

References

Alan Tsang, Financial Manager of Acadia Group, Alan.Tsang@arcadiagroup.com.au, 0433 176 480, Acadia Group

Neil Zhao, Director of Accountants Direct, neil.zhao@accountantsdirect.com.au, 0433 151 834, Accountants Direct

Timeline

Assistant Accountant

Arcadia Group
09.2023 - 12.2024

Accountant Assistant

Best Accounting Services Pty Ltd
06.2021 - 08.2023

Tax Accountant (Part-Time)

Accountants Direct
06.2019 - 06.2021

Store Manager

Muffin Break Innaloo
12.2014 - 12.2016

Bachelor of Commerce - Finance

University of Wollongong

Master of Commerce - Finance

University of Wollongong

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Jessie He