CFA Institute

CFA Program

Finance

Certificate - CFA Program

·	Cash coding and bank reconciliation in Xero
·	Invoice entry, reconciliation and filing
·	Lodge individual tax return and BAS in Xero Practice Manager.
·	Call ATO for refund, remission and lost documents.
·	Argue with IP Australia for trademark authorization and other ad hoc administration tasks.	

Chase Accounting Services

Junior Accountant

ACCA 

ACCA Qualification

•	Master of Accounting and Batchelor of Economics graduate with outstanding academic records
•	Professional phone manner, solid customer service, and bookkeeping experiences
•	Solid research and analytical abilities and excellent oral and written communication skills
•	Completed Advanced Australia Taxation in CPA and Advanced Financial Management in ACCA
•	Current CFA Level 2 candidate 

Marsfield

Master of accounting 

Macquarie University

·	Analysed clients’ transactions and assigned GST to them.  
·	Prepared and lodge BAS on MYOB MAS.
·	Processed bank reconciliations and financial reports.
·	Prepared individual tax return pre-filing.
·	Maintained clients' accountants and profiles.

Freeman & Chirillo

Accounting Intern

·	Answered phone calls from customers in a fast-paced environment.
·	Calculated and negotiated service prices for customers and created orders. 
·	Handled cash and direct debit transactions.
·	Followed up with customer enquiries and complaints. 
·	Entered sales records into MYOB and assisted with weekly reconciliations.

Judy Wu / Certificate - CFA Program

CFA Program

CFA Institute

Progress

Skills