Mitch Shi

Experience

• 

  Island Child Charitable Trust

  Oct 2014 - Jun 2015

  Bookkeeper

  Accounting advisory in Bank reconciliations and Chart of accounts

• 

  Hustle & Bustle

  Aug 2015 - Jun 2018

  Financial Management:Budgetary and accounting strategies, policies and plans.Overseeing workflow process: Quote, PO, Cost Management, Invoicing. Liaising project management with project managers.Job cost reporting and business performance analysis.Preparing financial reports and analyses of future earnings as well as client profitability analysis and reportingAssessing capital finance proposals; assets log; fixed assets register.Manage daily accounting process: APs, ARsRevenue forecast modeling, assist management in forecastingCompliance: GST/FBT/PAYE and other compliance with financial legislation and standardsFinancial Leadership:Financial coaching to team membersProductivity analysis Resource/Job Management: Staff Capacity Planningbillable and non-billablesHR:Payroll managementContractsStaff resource modeling Business Operational Management: Processing of Client & Supplier Contracts Managing lease negotiations and office fit-outManaging company confidentialAnalysis of Opex/Capex requirements Managing, briefing and ensuring compliance with legal requirementsManaging company insurance policies and requirements Show less

  • Finance Manager

    Aug 2016 - Jun 2018

  • Finance Assistant

    Aug 2015 - Jul 2016
• 

  BBR Limited

  Jun 2018 - now

  I'm leading a team of 3 in the Client Accountant division of the firm where we act as VCFOs for our commercial clients● On-boarding new clients: set up appropriate accounting systems; establish accounting processes and dictate best practice● Accounting management of existing client organisations: oversee APs, ARs, Payroll processes; ensure compliance with GST, RWT, PAYE, Provisional Tax and year end tax requirements; ensure seamless integration of client’s project management system and accounting system● Monthly management reporting with client stakeholders: true revenue report, job costs accrual report, balance sheet reconciliation, P&L reporting, cashflow forecast; P&L forecast; management of prebills and accrued revenue, and other ad-hoc reporting when required● Manage internal team members and ensure deadlines from various clients are met; Coaching team member on Xero, Workflowmax, Payroll, and management reporting processes● Coaching client staff member on project financials, processes and ensure efficient flow between finance & non-finance departments within client organisations● Revenue forecast modelling for client stakeholders on revenue forecast process (and integration with cashflow forecast), salary forecast, and annual budget● Client advisory regarding general AIS or Payroll related queriesAd hoc projects of other clients: I have on-boarded a new client who purchased a local boutique supermarket chain. In collaboration with my colleague, we helped the client set up new AIS (Xero), establish/refine financial processes in APs, Sales to Bank reconciliation, Payroll, Stock reconciliation between POS & accounting system, month end reporting etc. BAS area: preparation of client year-end financial statements; fixed asset management, ensure client obligations on all tax types are met. Show less

  • Manager - Client Accounting Services

    Sept 2022 - now

  • Senior Client Accountant

    Sept 2020 - Sept 2022

  • Client Accountant

    Jun 2018 - Sept 2020