Jessie Chen CA

Experience

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  Bank of China

  Jul 2009 - Aug 2009

  Summer Intern - Personal Finance Department

  Key responsibilities:- Support Relationship Managers on daily administration work;- Provide direct sales support on post origination activities like documentation, reporting, etc- Client on-boarding & deal execution;- Ensure that all administration and necessary documentation associated with applications is done accurately in accordance with laid down procedures and on a timely manner;- Manage and maintain customer database;- Other admin work assigned by Line Manager;

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  HSBC Private Bank

  Aug 2010 - Jan 2011

  Intern - Risk and Management Department

  I assisted the Risk and Management Department for multiple projects within their respective business areas, and support a range of deals with clients.

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  The University of Auckland

  Mar 2012 - Oct 2014

  Library Assistant

  Key responsibilities:- Assisted staff and students with their information needs, including on the Enquiries Desk. - Served and assisted patrons with Interlibrary Loans queries in person, by phone and email. - Created interlibrary loan requests using Virtual Document eXchange (VDX), FirstSearch and Subito. - Processed and supplied incoming interlibrary loan requests in a timely manner using VDX, Inmagic and Voyager Circulation.- Searched databases and online resources for obscure items.- Assisted team members when needed. - Trained new staff in interlibrary loan processes and assisted with amending internal instruction manuals. - Created precise invoices for the Library using PeopleSoft Financials. - In 2014 I completed the Time Management course and Essential Communication Skills Course, I hosted tours of the Engineer and taught library workshops to New Start students. - Assisted with testing the VDX interlibrary loan system during upgrades Show less

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  P3 Foundation

  Feb 2013 - Oct 2014

  Project Accountant

  I was a project accountant volunteering in the Finance Team of P3 Foundation, a charity that aims to eradicate extreme poverty in the Asia-Pacific region. A key focus during my time in this role was assisting the expansion of P3 Foundation to become a national organization with offices in Auckland, Wellington, Christchurch and Dunedin.Key responsibilities:- Ensure timeliness, accuracy, and usefulness of financial and management reports for stakeholders;- Assist in the preparation of monthly and annual financial statements;- Assist CFO in financing activities;- Assist CFO in preparation and monitoring of budgets;- Assist in the development of financial business plans and forecasts;- Remain up to date on best practices for local and national government law regarding non-profit operations. Show less

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  New Zealand Dairy Processing Limited

  Oct 2014 - Apr 2016

  As part of the finance team, I was responsible for several financial aspects of the company’s national and international operations. This role allowed me to further my career as an accountant and broaden my commercial acumen.Key responsibilities:- Develop and manage accounting KPI to provide business data to support better operational decision making;- Prepare monthly and annual financial reports and investigating variances with budget holders;- Financial analysis and report to the Finance Manager;- Supervise and manage the Assistant Accountant; - Liaison with international stakeholders for general business operations;- Maintaining the Fixed Asset Register;- Assist with external audits; - Prepare the annual budget and quarterly forecasts. Show less My responsibility was to support the Finance Team and ensure accurate and timely financial reporting. Key responsibility:- Record accounts payable transactions, manage supplier contracts, obtain invoice approvals, reconcile statements and produce payment runs;- Assist with accounts receivable invoice preparation and follow up with clients;- Reconcile bank statements and company credit/debit card transactions;- Prepare balance sheet reconciliations;- Assist with the preparation of monthly financial reports;- Assist with annual budgeting and periodic forecasting;- Payroll and handling foreign exchange currencies;- Tax Returns for GST and PAYE. Show less

  • Finance Accountant

    Aug 2015 - Apr 2016

  • Assistant Accountant

    Oct 2014 - Aug 2015
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  KPMG New Zealand

  May 2016 - Sept 2019

  I was responsible for managing clients and delivering their financial and tax obligations. I obtained experience in a variety of industries: Investment Portfolio, Manufacturing, Export and Import, Real Estate, Agriculture, and Charities.Key responsibilities:- Prepare Financial Reports;- Supervise, train and lead junior accountants;- Valuation assessments of businesses;- Financial analysis and provide recommendations to clients;- Identify business and tax risks;- Budgeting, forecasting, and preparing cashflow reports;- Recommend tax solutions to Manager/Partner; Show less

  • Supervisor - Enterprise

    Apr 2019 - Sept 2019

  • Accountant - Private Enterprise

    May 2016 - Mar 2019
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  Toastmasters International - City Early Start Club

  May 2016 - Sept 2019

  President - 2019

  I was the President of the City Early Start Toastmasters club in Mt Maunganui, from May 2019 to September 2019. This is an institute aimed at strengthening leadership and public speaking skills. I was responsible for the successful running of the club, including maintaining and expanding our membership base and liaising with Toastmasters New Zealand and Toastmasters International to ensure the achievement of targets and compliance with regulations.

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  Meadow Mushrooms

  Apr 2020 - Sept 2020

  Company Accountant
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  Craigmore Sustainables

  Sept 2020 - Apr 2021

  Management Accountant
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  CJL Chartered Accountants

  Apr 2023 - now

  Director

  As the CEO of CJL Chartered Accountants Ltd, I am dedicated to empowering businesses and individuals through tailored financial solutions and strategic insights. With over 10 years of experience in the accounting industry, I lead a dynamic team of professionals who are passionate about delivering exceptional service and driving growth for our clients.At CJL Chartered Accountants, we specialise in providing comprehensive accounting, tax, and advisory services that are designed to meet the unique needs of each client. Our commitment to integrity, accuracy, and innovation sets us apart in a rapidly evolving financial landscape.I believe in providing clarity to our clients' businesses and sharing the load of running their operations. By simplifying complex financial matters, we enable our clients to focus on what they do best while feeling confident in their financial decisions. My vision is to not only help our clients navigate their financial journeys but also to contribute positively to the broader business community.Outside of work, I am passionate about basket ball, squash and playing bridge. I am always eager to connect with fellow professionals, industry leaders, and entrepreneurs who share a commitment to excellence and innovation in business.Let’s connect and explore how we can work together to achieve financial success! Show less