Caitlin Teague
Financial Accountant, CA
Karori, Wellingtoncaitlin.teague@example.com027 555 0162Summary
Chartered Accountant with six years across public practice and commercial accounting, currently owning the general ledger and month-end close for a freight company with three entities and a 31 March year end. Cut the close from nine working days to five by rebuilding the reconciliation calendar in Xero and automating the intercompany journals. Known for clean audit files, GST returns filed without query and variances explained to depot managers in plain language.
Experience
Financial Accountant, Cook Strait Logistics Ltd
– Present
Wellington
- Own the month-end close for three entities and 240 balance sheet accounts in Xero; cut the close from nine working days to five within the first year.
- Prepare the two-monthly GST returns, PAYE and FBT filings and the provisional tax estimates for all three entities; nothing filed late or amended in three years.
- Prepared the fixed asset, lease and intercompany schedules for the annual audit under NZ IFRS; the audit closed with no proposed adjustments two years running.
- Explain monthly variances over NZ$20,000 to the four depot managers and the chief financial officer, turning the budget review into a short list of decisions.
Senior Accountant, Business Services, Bramwell & Teo Chartered Accountants
–
Lower Hutt
- Prepared annual financial statements and income tax returns for a portfolio of 60 clients, from sole traders and trusts to companies with turnover up to NZ$25 million.
- Ran the GST and payroll compliance cycle for 35 clients on Xero and MYOB, and moved 20 of them from desktop software to Xero with no missed filing.
- Handled two IRD reviews for clients, both closed without adjustment, and trained two graduates on workpaper standards and the firm's review process.
- Joined as a graduate, completed the CA Program in 2020 and was promoted to senior the same year.
Accounts Assistant (part time), Wairarapa Wool Exporters
–
Masterton
- Processed supplier invoices and the weekly payment run for a wool exporter while completing the final year of the degree.
- Reconciled the bank and the two-monthly GST return, clearing a backlog of 90 unmatched items.
Education
Bachelor of Commerce (Accounting and Taxation)
University of the Hutt Valley, Lower Hutt
Met the CA ANZ academic requirements for the CA Program.
Skills
- Month-end close
- General ledger and reconciliations
- GST, PAYE and FBT
- Provisional and terminal tax
- NZ IFRS and PBE standards
- Xero and Xero Practice Manager
- MYOB
- Excel (lookups, pivot tables, Power Query)
- Audit preparation
- Management accounts and variance analysis
Certifications
- Chartered Accountant (CA), Chartered Accountants Australia and New Zealand,