Job Type : Permanent
Salary : $60k
Candidate Id : 1931918
Location : CPA designated, CFA level 1 with financial service and telecoms experience
Availability : 2 Weeks

CPA designated, CFA level 1

  • CPA designated, he has completed Level 1 of the CFA, and has gained over 3 years fund accounting and general accounting experience working within financial services and telecommunications sectors.

  • Accomplishments include: He saved approx 40% of his time by creating an automated process using MS Excel which meant he could take on more work and help his colleagues.

  • Experienced in: Fund accounting, preparing financial statements, producing monthly NAV (Net Asset Value) reports, the point of contact for investors, liaising with external auditors, producing financial models, journal entries, streamlining processes.

  • Eager to learn and develop he is a quick learner with great attention to detail and innovation.

  • Languages: Fluent English (excellent written and oral), Mandarin & Cantonese.

  • Systems experience: Accpac, Quickbooks, PAXUS, MS Excel (advanced, VBA)

Recruiters comments:

Focused on learning and developing his skills, after he completed the CPA exams (2017) he went on to enrol in the CFA and has successfully completed level 1 (completed in 2017). He is a quick learner and has proved to be a great asset to his employers as he has strong work ethic and is constantly looking to take on new tasks and projects.  He enjoys solving problems and analysing results so he is ideally looking for a Financial Analyst role.  He doesn't have hands-on experience in budgeting and forecasting yet but is hoping to secure a position that will enable him to put his theoretical knowledge to use in his next role.  He has a good understanding of accounting processes and principles and is great at identifying areas needing improvement and making processes more efficient so he can take on more valued-add duties.  He has strong communication (written and oral) and interpersonal skills, great attention to detail and has a proactive attitude.


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