Excel Skills - PivotTables, Sparklines, COUNTIF, VLOOKUP, HLOOKUP
MONTERY LEE
Accounting & Office Manager
Tsui Chuk Garden, Wong Tai Sin
Summary
Versatile Office Manager and Accountant adept in financial reporting, compliance, and analytics across multiple sectors. Eager to apply meticulous attention to detail and robust software skills to contribute to the team's success.
Overview
22
22
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Accounting & Admin Officer
Crowning Moment Ltd
06.2019 - 02.2024
- Managed full financial reporting, budgeting, and cash flow forecasting for private and charity entities and Prepared accurate monthly financial reports for executives.
- Oversaw property management tasks including tenancy administration, invoicing, and maintenance coordination.
- Executed company secretarial duties for local and offshore subsidiaries, ensuring compliance and governance.
- Administered HR functions: contracts, tax, payroll, MPF, leave records, and insurance claims and enrollment.
- Handled tax filings, maintaining compliance with regulations
Admin Manager
Health Addiction Company Ltd
05.2015 - 02.2019
- Managed full accounting tasks, year-end audits, and tender submissions
- Analyzed daily sales data and generated comprehensive reports
- Provided exceptional customer service when addressing client inquiries or concerns of Vending Machines issues and bulk orders via phone calls or email correspondence.
- Oversaw daily office operations
- Monitored and reported budgeting
- Administrated HR function: Employment Contract, payroll, MPF, Leave record and insurance renewal / claim
Office Manager
Restoring Mums Limited
07.2014 - 05.2015
- Managed Founder's schedule & diary
- Handled full set of accounts & reports
- Developed online business fulfillment
- Implemented new CRM
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Executive Assistant
International SOS (HK) Ltd
02.2012 - 03.2014
- Managed GM's schedule, calls, expenses, and travel for business efficiency
- Aided Marketing in client event planning and administrative tasks
- Organized staff meetings, prepared agendas, and documented minutes
- Upheld confidentiality and professional liaison with all business levels
- Supported HR with staff events, fostering team spirit and engagement
- Organized corporate events & board meetings
Office Administrator
Emotive Studio Ltd
08.2007 - 04.2011
- Aided 2 French MDs as Personal Assistant, streamlined visa & travel logistics
- Managed full accounting cycle, year-end audit, and financial reporting
- Sourcing (Printing material, Corporate premium...etc.), Order & Shipment follow-up
- Orchestrated office relocation, renovations, and supplier negotiations
- Enhanced HR & admin operations, including payroll, insurance, and asset management
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Accounts Clerk
Good Friendship (Hong Kong) Ltd.
03.2002 - 05.2007
- Managed full accounting cycle
- Streamlined A/R, A/P & financial reports
- Led IT system upgrades & office moves
- Maintained accurate financial records
- Assisted with month-end closing
- Minimized late fees by ensuring timely submission of required government filings such as taxes or permits renewals.
- Reduced discrepancies in financial reports by conducting thorough account reconciliations and adjustments.
Education
High School Diploma -
Institute of Administrative Management (IAM, UK)
01.1998 - 04.2000
High School Diploma -
Sara Beattie College
Hong Kong 01.1995 - 04.1996
Diploma in Interior & Environment Design - undefined
First Institute of Art & Design
01.1993 - 04.1995
Skills
Budgeting and finance
Innovation and Creativity
Teamwork and Collaboration
Time Management
Attention to Detail
Problem-Solving
Multitasking
Interpersonal Skills
Problem-solving abilities
Audit reporting
Professionalism
Salary Information
Present Salary: HKD34,000.00 p.m.
Salary Expected: HKD36,500.00 p.m. (Negotiable)
Skills
- Typing : Chinese : 40 wpm
- Typing: English : 50 wpm
Software knowledge
- Intermediate Excel Skills - PivotTables, Sparklines, COUNTIF, VLOOKUP, HLOOKUP
- Expert on using Microsoft Word & Powerpoint
- Accounting: MYOB, Quickbook, Xero System in Expert Level
- Salesforce.com, Magento back-end
Additional Information
Date Available: Immediately
Software
Microsoft Powerpoint
MYOB, Quickbook, Xero System
Timeline
Accounting & Admin Officer
Crowning Moment Ltd
06.2019 - 02.2024
Admin Manager
Health Addiction Company Ltd
05.2015 - 02.2019
Office Manager
Restoring Mums Limited
07.2014 - 05.2015
Executive Assistant
International SOS (HK) Ltd
02.2012 - 03.2014
Office Administrator
Emotive Studio Ltd
08.2007 - 04.2011
Accounts Clerk
Good Friendship (Hong Kong) Ltd.
03.2002 - 05.2007
High School Diploma -
Institute of Administrative Management (IAM, UK)
01.1998 - 04.2000
High School Diploma -
Sara Beattie College
01.1995 - 04.1996
Diploma in Interior & Environment Design - undefined
First Institute of Art & Design
01.1993 - 04.1995