Polly Wu
Carlisle,WA
Summary
Results-driven and highly skilled finance professional with over 20 years of experience in diverse industries, including education, government, tax and accounting, import export industry. Proven track record in financial management, strategic planning, management accounting. Experience leading small teams, mentoring staff, and driving operational efficiency through robust financial controls and insightful reporting. Strong communicator with a hands-on approach to training, stakeholder engagement, and delivering actionable financial insights to support business growth.
Overview
21
21
years of professional experience
Work History
Management Accountant - Level 6
Mental Health Commission
11.2024 - 05.2025
- Preparing dashboards Power BI and visual reports to communicate financial and program outcomes effectively.
- Monitor and manage budgets for mental health initiatives, ensuring alignment with government funding guidelines and objectives.
- Support the creation of financial reports for senior management, Organize and maintain financial documents, ensuring they are easily accessible for reporting and auditing purposes.
- Track and report on the allocation and utilization of budget and funds.
- Assist CFO in the approving of documentation for grant applications and funding requests.
- Preparing financial presentations and budget, forecast reports for senior management
- Contract
Finance Manager
St Catherine's College UWA
12.2023 - 04.2024
- Analyse financial reports with budget
- To collaborate with cross-functional teams, managers for each department/Pillar budget control
- Supervise and managing AP/AR and Payroll staff (fortnightly payroll for 60 staff ), assisted all departments in resolving payroll issues
- Ensure compliance with tax laws and other industry financial regulations
- Maintain asset register and depreciation schedules
- Collaborate with all other departments/Pillars to develop modern, safe, and affordable accommodation options that meet the needs of a diverse student population
- Prepare and lodge monthly BAS. Annual Statement with ACNC.
- Assist external Auditors with annual audit
- Prepare Financial Annual report for Auditor
- Prepare Consolidated Reports of Condition and Income for the bank, detailing the company's financial status, highlighting the organization's ability to meet financial obligations and future projections at the end of each month.
- Contract
Management of Accountant - Level 6
Department of Primary Industries and Regional Development
06.2023 - 10.2023
- Prepare the Pillar’s Annual Budget and forward estimates to consolidate the entire department budget
- Establish project cost control, management, reporting and forecasting structures
- Advise and assist the Manager of Financial Management and Chief Financial Officer on budgeting and performance matters
- Contribute to strategic finance projects to enhance the financial management services
- Help manage business cases, financial submissions and related accounting issues
- Develop operating budgets and resource allocation models with stakeholders
- Prepare accurate monthly management reports for each project / cost centre within the portfolio, in consultation and liaison with key stakeholders
- Coordinate project accounting activities including externally funded and ‘Royalties for Regions’ projects
- Ensure all funding is received and projects costs are reported accurately
- Prepare and assist with responses to Minister, Executive, Audit, Treasury and external stakeholders
- Contract
Finance Manager/ Acting Business Manager
Blue Gum Montessori School
02.2018 - 06.2023
- Analyse financial reports and identify potential cost saving opportunities
- Strategic recommendations for identified problems and general financial decision making
- Acting Business Manager while the position was absent
- Maintain competence and compliance with financial software, industry and investment trends
- Ensure compliance with tax laws and other industry financial regulations
- Manage the execution and sharing of financial documents and quarterly annual reports
- Supervise Payroll Officer (fortnightly payroll for 60 staff ), Accounts Payable and Receivable staff
- Manage Childcare services of the school
- Maintain asset register and depreciation schedules
- Liaise with government bodies and external customers
- Prepare and lodge Annual Statement with ACNC, Financial Questionnaire with Department of Education
- Assist external Auditors with annual audit
Senior Tax Accountant
Asset Partner Pty Ltd / Link Accounting
03.2015 - 12.2017
- Interview clients, create job list, quote fees for jobs
- Prepare annual Tax returns for Individuals, Partnerships, Trusts, Companies, and Self Managed Superannuation Funds
- Prepare and lodge PAYG variations for individuals
- Liaison with ATO on client issues, and private rulings
- GST, payroll, payable, receivable reconciliations
Senior Tax Accountant
Success Tax Professionals
06.2008 - 12.2014
- BAS and tax returns for individuals, partnerships, trusts, companies, manage superannuation funds
- Company, Trust, Super Fund set up and ABN/ACN registrations
- Liaise with ATO on client issues, audits and private rulings
- Provide financial and business solutions and tax advice
- Manage, supervise and train junior staff
- End of year journal, asset depreciation and adjustments for companies, trusts and super funds
- Accounts (GST/payroll/payable/receivable) reconciliations
Education
Master of Professional Accounting - undefined
Curtin University
Advanced Diploma of Accounting - undefined
Swan TAFE
Degree in Financial Accounting - undefined
Hubei University of Economics
Skills
- Accounting Software: Oracle, SAP, FinHub, Civica, Navision, XERO
- Data Analysis & Reporting: Power BI, EPM, MS Office (Excel, Word)
- Education Specific Tools: SchoolPro, Civica, QikKids, Xplor
- Tax & Accounting firm Specific Tools: HSoft Practice manager, Xero Tax, QuickBooks, MYOB
- Payroll Specific Tools: Keypay, Employment Hero
Timeline
Management Accountant - Level 6
Mental Health Commission
11.2024 - 05.2025
Finance Manager
St Catherine's College UWA
12.2023 - 04.2024
Management of Accountant - Level 6
Department of Primary Industries and Regional Development
06.2023 - 10.2023
Finance Manager/ Acting Business Manager
Blue Gum Montessori School
02.2018 - 06.2023
Senior Tax Accountant
Asset Partner Pty Ltd / Link Accounting
03.2015 - 12.2017
Senior Tax Accountant
Success Tax Professionals
06.2008 - 12.2014
Master of Professional Accounting - undefined
Curtin University
Advanced Diploma of Accounting - undefined
Swan TAFE
Degree in Financial Accounting - undefined
Hubei University of Economics
Similar Profiles
Deb BarbasDeb Barbas
A/Assistant Director Community Services at Mental Health CommissionA/Assistant Director Community Services at Mental Health Commission
Neamh KerriganNeamh Kerrigan
Senior HR Officer at Mental Health CommissionSenior HR Officer at Mental Health Commission
Amy MorleyAmy Morley
Senior HR Officer- People and Culture at Mental Health CommissionSenior HR Officer- People and Culture at Mental Health Commission
Mary-Jay WilsonMary-Jay Wilson
Dermal Therapist at Silk Laser ClinicDermal Therapist at Silk Laser Clinic
Thanaisawan AralmphoonsubThanaisawan Aralmphoonsub
Waiter at Totally ThaiWaiter at Totally Thai