Angela Leyi ZHU

Everthought Education Pty Ltd

• Leading and preparing FY23 & FY24 strategy and budget planning, including budget modelling and strategy presentation
• Designing and implementing CRM Dynamics 365 as part of a digital transformation initiative. Creating PowerBI dashboards to visualize key metrics and enhance decision-making
• Preparing monthly financial reports and conducted variance analysis, presenting findings to the SLT and providing guidance on strategic business focus
• Developing and implementing comprehensive bonus plans for the sales team and SLT, aligning incentives with performance metrics to drive business goals and enhance employee motivation
• Ensuring financial compliance with Registered Training Organisation (RTO) requirements by developing and implementing procedures to meet regulatory standards
• Managing cash flow with short-term and long-term forecasts, overseeing debtor and creditor accounts, while prioritising timely payments to employees and key suppliers

ENS Pty Ltd

• Leading and preparing FY23 & FY24 strategy and budget planning, including budget modelling and strategy presentation
• Designing and improving PowerBI dashboard for business operational and financial performance visualisation, utilising data collected from CRM
• Preparing monthly financial reporting, analysing budget and forecast variances, and presenting findings to the group team and SLT with actionable insights for business improvement and strategic decision-making
• Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly
• Reduced operating costs through meticulous budget management and cost analysis

Plain English Foundation Pty Ltd

• Assisting the investment team with business acquisition, and participating in the due diligence process
• Involving in onboarding process, ensuring smooth integration and alignment with group requirements and objectives
• Leading digital transformation project, implementing CRM Dynamics 365 for business operation optimisation, including system design, data transfer, implementation, staff training, etc.
• Leading and preparing FY23 & FY24 strategy and budget planning, including budget modelling and strategy presentation
• Consolidating financial and operational reports with group reporting for comprehensive analysis and strategic planning
• Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review

Everthought Education Pty Ltd

• Leading and preparing FY22 strategy and budget planning, including building budget financial modelling and strategy presentation
• Preparing monthly reporting and forecasting, including variance analysis and preparation of meaningful, insightful commentary to assist business decision making
• Assisting in implementing HR system, Employment Hero, configuring it to streamline HR processes, and improve efficiency in recruitment, onboarding, and payroll
• Overseeing organisational weekly cash flow and cash flow forecasting initiatives
• Deeply involved in operations management, sales, and marketing efforts to increase revenue and overall financial health
• Leading cost analysis project using solid financial modelling and data analysis skills
• leading the audit process within the entities and assisted in preparing the group’s annual financial statement (special purpose)

ENS Pty Ltd

• Onboarding and consolidating new business in compliance with EdventureCo group requirements
• Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy
• Ensured compliance with international, local, state, federal tax regulations; timely filing of all required documents
• Building cash flow forecast model with diligent monitoring of accounts receivable and payable
• Evaluating and enhancing related aspects of internal controls and procedures in connection with accounting and business operations
• Leading and preparing FY22 strategy and budget planning, including building budget financial modelling and strategy presentation
• Developed comprehensive financial reports for executive decision-making support

• Preparing accurate management, project & financial reports monthly in a timely manner and within corporate guidelines
• Assisting with group consolidated financial report and prepared monthly board reports
• Collaborating with executive team in preparation of FY20 & FY21 capital and operating budgets, forecasts and all financial reporting and analysis
• Lodging GST, PAYG and Payroll Tax and Workers Compensation payments
• Managing payroll processing for 40 employees
• Preparing documents, reports, and presentations for executives and board members using advanced software proficiencies
• Debtor/ creditor management
• Balance sheet reconciliation
• Direct liaison with the entity CEO and Group Financial Controller