April Li
Eastgardens,NSW
Summary
Demonstrated success in using in-depth strategies to understand and solve financial problems. Excellent forecasting, process improvement and project management abilities paired with a resourceful, detail-oriented and persistent nature.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Consultant, Delivery and Transformation
National Australia Bank
11.2022 - Current
- Provide the CIO CIB leadership team with data driven financial insights, including BAU financial performance versus plan, and insights to improve performance . Improved financial management within CIO CIB and an established financial management cadence
- Provide analysis and insights of drivers of financial results including recoveries, overtime, invoicing, licencing, workforce and transaction analysis. Tracking and reconciliation of vendor contracts including licencing costs to ensure accurate reflection in plan, and developing a framework to embed transparency. Track and reconcile discrepancies, such as SMR & Clarity rates
- Cascade finance tracking down to cost centre level with Heads of Technology. Provide finance training where required to Heads Of, Manager Engineers, Release Train Engineers and Scrum Masters as it relates to their requirement to ensure plans are met
- Act as a "front door" for Finance Partner on finance matters including SMR accruals/prepayments, Invoicing, workforce plan, multi-year forecast and planning
- Assess opportunities for productivity/cost savings, whether within CIO CIB or where CIO CIB efforts can contribute to productivity for other groups
Senior Analyst Engineer
National Australia Bank
11.2021 - 11.2022
- Collected data and developed detailed spreadsheets to track actual expense against budget, identify trends and create forecasts
- Educated technology teams on various financial matters and delivered financial oversight and advice on workforce recovery, software assets management and BAU sustainability, to achieve financial targets
- Collaborated with sourcing partner, business stakeholders, and service owners to streamline contract renewals
- Designed controls on expected invoices and workforce under-recovery
Market Data Analyst
National Australia Bank
Sydney, NSW
10.2018 - 11.2021
- Managed procure to pay end-to-end process on market data services
- Processed and reconciled invoices against market data inventory and allocated cost in FITS system
- Prepared periodic expense reporting to internal business stakeholders and interpreted financial data
- Collaborated with finance partner to ensure accurate payment and accrued expense, and to achieve financial target
- Supported end users on license requests and data content needs providing continuity of service
- Consulted with Strategic Sourcing on procurement process, raised sourcing requests and assisted business in completing assessments and endorsements required
- Managed strategic vendor relationship with Refinitiv and governed enterprise agreement (GPA) with annual value 18 million
Order Management Specialist
Thomson Reuters
Pyrmont, NSW
10.2015 - 09.2018
- Specialized in Order to Cash end-to-end process for Strategic Accounts in Financial market
- Fully supported designated group of customers in all matters relating to customer orders, billing queries, product entitlement, data feed management
- Provided expertise to sales team on sales, cancellation and renewal of TR products
- Initiated approval requests to third party data providers on behalf of client
- Coordinated manual permission tasks with order fulfillment teams
- Investigated and resolved compliance discrepancies
- Assisted on accurate sales forecast and finance reporting
- Troubleshooted on entitlement loss issues
Accountant and Sales Support
Cloud9 Furniture Pty Ltd
Chullora, NSW
04.2012 - 10.2015
- Provided excellent customer service by efficiently resolving issues and responding to inquiries.
- Completed bookkeeping using MYOB
- Invoiced customers and traced payments
- Processed payrolls for employees, prepared company BAS, IAS and created financial reports
Assistant Accountant (intern)
Talent2 International Pty Ltd
North Sydney, NSW
01.2012 - 03.2012
- Performed month end Journal processing, Balance sheet reconciliations and variance clearance, under Pronto system
- Formulated Invoice register and billing report
- Reconciled expenses and billings, and approved reimbursement in system of InCharge
- Implemented daily bank reconciliations
Education
Post-graduate Education Segments in CPA Program -
Macquarie University
Sydney2011
Master of Accounting -
Macquarie University
Sydney2010
Bachelor of Electronic Commerce -
Beijing Information Science & Technology University
Beijing2008
Skills
- Effective communication and presentation
- Complex problem solving
- Self starter
- Prioritizing and planning
- Strong level of demonstrated experience in using NAB internal systems: PAP, Ariba, MyID, Clarity, etc
- Advanced user in MS Excel including lookups and pivots, Tableau, and Power BI for data analysis and reporting
Certification
Membership of CPA Australia
Member ID: 9613332
Languages
Chinese (Mandarin)
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Consultant, Delivery and Transformation
National Australia Bank
11.2022 - Current
Senior Analyst Engineer
National Australia Bank
11.2021 - 11.2022
Market Data Analyst
National Australia Bank
10.2018 - 11.2021
Order Management Specialist
Thomson Reuters
10.2015 - 09.2018
Accountant and Sales Support
Cloud9 Furniture Pty Ltd
04.2012 - 10.2015
Assistant Accountant (intern)
Talent2 International Pty Ltd
01.2012 - 03.2012
Post-graduate Education Segments in CPA Program -
Macquarie University
Master of Accounting -
Macquarie University
Bachelor of Electronic Commerce -
Beijing Information Science & Technology University
Membership of CPA Australia
Member ID: 9613332
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