Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

Jinlu Lu

Sydney

Summary

As a highly driven risk manager with strong experience and knowledge in banking regulatory standards and financial products, I am seeking new challenges and I want to utilise my management skills and finance knowledge to bring value to a dynamic organization.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Manager - Credit, Capital and Liquidity

Macquarie Group
01.2018 - Current

Commodities Global Markets Group, Sydney

  • Provide risk and prudential advice across a board suit of financial product. Including OTC and exchange traded derivatives, loans, repos.
  • Drive end to end new trading product implementation including stakeholder engagement, drive result reviews and proposing practical improvements and solutions.
  • Assess risk and capital impact for Business restructures, which facilitate senior management decisions. Also involved in review the restructure proposal to APRA.
  • Collaborate with different functions to develop internal policies, ensuring alignment with regulatory requirements and business objectives.
  • Prepare APRA response for industry survey, by identify potential issue with the proposed standard changes and quantify impact with front desk traders.
  • Successfully assist in implementation of new APRA standards APS180 in review system results, detecting issues and providing recommendation for resolutions

Consultant - Taxation

EY (Ernst & Young)
02.2016 - 01.2018
  • Analysis of both qualitative and financial information to understand the client's business and hence determining the nature of the transactions
  • Prepare/Review corporate income tax returns for a wide range of clients in varied industries from small to medium enterprise as well as large complex consolidated groups
  • Liaised with internal specialised team to deliver integrated services (e.g. Auditing, transfer pricing, research and developments etc.)
  • Actively managed client engagements to ensure key deliverables were met for a portfolio of over 30 companies
  • Successfully helped clients develop more efficient tax outcome by research into the client's tax issues and interpreting tax legislations, case laws and ATO rulings

Education

Bachelor of Commerce - Finance and Accounting

University of New South Wales
11.2015

Skills

  • Alteryx
  • PowerBI
  • Excel
  • PowerPoint
  • SQL

Certification

  • Chartered Accountant ANZ
  • Financial Risk Management Level I &II GARP

Hobbies and Interests

  • Yoga
  • Reading

Timeline

Manager - Credit, Capital and Liquidity

Macquarie Group
01.2018 - Current

Consultant - Taxation

EY (Ernst & Young)
02.2016 - 01.2018

Bachelor of Commerce - Finance and Accounting

University of New South Wales
Jinlu Lu