Quality-focused business management professional with combined experience in general business operations, financial control and project management.
Committed to driving business success by improving operational efficiency and increasing customer service standards.
CPA Australia Associate Member & Dual Postgraduate degree qualified from professional accounting and business administration with College Dean Honors and exceptional academic achievements.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Controller
d&r blinds Pty Ltd.
Auburn, NSW
08.2023 - Current
Business Goal Setting: Work with Managing Director to develop long-term strategic initiatives as well as short-term objectives.
Financial Forecasting & Budgeting: Prepare company comprehensive budget and conduct periodic budget analysis to guide decision-making.
Financial Control: Oversee accounts payable and receivable functions, manage cash flow, analyse financial statements, and recommend actions to improve profitability.
Variance Monitoring: Perform variance analysis between actual results and budgeted amounts in a regular basis.
Payroll & Reimbursement Processing: Review, approve, and process payroll and expense reimbursement.
Operational Efficiency Oversight & Quality Control: Supervise members’ productivity and optimise internal processes to boost efficiency while maintaining high standard of quality.
Trust Accountant
PICA Group - North Management
Darwin, NT
10.2021 - 01.2023
Trust Accounts Payable Management: Process payments and review payment details, including account code used, creditors’ payment information, and invoice details.
Trust Accounts Receivable Management: Issue levy contribution invoices, on-charge, and rental invoices, offer payment plan and payment extension for clients’ special needs, also monitor debts collection on a regular basis.
BAS Preparation: Prepare Business Activity Reports for Body Corporate that needs to be done.
Audit Preparation: Assist with audit procedures and provide financial information required on audit list.
Bank Reconciliation: Reconcile trust accounts to verify accurate and up to date financial information.
Client Services: Communicate with clients via emails and phone calls; Upload and maintain client’s information database to ensure the accuracy and effectiveness.
Junior Analyst (Intern)
Wyvern Advisory
Sydney, NSW
06.2021 - 10.2021
Financial Analysis: Conduct comprehensive calculation and analysis of client’s financial fundamentals and capitals required for ongoing corporate operations and new projects; Provide recommendations and tailored advice for long-term financial planning needs.
Financing Options Evaluation: Support client financial decisions by calculating and assessing mergers and acquisitions, asset sales and capital investment decisions.
Investment Planning: Provide bespoke service in helping clients with developing investment strategies to achieve their individual financial goals.
Client Services: Regular communication and liaison with clients, provide expert advice, prepare required documentations, and maintain client information.
Accounting & Finance Assistant
Shanxi Kaishuo Culture Media Co.
Taiyuan CIty, Shanxi Province, China
11.2019 - 02.2020
Budget Planning: Assist with fiscal year budget planning by taking into consideration of company's strategic goals and actual operating conditions.
Accounting Processing: Process invoices, account book registration and review, as well as prepare accounting statements.
Month-end Preparation: Assist with monthly reporting by entering transactions and preparing reports.
Accounts Payable: Issue cash receipt and process payments, produce acceptance drafts, and issue cheques.
Payroll and Expenses: Review, approve, and process payroll and expense reimbursements.
Education
Master of Business Administration (Professional Pr
Charles Darwin University
Darwin, Northern Territory
07.2021
Master of Professional Accounting
University of New South Wales
Sydney, New South Wales
06.2019
Bachelor of Commerce, Major in Marketing
Macquarie University
Sydney, New South Wales
12.2017
Skills
CPA Australia:Associate Member (ASA) - 3 Course Passed, 1 Unit Score is the Highest Score in Northern Territory
Microsoft Office: Outlook, Excel, Word, PowerPoint & OneNote
Systems and Applications:Xero, MYOB, Excel Data Analysis, Power BI, Tableau, StrataMax, DocMax, Qualtrics, SPSS & Minitab
Accomplishments
The highest score in Northern Territory of Financial Reporting unit from CPA Australia
College Dean Honor from Charles Darwin University (Outstanding Academic Excellence with GPA 6.0 or greater)
5 x Outstanding Academic Achievement Awards between 2019 and 2021 from Charles Darwin University
Certification
First Aid & CPR Accreditation
Work Health & Safety General Construction Induction (White Card)
Work with Children Check (WWCC)
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
References
References available upon request.
Timeline
Financial Controller
d&r blinds Pty Ltd.
08.2023 - Current
Trust Accountant
PICA Group - North Management
10.2021 - 01.2023
Junior Analyst (Intern)
Wyvern Advisory
06.2021 - 10.2021
Accounting & Finance Assistant
Shanxi Kaishuo Culture Media Co.
11.2019 - 02.2020
Master of Business Administration (Professional Pr