Julie Poon

Key Client 1 - Publicly listed on ASX with assets under management totalling $8.1 billion:
- Oversight of revenue, investments, and tax aspects.
- Conducted comprehensive walkthroughs and client interviews for all operational procedures.
- Applied AASB15 guidelines to evaluate revenue recognition.
- Developed and executed rigorous substantive procedures.
- Conducted thorough assessments of internal controls.

Key Client 2 - Charitable Organization:
- Led the engagement, overseeing project management, file organization, and progress tracking to meet deadlines.
- Reviewed and supervised junior team members' contributions.
- Identified high-risk criteria for journal entries.
- Managed the review of financial statements, maintaining open communication with the manager and partner.
- Collaborated with specialists and handled various ad-hoc tasks, including crafting audit committee reports and drafting correspondence.

• Led non-profit audits, overseeing team performance, providing coaching, and acting as the primary client liaison, while also escalating significant issues to higher management
• Played a pivotal role in ensuring high audit quality during the transition to the new KPMG Clara Workflow, assisting the team in file organization and mentoring junior members on documentation standards
• Actively participated in audit planning, involving tasks such as data analytics, materiality calculations, and risk assessment for different audit stages
• Utilized data analytics to furnish clients with visual insights into their business operations
• Possess extensive experience in the final phases of the audit process, entailing the review of financial statements for adherence to IFRS standards, as well as conducting controls testing
• Worked on sections such as treasury, human resources and lease

• Review general ledger accounts and supporting schedules to ensure transactions are being recorded and disclosed in the financial statements accurately
• Perform analysis – ratios and variance analysis to observe and identify any abnormal business activities
• Accounting for clients – Prepare and review financial statements in accordance with the accounting standards
• Major clients: Cross-borders companies, they are both private and listed.

• Capital market search and key pitching PowerPoints
• Assisting accountant to reconcile financial statements

• Assist in events management such as press conferences, IPO and consumer events
• Handle key local and international media outlets, which enable clients to reach a wider audience
• Compile event proposals and formulate investor presentations, press releases and interim/annual reports