Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ju-Yu Yen

Summary

Experienced finance professional with expertise in accounts receivable, debt collection, and reconciliations. Highly organised, detail-oriented, and skilled at managing competing deadlines while maintaining accurate records. Strong administrative and interpersonal skills, able to communicate effectively with diverse stakeholders. Proficient in financial systems, including NetSuite and Salesforce, and Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Overview

7
7
years of professional experience

Work History

Accounts Receivable Officer

ELMO Software Pty Ltd
01.2023 - Current
  • Processed sales orders from Salesforce into NetSuite (CRM & Accounting)
  • Managed account statements, billing enquiries, and reconciled contract revenue, including licence and professional fees.
  • Reviewed contracts for accuracy and investigated account discrepancies to ensure timely resolution.
  • Collaborated with sales teams to resolve billing disputes, improving customer satisfaction and fostering positive client relationships.
  • Facilitated invoice query resolution through proactive communication with clients and internal departments.
  • Assisted in monthly closing activities to ensure accurate financial reporting for management review.
  • Supported Finance Transformation projects and assisted with data migration during system upgrades.

Office Assistant

DC Innovative Accounting Pty Ltd
04.2021 - 01.2023
  • Prepared and issued invoices, reconciled accounts, and followed up on overdue balances.
  • Supported debt collection and maintained accurate client records.
  • Assisted clients and liaised with the ATO on compliance matters.
  • Provided administrative support, including scheduling, correspondence, and document preparation.
  • Managed incoming mail, phone calls, and visitor inquiries while maintaining confidentiality.
  • Prioritized multiple tasks to ensure smooth workflow and timely completion of duties.

Risk Analyst

PwC Operations Delivery Centre
05.2022 - 11.2022
  • Performed detailed KYC and AML regulatory checks across multiple jurisdictions.
  • Investigated risks relating to Money Laundering, Terrorist Financing, and Tax Evasion.
  • Escalated red flags and prepared Suspicious Matter Reports (SMR).
  • Conducted Customer Due Diligence on high-risk individuals & entities.

Office Administrator

Planet Ute Pty Ltd
10.2018 - 04.2021
  • Managed accounts receivable and payable, processing invoices and payments.
  • Performed account reconciliations and supported debt collection activities.
  • Demonstrated exceptional multitasking abilities while handling reception duties and ad-hoc administrative tasks.
  • Reduced administrative errors by proofreading documents and maintaining accurate records.
  • Expedited invoice processing by reviewing vendor submissions, reconciling accounts payable discrepancies, and ensuring timely payments.

Education

Diploma of Accounting -

TAFE NSW
NSW

Bachelor of Business - Applied Finance

Western Sydney University
Sydney, NSW

Skills

  • Reliable and accountable
  • Cross-functional teamwork
  • Flexible and adaptable
  • Customer engagement
  • Effective time management
  • Attention to detail
  • Multitasking Abilities
  • Motivated and proactive
  • Precision and accuracy
  • Proficient in MYOB, NetSuite, Salesforce, and Sage

Timeline

Accounts Receivable Officer

ELMO Software Pty Ltd
01.2023 - Current

Risk Analyst

PwC Operations Delivery Centre
05.2022 - 11.2022

Office Assistant

DC Innovative Accounting Pty Ltd
04.2021 - 01.2023

Office Administrator

Planet Ute Pty Ltd
10.2018 - 04.2021

Diploma of Accounting -

TAFE NSW

Bachelor of Business - Applied Finance

Western Sydney University
Ju-Yu Yen