Kelsey Xu
Melbourne,VIC
Summary
Accomplished and driven finance professional with over 15 years of experience in financial management, complemented by solid knowledge of Logistics and Operations. Expertise in overseeing the financial operations of multinational companies, ensuring compliance, optimizing internal processes, and delivering actionable financial insights. Strong leadership skills in managing cross-functional teams and driving process improvements. Adept at managing budgets, handling month-end reporting, and maintaining strong relationships with stakeholders.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Director Finance & Logistics
Euro Tooltechnic
07.2022 - Current
- Oversee all finance and logistics operations, providing strategic leadership and guidance to finance and Logistic teams
- Ensure financial controls and reporting are aligned with organizational goals and regulatory requirements
- Oversea cash flow, FX hedging strategies, budgeting, and forecasting, delivering key insights to senior management
- Oversea and streamline logistics functions, including inventory management, ensuring timely and efficient operations
- Collaborate with cross-functional teams to drive process improvements and enhance operational efficiency
- Identified and implemented the most suitable inventory replenishment software for the business, resulting in optimization of inventory level, cost savings and improved procurement efficiency
- Led team development initiatives, upskilling staff to enhance performance and productivity across finance and logistics functions
- Implemented an AI-powered SOP system, streamlining workflows and improving decision-making processes
- Led the transition to a paperless environment, including warehouse, significantly reducing paperwork and improving data management
Finance Manager
Euro Tooltechnic
09.2018 - 06.2022
- Oversaw compliance reporting for BAS, payroll tax, FBT, ensuring timely and accurate submission; as well a
- Managed financial and management reporting, including Profit & Loss, Balance Sheet, and Cash Flow reports
- Developed monthly budget and rolling forecast reports to monitor and control operational costs
- Managed cash flow, FX hedging strategies to ensure liquidity of the business
- Supervised the Accounts Payable/Receivable, payroll and Bookkeeping functions, ensuring accuracy and efficiency
- Conducted inventory stock-take and revaluation, along with the management of the fixed asset register
- Collaborated with external auditors to ensure compliance
- Provided regular financial updates and strategic insights to senior management
- Implemented the Stripe platform as an e-commerce gateway, integrating EDI for seamless invoicing and payment processing for end users
- Streamlined the Accounts Receivable banking process by leveraging the SAP Boyum function, enhancing operational efficiency
- Automated the Accounts Payable process using ProSpend (formerly Expense Manager), improving accuracy and reducing manual workload
- Maintained high liquidity, minimized bad debts, and optimized working capital to ensure financial stability and operational flexibility
Finance Manager
Aqipa Australia
03.2017 - 09.2018
- Played a key role in establishing a subsidiary in Australia in collaboration with the European head office, ensuring smooth market entry and operational setup
- Provided strategic financial direction to the startup, laying the groundwork for long-term growth and financial stability
- Contributed to the development and execution of a distribution network, securing partnerships with major Australian retailers in the consumer electronics sector
- Successfully represented and promoted premium international brands, enhancing their presence in the Australian market
Financial Accountant
Tooltechnic Systems Australia
12.2014 - 05.2017
- Month-End general ledger and inter-company reconciliation;
- Compliance Reporting - monthly BAS, Payroll Tax, FBT;
- Management Reporting - Monthly management reports;
- Cost/Expenses reporting, Budget & Rolling Forecast, KPI reporting;
- Fixed Asset Register - Acquisition, Depreciation and Disposal;
- Stock-take Roaster and Inventory Revaluation;
- Participation of process improvement;
- Liaison with internal and external stakeholders
Assistant Accountant
Tooltechnic Systems Australia
03.2009 - 12.2014
Tax Consultant
H&R Block Australia
07.2014 - 10.2014
- Prepared personal tax returns for clients, ensuring accuracy and compliance with Australian tax laws
- Communicated with the Australian Taxation Office (ATO) regarding audits and other tax-related matters
Internship
China Merchants Bank
01.2005 - 06.2005
- Worked in the Personal Credit Card Department, assisting with customer service and processing credit card applications
- Supported the Personal Banker by managing client files, conducting credit checks, and setting up customer accounts
- Gained valuable experience in financial operations and customer relations
Education
CPA -
CPA Australia
01.2013
Master Degree - Professional Accounting
Monash University
06.2008
Graduate Diploma - Management
Central Queensland University
01.2008
Bachelor Degree - Economics
China University of Political Science and Law
01.2006
Skills
- Team leadership and management
- Process Improvement
- Compliance and management reporting
- Cash flow and inventory management
- MS Office Suite
- Business Intelligence tools: Power BI, Business Object
- ERP systems: SAP R/3, SAP Business One
- AI tools: ChatGPT, ReadAI, and etc
Certification
- Certificate of Income Tax Preparation Course, H&R Block Australia, 07/01/14
- Certificate of Dale Carnegie Course, Dale Carnegie Australia
- Certificate of Foundation of Directorship course, Australian Institute of Directors
Hobbies and Interests
- Traveling
- Fitness and Gym
- Reading
Timeline
Director Finance & Logistics
Euro Tooltechnic
07.2022 - Current
Finance Manager
Euro Tooltechnic
09.2018 - 06.2022
Finance Manager
Aqipa Australia
03.2017 - 09.2018
Financial Accountant
Tooltechnic Systems Australia
12.2014 - 05.2017
Tax Consultant
H&R Block Australia
07.2014 - 10.2014
Assistant Accountant
Tooltechnic Systems Australia
03.2009 - 12.2014
Internship
China Merchants Bank
01.2005 - 06.2005
CPA -
CPA Australia
Master Degree - Professional Accounting
Monash University
Graduate Diploma - Management
Central Queensland University
Bachelor Degree - Economics
China University of Political Science and Law
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