Kris Liu
Perth,WA
Summary
With extensive experience as a Level 3 Financial System Officer, I possess strong communication, analytical, organizational, and decision-making skills crucial for supporting the entire PTA, with a special focus on enhancing Accounting services and system functionality. My proficiency extends to acting in the capacity of a Level 4 Financial System Officer, where I've gained deep familiarity with the most parts of responsibilities inherent to this advanced level of financial system management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance System Officer
Public Transport Authority
03.2023 - Current
- Provides assistance with FMS security access controls so that they are maintained in accordance with delegated authorities.
- Provides generic training of FMS, Business Objects and other sub systems to new users and maintains user guides.
- Executes regular audit and health checks of the FMS.
- Executes interfaces between subsystems and Financial Management System (FMS) and ensures transactions are transferred accurately and on time.
- Provides project and admin assistance for FMS enhancements and system upgrades.
- Provides assistance to customisations and interfaces.
- Provides assistance to the creation and testing of Business Objects reports.
- Provides front line technical support to end users for FMS and other related finance systems.
- Assists with FMS improvement opportunities, upgrade and enhancements.
- Assists with knowledge sharing and guidance for Subject Matter Experts through provision of 'Super User' training across the PTA.
- Executes period end processing including daily,month and processing and monitoring of scheduled jobs.
- Executes and maintains the chart of accounts and hierarchical relationship links in the general ledger.
- Executes Finance System journals as required
- Creates,updates and maintains procedural documentation of Finance Systems.
Financial Service Specialist
ZERO Markets
03.2020 - 10.2021
- Coordinated the whole support system, team, and responsible for organizing training sessions, meetings and reports to CEO
- Created reports on products and services through researching industry trends, marketing activities, and competitors
- Designed CRM system and maintained the official website daily
- Exploited new markets and developed new customers by recommending product solutions that best suit their personal and business requirements
- Adopted SQL to upgrade data and used Tableau to mapping data on market and clients, helped marketing team to focus on which group of clients and there were almost 800 clients increasing within 6 months
- Onboarded new and old clients by offering recommendations and solutions
- Helped company reward The Best Customer Service in 2021 among FX companies.
Education
Master Degree - Applied Finance
University of Western Australia
Perth, WA09.2019
Bachelor Degree - Business Information System
University of Tasmania(Shanghai)
Hobert, TAS08.2017
Skills
- Advanced understanding of basic office applications including MS Office (Word, Excel, Outlook)
- Advanced skills with Data Analytics tool - MYSQL,Toad and Excel
- Business Process Mapping Tools - Power BI
- Enterprise Resource Planning Systems - Ellipse, SAP
Certification
- CFA Level 2
- FRM Level 1
Hobbies and Interests
- Photography
- Travel
- Tennis
Languages
English
Full Professional
Timeline
Finance System Officer
Public Transport Authority
03.2023 - Current
Financial Service Specialist
ZERO Markets
03.2020 - 10.2021
Master Degree - Applied Finance
University of Western Australia
Bachelor Degree - Business Information System
University of Tasmania(Shanghai)
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