Lucas Lu
Sydney,NSW
Summary
Dynamic accounting professional with extensive experience at Cinda Asset Management, excelling in financial reporting and compliance. Proven ability to enhance operational efficiency through meticulous accounts management and payroll processing. Strong communicator adept at fostering client relationships and ensuring adherence to taxation regulations, driving financial stability for diverse businesses.
Overview
6
6
years of professional experience
Work History
Assistant Accountant
LGY Accountants Agency
, NSW
01.2025 - Current
- Managed full-cycle accounts payable and receivable functions, ensuring timely processing and reconciliation of client transactions.
- Prepared financial reports, including balance sheets, profit and loss statements, and cash flow statements for small to medium-sized enterprises (SMEs).
- Assisted in preparing and lodging Business Activity Statements (BAS), Goods and Services Tax (GST), and Pay As You Go (PAYG) withholding.
- Conducted bank and credit card reconciliations to ensure financial data accuracy, and proper cash flow management.
- Processed payroll transactions for multiple clients, ensuring compliance with Fair Work regulations, award rates, and superannuation contributions.
- Assisted in setting up and maintaining MYOB and Xero accounts for clients, providing training and troubleshooting support.
- Supported new business clients with ABN/ACN registrations, business structure setup, and ongoing tax planning strategies.
- Engaged in month-end and year-end financial closing processes, assisting senior accountants with adjustments and reporting.
- Conducted compliance checks and maintained financial documentation in line with Australian Taxation Office (ATO) and ASIC requirements.
- Provided general business advisory services to clients, including budgeting, financial forecasting, and cash flow management strategies, to enhance operational efficiency and financial stability.
- Recorded fixed assets in the register and calculated monthly depreciation.
Accountant
Cinda Asset Management
05.2024 - 12.2024
- Company Overview: Cinda Asset Management (China).
- Assisted in preparing financial reports and forecasts for management.
- Handled accounts reconciliations, and maintained accurate financial records.
- Supported tax preparation and compliance tasks, ensuring adherence to regulations.
- Processed payroll transactions and prepared financial summaries for internal use.
Assistant Accountant
Cinda Asset Management
09.2019 - 05.2024
- Company Overview: Cinda Asset Management (China)
- Processed accounts payable and receivable, and reported to the financial manager weekly.
- Managed timesheet entry, leave processing, pay slip issuance, and super lodgement.
- Supported tax compliance efforts, and helped prepare financial reports.
- Performed reconciliations and ensured data accuracy within financial systems.
Education
Australia CPA -
03.2025
Fellow of the Institute of Public Accountants -
Institute of Public Accountants
01.2018
Master of Accounting -
Central University of Finance And Economics
06-2004
Skills
- Financial reporting
- Taxation
- Accounts Payable
- Accounts Receivable
- Payroll
- Accounting Software
- Compliance
- Communication
Education And Qualification
- Australia CPA, In Progress
- Fellow of the Institute of Public Accountants (Australia), 2018
- Master of Accounting, Central University of Finance and Economics, 2004
Timeline
Assistant Accountant
LGY Accountants Agency
01.2025 - Current
Accountant
Cinda Asset Management
05.2024 - 12.2024
Assistant Accountant
Cinda Asset Management
09.2019 - 05.2024
Australia CPA -
Fellow of the Institute of Public Accountants -
Institute of Public Accountants
Master of Accounting -
Central University of Finance And Economics
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