Lyn Tan
Melbourne,VIC
Summary
A proactive and enthusiastic accounting/finance professional with extensive experience in financial and management accounting. Enjoys stimulating challenges within a fast-paced work environment utilising strong, interpersonal communication within a team driven by specified deadlines. Thrives on task diversity, numerical analysis and progressive knowledge improvement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Analyst – Commercial Execution Team
COLES
04.2021 - Current
- Weekly reporting on Waste/Markdowns at CFC’s and Team member shops to identify operational opportunities to improve results. Detailing trends to stakeholders to improve existing operational processes with qualitative explanations.
- Bi-weekly live website SKU ranking to pinpoint SKUs requiring priority placing with the Customer Engagement team. This reduced loss by 15-30% post Seasonal event like Christmas and Easter when there was excess stock due to mismatched forecasting planning.
- Building Scorecard with Digital Category Managers prior to implementing new Agile SKUs – using historical Financial data to identify more ‘profitable’ SKUs based upon RAG/Point system driven by sales uplift %/3rd Margin performance at subcategory level.
- Easter PIR Power Point using Medallia extracted data to track the Customer Experience (Voice of Customer/Customer Insights/Customer Feedback/Net Promoter Score) pre-, during & after Easter digital promotion.
Business Analyst – Digital Merchandise Team
COLES
04.2021 - 09.2024
- Post Promotions (eg. Black Friday, May Mega sale, Mother’s Day), report at SKU level upon Promo performance pre to during to post-promo. Engaging stakeholders to identify processes for improvement with PIR.
- Weekly commercial reporting to Trade Team on Business Unit performance identifying successful promotions and future challenges for opportunity.
- Building Insights dashboards for the Digital Merchandise Team to see daily performance of ongoing Promotions throughout the year.
Financial Analyst - Reporting to Commercial Manager (ICT)
Nutrien Ag Solutions
03.2020 - 12.2020
- Monthly management reporting actual versus budget analysis.
- Responsible for end to end Procurement issues for the whole ICT department using SAP IT/Financials.
- Fixed Term Contract
Accountant - Reporting to the Finance Manager.
Noah’s Ark – Not For Profit
11.2019 - 01.2020
- Monthly management reporting actual versus budget analysis.
- Responsible for Balance Sheet Reconciliations, Fixed Assets, FBT & BAS.
- Contract 3 month
Finance Business Partner - Reporting to the Manager Business Advisory Services.
Parks Victoria (Government)
08.2019 - 10.2019
- Provide concise financial performance reports to stakeholders (including dashboards) incorporating actual versus budget analysis and commentary.
- Monthly FTE reporting (including forecasting), incorporating actual versus budget analysis and commentary.
- Responsible for the maintenance of Regional and Divisional reporting suites/Financial Reporting model.
- Contract 3 month
Financial Accountant - Reporting to the Financial Controller.
Cabrini Health Australia (Private Hospital & Healthcare)
01.2019 - 07.2019
- End to end accurate and timely calculation of all Cabrini Hospital’s Fixed Assets and accurate WIP calculation (tangible). Particularly the construction of the Gandel Wing (new hospital) as the Infrastructure team require transparency of actual costs to budget for project planning.
- Month end responsibility for all prepayment/accrual balance sheet accounts of the business, including (prepaid licences, prepaid subscriptions, Prepaid Insurance, Prepaid IT, Work in Progress, Repairs & Maintenance across all hospital sites- Malvern, Brighton, Prahran, Elsternwick & Hopetoun)
- Ensure that balance sheet reconciliations are prepared in an accurate and timely manner reflecting correct financial position (P&L, balance sheet)
- Leading the budgeting/forecasting of all CAPEX, both in the development of models and ensuring the integrity and relevance of the information included.
- FTC
Management Accountant - Reporting to the Finance Manager.
Red Energy (Gas & Electricity Australian retailer) (Snowy Hydro )
11.2015 - 09.2018
- End to end accurate and timely calculation of all Red Energy’s Fixed Assets and Book/Tax depreciation (tangible and intangible). In accordance with Snowy Hydro audit requirements, monthly balance sheet reconciliations to the general ledger.
- Communicating monthly operating financial performance to all stakeholders and identifying causes of unfavourable trends to budget/forecast. Evaluating opportunities for improvement.
- Monitoring operational expenditure with Technology & Development Project Managers through identifying trends during project phases to minimise cost variance to budget.
Retail Business Analyst - Sigma Pharmaceuticals
Sigma Pharmaceuticals
07.2014 - 08.2015
- Reporting to the Information Services Manager. Responsible for continuous improvement on stakeholder reporting & dashboards –, e.g., store performance modelling, product/price mix modelling, Range review/Promotional PIR, for optimal outcome for both Sigma and Member.
- To increase the profitability by providing support with building budgets, modelling, and category deep dive reviews, to generate analytical insights and provide accurate recommendations
- Development of pre and post-promotional models/tools to support effective and efficient decision making for category and total campaign. Identify revenue/loss drivers
- Create a robust Category Plan/Budget process for FY17 through stakeholder engagement.
Education
Bachelor of Commerce - Accounting and Finance
The University of Melbourne
Skills
- SAP Financials – Core Financials, Capital Planning and BI/BW Reporting
- TM1 – GL Reporting, Logistics and Capital Planning Cubes
- JD Edwards – GL Reporting and Fixed Assets
- Oracle Hyperion Financial Reporting/Planning & Budgeting
- COGNOS
- Ellipse (Snowy Hydro General Ledger & Fixed Assets Modules)
- Microstrategy 9 – BIW Reporting
- COLIE Insights – Historical reporting and Cube Dashboard building
- Adobe Analytics – building reports to visualise key customer metrics performance on website/App
- Medallia Experience – obtain information to track Customer KPIs (Voice of Customer/Customer Insights/Customer Feedback experience)
- Microsoft 365 Excel (Advanced)/Word/Powerpoint/Visio/Outlook for Windows XP, 2019, Dynamics
- JIRA (tracking IT Projects & Project Management Capex/Opex hours)/Atlassian Confluence
Certification
CPA, Bachelor of Commerce (University of Melbourne)
Languages
Fluent in English, Indonesian and Chinese (Cantonese).
References
References available upon request.
Affiliations
Australian Society of CPAs
Timeline
Business Analyst – Commercial Execution Team
COLES
04.2021 - Current
Business Analyst – Digital Merchandise Team
COLES
04.2021 - 09.2024
Financial Analyst - Reporting to Commercial Manager (ICT)
Nutrien Ag Solutions
03.2020 - 12.2020
Accountant - Reporting to the Finance Manager.
Noah’s Ark – Not For Profit
11.2019 - 01.2020
Finance Business Partner - Reporting to the Manager Business Advisory Services.
Parks Victoria (Government)
08.2019 - 10.2019
Financial Accountant - Reporting to the Financial Controller.
Cabrini Health Australia (Private Hospital & Healthcare)
01.2019 - 07.2019
Management Accountant - Reporting to the Finance Manager.
Red Energy (Gas & Electricity Australian retailer) (Snowy Hydro )
11.2015 - 09.2018
Retail Business Analyst - Sigma Pharmaceuticals
Sigma Pharmaceuticals
07.2014 - 08.2015
Bachelor of Commerce - Accounting and Finance
The University of Melbourne
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