Summary
Overview
Work History
Education
Professional Skills
Soft Skills
Software
Timeline
Generic

Shirley Yan

Summary

Accounting professional with track record in financial analysis and reporting. Known for reliability in meeting tight deadlines and contributing to team success. Skilled in utilizing accounting software and maintaining thorough documentation, fostering efficient workflow and compliance.

Overview

5
5
years of professional experience

Work History

Credit Officer

Brownes Dairy
10.2024 - Current
  • Full-Cycle Receivables Management
    Managed complete AR operations from invoice generation to collections, reducing average DSO.
  • Cash Flow Optimization
    Performed daily bank reconciliations with high transaction volume, resolving discrepancies within 24hrs.
    Reconciled debtor accounts & processed credit memos, decreasing unapplied payments.
    Managed key account customer rebate programs.
  • Credit Control & Risk Mitigation
    Negotiated payment plans for 20+ day delinquencies, reclaiming in past-due receivables.
    Generated aging reports highlighting at-risk accounts for management review.
  • Client Relations & Compliance
    Resolved billing disputes daily via multichannel diplomacy, preserving key relationships.
    Issued monthly statements and performed quarterly credit reviews for key accounts.

Financial Intern&Administrator

UnionPay
11.2023 - 08.2024
  • Maintained strict confidentiality of sensitive financial information while managing payment processing tasks.
  • Enhanced financial accuracy by assisting in the preparation and reconciliation of monthly financial reports.
  • Developed proficiency in multiple software applications, including Excel, QuickBooks, and other financial tools, to facilitate efficient data analysis.
  • Participated in audits to ensure accurate reporting, compliance, and adherence to internal controls.
  • Strengthened analytical skills by addressing complex financial scenarios, leading to improved problem-solving abilities.
  • Successfully completed various ad hoc projects, demonstrating adaptability, initiative, and a strong work ethic.
  • Optimized budget tracking for multiple departments, contributing to more effective resource allocation and cost management.
  • Supported the seamless operation of office functions, providing cross-functional assistance to ensure organizational efficiency.

Financial Assistant

Zhenyuan Accounting Agency
09.2020 - 04.2022
  • Document Processing & Compliance
    Received and systematically organized client-source documents (invoices, bank slips, reimbursement forms) chronologically/by category, verifying compliance with tax regulations (valid headers, tax IDs, stamps, item details).
    Flagged discrepancies and communicated with clients to resolve missing/invalid documentation.
    Prepared physical vouchers by attaching supporting documents and transferred audit-ready files to senior accountants.
  • Digital Archiving & Record Management
    Scanned and digitized financial documents, establishing structured electronic filing systems.
    Assembled and bound physical accounting vouchers per compliance standards, maintaining dual digital/physical archives.
  • Banking & Logistics Support
    Executed authorized bank tasks: submitted account opening documents, collected transaction cards, processed basic account updates.
    Managed inbound/outbound accounting documents via courier services.
  • Bookkeeping & Reporting Assistance
    Entered basic bookkeeping entries under supervision using accounting software.
    Processed bank receipts/payments from transaction records
    Recorded expense reimbursements with validated invoices
    Logged sales/purchase invoice details
    Compiled preliminary tax filing data: counted invoices, calculated net sales, summarized input tax amounts.
  • Client Coordination
    Served as first-point contact: addressed routine client inquiries (invoice requests, document status updates) and escalated complex issues.
    Issued standardized communications (document checklists, payment reminders, statements) via email/WeChat.
    Requested supplemental documentation from clients under accountant guidance.


Education

Professional Accounting -

The University of New South Wales
Sydney, NSW

Professional Skills

Financial Operations

▪️ Full-Cycle AR Management   ▪️ Cash Application & Reconciliation   ▪️ Credit Memo Processing

▪️ DSO Optimization   ▪️ Aging Analysis   ▪️ Delinquency Resolution

Compliance & Controls

▪️ GAAP-Compliant Voucher Preparation   ▪️ Audit-Ready Documentation

▪️ Tax Regulation Compliance (Invoice Validation, TIN Verification)   ▪️ Dual-Archiving Protocols 

Process Expertise

▪️ High-Volume Transaction Processing   ▪️ Rebate Program Administration

▪️ Client Onboarding Support   ▪️ Dispute Resolution Frameworks

Client Management

▪️ Multichannel Inquiry Resolution    ▪️ Key Account Credit Review

▪️ Automated Statement Distribution   ▪️ Collections Communication

Soft Skills

  • Passionate: a can-do attitude in a high-volume work environment.
  • Strong attention to details: high degree of accuracy and thoroughness in all aspects of work.
  • Problem-solving: highly adapt at problem solving to identify and resolve discrepancies .
  • Strong time management skill: multi-tasking ability to prioritize different tasks under pressure and to tight deadlines.
  • Excellent communication skill: liaise with internal departments and external suppliers effectively and efficiently.
  • Reliable team member: ability to work collaboratively with accounting teams and other departments to ensure smooth financial operations .
  • Time management: excellent organizational skills to manage multiple tasks and meet deadlines in a fast-paced environment.

Software

  • Proficient in Microsoft Office: advanced level in Excel(VLOOKUP, Pivot table, conditional formatting etc.), Word and PowerPoint
  • Competent in JDE and familiar with MYOB.
  • General knowledge of Enterprise Resource Planning (ERP).
  • Able to learn new system and software quickly and efficiently.

Timeline

Credit Officer

Brownes Dairy
10.2024 - Current

Financial Intern&Administrator

UnionPay
11.2023 - 08.2024

Financial Assistant

Zhenyuan Accounting Agency
09.2020 - 04.2022

Professional Accounting -

The University of New South Wales

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Shirley Yan