Simon Liu
Melbourne
Summary
Strategic finance professional with extensive experience in reporting, analysis, and project management. Skilled at leveraging large datasets for forecasting, insights, and profitability. Results-driven, deadline-oriented, and committed to achieving KPIs. In my current role, I lead the commercial finance function and provide strategic leadership on various finance and business-wide projects.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Head of Commercial Finance
Kennedy Watches & Jewellery
08.2024 - Current
- Lead commercial financial planning and modelling; including annual budgeting, reforecasting and long range business planning (3-5 years).
- Analyse and assess performance, delivering insights on store and brand profitability, supporting data-driven decision-making.
- Monitor working capital, enhance value creation, and lead strategic finance leadership on various initiatives for business growth.
Senior Manager - Commercial Finance
Kennedy Watches & Jewellery
08.2023 - 08.2024
- Lead commercial financial planning and modelling; including annual budgeting, reforecasting and long range business planning (3-5 years) with counsel from the CFO.
- Manage information databases, assist in implementing data tools for better planning and analytics.
Commercial Analyst
Kennedy Watches & Jewellery
11.2021 - 07.2023
- Identify and build strong relationships with key internal stakeholders across the business.
- Gather, review and analyse key business and commercial data including financial reports, budgets, sales results, forecasts, KPIs and other key metrics to support business improvement strategies.
- Prepare performance commentary for sales, margin, and marketing, enhancing periodic reporting.
Senior Financial Accountant
Kennedy Watches & Jewellery
02.2021 - 11.2021
- Responsible for the accurate and timely completion of monthly balance sheet reconciliations, ensuring supporting documentation is available.
- Preparing performance commentary of all periodic management reporting (incl. daily / weekly / monthly reports/cycles) with a focus on key drivers and variance analysis.
- Streamline financial accounting processes, documenting changes for improved efficiency.
- Assisting with the preparation of all annual statutory reporting.
- Tax compliance and reporting (ITR / BAS / PAYG) and other regulatory requirements as required.
Senior Associate - Audt & Assurance
Grant Thornton
07.2020 - 02.2021
- Drive audit engagements from planning to completion for a diverse range of clients, ensuring compliance with Accounting and regulatory standards.
- Conduct risk assessments and develop comprehensive audit plans to address identified risks.
- Review and analyze financial statements and internal controls, identifying areas for improvement and recommending corrective actions.
- Communicate audit findings and recommendations to senior management and stakeholders through detailed reports and presentations.
- Supervise and mentor junior auditors, providing guidance on audit procedures and technical accounting issues.
Associate - Audit & Assurance
Grant Thornton
04.2018 - 06.2020
- Supported senior auditors in conducting fieldwork, including testing internal controls and verifying financial transactions.
- Assisted in the preparation of working papers and documentation to support audit conclusions.
Education
Bacherlor of Commerce - Major in Accounting & Finance
University of Melbourne
Parkville, VIC2017
Skills
- Attention to Detail
- Teamwork and Collaboration
- Problem-Solving
- Dependable and Responsible
Certification
- Graduate Diploma of Chartered Accounting, Chartered Accountants Australia and New Zealand (2020)
Timeline
Head of Commercial Finance
Kennedy Watches & Jewellery
08.2024 - Current
Senior Manager - Commercial Finance
Kennedy Watches & Jewellery
08.2023 - 08.2024
Commercial Analyst
Kennedy Watches & Jewellery
11.2021 - 07.2023
Senior Financial Accountant
Kennedy Watches & Jewellery
02.2021 - 11.2021
Senior Associate - Audt & Assurance
Grant Thornton
07.2020 - 02.2021
Associate - Audit & Assurance
Grant Thornton
04.2018 - 06.2020
Bacherlor of Commerce - Major in Accounting & Finance
University of Melbourne
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