Results-driven financial professional with significant experience in transactional finance, budget management and cost analysis. Known for collaborating effectively with cross-functional teams to ensure financial accuracy and strategic planning. Brings strong analytical abilities and proactive approach to addressing fiscal challenges.
Overview
9
9
years of professional experience
Work History
Budget Analyst, DBS, Administrative Division
The Queensland University of Technology
04.2024 - Current
Streamlined project request form for Facilities Management Cluster using Excel and VBA, introducing automated dropdowns and conditional logic to dynamically display relevant fields, improving user experience and data accuracy.
Improved financial visibility for the clients' IT license budget by assisting to create a streamlined forecasting model. Analyzed over 400 data lines within two weeks to ensure accuracy through cross-checking and formatting, leading to a more accurate 2025 budget forecast and better monthly variance analysis, supporting stronger financial management.
Contribute to the preparation, maintenance, and monitoring of budgets and reforecasts for various business units and projects.
Review and analyze monthly financial reports, including variance analysis and address any identified anomalies.
Provide high-quality financial advice and support to management to inform financial and resource decisions.
Produce comprehensive financial management reports that facilitate decision-making processes.
Supported and managed CMIP, ensuring a smooth and efficient changeover during the process.
Identified issues in staff costing and liaised with various departments to resolve the issues.
Finance Officer (End of Secondment)
The University of Queensland
05.2023 - 04.2024
Principal Accountant (Secondment)
The University of Queensland
07.2022 - 04.2023
Managed the financial aspects of research grants and supported the Principal Accountants of Contract & Grants in their duties
Prepared financial statements and acquittals for research grants awarded by external granting bodies
Generated new project accounts daily for each Grant Record Letter issued by Research Office (review on contracts and legal agreements)
Performed internal compliance; budget/actual and expenditure eligibility checks for final reports
Assisted UQ advisory team members with queries on UQ's research accounting processes
Maintained UQ's UniFi grant management modules
Liaised with academics, finance advisory team and administrative staff in faculties, schools, institutes and centers, staff in the Research Office, and external granting bodies to assist in matters relating to accounting/reporting requirements of externally funded projects
Liaised with both internal and external auditors to ensure contractual requirements are met.
Accountant
The University of Queensland
11.2021 - 07.2022
Managed the financial aspects of research grants and supported the Principal Accountants of Contract & Grants in their duties
Liaised with UQ PST Advisory team members, administrative staff in schools/institutes, staff in the UQ Research and Innovation Division, and external granting bodies to assist in matters relating to the financial administration of research projects
Maintained UniFi project, contract and award modules for project management, including project creation and closeout.
Raising and reviewing of invoices and overheads
Creating journals for GL adjustment
Recorded all relevant account and contract details for research/non research grants in UniFi to provide timely and accurate data for stakeholders
Tutor for Banking And Lending Decisions (FINM3404) & Financial Management (FINM2401) & Finance (FINM7401)
The University of Queensland
02.2018 - 12.2018
Delivered the tutorial to facilitate students' understanding and stimulate their interests
Demonstrated leadership skills by encouraging students to provide their input and engaging them to participate in an in-class group discussion
Liaising with the lecturer and course coordinator to ensure effective communication.
Account Receivable/Payable Officer
B E Poultry
11.2016 - 11.2017
Managed and maintained the relationship with a diverse portfolio of clients, ranging from small restaurants to well- established corporations, such as the government-owned corporation, nationwide chained supermarkets
Maintained a large volume of outbound calls to clients for outstanding invoices
Ensured aged debts are actioned in a timely manner by examining customer payment plan, payment history, credit rating
Reconciled and resolved account discrepancies by obtaining and investigating information from sales, trade, customer service departments, and from customers
Assessed and reviewed credit application, checking trade reference and credit control.
Tax Accountant
Etax Accountant
06.2016 - 09.2016
Prepared, and reviewed Tax Return for the individual tax payer
Finalized taxpayers' returns and helped taxpayers to maximize their tax
Helped raise and resolve issues that did not pick up by both the primary and secondary reviewers before lodgement
Liaised with both internal and external parties, including ATO to assist with clients' queries.
Education
Bachelor of Commerce (Honours) -
The University Of Queensland
12.2018
Bachelor of Commerce - Finance and Accounting
The University Of Queensland
06.2016
Diploma - Financial Business Informatics
Temasek Polytechnic
04.2014
Skills
Financial Reporting
Variance Analysis
Budget Analysis
Statutory Reporting
General Ledger Entries
Budgeting and Forecasting
Account Reconciliation
Financial Statements
Analytical Research
Customer Relations
Time management
Flexible and adaptable
Multitasking
Languages
English
Full Professional
Chinese
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Budget Analyst, DBS, Administrative Division
The Queensland University of Technology
04.2024 - Current
Finance Officer (End of Secondment)
The University of Queensland
05.2023 - 04.2024
Principal Accountant (Secondment)
The University of Queensland
07.2022 - 04.2023
Accountant
The University of Queensland
11.2021 - 07.2022
Tutor for Banking And Lending Decisions (FINM3404) & Financial Management (FINM2401) & Finance (FINM7401)
Podiatry School Health Checks Volunteer at Queensland University of Technology, QUTPodiatry School Health Checks Volunteer at Queensland University of Technology, QUT