Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Additional Information
Timeline
Generic

Tracy Yang Su

NEWPORT,VIC

Summary

Versatile Finance Business Partner with a proven track record of elevating team's financial performance. With a true passion for contributing to the organization's success and long-term growth by providing proactive insights for informed decision-making, strategic budgeting, and effective forecasting.

Overview

10
10
years of professional experience

Work History

Business Services Manager

Hall Chadwick Melbourne
06.2023 - Current
  • Stakeholder Engagement: Presenting insights that support decision-making at senior levels. Successfully presented and persuaded directors to start the IT transformation project within the organisation;
  • Problem-Solving: Identified capacity constraints, initiated with directors, planned, coordinated, and evaluated results and feedback till successfully piloted outsourcing operation from overseas - within two months;
  • Team Building: Efficiently and effectively hired and trained three new team members and successfully transitioned into new roles within one month;
  • Budgeting & Forecasting: Budgeted and forecasted revenue, workflow capacity, and staff costing for multi-million business units to facilitate staff hiring decisions;
  • Dashboard Approach: Successfully transformed workflow management from Excel to Monday.com (workflow & dashboard software) and reduced job turnaround time by 50%.

Business Services Supervisor

Hall Chadwick Melbourne
06.2022 - 06.2023
  • Financial Accounting: Reviewed IFRS financial report and prepared related calculations such as IFRS 16 Lease schedule and deferred tax asset/liability calculation;
  • Communication: Excellent written and verbal communication skills, with the ability to communicate effectively at all levels, internally and externally. Successfully managed different stakeholders' expectations and facilitated process for preparation and lodgement of audited financial reports with ASIC within deadline;
  • Continuous Improvement: Attended management coaching and successfully trained new team members to take on lead roles and promoted.

Business Services Senior Accountant

Hall Chadwick Melbourne
08.2018 - 06.2022
  • Tax Risk Management: Successfully reduced $8 million tax for client by strong tax calculation and forecast, negotiating with ATO, and coordinating different business partners to reach desired outcome;
  • Client Management: Managed client portfolio of $500,000 annual fee;
  • Project Management: Effective delegation and review of junior accountants' work and frequent communication to ensure on-time and budget for each job.

Accountang

Arthur Roe & Associates Chartered Accountants
09.2013 - 08.2018
  • Superannuation Industry Knowledge: Prepared financial statements and tax returns for Self-Managed Superannuation funds using Class Super software;
  • Audit Experience: Conducted yearly audits for not-for-profit organizations to identify issues in internal control and ensure procedure compliant;
  • Financial Reporting: Reconciled general ledger accounts, reviewed expense data and balance sheet items such as Division 7A loans and fixed assets;
  • Tax Compliance: Preparation of income tax return, business activity statements and fringe benefit tax returns.

Education

CPA Qualified - Accounting

CPA
Melbourne, VIC
09.2016

Bachelor of Commerce (B.Com.) - Accounting And Finance

University of Melbourne
Melbourne, VIC
12.2010

Skills

  • Financial Reporting & Analysis
  • Budgeting and Forecasting
  • Project and Stakeholder Management
  • Communication and Problem Solving

Hobbies

Outside work, I enjoy playing music instruments such as piano and violin. 


Also weekly yoga/pilates and daily walk with my golden retriever is keeping me fit and happy. 

Languages

Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working

Additional Information

References are available upon request.

Timeline

Business Services Manager

Hall Chadwick Melbourne
06.2023 - Current

Business Services Supervisor

Hall Chadwick Melbourne
06.2022 - 06.2023

Business Services Senior Accountant

Hall Chadwick Melbourne
08.2018 - 06.2022

Accountang

Arthur Roe & Associates Chartered Accountants
09.2013 - 08.2018

CPA Qualified - Accounting

CPA

Bachelor of Commerce (B.Com.) - Accounting And Finance

University of Melbourne

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Tracy Yang Su