Tristan Tran CPA
Sydney,NSW
Overview
15
15
years of professional experience
Work History
EL1 Finance Business Partner
Australian Securities And Investment Commission
03.2020 - Current
- Spearheaded accountability for workforce planning inputs from Project Managers, Senior Executives and Executive Directors considering overall business outcomes, resource supply, budgetary constraints and ASIC strategic priorities
- Liaised regularly with the business teams to provide overview of financial and business performance across capex and opex expenditure and revenue to enhance understanding of activity drivers and identify trends and suggest options for resolution of any related issues;
- Analysed and reported on financial performance, budgets, forecasts, forward estimates and other financial and performance metrics with supporting commentary on variances, trends and budget issues for the current year and future outlook ;
- Drove management meetings and presented comprehensive financial performance and analysis on a regular basis with Senior Executives to identify, highlight and mitigate variances, budget risks and provide ad hoc reports as required to ensure leaders are well informed and understand their financial performance ;
- Established and reviewed robust processes and accounting reviews to ensure month end to end financial management budgets and commentary process, are accurate and meet business needs ; and
- Contributed to external reporting requirements to the Department of Finance and Treasury and consulted with these agencies as required.
Finance Business Partner (Contract)
Central Coast Council
08.2019 - 01.2020
- Worked collaboratively with unit managers to develop Council's operating plan ensuring accuracy in budget numbers and assisted in moving business units to zero based budgeting methodology;
- Delivered timely reports to Executive Leaders and Unit Managers in line with Council's legislated reporting requirements (e.g. Periodic Financial reports, Quarterly budget reviews and Grant acquittals);
- Reviewed periodic results with the relevant business unit Managers and provided insightful variance analysis, identifying key drivers;
- Assisted Council’s Senior Accountants with the review of projected funding required to maintain and renew Council’s infrastructure assets;
- Worked collaboratively with the Senior Financial Accountant to coordinate the audit process including management of audit queries raised, developing responses and ensuring appropriate actions were undertaken; and
- Processed month end accrual journals, prepayments, allocations and completed internal IM&T recharges.
Commercial Finance Analyst (Contract)
Coles Group
11.2018 - 06.2019
- Prepared calculations for capital expenditure business cases relating to purchase of various new equipment;
- Supported the preparation of FY20 $130M budget including the accurate data capture and analysis for management reviews with running commentaries and challenging of the numbers;
- Reviewed historical demand trends, researched demand drivers, prepared demand data and investigated root causes of forecasting errors to mitigate demand volatility and supply risks;
- Utilised a collaborative and consensus approach by working with Sales Planning, Buying and Marketing teams to ensure that current and accurate information is used for DC demand forecasts;
- Analysed financial information related to payroll, capital projects, operating expenses, inventory, professional service contracts and IT related equipment to examine budget needs; and
- Conducted inventory audits and revaluations with 95% accuracy following set procedures.
Management Accountant
Komatsu Australia
10.2017 - 11.2018
- Prepared monthly reporting packs, scorecards, sales run rates and dashboards, reporting on key metrics for all divisions along with insightful commentaries on variances for revenue, expenses, labour recoveries;
- Managed the month end process to ensure an accurate and timely close including processing journals accruals, prepayments and reconciliation of allocated balance sheet accounts in SAP;
- Proposed and published metrics and KPIs to be incorporated into monthly financials and scorecards;
- Reviewed monthly budget performance reports, ensuring all departments operated within allocated budgets and investigated excessive expenses and reporting discrepancies;
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts; and
- Performed complex financial and budget analysis to determine budget requirements and justify requested funding from various departments while managing $242m annual budget.
NSW/Vic Accountant
Pacific National
09.2016 - 10.2017
- Prepared monthly accrual and general journals including accounting entries relating to fuel processing, cost reallocations, recharges and prepayments;
- Coordinated the preparation of Operating Unit and project level annual budgets and re-forecasts;
- Maintained the fixed asset register for assigned operating units to ensure accurate recording of asset expenditure and depreciation schedules to meet accounting and taxation requirements;
- Prepared and distributed monthly management reports and provided detailed analysis and commentaries explaining performance against budget;
- Investigated financial variances and costing errors making corrections to the general ledger;
- Trained admin staff to ensure accurate cost accounting in line with accounting standards and internal accounting and cost classification policies; and
- Reconciled allocated balance sheet accounts, ensuring the integrity of accounts.
Finance Shared Services Consultant
Transport For NSW
, NSW
04.2014 - 09.2016
- Managed accounts receivable function for RMS Hunter region by providing full O2C services including invoicing, payment processing of bank deposits and generating monthly aged debtors report in SAP;
- Completed all routine purchasing activities ensuring compliance with Transport policies on PCard use, mobile phone usage, IT related purchases and procurement of skill hires;
- Supported the management of business unit assets in SAP through the capturing of new assets, transfers, revaluations, disposal/retirement at end of life;
- Undertook processes to ensure accurate and timely payroll processing and reporting in accordance with Transport awards and agreements;
- Provided high quality budgeting, forecasting and project system support to Transport agencies in line with service level agreements; and
- Assisted Finance Systems team in Closing Cockpit execution in SAP and coordinated communication across Transport agencies to ensure month end and budget/forecasting activities were completed within strict timeframes.
Project Accountant
Broadspectrum
01.2009 - 11.2013
- Provided expert accounting and cost control across complex projects/programs of work with multiple stakeholder interests and interdependencies, raising standards and driving improvements in accounting management, process administration, in adherence with financial standards and delegations, in tracking variations, and in risk management;
- Developed and drove agreement and compliance with business rules pertaining to project management costs at a project/program level, ensuring alignment of budget, commitment and cost, respecting business rules in relation to financial data validation;
- Provided expert financial and cost controls advice in relation to contract management, including the management of variations and invoice disputes on a regular /ad hoc basis;
- Worked collaboratively with internal stakeholders to identify optimal staff level requirements for projects with changing business needs in mind;
- Analysed actual expenditure, explaining variances and determined options in use of available budget to meet changing project needs;
- Prepared monthly management project reports, including contract status reviews, project profit & loss, and weekly cash flow reports;
- Analysed all WIP related transactions for timely capitalisation of assets ensuring correct classification in accordance to AASB 116; and
- Completed month end processes including raising journals/accruals, completing client billings, balance sheet reconciliations and timesheet processing;
Education
Professional Level -
CPA Australia
2014
Bachelor of Business (Accounting & Finance) -
La Trobe University
2009
Certificate IV in Accounting -
TAFE NSW
2001
Skills
- Hyperion Planning
- SAP
- MagiQ
- Power BI
- SharePoint
- Oracle PeopleSoft
- Advanced Excel
- TM1
Additional Information
References available upon request.
Timeline
EL1 Finance Business Partner
Australian Securities And Investment Commission
03.2020 - Current
Finance Business Partner (Contract)
Central Coast Council
08.2019 - 01.2020
Commercial Finance Analyst (Contract)
Coles Group
11.2018 - 06.2019
Management Accountant
Komatsu Australia
10.2017 - 11.2018
NSW/Vic Accountant
Pacific National
09.2016 - 10.2017
Finance Shared Services Consultant
Transport For NSW
04.2014 - 09.2016
Project Accountant
Broadspectrum
01.2009 - 11.2013
Professional Level -
CPA Australia
Bachelor of Business (Accounting & Finance) -
La Trobe University
Certificate IV in Accounting -
TAFE NSW
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