Yuming Chen
Melbourne,VIC
Summary
Detail-oriented financial analyst with Economics Master and Finance Bachelor degrees and extensive familiarity with financial reporting, cash flow management, and budgeting. Extremely patient, details focusing and capable of multitasking through experience in global top 500 real estate company. Motivated to learn, grow and teamwork with a can-do attitude and great professional skills. Highly Skilled in Excel and programming software. Working on CFA.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Accountant
Hejaz Financial Service
01.2024 - Current
- Managed the setup and administration of Self-Managed Superannuation Funds (SMSFs), including document preparation, rollover processes, and account reconciliation.
- Ensured compliance and optimized tax outcomes through accurate preparation and submission of SMSF tax returns.
- Provided personalized support to clients, resolving complex issues and enhancing overall client satisfaction.
- Assisted the Financial Director in managing fixed-income funds, overseeing allotment, generating detailed reports, and performing thorough reconciliations.
- Contributed to improved fund administration by enhancing reporting efficiency and addressing administrative challenges proactively.
- Supported sole traders and trusts by preparing Business Activity Statements (BAS), financial statements, and tax returns, ensuring timely regulatory compliance.
- Played a key role in daily transaction reconciliation and bookkeeping, enhancing financial accuracy and streamlining accounting processes.
Tax Accountant Assistant
Hatcher Advisory
04.2023 - 09.2023
- Engaged with clients in preparation of individual income tax returns and ensuring compliance with all relevant tax laws and regulations.
- Facilitated communication with business clients to prepare annual income statements, balance sheets, and tax returns.
- Provided outstanding customer service by assisting clients with inquiries related to BAS/IAS lodgements and ATO compliance.
- Participated in ATO audits, maintaining meticulous records and effectively communicating with clients to address audit-related concerns
Assistant Accountant
Poly Global
03.2022 - 01.2023
- Assisted Director of Finance to refinance company's USD debt, including loan negotiation with banks and other KYC documents preparation, which eventually raised USD 1.5 billion working capital loan for debt repayment.
- Analyzed financial information related to sales, company's capital projects, operating expenses, reimbursement, sales, payroll, bank loans and equipment to examine monthly/yearly budget needs by using EXCEL.
- Communicated with bank members and EY auditors on accuracy and timeliness of financial reports, specific in account subjects related to cash, bank loan, account receivable and payable.
- Prepared funding position reports, including daily/weekly/monthly cash flow report, foreign exchange and cashflow forecasting for entire company to maintain optimal liquidity and cash management.
- Managed all over 100 bank accounts across relevant banking platforms, and processed daily payments and invoices.
- Created general ledgers including accruals, prepayment, bank reconciliations on monthly basis and prepared monthly financial reports and statements in accordance with Australian accounting standards by using Yonyou Accounting system.
Intership (Financial Analyst Base)
Belz Family & Associates
11.2018 - 01.2019
- Led internship team to analyze financial information, such ROI, NPV and liability ratio of investing asset from potential family office partners, which result in more efficiency in process of setting up company retail products and saving 30% of time.
- Assisted Managing Director to establish relationship with potential business partners and did basic background research for those companies, which eventually helped company extend its partnership in Asia, such as Noah Holding (One of the largest Asset management company in China).
Internship (Banking Base)
China Citic Bank
06.2018 - 07.2018
- Worked with Wealth Manager to analyze financial information of internal investing products, and assisted Retail Manager to review client credit files.
Education
Master of Social Science - Econometrics/Financial Economics/Economics
The University of Sydney
Sydney, Australia 10.2021
Bachelor of Commerce - Accounting/Finance
The University of Melbourne
Melbourne, Australia07.2019
Skills
- Credit analysis
- Financial reporting
- Budgeting
- Cash flow management
- Extremely patient
- Details focusing
- Self-learning
- Communication
Certification
- Completed course study of CFA. Working on the exam of CFA
Software
- MS office (Especial Excel) / Python / Yonyou NC and other Similar accounting System, such as Xero and ERP/Matlab
Languages
Chinese (Mandarin), Chinese (Cantonese)
Native language
English
Proficient
C2
Japanese
Intermediate
B1
Hobbies
Investment/ Golf / Tennis / Snowboarding
Timeline
Assistant Accountant
Hejaz Financial Service
01.2024 - Current
Tax Accountant Assistant
Hatcher Advisory
04.2023 - 09.2023
Assistant Accountant
Poly Global
03.2022 - 01.2023
Intership (Financial Analyst Base)
Belz Family & Associates
11.2018 - 01.2019
Internship (Banking Base)
China Citic Bank
06.2018 - 07.2018
Master of Social Science - Econometrics/Financial Economics/Economics
The University of Sydney
Bachelor of Commerce - Accounting/Finance
The University of Melbourne
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