Daniel Ming MBA, CA
Senior Accountant at BeWeiszer Accounting & Tax and BeWeiszer Financial Planning- Claim this Profile
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English Native or bilingual proficiency
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Chinese (Cantonese) Limited working proficiency
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Bio
Inderpal Singh
Daniel is detail oriented and brings a wealth of experience to his job environment
Inderpal Singh
Daniel is detail oriented and brings a wealth of experience to his job environment
Inderpal Singh
Daniel is detail oriented and brings a wealth of experience to his job environment
Inderpal Singh
Daniel is detail oriented and brings a wealth of experience to his job environment
Credentials
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Chartered Accountant
Chartered Accountants Australia and New Zealand
Experience
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BeWeiszer Accounting & Tax and BeWeiszer Financial Planning
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Australia
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Accounting
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1 - 100 Employee
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Senior Accountant
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2021 - Present
--------------------------------BeWeizser Accounting and Tax is a firm of Chartered Accountants providing audit, accounting and taxation services to a variety of clients, including sole traders, investors, private companies, trusts and non-profit associations.--------------------------------I was brought on board to assist the practice in their accounting functions. My key responsibilities included, but not limited to;♦ Reviewing and amending audit plans ♦ Conducting and documenting audits ♦ Coordinating, compiling and reviewing financial reports ♦ Compiling, preparing and reviewing BAS and Income Tax ♦ Providing advice to clients on tax and accounting mattersFor more information in my involvement in these areas, please request me resume.
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Senior Accountant
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2020 - 2020
--------------------------------BeWeizser Accounting and Tax is a firm of Chartered Accountants providing audit, accounting and taxation services to a variety of clients, including sole traders, investors, private companies, trusts and non-profit associations.--------------------------------In this 5-month contract, I was brought on board to assist the practice in year-end processes. My key responsibilities included, but not limited to;♦ Reviewing and amending audit plans ♦ Conducting and documenting audits ♦ Coordinating, compiling and reviewing financial reports ♦ Compiling, preparing and reviewing BAS and Income Tax ♦ Providing advice to clients on tax and accounting mattersFor more information in my involvement in these areas, please request me resume.
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Investec Australia
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Accountant
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2018 - 2018
--------------------------------Investec Australia is part of an international, specialist banking group (Investec Bank plc) and asset manager that provides a diverse range of financial products and services to a niche client base in three principal markets, the United Kingdom, South Africa and Australia.--------------------------------In this 3-month contract, I was brought on board to prepare the Annual Reports for a number of entities in the Investec Australia group, including the consolidation of accounts. My key responsibilities included, but not limited to;♦ Exercising initiative and following up on issues, reviewed and updated qualitative and quantitative disclosures in the annual reports, including IFRS 9 disclosures and rolling over prior year financials, with minimal supervision♦ Assisting in the set-up of workflows in the investment accounting system to correctly book and report all the securities in the investment portfolio under IFRS 9 and IAS 39.♦ Reviewing and mapping existing operational risk controls to APRA Prudential Standards, and making recommendations to strengthen controls.For more information in my involvement in these areas, please request me resume.
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Mainstream
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Ukraine
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Public Relations and Communications Services
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1 - 100 Employee
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Senior Financial Accountant
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2018 - 2018
-------------------------------- Mainstream, listed on the ASX, is a worldwide specialist provider of fund administration services. The company provides administration services to 895 funds worth more than A$146 billion in assets under management.-------------------------------- In this 3-month contract as Senior Financial Accountant, I specialised in providing strategic commercial support and financial stewardship of funds under management to a number of corporate clients. My key responsibilities included, but not limited to;♦ Monitoring, maintaining and reviewing investment activities of funds under management.♦ Coordinating, compiling, preparing and reviewing financial reports, and distribution calculations.♦ Liaising with Finance, Portfolio Management and Operations departments to resolve process issues.♦ Preparing and reviewing Australian income tax returns and BAS of the funds under management. ♦ Assisting independent auditors with the review of client annual reports to ensure compliance with applicable laws, established policies and procedures and the safeguarding of assets. For more information in my involvement in these areas, please request me resume.
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Senior Financial Accountant ► Funds Under Management ♦ Financial Services
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2016 - 2017
--------------------------------RBC Investor & Treasury Services (a subsidiary of the Royal Bank of Canada) is a specialist provider of asset servicing, custody, payments and treasury services for financial and other institutional investors worldwide. The company is ranked among the world’s top 10 global custodians, with USD 3 trillion (CAD 3.1 trillion) in client assets under administration.--------------------------------As Senior Financial Accountant, I specialised in providing strategic commercial support and financial stewardship of funds under management to 3 corporate clients. My key responsibilities included, but not limited to;♦ Monitoring, maintaining and reviewing investment activities of funds under management.♦ Coordinating, compiling and reviewing financial reports.♦ Liaising with Finance, Product Control and Operations departments to resolve process issues.♦ Assist independent auditors with regulatory returns to APRA and preparation of client annual reports.For more information in my involvement in these areas, please request me resume.
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Risk & Compliance Manager ► Risk Framework & Modelling ♦ Business Continuity ♦ Disaster Recovery
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2014 - 2016
--------------------------------My Credit Union is a Sydney-based credit union with over 10,000 members Australia-wide. Established in 1961 the credit union offers a comprehensive range of financial products and services.--------------------------------In my role as Risk and Compliance Manager, I oversaw all aspects of the company’s risk and compliance programs including a team of 2 compliance officers. In this highly diverse role, I served as primary advisor to the CEO, Senior Leadership and the Board on all risk and compliance matters.To ensure the long-term health of the organisation I worked closely with Senior Leadership to strengthen the risk management framework by reviewing policies, procedures and making recommendations. In addition, I developed financial models to regularly stress test the organisation’s performance and implemented implementing board approved Business Continuity and Disaster Recovery Plans.► For more information about my involvement in these area, please request my resume.
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House with No Steps
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Australia
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Non-profit Organizations
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200 - 300 Employee
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Systems Accountant ► IT Software & Integration ♦ Reconciliation ♦ Disaster Recovery
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2013 - 2013
--------------------------------House With No Steps is one of Australia's leading disability service providers, offering support services to people with a disability in NSW, Qld and the ACT.--------------------------------In this 3-month contract, I developed and automated processes to amalgamate and reconcile 10 regional financial databases into a central system. The project involved; ♦ Reviewing and evaluating internal controls and functions of 4 departments ♦ Developing, testing and implementing Microsoft Dynamics Great Plains software ♦ Reconciliation of old and new Chart of Accounts and Trial Balances♦ Upgrading the hardware and network requirements for all internal departments and 5 regionalThe result of the project was a 20% increase in productivity through the better use of resources and $200K of operational cost savings by bringing the full finance function into head office.For more information about this project or my achievement, please request my resume.
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Financial Accountant ► Financial Planning ♦ Risk Assessment ♦ Subsidiary Consolidations
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2008 - 2013
Between 2008 and 2013, I held the position of Financial Accountant for 3 high profile organisations.♦ Fiducian Portfolio Services, 2011 - 2013♦ JP Morgan Chase & Co, 2010 - 2010♦ RBC Capital Markets, 2009 - 2010♦ IBM 2008 - 2009My role included managing the financial accounting of over 6 clients and their funds under management across 4 years including long-term financial planning, reporting, budget preparation, financial statements preparation, risk assessment, international subsidiary consolidations.KEY CONTRIBUTIONS► Generating $100K of annual cost savings for Fiducian Portfolio Services in 2011► Successfully establishing a new legal offshore entity into the general ledger
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Intech Credit Union
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Australia
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Banking
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1 - 100 Employee
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Finance & Administration Manager ► Financial Operations ♦ Asset Management ♦ Growth Strategies
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2005 - 2008
--------------------------------Intech Credit Union is a $300M Australian financial services organisation serving over 13,000 customers working in the technology sector.--------------------------------As Finance and Administration Manager, I directed all aspects of the Finance and Operations Department including 6 direct and 8 indirect reports. This position was the central point of accountability to the CEO and Board of Trustees in providing advice on asset and liability management, growth strategies and profitability reporting for financial products and services.KEY CONTRIBUTIONS► Increasing source of funds 3% (from $130M to $134M) within 4 months► Reducing operational costs 20% over 2 years (from $5.3M to $4.2M)► Generating a 25% increase in investment revenue within 12 months (from $3M to $3.7M)For more information about my achievements, please request my resume.
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APRA
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Italy
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Software Development
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100 - 200 Employee
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Operational Risk Manager ► Risk & Operational Reviews ♦ Risk Strategies
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1999 - 2004
--------------------------------APRA is the prudential regulator of banks, insurance companies and superannuation funds, credit unions, building societies and friendly societies.--------------------------------In my role as Operational Risk Manager I analysed information supplied by APRA regulated institutions to determine risk profiles and developed, planned and implemented risk based and operational reviews for a portfolio of clients including Credit Unions, Building Societies, Banks, Superannuation Funds and Insurance CompaniesOther responsibilities included but not limited to;► Providing advice and risk mitigation strategies to clients ► Identifying emerging risks within Financial Institutions via on-site and off-site surveillance► Maintained relationships with regulated entities
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Education
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University of Newcastle
Master of Business Administration (MBA) -
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Chartered Accountants Australia and New Zealand
Chartered Accountant -
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University of Technology, Sydney
Bachelor of Business, Accountancy
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