Jo-Ann Chan, CA

Co-Founder at Shoestring Services
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Contact Information
us****@****om
(386) 825-5501
Location
Perth, Western Australia, Australia, AU
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Chinese (Mandarin) Limited working proficiency
  • French Elementary proficiency

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Bio

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Experience

    • Marketing Services
    • 1 - 100 Employee
    • Co-Founder
      • Jul 2021 - Present
    • South Africa
    • Advertising Services
    • Chief Financial Officer / Chief Operating Officer
      • May 2020 - Jun 2021
    • Writing and Editing
    • 1 - 100 Employee
    • Travelling
      • Jun 2017 - May 2020

      Busy managing travel budgets, itineraries and uncovering the best local food joints. Busy managing travel budgets, itineraries and uncovering the best local food joints.

    • Sweden
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Account Manager & Finance Strategist
      • Jun 2019 - Jan 2020

      Retriever is focused on helping SaaP and SaaS companies grow. As an account based social selling agency, we use cutting-edge growth marketing and growth hacking tactics to scale your top-of-funnel. We optimize copy, refine and scale outreach, handle questions and objections - all with the aim of scheduling qualified meetings on your sales reps'​ calendars. Retriever is focused on helping SaaP and SaaS companies grow. As an account based social selling agency, we use cutting-edge growth marketing and growth hacking tactics to scale your top-of-funnel. We optimize copy, refine and scale outreach, handle questions and objections - all with the aim of scheduling qualified meetings on your sales reps'​ calendars.

    • United Kingdom
    • Manufacturing
    • 700 & Above Employee
    • Sustainability and Foods Finance Manager
      • Mar 2017 - Jun 2017

      Responsible for managing >$200m Foods portfolio and leading three year integrated business planning. Led key strategic decisions to be implemented within 2017 year to future-proof portfolio.Designed, established measurement metrics and led stakeholder engagement with new company-wide 'Sustainable Brands Tracker'.

    • Decision Support Analyst
      • May 2016 - Feb 2017

      Part of the Brand Finance Centre of Excellence, partnering the Marketing and Category teams.

    • Customer Development (Modern Trade) Finance Analyst
      • Oct 2015 - Apr 2016

      6 month international secondment in Manila partnering the Modern Trade Sales and Channels teams with a focus on the drug and pharmacy channel.

    • Supply Chain Finance - Cost Accountant
      • Apr 2015 - Oct 2015

    • Management Accounting - Sales Analyst
      • Apr 2014 - Mar 2015

    • Client Service Officer
      • May 2011 - Nov 2013

      - Led and trained support team for new “MyHR” portal. - First point of contact for WA Health staff payroll issues. Managed troubleshooting and provided analysis for root causes of recurring issues. - Led and trained support team for new “MyHR” portal. - First point of contact for WA Health staff payroll issues. Managed troubleshooting and provided analysis for root causes of recurring issues.

    • Australia
    • Law Practice
    • 1 - 100 Employee
    • Director of Finance - ALSA Conference (Perth) 2013
      • Apr 2012 - Aug 2013
    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Intern
      • Jun 2013 - Jun 2013

      Part of the Mining and Oil & Gas teams. Key achievement - authoring a summary of the legal implications of Deepwater Horizon as part of building defence for new case. Part of the Mining and Oil & Gas teams. Key achievement - authoring a summary of the legal implications of Deepwater Horizon as part of building defence for new case.

    • Entertainment Providers
    • 1 - 100 Employee
    • Intern
      • Jan 2013 - Feb 2013

      Part of Transaction Advisory Services Team. Selected for International Intern Leadership Conference representing Perth. Key Achievement - comprehensively profiled global copper companies for an upcoming M&A. Part of Transaction Advisory Services Team. Selected for International Intern Leadership Conference representing Perth. Key Achievement - comprehensively profiled global copper companies for an upcoming M&A.

    • Brazil
    • Construction
    • Intern
      • Nov 2012 - Dec 2012

      Part of Private Enterprise team. Key Achievement - independently performed financial reconciliations for private businesses. Part of Private Enterprise team. Key Achievement - independently performed financial reconciliations for private businesses.

Education

  • Governance Institute of Australia
    Certificate in Governance for Not-For-Profits, Governance
    2021 - 2021
  • Chartered Accountants Australia and New Zealand
    Chartered Accountant, Accounting and Finance
    2014 - 2016
  • The University of Western Australia
    Bachelor of Laws (LL.B.) and Bachelor of Commerce, Financial Accounting and Investment Finance
    2007 - 2013
  • TAFE
    Certificate III and IV, Applied Languages - Spanish
    2012 - 2013
  • The University of Sheffield
    Student Exchange, Accounting
    2009 - 2010
  • Methodist Ladies' College
    2002 - 2006

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