Julia Lim

Estate Planner at Rockwills Group
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Contact Information
us****@****om
(386) 825-5501
Location
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia, MY
Languages
  • English Full professional proficiency
  • Chinese Full professional proficiency
  • Malay Full professional proficiency
  • Cantonese Full professional proficiency

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Credentials

  • ACCA TARC Student Conference 2010
    ACCA
  • Bachelor Degree in Commerce (Financial Accounting)
    Tunku Abdul Rahman University College
  • Certificate of Participation Viper Challenge 2014
    Ministry of Culture And Tourism Athens
  • Diploma in Business Studies (Accounting)
    Kolej Universiti Tunku Abdul Rahman
  • Sijil Pelajaran Malaysia (SPM)
    Kementerian Pelajaran Malaysia

Experience

    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Estate Planner
      • Jul 2022 - Present
    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Consultant
      • Oct 2019 - Present
    • Singapore
    • Insurance
    • 700 & Above Employee
    • Insurance Agent
      • Feb 2017 - Present

    • Insurance Agent
      • Sep 2016 - Present

    • Malaysia
    • Manufacturing
    • 1 - 100 Employee
    • Cost Controller
      • Feb 2016 - Feb 2017
    • Account Assistant
      • Sep 2014 - Feb 2016

      Responsibilities: 1. Ensure the accounting of inventory is in accordance to the Company's Accounting Policy: - Review and finalize stock ledger during month end process; - Prepare manual journals during month end process; - Assist to calculate capitalization of income for slow moving stocks; - Calculate stock ageing and provision for slow moving stocks; - Review provision for shrinkage (stock take losses); - Prepare Notes to Account for Inventory and related Provisions; - Calculate stock take result for Fresh Food Division; 2. Support Operations including: - Investigate and explain irregular margin to stakeholders; - Assist in investigation stock loss through review of stock movement in system; - Review stock purchase/return error to ensure correct payment to supplier; - Ensure healthy stock ageing by identifying high provision stock lines for Operation to take action; 3.Other responsibilities / Projects taken: - Supported the Account Payable team in data entry during the system issue; - Improving the working files through the use of MS Excel skill; - Support the Stock Audit team during stock take. Show less

    • Sweden
    • Telecommunications
    • 1 - 100 Employee
    • Junior Account Executive (Outsourcing)
      • Jan 2014 - Aug 2014

      Responsibilities: - Provide outsourcing services to clients such as general accounting advisory. - Prepare full set of accounts (AR, AP, GL); - To prepare standard financial reports and financial statements; - Design and prepare working files for manual bank reconciliation; - Understand and able to conduct various accounting software for different clients; - To perform day to day financial transactions into accounting database accurately; - Post and maintain journal entries and perform reconciliation; - Assist with tax provision and statutory audit; - Assist manager with a portfolio of clients in various size (from dormant to Investment Holding Company); - Involved in different industry such as hire purchase financing company, sand mining and stainless steel manufacturing. Show less

Education

  • Tunku Abdul Rahman University College
    Association of Chartered Certified Accountants (ACCA), Accounting
    2014 - 2017
  • Tunku Abdul Rahman University College
    Bachelor's degree, Financial Accounting
    2011 - 2013
  • Tunku Abdul Rahman University College (TARC)
    Diploma in Business Studies, Accounting and Finance
    2009 - 2011
  • Chong Hwa Independent High School
    SPM, Science (Biology, Physics, Chemistry, Add Math)
    2004 - 2008

Community

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