Julia Lim
Estate Planner at Rockwills Group- Claim this Profile
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English Full professional proficiency
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Chinese Full professional proficiency
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Malay Full professional proficiency
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Cantonese Full professional proficiency
Topline Score
Bio
Credentials
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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
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Rockwills Group
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Malaysia
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Financial Services
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1 - 100 Employee
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Estate Planner
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Jul 2022 - Present
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UBB AMANAH BERHAD
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Malaysia
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Financial Services
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1 - 100 Employee
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Financial Services Consultant
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Oct 2019 - Present
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GREAT EASTERN
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Singapore
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Insurance
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700 & Above Employee
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Insurance Agent
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Feb 2017 - Present
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Insurance Agent
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Sep 2016 - Present
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Vinda Group SEA
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Malaysia
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Manufacturing
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1 - 100 Employee
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Cost Controller
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Feb 2016 - Feb 2017
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Account Assistant
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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
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Ace Consulting Group
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Sweden
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Telecommunications
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1 - 100 Employee
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Junior Account Executive (Outsourcing)
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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
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Education
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Tunku Abdul Rahman University College
Association of Chartered Certified Accountants (ACCA), Accounting -
Tunku Abdul Rahman University College
Bachelor's degree, Financial Accounting -
Tunku Abdul Rahman University College (TARC)
Diploma in Business Studies, Accounting and Finance -
Chong Hwa Independent High School
SPM, Science (Biology, Physics, Chemistry, Add Math)