Lena Xiao CPA

Senior Budget Analyst at Department of Government Services
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Contact Information
Location
Greater Melbourne Area, AU
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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5.0

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Scott White

I have no hesitation in recommending Lena. Lena undertook a six week unpaid internship to apply her academic studies in the real world. This demonstrates her high motivation, initiative and willingness to make sacrifices. Lena was hungry to learn, and was very dedicated in researching and producing a professional report. She worked well on her own, but also worked very well with other people in the team. She was not afraid to seek guidance when necessary and without being a burden. Lena was given a challenging task in analyzing whole of life costs and the impact of fleet management decisions. Unfortunately the goal posts kept moving on her due to significant changes beyond our control. However, she maintained her composure while gaining first hand real life experience. I wish her all the best with her career. I am confident that she will do well anyway.

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Experience

    • Government Administration
    • 100 - 200 Employee
    • Senior Budget Analyst
      • Jan 2023 - Present

    • Australia
    • Government Administration
    • 700 & Above Employee
    • Senior Budget Analyst
      • Jul 2022 - Dec 2022

    • Australia
    • Government Administration
    • 700 & Above Employee
    • Senior Finance Officer
      • Nov 2020 - Jul 2022

    • Australia
    • Government Administration
    • 1 - 100 Employee
    • Financial Analyst
      • Sep 2018 - Nov 2020

      • Management Reporting and Report Upgrade;• Financial Forecasting and Variance Analysis;• Budget Management and Reporting;• Period End Procedures and General Accounting.NOTABLE ACHIEVEMENTS• Developed new monthly management report with Power BI, upgrading the reporting approach within the branch and promoting new reporting technology;• Made progress in trust reconciliation with historical backlog;• Updated site services recoup modelling with realistic data.

    • Finance Officer - Budget and Reporting - Fixed Term
      • Nov 2017 - Sep 2018

      • Budget Development and Management;• Management & Financial Reporting; • Grants Acquittal and Reconciliation;• Month End Procedure and General Accounting.NOTABLE ACHIEVEMENTS• Streamlined existing Business Monthly Report through reducing number of tabs in working progress spreadsheets, automating data extraction and population;• Took initiative on quality assurance for RDA half year acquittal, corrected the under-stated expenditure of $130k, avoided the risk of overspend, and contributed to drafting a more realistic new RDA agreement

    • Australia
    • Spectator Sports
    • 100 - 200 Employee
    • Assistant Accountant
      • Jul 2016 - Nov 2017

      • Month/Year End Closing • Management & Financial Reporting • Financial Analysis & Management Support • General Accounting & Cash Management • Month/Year End Closing • Management & Financial Reporting • Financial Analysis & Management Support • General Accounting & Cash Management

    • Retail
    • 100 - 200 Employee
    • Accounts Payable Officer - Fixed Term
      • Feb 2016 - Jul 2016

      • Managed end to end payable function of ANZ region accounts • Payable & Accounts Receivable in Oracle • Assisted with Month/Year End Closing and • Other Accounting Duties • Managed end to end payable function of ANZ region accounts • Payable & Accounts Receivable in Oracle • Assisted with Month/Year End Closing and • Other Accounting Duties

    • Mexico
    • Business Consulting and Services
    • Bookkeeper
      • Jan 2015 - Jan 2016

      • Participated in maintenance and reconciliation of general ledgers • Assisted with preparation of GST, BAS, FBT and Payroll Tax returns, and relevant payments • Assisted with month/year-end closing & reporting process • Handled credit cards & bank reconciliations, and cash flow reporting, including foreign currency management • Assisted with budgeting, forecasting and financial analysis • Managed accounts payable & receivable, including credit management • Matched and processed invoices and orders, allocated and processed receipts and payment runs • Liaised with supplier / customer and internal stakeholders, answering various enquiries • Handled other accounting duties and general administration as required

    • Australia
    • Hospitals and Health Care
    • Personal Assistant - Fixed Term
      • Jan 2015 - Apr 2015

    • Australia
    • Government Administration
    • 700 & Above Employee
    • Economic Analyst
      • Dec 2012 - Feb 2013

      • Conducted independent research based on cost comparisons using data collected from various sources • Effectively liaised and collaborated with staff members from different departments and levels • Submitted a research report and gave a presentation to the senior leadership team on the findings • Worked in a time critical environment on a project with many uncertainties • Highly capable in financial modelling and data analysis with complex Excel spreadsheet • Conducted independent research based on cost comparisons using data collected from various sources • Effectively liaised and collaborated with staff members from different departments and levels • Submitted a research report and gave a presentation to the senior leadership team on the findings • Worked in a time critical environment on a project with many uncertainties • Highly capable in financial modelling and data analysis with complex Excel spreadsheet

    • Banking
    • 700 & Above Employee
    • Intern
      • Jan 2013 - Jan 2013

      • Conducted research on the Coal Seam Gas (CSG) industry in Australia • Collected information on several companies as potential customers for the branch • Processed reports for large transactions • Conducted research on the Coal Seam Gas (CSG) industry in Australia • Collected information on several companies as potential customers for the branch • Processed reports for large transactions

Education

  • CPA Australia
    CPA
    2016 - 2019
  • Monash University
    Master of Professional Accounting, Accounting
    2013 - 2014
  • The Australian National University
    Master of Financial Management With Merit, Finance and Financial Management Services
    2012 - 2013
  • The University of Queensland
    Bachelor of Economics, International Trade and Finance
    2010 - 2012
  • Shandong University
    Bachelor of Economics, Economics
    2008 - 2012

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