Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia and New ZealandJan, 2015- May, 2026
Experience
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Head of Finance - Australia Health & Public Service (H&PS) & New Zealand Client Group
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Jul 2016 - Present
• Member of the senior leadership team as a business advisor, provide financial management, planning, forecasting, and analysis support for the ANZ Client \ Groups, supporting business portfolio of over AU$1 billion annual turnover.• Develop and maintain forecast and reporting tool sets, and support annual planning and monthly/quarterly forecasting processes• Manage operational costs, ensure accurate financial recording of activities, and provide support on deal shaping and pricing, identifying opportunities for growth & expansion,• Act as a single point of contact for client service group related issues, liaising with the customer and the shared resource team to ensure successful completion of activities and customer satisfaction• Identify, recommend, and assist in the execution of process improvement programs and continuous improvement initiatives in the Growth Market finance team
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Reactive Venture & Acquisition Finance Transition Lead
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Jan 2015 - Jun 2016
• Set-up Reactive inflight contracts in SAP working with Post Merger Integration Finance, Legal and Contract Manager. This includes search and gather documentation on SharePoint and storage. Identify close and active, incomplete or legally binding contracts, different business units and offerings e.g. hosting, account service maintenance and design. Cross checking with check the billing forecasting sheet and resource scheduling sheet to determine the carried over revenue stream and phasing.• Provide training to Reactive Account Director/Project Manager with training on Accenture terminologies, myTE time reporting tool, finance tools including GPS and MME, • Setting up new dedicated Reactive Project Centers under ANZ OG, coordinate with V&A team and reviewing all reports prior to communicating results to leadership, ensure that V&A Reporting team captures all contracts in the standard contract report.• Performing CFM daily tasks on Reactive contracts including review pricing, work with account leads, book sales, raise invoices, and review contract financials.
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Client Financial Management Specialist
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Feb 2010 - Jun 2016
• Provide value-added financial management, analysis, and advice to client engagement teams to maximize the profitability of engagements • Collaborate with client and engagement executives and other finance operations executives to communicate the position and status of contract or account financial position • Execute account financial processes to ensure the quality and integrity of engagement financial records • Provide pricing / new business support for new and extended business opportunities• Advise/assist on forecast management activities (input collection, processing and report creation)• Execute standard financial and operational activities and processes
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BDO in Australia
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Darwin, Australia
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Accountant
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Feb 2009 - Jan 2010
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Darwin, Australia
• Business services to private & entrepreneurial clients including annual accounting review• Preparation of end of year financial statements and tax returns to comply with Australian government regulatory requirements• Corporate and individual tax consulting and planning, restructuring servi...
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Bank of Communications Limited
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Shanghai City, China
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International Banking Settlement, Foreign Exchange Trader
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Jul 2004 - Jan 2006
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Shanghai City, China
• Clearing overseas notes and process international currency transfers om behalf of clients• Spot and forward foreign exchange trading and settlements• SWIFT system enquiry and operation, letter of credit issuing
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Education
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2012 - 2015The Institute of Chartered Accountants Australia (ICAA)
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2006 - 2008The Australian National University
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2000 - 2004Shanghai University of Finance and Economics
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