Naomi Lee

Senior Financial Accountant at Zurich Financial Services Australia
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU
Languages
  • English Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • Madrain Native or bilingual proficiency

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Experience

    • Financial Services
    • 400 - 500 Employee
    • Senior Financial Accountant
      • Apr 2017 - Present

    • Australia
    • Insurance
    • 700 & Above Employee
    • Financial Accountant
      • Jun 2015 - Mar 2017

      Responsible for compliance and regulatory returns for IAL and IMA, year end statutory account and reporting, financial year end audit process. Responsible for compliance and regulatory returns for IAL and IMA, year end statutory account and reporting, financial year end audit process.

    • Insurance
    • 100 - 200 Employee
    • Financial Accountant
      • Feb 2013 - May 2015

      Management accounting and financial accounting role, responsible for group expense annual budgeting, monthly expense forecast, monitor expense and accounts payable functions. Responsible for Reinsurance for 6 months from December 2014 to May 2015, including month end process and quarterly treaties settlement with reinsurer. Management accounting and financial accounting role, responsible for group expense annual budgeting, monthly expense forecast, monitor expense and accounts payable functions. Responsible for Reinsurance for 6 months from December 2014 to May 2015, including month end process and quarterly treaties settlement with reinsurer.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Accountant
      • May 2008 - Apr 2012

      Responsible for Group consolidation, statutory and regulatory reporting, compliance reports for APAC entities. Responsible for Group consolidation, statutory and regulatory reporting, compliance reports for APAC entities.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Superannuation Accountant
      • Apr 2004 - May 2008

Education

  • CPA Australia
  • Flinders University

Community

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