Vivian Yan
Financial Controller at Simmonds & Bristow Pty Ltd- Claim this Profile
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Bio
Experience
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Simmonds & Bristow Pty Ltd
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Australia
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Environmental Services
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1 - 100 Employee
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Financial Controller
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Dec 2021 - Present
- Oversees end of the month process, e.g. ensuring the completion of the general ledger, Balance Sheet reconciliations, and production of the P&L Statements.- Improved manual financial reporting system by developing automated reports, which increased process efficiency with high degree of accuracy. Prepare and presenting financial reports, such as balanced score card, company 12 month rolling budget/forecasting, cash utilisation statement, and monthly departmental performance report in the management and the advisory board meetings.- Identification of financial risk through analysis of financial data to provide technical advice on control measures to the leadership team and lead the risk mitigation initiatives.- Assist and participate in the company budgeting/forecasting process. Development of forecasting template and supported team supervisors in monthly project forecast to be used as input in company budgeting and forecasting.- Achieved a 75% production efficiency by preparing memorandum for various types of insurances including professional indemnity insurance, public liability insurance, business package insurance, corporate travel insurance, commercial vehicle insurance, QLD WorkCover and NSW WorkCover, and responsible for the annual renewal of company insurance policies.- Responsible for the continual improvement of business finance process by participating in internal audits both as auditor and auditee as well as maintaining updated documentation to ensure full compliance to ISO 9001.- Responsible continual coaching of departmental coordinators on finance related tasks. - Bookkeeping responsibilities as part of the role includes: Record financial transactions . Reconcile bank accounts and cash accounts. Submission of monthly taxation returns such as BAS, GST, FBT, Payroll Tax, with support from the external accountant. Process payroll and maintain employee records. Account Receivable Account Payable
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Finance Officer
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Aug 2020 - Nov 2021
- Assisting Top Management Team in preparing the Company 12 Month Rolling Budget/Forecasting.- Assisting Office Manager and Coordinators with end of month processing and reports.- Maintaining Bookkeeping Role described below.
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Bookkeeper & Assistant Accountant
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Mar 2019 - Aug 2020
- Provide bookkeeping services including: Recording the financial transactions in MYOB AccountRight and spreadsheet. Reconcile bank accounts and cash accounts. Checking data accuracy and making corrections where appropriate. Producing Balance Sheet, P&L Statement, and other financial documents.- Processing payroll and maintaining employee records.- Account Receivable: maintain and reconcile the debtors’ leger daily and collect debts.- Account Payable: maintain approved supplier database and prepare creditor’s payment.- Preparation of a Monthly Business Activity Statement (BAS) and GST tax return.- Maintain and improve accounting function filing system.- Prepare journals as required and coaching the Departmental Coordinators understanding the basic accounting theory.
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Office Administrator & Coordinator
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Jun 2017 - Mar 2019
- Asist with customer enquires and maintain records in the company customer relationship management system (Goldmine).- Preparation of Engineering and Scientific Services (ESS) department tenders and sales proposals consolidating input from various business functions.- Provide project management support to ESS team, including: Set-up sampling jobs per the master schedule in contracts. Coordination of lab testing process which include raising testing request, management of sample bottles/eskies, issuance of test results and escalation to ESS manager when sample results exceeds tolerance. Management of reporting process to ensure reports are submitted to the client on time and in the right format by coordinating the distribution of reporting workload amongst the team and subsequent follow-ups. Provide support to ESS Manager with managing the project budget and help in producing departmental forecast. Responsible for maintaining calibration of sampling equipment and record keeping. Procurement of materials and consumables for site and lab.- Utilise MYOB AccountRight to prepare purchase order and issue sales tax invoice for the ESS team.- In charge of all travel bookings for ESS team.
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Administrator & Bookkeeper
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Jan 2017 - Mar 2017
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Etax Accountants
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Australia
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Financial Services
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100 - 200 Employee
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Graduate Accountant
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Jun 2016 - Aug 2016
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Internship
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Nov 2010 - Jan 2011
Vacation work at Business Management Department Vacation work at Business Management Department
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Education
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The University of Queensland
Masters of Commerce, Professional Accounting -
The University of Queensland
Bachelor of Engineering, Chemical Engineering