Zexuan (Jason) Xu, CPA FRM
Finance Analyst at WiseTech Global- Claim this Profile
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Bio
Credentials
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CPA
CPA AustraliaNov, 2021- Nov, 2024 -
NAATI Para-professional Interpreter
NAATIOct, 2017- Nov, 2024 -
Certified Financial Risk Manager (FRM)
GARP FRM Program
Experience
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WiseTech Global
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Australia
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Software Development
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700 & Above Employee
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Finance Analyst
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Oct 2018 - Present
Assist in the analysis of revenue across the group, to contribute towards the preparation of the monthly Finance Board Pack with quality required. Maintenance, manipulation and improvement of complex data sets, billing systems and price list Consolidation and reporting of group accounts receivables and ageing Provide analytics upon ad hoc requests from stakeholders in support of decision making Lead/support projects on reporting process improvement and/or financial visibility enhancement as asked Show less
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Dingdian Education
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Sydney, Australia
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Lecturer
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Mar 2018 - Present
Facilitate group tutoring for Master and Bachelor of Commerce students from the University of Sydney Prepare study materials and review notes for Open Classes Subject focus: Corporate Finance, Investment Portfolio Management, Derivative Securities and Economics Facilitate group tutoring for Master and Bachelor of Commerce students from the University of Sydney Prepare study materials and review notes for Open Classes Subject focus: Corporate Finance, Investment Portfolio Management, Derivative Securities and Economics
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China Entrepreneur Network (CEN) Sydney
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Non-profit Organizations
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1 - 100 Employee
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Public Relations Director
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Apr 2017 - Aug 2018
Successfully established partnership with 9 university clubs and societies and 2 corporations. Responsible for inviting guest speakers for various events held by my organisation and has successfully invited 6 speakers with diverse background, including entrepreneurs and senior managers from companies in different industries. Prepare training materials and conduct on-board training for new committee members. Achievement – Awarded best performance committee member in April 2018. Show less
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HD Education
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Australia
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Education Administration Programs
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100 - 200 Employee
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Tutor
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Aug 2016 - Feb 2018
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Acer Capital
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Sydney, Australia
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Financial Analyst Intern
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Aug 2017 - Dec 2017
Developed Sydney CBD commercial property valuations and investment proposals to the core plus fund investors by incorporating data collected and industry prospect gained through my in-depth market research. Monitored financial performance of all 35 A-REITs currently listed on ASX and evaluated their earnings quality, risks and the portfolio’s buildings composition to seek primary and secondary market investment opportunities. Analysed over 20 micro-cap securities and helped manager with security selection for the newly established SIV Fund. Achievement – My team won the bid for a CBD building for which I prepared part of the valuation and investment proposal. Show less
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Great Wall Securities
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Shenzhen, Guangdong, China
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Financial Analyst Internship
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Nov 2016 - Jan 2017
Conducted financial statement analysis to evaluate the financial situation, performance and prospects about the underlying securitised assets, which formed the basis of asset selection and pricing of the Asset Backed Security (ABS). Drafted ‘financial information’, ‘summary’ and ‘definitions’ sections contained in ABS contracts and performed review and adjustments of the contracts through the communication with accounting and law firms participating in the project. Organised and kept record of all the related documents and schedules for post-issuance activities of the recent registered asset backed securities designed by my team: (SZSE: 116422-116427). Achievement – My team successfully issued 2 ABS Securities on the stock exchange in China. Show less
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Cause Corps
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Australia
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Non-profit Organizations
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Champion
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Jul 2016 - Nov 2016
Organised and engaged in volunteering activities (post for chronically ill children, letters to adults facing challenges etc.). Participated in creating new services that can be provided by my organisation and my team came up with the idea of indoor volunteer activities which was vote in favour by majority of the members. Achievement – My team with diverse cultural background was awarded best preforming team for September 2016. Organised and engaged in volunteering activities (post for chronically ill children, letters to adults facing challenges etc.). Participated in creating new services that can be provided by my organisation and my team came up with the idea of indoor volunteer activities which was vote in favour by majority of the members. Achievement – My team with diverse cultural background was awarded best preforming team for September 2016.
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ECN TRADE PTY LTD
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Australia
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Financial Services
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1 - 100 Employee
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Intern
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Jul 2016 - Sep 2016
Persuaded several potential customers with a total of over $80k fund deposited into foreign exchange trade accounts by the marketing campaign and advised them to actively trade forex on my company’s online trading platform. Organised two promotion events and training sessions to provide customers with currency market information and description of forex trading as well as knowledge about rational trading strategies. Achievement – Awarded good customer relationship intern. Persuaded several potential customers with a total of over $80k fund deposited into foreign exchange trade accounts by the marketing campaign and advised them to actively trade forex on my company’s online trading platform. Organised two promotion events and training sessions to provide customers with currency market information and description of forex trading as well as knowledge about rational trading strategies. Achievement – Awarded good customer relationship intern.
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Grant Thornton China(致同)
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China
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Accounting
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200 - 300 Employee
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Auditor Intern
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Jan 2016 - Feb 2016
Participated in annual audit for 3 different multinational companies from manufacturing and construction industries. Communicated with clients’ financial service team especially accountants to obtain supporting documents and essential information needed to check key accounts and balances of the separate and consolidated financial statements. Drafted part of the audit reports (cash, expense, inventory and PPE accounts), sent confirmation letters to banks, clients’ suppliers and customers as well as performing substantive test of detail procedure. Achievement – Maintained good relationship with clients’ accountants and finished the audits reports with high quality. Show less
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Education
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University of Sydney
Master of Data Science, Data Science -
University of Sydney
Bachelor of Commerce (B.Com.), Finance and Accounting