James Do

Experience

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  BDO

  Nov 2019 - Feb 2020

  Audit Intern

  - Worked in a team of four responsible for performing tests of controls and substantive tests for two clients per week, each of which generated income from $2,000 to $12,000; this resulted in a solid understanding of accounting principles.- Audited cash, expenses, fixed assets, inventory of companies, and interpreted financial statements. - Effectively communicated advice to clients and gained insight into manufacturing, IT, hospitality, and retail industries.

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  Mercer

  Mar 2020 - May 2020

  Responsible Investment Analyst Intern

  - Adapted quickly to the Mercer Insight tool to research and analyse responsible investment funds, and liaised with researchers and fund managers to determine funds’ return ratings, performance data, and impact areas. - Recommended high-quality funds and prepared client presentations as part of a small team to boost the cash balance for responsible investment of well-known Australian brands in the retails and education sectors.

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  Philip Norman & Associates Pty Ltd

  Apr 2020 - Mar 2021

  Financial Research Analyst

  - Work collaboratively with other specialists on research and analysis of the revenues and costs of the Container Freight Technologies business; implement 50-year Excel financial models for valuation and present to the client.- Develop Excel financial models with scenario analysis to forecast revenue of the Geelong – Adelaide railway project to optimise financial performance over the next 25 years; prepare and deliver reports to the Chairperson.

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  Citi

  Apr 2020 - Apr 2020

  Investment Banking Virtual Intern
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  STARTEK

  Mar 2021 - Aug 2021

  Data Cleansing Agent

  - Collaborate in the Ambulance Victoria Membership team, which has the largest customer dataset in Victoria; ensure high-quality data via Microsoft Dynamics in a timely manner.- Audit payment transactions and investigate customers' cases to correct over 10,000 data points in terms of benefits start and end dates, status, and eligibility, with high accuracy (minimum of 98%).

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  Big 4 Consultancy Firm

  Aug 2021 - Jan 2022

  Case Assessor (Audit)

  - Verifying and validating the completeness of case files in line with the prescribed process guidance requirements. - Analysing the correct payments of the clients according to the business protocols - Taking responsibility for case assessments with complex strategies. - Collaborating with team members and providing technical assistance to junior assessors on technical and application queries.

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  ANZ

  Feb 2022 - now

  Payment Specialist - Investigations

  - Processing inward payments to ANZ including RTGS, SWIFT and book payments- Investigating complex payment cases including return of funds, foreign currency deal booking, compliance, and contacting dealers and customers- Handling time-conscious tasks such as duplication, payment routing, and bank-to-bank communication- Familiar with international banking softwares, payment applications and SWIFT messages