Nancy Hsu

Experience

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  Accru Perth (formerly Page Kirk & Jennings)

  Jun 1998 - Dec 2004

  Manager (Business Services & Audit)

  Key Accomplishments:- Improved efficiency and accuracy of firm’s productivity by initiating, streamlining and implementing standard working papers as well as conducting regular staff training sessions

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  Patrick Corporation

  Feb 2005 - Jan 2006

  Group Senior Accountant (Head Office)

  Key Accomplishments:Delivery of Insightful Reporting for Senior Executives and Business Stakeholders:- Provided effective insight management reporting by tailoring to various audience requirements. - Key Finance team liaison for year end financial subsidiaries reporting to auditors - Provided accurate various tax reporting, such as BAS, FBT, Consolidated Corporate Tax by improving analytical and reviewing processes

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  Rabobank

  Mar 2006 - May 2006

  Business Analyst
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  Macquarie Group

  May 2006 - Aug 2006

  Business Analyst
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  Commonwealth Bank

  Oct 2006 - Sept 2007

  Manager, Institutional Banking & Institutional Lending Services Finance & Business Performance

  Key Accomplishments:1) Achieved Significant Positive Financial Outcome; 2) Supported Business Decision Making (including Budgeting, Forecasting and Reporting); and3) Delivery of Insightful Reporting for Senior Executives and Business Stakeholders.

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  BT Investment Management (now Pendal Group)

  Feb 2008 - Dec 2008

  Senior Analyst & Senior Management Accountant

  Delivered separation work of BT Investment Management from Westpac BT Financial Group and successfully set up new month end BAU processes.

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  Westpac

  Mar 2009 - Aug 2010

  Senior Business Analyst (Evolve Regulatory Reporting Project)

  Key Accomplishments:1) Delivery of Insightful Reporting for Senior Executives and Business Stakeholders;2) Delivered Analysis, Reporting (Project) and Stakeholder Management.

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  Lloyds Banking Group

  Jun 2011 - Mar 2013

  Key Accomplishments:1) Achieved New Business Unit Reporting for Business Decision Making and Transformation Project: - Enabled brand new business unit (Transaction Banking) tactical monthly reporting for management while ledger segmentation project was ongoing; and- Key Finance team liaison and business SME on the ledger segmentation work by leading variance analysis between ledger vs tactical reporting and budget adjustment processes. 2) Supported Business Decision Making (including Budgeting, Forecasting and Reporting). Show less

  • Manager, Transaction Banking Finance (Commercial Banking Division)

    Jan 2012 - Mar 2013

  • Manager, Wholesale Banking & Markets (WBM) Set up

    Oct 2011 - Dec 2011

  • Manager, Balance Sheet & Impairments (Corporate Banking)

    Jun 2011 - Sept 2011
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  Pendal Group

  Oct 2013 - Feb 2019

  Job Descriptions: Reported to CFO Australia, responsible for all management reporting facets for all stakeholders including senior executives and boutiques. Additional responsibilities including business partnering to COO, operations teams and boutiques; ensuring seamless and accurate month end close; and delivering projects as well as system administer to Accounting Systems. Led a team, including supervision of work performed by the Financial Control team.Key Accomplishments: 1) Achieved Shortened Reporting Time; Process Efficiencies and Better Reporting Accuracy;2) Successfully Delivered Finance Transformation Project;3) Enhanced and Expanded Finance Systems Capabilities (including upskilling staff);4) Supported Business Decision Making (including Budgeting, Forecasting and Reporting); and5) Delivery of Insightful Reporting for Senior Executives and Business Stakeholders. Show less Job Descriptions: Reported to Financial Controller, responsible for all management reporting facets for all stakeholders including senior executives and boutiques. Additional responsibilities including business partnering to boutiques; ensuring seamless and accurate month end close; and delivering projects.Key Accomplishments:1) Achieved Shortened Reporting Time; Process Efficiencies and Better Reporting Accuracy2) Delivery of Insightful Reporting for Senior Executives and Business Stakeholders Show less

  • Head of Management Accounting and Finance Systems

    Oct 2016 - Feb 2019

  • Senior Manager - Reporting and Accounting Systems

    May 2014 - Sept 2016

  • Senior Management Accountant

    Oct 2013 - Apr 2014
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  Prospection

  Nov 2021 - Jun 2022

  Senior Finance Manager

  Job Descriptions:Reported to CFO, responsible for all month end reporting including month end close, mgt reports for board meetings; forecasting; management of GL, payroll, AP and AR and process Improvement.Coordination of foreign subsidiaries set up, payroll and tax.

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  Prospection

  Dec 2022 - May 2023

  Financial Controller

  Job Descriptions:Reported to CFO, responsible for all month end reporting including month end close, mgt reports for board meetings; forecasting; management of GL, payroll, AP and AR and process Improvement.Key Accomplishments:1) Successfully delivered business restructure reporting (including multi-dimensional reporting): developed, built and implemented new month end processes and reporting including assessing SalesForce data; rebuilt General Ledger hierarchy/dimensions, excel models, as well as recutting YTD financial data2) Partnered with People & Culture team on staff restructuring matters including offshore redundancy matters and sales incentive plans. Show less

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  Deluxe Technology Group (Green & Blue Technology)

  Nov 2023 - Jan 2024

  Project Manager

  Job Descriptions: Supported CFO on major projects including understanding US IPO listing requirements, US GAAP (especially revenue recognition standard), and preparation for US financial statements audit.