Alex Yu

Experience

• 

  Lumley General Insurance

  Jul 2005 - Jul 2007

  Management Accountant

  • Completion of all external and internal use report, such as: statutory report, board monthly financial report, product variance report and monthly divisional report with set deadline, as well as detail analysis on premium, losses and expenses to identify major issue that can affect stakeholder’s decision making.• Completion of yearly budget and quarterly forecast, which include detail expenses budget by each expense categories and the allocation of budgeted overhead across different division. Constant review and improvement of the template use for budget and forecast enable user to easily understand what information is require from them in order to produce most accurate budget/forecast each time.• Monitor, review and improve expenses allocation matrix model to accurately allocation of indirect expenses across different division based on factors that all managers agreed.• Monitor and review all SUN ledgers for all reporting entities, including creation of new account or business line and reconciliation of expenses to the management report.• Administrate the functionality of SUN system and Deskbank program (Westpac banking program)• Design and manage various financial reports for division manager based on their requirement. Exibir menos

• 

  Citco Fund Services

  Jan 2007 - Jan 2009

  Management Accountant

  • Designed and implemented new profitability monthly report to provide detail information to management, which can be drill down to profitability and staff capacity spend on each client level. Continuous improvement of the report is done on regular basis, based on comment from constant communication with the stakeholder.• Design and implemented new budget and 12 months rolling forecast process to streamline information gathered from detail market trend analysis, different systems outcome, as well as from each of the manager, in order to provide more accurate and meaningful outcome. This required a constant communication and commitment from all different stakeholders.• Assist financial accountant with monthly task such as: AR, AP, payroll, payroll tax, intercompany transaction, client disbursement, BAS preparation, bank reconciliation and month-end closing tasks. Exibir menos

• 

  Crowe Horwath Australia

  Jan 2009 - Jan 2016

  Commercial Analyst

  • Partner with Firm leaders, guide and coach and on a range of commercial and financial activities including improving commercial knowledge and effectiveness across the firm• Collaboratively with CE/Partners to establish and monitor business, financial and commercial KPI's aligned to business strategy through management of balanced scorecard model.• Produce weekly forecast income and cash collection report to track the performance progress against the budget and forecast for the month.• Manage the annual budgeting and monthly 12 months rolling forecast process.• Produce monthly internal P&L by individual partners and service lines with regular review performance and KPI against budget, identify variances and recommend actions and improvements to enhance the commercial viability of the firm.• Liaison with both internal and external auditor about adherence to internal quality control frameworks and yearly or half yearly audit;• Calculating Wealth Management monthly commission include allocation of actual receipt to adviser by category and accrual.• Interpret and ensure integrity of financial results provided by Group Shared Services (GSS) finance team.• Manage and guide capacity planning across the firm with various service lines, as well as, assist the CE to oversee the integrity of commercial and financial policy, process and systems.• Administrate timesheet and invoice system (APS), as well as, responsible to train new and existing staffs.• Manage the integrity and issue of all practice management systems.• Mentor and supervise 4 staffs within the finance team Exibir menos

• 

  KPMG Australia

  Jan 2016 - Jan 2023

  Finance Business Partner

  • Support strategy and business planning – alignment to key investments and the client agenda• Manage the annual budget process (revenue and account level)– financial target setting and consolidation, management of industry revenue and profit center budgets and in conjunction with industry leader review financial performance.• Prepare and provide monthly, quarterly and yearly reporting pack including insight analysis and commentary of account performances to the senior executive team leader.• Consolidate and prepare performance result, budget and forecast reporting pack for senior executive.• Business partnering with key stakeholders and other group’s function (HR/Marketing) to relevant data to support in depth analysis.• Manage alignment of strategy to firm wide go to market and divisional business plans – including portfolio strategy• Drive the effectiveness of various business development activities to generate demand and growth• Operational and leadership support – support the development of communication, presentations and reporting as required and represent the industry leadership team in internal forums as required• Involvement in design and testing phase of system and report design and test phase. Exibir menos

• 

  Westpac Group

  Jan 2024 - now

  Finance Manager, Group Expense Management