James Lo CPA

Experience

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  Office of Australian Building and Construction Commissioner

  Jun 2007 - Jun 2008

  Accountant

  Conducted weekly uploading of payments and expenses to the General Ledger, ensuring that all depreciations, prepayments and accruals where correctly included. Analyzed final position for FBT and Financial reports for the CFO.Responsibilities • General ledger maintenance and journal postings• Monthly depreciations, prepayments and accruals• Quality assurance and analysis of monthly expenditures, FBT reports, and financial reports for CFO• Budget analysis and expense investigations• Account payables and receivable Show less

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  Computershare

  Jan 2010 - Dec 2016

  Project Manager & Team Leader

  Responsible for planning, overseeing and leading finance projects from planning through to completion. Interacted and reported to a wide range of internal and external stakeholders, managing several ongoing project parts simultaneously. Ensured that all projects maintained support via concise but clear reporting. As a dynamic Team Leader, oversaw staff management and training, provided key motivation and guidanceResponsibilities• Staff management and leadership• User acceptance testing• Staff training and onboarding• Project tracking and monthly statistics• ReconciliationsSuccessful Projects Managed• Centralization of global reconciliations• Upgrades to finance IT system• SharePoint intranet website upgrade and migration• Electronic archiving• Upgrade to new staff induction programAchievements• Twice consecutively awarded employee of the year ‘Finance Luminary Award’ Show less

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  Cat Financial

  Dec 2016 - Dec 2019

  Financial Accountant

  Responsible for contributing to accounting and financial activities of Caterpillar Financial. This involves analyzing the stability of the company accounts and provide financial information to other departments, enabling these departments to make budgeting and investment decisions. Regularly run reports on costs, productivity, margins and company expenditures for senior leadership.Responsibilities• Month end processing and reporting• Intercompany payable and receivable• Cross entity reconciliation and expensing• Debt Factoring• Audit controls• Expense and budgeting analysis• Cashflow and forecasting• Bank and Balance Sheet Reconciliations• Financial Instruments and Loan journals • FX hedge reporting and analysis• Accounts payable and receivableAchievements• Awarded the Caterpillar ‘Customer Impact’ award for employee contribution Show less

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  Bp

  Jan 2020 - Dec 2022

  Senior Analyst & Management Accountant

  An international energy company providing fuel and energy across the globe.Sitting in the Global Business Solutions team who provides finance and project solutions across the whole company. Responsible for management accountant duties for the bp rewards loyalty program along with loss prevention duties. Previously seconded as the management accountant for AU and NZ Air BP.Responsibilities•Month end processing and reporting•Profit and loss monthly discussions with stakeholders•Project duties and UAT for new loyalty programs•General ledger reconciliations•Fraud and loss prevention analysis and reporting•Monthly dashboard reporting via power bi•Quarterly sales and purchases reporting and analysis for AU and NZ across all business•Secondment as management accountant for Air BP business for AU and NZ Show less

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  Cat Financial

  Jan 2023 - now

  Sales Support Representative