Karen LIU, MBA, AIPA, IFA

Karen LIU, MBA, AIPA, IFA

School Council Treasurer

About

- 18 years working experience in Management Accounting, with professional Finance knowledge in planning, controlling, analyzing, pricing strategy, and business process improvement & lean management as well.- Responsible for providing strategic financial leadership to regional operation. Covers operating expense controlling, indirect expenses planning, financial analysis, business controls, audits, pricing strategies, promotion plan and market dynamics.- Play a key role in strategic planning, implementation of financial operations and business strategies- Develops and implements policies, procedure and systems that significantly improve internal control and safeguard company assets with proper controls - Develop Employee Appraisal system to better score performance and Rotation / Promotion Plan - Standardize monthly review format, and archive monthly financial document 90% on time delivery rate- Direct reporting responsibility for China region operating expenses database building, analyzing, controlling, and review meeting with management with highlighted problems.- Establish monthly closing Score Card system for accounting section, and publish the monthly results to management to incent the best performance team- Serve as a member of the China management team and business strategy force task team to build and develop a high-performance culture. Act as the financial leadership bridge between Corporation, other entities,

Country

-

City

Australia

Industry

Education Management

Skill

English, Chinese, Shanghainese, Spanish (A2 level), Expenditure Control, Financial Monitoring, Variation Analysis, Budget Monitoring, Logical Framework Analysis, Revenue & Profit Growth, Project Management Plan, Pricing Analysis, Yield Management, Product Strategies, Financial Statement Analysis, Financial Metrics, Financial Results, Revenue Recognition, Variance Analysis, Team Management, Coaching Staff, Strategic Communications, Pricing Strategy

Experience

State Government School

School Council Treasurer

State Government School

2025-2 - Present · 1 yr 8 mos

Greater Melbourne Area

Rockwell Automation

Pricing Manager - China

Rockwell Automation

LinkedIn
2014-4 - 2018-7 · 4 yrs 4 mos

Xuhui District

Hertz

Senior Pricing & Business Analyst

Hertz

LinkedIn
2011-1 - 2014-4 · 3 yrs 4 mos

Shanghai, China

1. Pricing Strategy Development - Create /update and distribute regular and ad hoc pricing lists to Management and Marketing & Sales teams to ensure appropriate and effective pricing is in place. - Create Dynamic Pricing based on fleet availability to increase yield. - Canvass rates and analyze competitive stance to ensure alignment with Hertz China pricing. - Implement changes to rates based on market conditions & market intelligence in order to conform to established pricing strategies. Feedback competitive analysis to sales team. 2. Revenue & Margin Management - Revenue & Margin analysis report - Identify product components (e.g. insurance, up-sell items) to evaluate areas for revenue opportunities - Develop promotional and channel incentive programs to increase sales. 3. Promotion & Product - Detailed promotion mechanics and execution full development - Results tracking & improvement recommendation - Competition promotion tracking on a weekly basis - Product & Concept development 4. System Development, Rate Loading and Maintenance - Rate code creation and loading of all contract rates in Hertz systems for booking purpose, e.g. rate engine, Excalibur, etc. - Maintain pricing structures within the pricing systems, making appropriate changes as structures are amended, new rate plans and/or locations are added, and fleet changes are made. - Loading & removal of local last minute promo rates, terms & conditions into CARs+ . 5. Team Management - Coaching new comer and junior staff on job knowledge and personnel development - Talent development and retention - Continuous team individual productivity improvement 6. Business Process Improvement - Six Sigma & Lean Practice - Project Management - Continuous Improvement

Kohler Co.

Finance Analyst II (Senior Level)

Kohler Co.

LinkedIn
2008 - 2010 · 2 yrs

Shanghai, China

* Perform as project leader in company 100M Cost Saving Project , especially responsible for monitoring company operating expenses, and archive over 20M saving result. - Travel &Entertainment: saving 9.89M, - Office Material & Suppliers: saving 1.4M, - Telephone: saving 603K, - Adverting: saving 5M, - Freeze Merit Increase: saving 4M * Perform controller role, maintain responsibility for monitoring, reporting, analyzing, and tracking on Company Operating Expense Controlling to help department heads on expenses plan, and follow up on high expense items, to better control the spending within the budget, with reports completed by monthly Company deadlines. * Travel Cost Budget Template to create transparency on the cost planning down to cost center and person * Designed company new Travel & Entertainment Claim system and extract for reporting purpose for better analysis, to balance the input of info and value could get from analyzing more data, to help each cost center owner to understand their actual spending versus budget by staff and ensure their T&E are controlled under target. * Ensure internal control processes and activities throughout the company are carried out in accordance with policies and procedures, as well as with applicable HQ policies and practices. According to current tight economic environment, reestablish Travel & Entertainment, Meal Allowance and Transportation policies, and submit related analysis to Management Team as well. * Involved in month end commentary, financial planning processes. * Working with the regional Planning & Analysis team to further improve the timeliness, accuracy and consistency of the Financial Plan and Strategic Plan required by HQ.

Target

Finance & Logistics Analyst, Asia

Target

LinkedIn
2006 - 2008 · 2 yrs

Shanghai City, China

* Directly driving several financial and logistics process improvement projects and involvement in many corporate initiatives, involved in corporation forwarder bidding process, and submit related analysis to senior management * Responsible for the implementation of regional operations Policy & Procedures, standardization of Financial Statements, Supporting Schedules, Business Planning and Annual Budget formation and implementation * Play a key role in strategic planning in Asia pacific region, and perform the necessary financial analyses and act as a financial advisor to top management. * Monitor Regional Headcount Requisitions and Budget Amendment submission. * Develop standard training for regional teams to conduct workshops. * Act as Asia Pacific regional leader for Reporting, Consolidation Financial and Logistics reports from different countries; * Responsible for analyzing regional Financial and Logistics productivity and advise respective origin to follow up with non-compliance items * Analyzing expenses reports, vouchers, reimbursement account coding for any payment that according to guideline of policy

Education

Deakin University

Deakin University

LinkedIn

Professional Accounting, Public Accounting and Spanish

Institute of Public Accountants

Institute of Public Accountants

LinkedIn
2025 - Present · 1 yr

Karen LIU, MBA, AIPA, IFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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