kevin lu

kevin lu

finance officer - budgets and funding

About

When you are young, work to learn, not to earn.

Country

australia

City

sydney

Industry

financial services

Skill

accounting, financial reporting, account reconciliation, financial analysis, cash flow, accounts payable, budgeting, finance, banking, financial accounting, negotiation, business services, tax, auditing, general ledger, income tax, accounts receivable, myob 会计软件, 尽职调查, 财务报告, 现金流

Experience

poly australia

finance officer - budgets and funding

poly australia

ausin group

mortgage broker

ausin group

2015-7 - 2016-10 · 1 yr 4 mos

Kevin managed and processed over thousands loan application and liaised with relevant parties to ensure timely settlements. He also coordinated with various bank relationship manager for compliance and KYC process. His role is vital during the company rapidly expansion.

hall chadwick

intern in personal insolvency division

hall chadwick

2013-5 - 2013-9 · 5 mos

* Prepared initial package for bankrupt client and raised insurance with PRM * Updated secure/unsecured creditors and bankrupt asset in MYOB * Conducted historical property and company searches, Investigate transaction * Calculated bankrupts’ Realization & Interest charge for ITSA in strict deadline * Reconciled whether the debtor has complied with remitting income * contribution liability * Did the finalization and preparing various forms for lodgment, performed bank account closing * process, Issued Certificate of Discharge.

andrew skinner & associates

accounting and business advisory assistant

andrew skinner & associates

2011-7 - 2013-2 · 1 yr 8 mos

* Provided Bookkeeping for client * Dealing with business legal issues under Corporation Act 2001 * Attending meetings and preparing agenda and follow up advice * Producing feasibility study report on projects, assisting business strategy development and calculating net present value

bdo

audit assistant

bdo

2011-11 - 2012-3 · 5 mos

* Participated the process of preliminary audit for a billion A-listing company * Operated substantive test and test of control * Used Excel model, Access, and internal database system to check for duplication of entries, invoices and contracts

travelex

financial services consultant

travelex

2014-7 - 2015-10 · 1 yr 4 mos

Kevin Provided banking and foreign exchange services for retail and individual customers in the fast pace environment. During the time in Travelex, he took the role as the acting team leader and built relationship with concessionaires as well as support development of operational procedure and store budget analysis.

Education

macquarie university

macquarie university

business management

2008-1 - 2011-1 · 3 yrs 1 mo

Activities and Societies: Soccer Team

macquarie university

macquarie university

financial management

2011-1 - 2012-1 · 1 yr 1 mo

Activities and Societies: organized the event and inspired international student donate appeal to The Smith Family

kevin lu's Contact Information

Email

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

Phone

(**) *** ****

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