
kevin lu
finance officer - budgets and funding
About
When you are young, work to learn, not to earn.
australia
sydney
financial services
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

finance officer - budgets and funding
poly australia

mortgage broker
ausin group
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.

intern in personal insolvency division
hall chadwick
* 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.

accounting and business advisory assistant
andrew skinner & associates
* 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

audit assistant
bdo
* 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

financial services consultant
travelex
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
business management
Activities and Societies: Soccer Team
macquarie university
financial management
Activities and Societies: organized the event and inspired international student donate appeal to The Smith Family
kevin lu's Contact Information
Phone
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