Anna Dai Cpa

Anna Dai Cpa Email and Phone Number

Senior Finance Manager| Finance Project Management| Finance Business Partner| Finance Transformation| CPA| Continuous Improvements| Leadership| Stakeholder Management
Anna Dai Cpa's Location
Greater Sydney Area, Australia
Anna Dai Cpa's Contact Details

Anna Dai Cpa work email

Anna Dai Cpa personal email

n/a
About Anna Dai Cpa

A highly skilled Finance Project Manager with over 15 years’ experience in the insurance and financial services industry, both locally and in the U.K. A driver of system and process enhancements to improve efficiency and workflow to deliver a superior customer performance. Builds strong stakeholder relationships both internally and externally, whilst producing exceptional business results. A strong people leader that works collaboratively to create a high performing and engaging team culture.KEY SKILLS | SPECIALISATIONSLeadership, persuasion, influence and motivating - Verbal and written communication skills - Stakeholder management - Works autonomously or in a team environment - Effective time-management and prioritisation - Delivers tight deadlines while being resilient and collaborative -Strong analytical skills, problem solving, critical thinking - Proactive, organised, outcomes focused, and results driven - Customer focus - High attention to detail

Anna Dai Cpa's Current Company Details

Senior Finance Manager| Finance Project Management| Finance Business Partner| Finance Transformation| CPA| Continuous Improvements| Leadership| Stakeholder Management
Anna Dai Cpa Work Experience Details
  • Greenstone Financial Services
    Finance Manager - Policy Administration (Project Manager - Finance)
    Greenstone Financial Services 2017 - 2022
    Delivering new product launches, system enhancements and process improvements, understanding the business requirements, project scope, planning, managing resources, identifying the risk and impact to the business, system configurations and general ledger accounts. Ensure project is delivered on time. Implementing the changes required and testing the development before going live in production.Providing recommendations and support to other business units to ensure it complies to business process and no financial risk.
  • Greenstone Financial Services
    Finance Manager
    Greenstone Financial Services 2012 - 2017
    Ensuring finance function delivered during the migration of various systems, voicing the finance requirements for new systems, and translating for I.T.Only finance point of contact dealing with the insurers and partners.Maintaining life administration system databases, FinTech nix (FTX), SQL and Access Structure and parameters.
  • Jpmorgan Chase & Co.
    Assistant Accounting Manager
    Jpmorgan Chase & Co. Jan 2012 - Sep 2012
    Sydney, New South Wales, Australia
  • Royal Bank Of Scotland Business
    Central Reporting Accountant
    Royal Bank Of Scotland Business Apr 2011 - Sep 2011
    London, England, United Kingdom
  • Bank Of America Merrill Lynch
    Financial Statement Preparation Services Specialist
    Bank Of America Merrill Lynch Jun 2010 - Apr 2011
    London, England, United Kingdom
  • Jpmorgan Chase & Co.
    Property Fund Accountant
    Jpmorgan Chase & Co. Aug 2009 - Jan 2010
    London, England, United Kingdom
  • State Street Bank & Trust Co.
    Accounting Analyst
    State Street Bank & Trust Co. Feb 2009 - Aug 2009
    London, England, United Kingdom
  • Ccla Investment Management
    Financial Accountant & Business Analyst
    Ccla Investment Management Jun 2008 - Feb 2009
    London, England, United Kingdom
  • State Street Bank & Trust Co.
    Accounting Analyst
    State Street Bank & Trust Co. Oct 2007 - Mar 2008
    London, England, United Kingdom
  • Bny Mellon
    Retail Financial Accountant
    Bny Mellon Apr 2007 - Aug 2007
    London, England, United Kingdom
  • Colonial First State
    Senior Financial Accountant - Statutory Reporting
    Colonial First State May 2005 - Apr 2007
    Sydney, New South Wales, Australia
    Prepare and co-ordinate half year and year end statutory reporting – 900+ audit work files in compliance with Australian Accounting Standards, which include Australian equivalents to International Financial Reporting Standards (‘AIFRS’).Prepare and co-ordinate year end tax returns.Review and enhanced operational efficiency in accounting and distribution models.
  • Colonial First State
    Senior Fund Accountant - Managed Funds
    Colonial First State Sep 2003 - May 2005
    Sydney, New South Wales, Australia
    Supervise daily valuation and unit pricing process by providing technical advice and coaching of fund accountants to ensure they produce quality / timely work.Supervise and ensure underlying investment/accounting records are reconciled by deadline and accurately maintained in Hiportfolio and general ledger systems.
  • Colonial First State
    Fund Accountant - Managed Funds
    Colonial First State Jun 2001 - Sep 2003
    Sydney, New South Wales, Australia
    Ensure daily valuations/calculation of unit prices are produced on a timely and accurate basis. Prepare monthly Hedge valuations.Prepare working files for a) External reporting requirements eg BAS, ABS, APRA and b) Financial Statements
  • Impiric Advertising Agency
    Financial Planning And Analysis Supervisor
    Impiric Advertising Agency Jan 2000 - Jun 2001
    Sydney, New South Wales, Australia
    Supervise accounts payable staff. Prepare month end and monthly management reports.Liaise with account service, senior management, finance and production with regards to financial forecast, job cost report, and work in progress matters.Accounts receivable; debt collections, billings, producing and monitoring aged debtor reports.

Anna Dai Cpa Education Details

Frequently Asked Questions about Anna Dai Cpa

What is Anna Dai Cpa's role at the current company?

Anna Dai Cpa's current role is Senior Finance Manager| Finance Project Management| Finance Business Partner| Finance Transformation| CPA| Continuous Improvements| Leadership| Stakeholder Management.

What is Anna Dai Cpa's email address?

Anna Dai Cpa's email address is an****@****.com.au

What schools did Anna Dai Cpa attend?

Anna Dai Cpa attended Cpa Australia, University Of Technology Sydney.

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