Anna Dai Cpa work email
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Anna Dai Cpa personal email
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
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Finance Manager - Policy Administration (Project Manager - Finance)Greenstone Financial Services 2017 - 2022Delivering 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. -
Finance ManagerGreenstone Financial Services 2012 - 2017Ensuring 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. -
Assistant Accounting ManagerJpmorgan Chase & Co. Jan 2012 - Sep 2012Sydney, New South Wales, Australia -
Central Reporting AccountantRoyal Bank Of Scotland Business Apr 2011 - Sep 2011London, England, United Kingdom -
Financial Statement Preparation Services SpecialistBank Of America Merrill Lynch Jun 2010 - Apr 2011London, England, United Kingdom -
Property Fund AccountantJpmorgan Chase & Co. Aug 2009 - Jan 2010London, England, United Kingdom -
Accounting AnalystState Street Bank & Trust Co. Feb 2009 - Aug 2009London, England, United Kingdom -
Financial Accountant & Business AnalystCcla Investment Management Jun 2008 - Feb 2009London, England, United Kingdom -
Accounting AnalystState Street Bank & Trust Co. Oct 2007 - Mar 2008London, England, United Kingdom -
Retail Financial AccountantBny Mellon Apr 2007 - Aug 2007London, England, United Kingdom -
Senior Financial Accountant - Statutory ReportingColonial First State May 2005 - Apr 2007Sydney, New South Wales, AustraliaPrepare 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. -
Senior Fund Accountant - Managed FundsColonial First State Sep 2003 - May 2005Sydney, New South Wales, AustraliaSupervise 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. -
Fund Accountant - Managed FundsColonial First State Jun 2001 - Sep 2003Sydney, New South Wales, AustraliaEnsure 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 -
Financial Planning And Analysis SupervisorImpiric Advertising Agency Jan 2000 - Jun 2001Sydney, New South Wales, AustraliaSupervise 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
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Cpa -
Accounting And Computer Science
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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Anna Dai, CPA, MSA
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