Annie Li Email & Phone Number

• Led commercial and financial management for operations and projects, playing a key role in financial control, FP&A, and business partnering. Delivered insightful analysis to senior leadership, supporting strategic.
• Managed operating and project budgets, providing ELT with thorough performance reviews and risk mitigation strategies.
• Led financial reporting, budgeting, forecasting, strategic planning, enhancing procurement, costs, and contract review processes.
• Developed dashboards and management reporting packs.
• Directed FP&A and the coordination of budget processes with stakeholders, resulting in a 10% improvement in efficiency and disciplined budget allocation.
• Effectively communicated financial data to non-financial stakeholders, building strong relationships as a trusted business partner.

• Headed as Process Lead, spearheading Phase 1 of a major project to transform the existing ERP finance system and implement Microsoft Dynamics 365 Finance (MS D365 F&O) with agile methodologies
• Played a key role in driving the project management and change management, ensuring the seamless rollout of existing business processes and flows onto Dynamics 365
• Conducted daily stand-ups, sprint planning, risk assessment, gap analysis, and process changes, maintaining alignment with project timelines and objectives.
• Assessed the full business case, encompassing scope, budgets, resources, and schedule, and built the reporting framework for proper communication and regular updates
• Developed solutions to meet operational activities and business needs, heavily involved in system configuration and design, data extraction, manipulation and cleaning, and preparation for migration.
• Mentored and trained a team of internal and third-party project stakeholders, enhancing their understanding of the business and financial operations

Sydney, New South Wales, Australia

• Played a crucial role in delivering commercial and financial analysis, providing in-depth reviews and insights into sales, profitability, marketing. Led the FP&A process and supported daily business decision-making.
• Provided insights with financial analysis for $7bn wholesale business to drive business strategy
• Collaborated with GM Commercial and CFO for ongoing business goals and planning, risk and opportunity analysis, commercial decisions support across sales, marketing, contract terms, and review of acquisition targets
• Led FP&A process for annual budget, monthly forecasting, utilised advanced PowerPoint, dashboarding skills to presented the budget and forecast packs to the senior management
• Developed and managed dashboards and reports to track margin, rebates, pricing and promotions, analysed working capital charge which includes stock and debtors
• Conducted data analysis for customer profitability, documented and communicated key findings to stakeholders for performance tracking

Education record

Bachelor'S Degree, Accounting And Finance