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 planning and decision-making.• 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. • Provided financial and commercial guidance on a $20m project portfolio, focusing on business cases, ROI, risk, cash flow management and benefits realization.• Facilitated meeting with the project teams, delivered regular project finance updates, .ensured the project cost control and spending within budget.• Managed month-end closure, P&L reporting, and balance sheet reconciliations. • Analyzed key drivers of variance between rolling forecasts and actual results, delivering strategic advice through data-driven insights. • Ensured compliance with statutory accounting and internal policies in collaboration with external auditors. • Led pricing negotiations, achieving 25% savings on software contracts. • Implemented the pricing model for operations products, securing a $500K savings on a third-party vendor contract• Delivered over $1M cost savings by introducing deeper expenditure analysis.• Drove process improvements by automating data analytics using Power BI, increasing reporting efficiency and accuracy.• Optimized month-end processes by implementing formula-driven reporting, cutting processing time by 20%

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• Organised Dynamics 365 training programs and championed a team of ‘super users’ to provide first-line support• Led user acceptance testing and supported each stage through to go-live, ensuring a seamless transition, and earning CEO Appreciation for extraordinary project execution, highly appraised by all involve

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• Played a pivotal role in facilitating collaborations with retail store business partners by analysing product costing and creating accurate, up-to-date reports• Analysed inbound and outbound trends of warehouse inventory system, help to resolve inventory management issues and improve the supply chain• Led the end-to-end process of the rollout of TM1 to automate and enhance analytics

Education record

Bachelor'S Degree, Accounting And Finance