Bambi C. Email & Phone Number

Melbourne, Victoria, Australia

• Accounting & Tax: Reconciled accounts, preparing Balance Sheets, P&L Statements, and Tax Returns for 1,000+ SMFSs.
• Problem Solving: Completed work 30 minutes faster than average and with higher accuracy, ranking as top performer.
• Audit Support: Assisted external auditors in seamlessly conducting SMSF audits, and efficiently sourcing documentation.

• Financial Analysis: Developed investment portfolio reporting and data visualizations for 2 high-net-worth clients ($5m+).
• Financial Reporting: Wrote 10+ public fund diagnostic reports, including performance, objectives, ratios, risk assessment.
• Market Research: Gathered data on 50+ listed companies/month, e.g. news on share capital, buyback, equity incentives.
• Financial Management: Assisted in completing a $10m+ cash management allocation for a $6bn+ valued listed company.
• Business Development: Built relationships at financial events, securing 10 new clients, and around $40k+ in new deposits.
• Project Management: Assisted in developing training plans for new hires; subsequent quarterly sales increased by ~15%.

• Accounting: Managed accounts receivable (~$5m+) and payable (~$80k) processes by verifying the accuracy of invoices, reconciling accounts, and cross-checking financial records for discrepancies, ensuring complete and.
• Financial Analysis: Prepared budget variances, revenue forecasts, and expense trend analyses to identify unnecessary expenditures (e.g. advertising campaigns, video production, etc.), successfully reducing costs by an.
• Financial Reporting: Developed and presented a 40-page financial report to 20+ stakeholders (department heads, senior management), summarising departmental revenue, expenditure, procurement budgets, key projects.

• Client Excellence: Delivered exceptional customer service (support, queries, updates) to 20+ financial services clients.
• Market Research: Analysed data (economic, market size, behavior) using financial databases; collaborated with analysts and traders to develop investment reports informing investment of up to $1m+, which generated an.
• Trade Operations Support: Assisted in entering trade orders of $1m+ (shares, bonds, etc.) on behalf of institutional clients.

Shenzhen, Guangdong, China

• Financial & Credit Analysis: Calculated financial ratios (liquidity, profitability, leverage, efficiency) and performed scenario analyses, sensitivity testing, and DCF analysis to assist in issuing a $40m+ loan for a.
• Market Research: Conducted comprehensive market research/industry analysis, including market share, competitive landscape, industry trends, regulatory environments, and mapped equity relationship (Visio) to develop.
• Compliance: Played a key role in issuing a $100m+ loan to a property developer by collaborating with the Credit Service, Risk Management, and Legal Compliance teams to prepare documentation, and ensure compliance with.

Master Of International Business, International Business, 73%, Melbourne Graduate Scholarship

Activities and Societies: Jacaranda Stock Market Society, Event Manager Business Innovation Lab, Project Consultant 2023 Open Day.

Bachelor Of Commerce - Bcom, Accounting And Finance, 80%, Academic Excellence Award

Course: Financial Accounting, Management Accounting, Accounting Information System, Auditing and Assurance, Australian Company Law.