Bao H. Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

Provide business services like tax accounting administrative advice to clients to assist with accounting reconciliation and payroll processing, ATO enquiries in preparation of tax obligations and provide training in XERO accounting software. Onboard new clients in Xero through gathering key client info and collaborate with senior accountants with weekly.

Oversee and evaluate the effectiveness of the Victorian planning system through comprehensive performance reporting and develop actionable recommendations for enhancing the performance monitoring framework. Contribute to the uplift of data collation, workflow management and utilisation of BI tools to improves ways of working.

Melbourne, Victoria, Australia

Responsible for delivery of reporting obligations to provide visibility of performance and value delivered by Technology. Played a pivotal role in planning and implementing the Technology reporting framework, enabling valuable performance insights and facilitating effective decision-making for the Technology Leadership Team.

Melbourne, Australia

Communicating key financial insights to finance partners and senior management of Business Banking teams through concise and informative management reporting, facilitating informed decision-making. Collaborate with stakeholders to interpret financial insights and provide monthly commentary on business operating performance.

Melbourne, Australia

Effectively communicate and report daily profits, key financial insights, and trading activities to Group Treasury and Treasury finance partners. Building strong relationships with key stakeholders to address and resolve trading, operational, and systematic issues encountered during daily trading operations.

Melbourne, Australia

Provided middle office support front office and ensured the daily settlements of interest rate derivatives products. Liaised with other teams within the product and markets business to ensure the needs of clients were met, while adhering to controls and policies to meet compliance and regulatory requirements.

Melbourne, Australia

The purpose of this role was to monitor, reconciled, process and quality check daily income entitlement for clients. Another aspect of this role is to manage stakeholder engagement with fund managers, share registries, performance reporting and advisory desks in relation to queries and changes to entitlement positions.

Melbourne, Australia

The main function of this role was to assist the business with system upgrade issues, action workarounds that was missed during migration, managed the Service Now registry and assist system analyst with upcoming system upgrades.

Melbourne, Australia

The purpose of the role is to action all client cash instructions, such as withdraws, telegraphic transfers and full cash account redemption with appropriate control checks and document vetting.

Personal travel to Europe.

Melbourne, Australia

Experienced finance subject matter expert in the Global Markets Finance division, providing guidance to finance teams in resolving accounting, trading, and systematic issues. Proactively leading process improvement initiatives to enhance governance and reporting frameworks for optimal efficiency.

Sydney, Australia

Facilitating the daily reporting of trading profits and activities for the interest rates trading desk, while effectively communicating key insights to stakeholders across the Global Markets division. Building and managing collaborative partnerships with front office, finance, and operations stakeholders to promptly address trading and system issues.

Melbourne, Australia

Perform daily reconciliation of settlement accounts and bond trading positions, ensuring non-receipts of settlements were raised with settlement teams and assisted finance teams of any cash adjustments made to the ledger and front office portfolios.

Melbourne, Australia

Daily preparation and processed of Fixed Interest and Corporate Actions instructions, reconciliation of payments account and generation of client holdings report.