Benjamin Wu Email & Phone Number

Brisbane, Queensland, Australia

Brisbane, Australia

• Creating and managing detailed three way financial models under various scenarios
• Updating and maintaining fund model
• Computing fund performance, operating metrics and returns analysis
• Data analysis of demographic and economic trends
• Preparing investment committee memos
• Modelling debt scenarios and reviewing draft loan documents

Brisbane, Australia

• Budgeting, forecasting, variance analysis, sensitivity analysis and KPI reports
• Capturing, cleansing and analysis of data in Microsoft Excel
• Creating and maintaining monthly and quarterly management reports with Microsoft Excel and PowerBI for management and directors
• Implemented improvements to procedures in reporting and payroll which drastically reduced processing times

• Accounts payable and receivables for high profile clients such as Telstra and Theiss
• Bank reconciliations for an acquired company
• Preparation and sending of invoices and statements
• General administrative duties

• Assisting the preparation of accounts and tax returns for entities with a turnover of up to $3M AUD including:
• Companies
• Partnerships
• Family trusts and unit trusts
• Self-managed super funds
• Multiple EntitiesAssisting the preparation of information for individual tax returns

Bachelor Of Commerce And Arts, Accounting, 5.5

Activities and Societies: UQ Wasabi, LogosGraduated with a Major in Accounting and Japanese. Deans Commendation for High Achievement.

Education record