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@sumproduct.com
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Talia Cao, Cpa is listed as Manager at SumProduct, a company with 4 employees, based in Australia, Australia, Australia. AeroLeads shows a work email signal at sumproduct.com and a matched LinkedIn profile for Talia Cao, Cpa.
Talia Cao, Cpa previously worked as Senior Analyst at Sumproduct and Analyst at Sumproduct. Talia Cao, Cpa studied at Cpa Australia.
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AeroLeads found 1 current-domain work email signal for Talia Cao, Cpa. Compare company email patterns before reaching out.
๐ฉ๐ปโ๐ผ I am a passionate Finance & Business Intelligence (BI) consultant, a qualified Accountant (๐๐ฃ๐ ๐๐๐๐๐ฟ๐ฎ๐น๐ถ๐ฎ) and a proactive problem solver.๐ผ At work, I enjoy identifying opportunities for process improvements, analysing data to gain insights, and developing smart solutions to complicated Excel & Power BI problems.I work as a project manager and a lead modeller on a range of projects. I provide consulting solutions for clients from various industries to help with: โบ automating repetitive tasks & optimising business performance โบ building financial models (e.g. 3-statement models, project finance, actuals, budget, forecast, variance, scenario analyses, consolidated statutory financial statements, management reports, valuations) โบ creating data & operational models โบ generating dashboards for reporting and decision-making purposes.โ๏ธ I am proficient in the following tools: โบ ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐๐ ๐ฐ๐ฒ๐น (shortcut keys, PivotTables, Dynamic Arrays, LET/LAMBDA, Power Query, Power Pivot, VBA, Office Scripts) โบ ๐ฃ๐ผ๐๐ฒ๐ฟ ๐๐ (M, DAX, data transformation, data modelling, visualisation) โบ ๐ฃ๐ผ๐๐ฒ๐ฟ ๐๐๐๐ผ๐บ๐ฎ๐๐ฒ (cloud & desktop flows, AI Builder) โบ ๐ฃ๐ผ๐๐ฒ๐ฟ ๐๐ฝ๐ฝ๐ (Dataverse, Dynamics 365, Solutions, Power Fx) โบ ๐ฆ๐ค๐โ๐ป I write several blogs and is responsible for the Final Friday Fix and Monday Morning Mulling blogs (Excel challenge series) on sumproduct.com website, where I cover Power BI/Excel functions & everyday problems encountered when building models/reports and dealing with raw data.โก๏ธ Some examples of ๐ฎ๐๐๐ผ๐บ๐ฎ๐๐ถ๐ป๐ด ๐บ๐ ๐๐ผ๐ฟ๐ธ: โบ exporting multiple Excel models with relevant data from a master template โบ printing out invoices / PDF reports โบ sending emails with relevant attachments and body contents โบ extracting data from PDF invoices with different structures and renaming them in bulk โบ generating automatic reports / dashboards from various sources (e.g. files, websites, NetSuite, Salesforce, SQL, Dataverse, Power BI, API etc.) โบ creating my own shortcut keys & Excel functions with LAMBDA, Power Query and VBA.๐ I am always curious about underlying causes of problems around me. Outside of work, I often take courses, attend webinars, solve Excel challenges, read books and listen to YouTube/podcasts in different areas to broaden my knowledge and develop new skills.๐ My favorite quote:
Listed skills include Self Management, Love Of Learning, Xero, Moodle, and 30 others.
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A career timeline built from the work history available for this profile.
Sydney, New South Wales, Australia
โ Main responsibilities: โบ Provide consulting solutions to clientsโ problems including: - Developing financial and data models in Excel. - Creating Power BI visualisation reports and dashboards. - Building automation models using Excel VBA, Power Query, Office Scripts and Power Automate. - Assisting with model audits and training sessions. - Running Power.
Sydney, New South Wales, Australia
[Part of SumProduct's position]- Managed and maintained Dataverse / Dynamics 365 CRM database and Solution in Power Apps.- Built Power BI semantic models and visualisation reports for different functions.- Automated and optimised data entry, analysis, pricing update and forecast processes using Power Query, VBA and Power Platform.๐๐ฏ๐ผ๐๐ ๐๐น๐ฒ๐ป๐ฐ๐ผ๐ฟ๐ฒ: one of the.
Melbourne, Victoria, Australia
[Part of SumProduct's position]- Worked in Finance Transformation team and built visualisation reports & dashboards in Power BI for different business units in Finance.- Migrated critical reports from Excel to Power BI.- Developed Excel input files for manual entries and hierarchies.- Optimised performance of queries, data models and DAX measures.- Wrote.
Brookvale, NSW
โ Main responsibilities: - Purchasing coordinator: placed purchase orders, managed and optimised purchasing processes. - Assisted with inventory control, raised product claims, and dealt with supplier delivery issues. - Reconciled supplier invoices to goods receipts. - Bookkeeping & Account Reconciliations. - Assisted with AR, AP and month end close..
Chatswood, New South Wales, Australia
โ Main responsibilities: - Assisted with the creation and processing of SMSF accounts. - Reconciled bank statements and ledger accounts. - Assisted with financial planning processes and admin tasks. - Prepared and sent accounts to auditors. - Liaised with colleagues, clients and auditors.โ Achievements: - Utilised many shortcut keys to fasten the.
Bankstown, New South Wales, Australia
โ Participated in a start-up project for SHL Supermarket opened in March 2019 in Fairfield, NSW.โ Worked in a team to prepare a proposal report including: - Creating a project plan. - Researching the market, identifying target customers & making a pre-opening survey. - Doing research on Xero Accounting Software. - Preparing cost budgeting & risk.
Other employees you can reach at sumproduct.com. View company contacts for 4 employees →
Luiz Henrique De Albuquerque Reis
Colleague at SumproductSydney, New South Wales, Australia, Australia
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LF
Liuxuan Fan
Colleague at SumproductBurwood, New South Wales, Australia, Australia
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SK
Steve Kraynak
Colleague at SumproductHarleysville, Pennsylvania, United States, United States
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KN
Kathryn Newitt
Colleague at SumproductGreater Cheshire West And Chester Area, United Kingdom
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Quick answers generated from the profile data available on this page.
Talia Cao, Cpa works for SumProduct.
Talia Cao, Cpa is listed as Manager at SumProduct.
AeroLeads has found 1 work email signal at @sumproduct.com for Talia Cao, Cpa at SumProduct.
Talia Cao, Cpa is based in Australia, Australia, Australia while working with SumProduct.
Talia Cao, Cpa has worked for Sumproduct, Glencore Australia, Nab, Peto Australia, and Berry Actuarial Planning.
Talia Cao, Cpa's colleagues at SumProduct include Luiz Henrique De Albuquerque Reis, Liuxuan Fan, Steve Kraynak, and Kathryn Newitt.
You can use AeroLeads to view verified contact signals for Talia Cao, Cpa at SumProduct, including work email, phone, and LinkedIn data when available.
Talia Cao, Cpa studied at Cpa Australia.
Talia Cao, Cpa is listed with skills including Self Management, Love Of Learning, Xero, Moodle, Accounting, Prezi, Microsoft Powerpoint, and Docusign.
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