Daniel Yu Email & Phone Number

Participated in audit and review projects for the fiscal years 2022 and 2023 of several NYSE and HKEX-listed companies, including Disney and Tuniu.Responsible for recalculating asset and P&L accounts, conducting substantive analytical procedures and reviewing financial statements.Performed analysis and testing on multiple internal control processes to effectively execute audit plans.

London, England, United Kingdom

Annual/semi-annual accounts, accounts payable and receivable.Bookkeeping, banking, internal audit, review company financial records.Tax, VAT return, payroll, pension, HMRC communication, government scheme.Company registration, company changes, tax registration and confirmation statement.Self-assessment registration, Self-assessment tax return.

London, England, United Kingdom

Responsible for business planning for start-up and overseas business representatives including financial budgeting, financial forecasting and business analysis and strategy-making;Reviewed corporate financial records to provide reference to the management team;Participated in internal auditing, managing accounts and assisting with clients’ HMRC tax self-assessments;

Worked with the core assurance team to provide a series of financial assessments using PwC Aura;Tested and executed clients’ cash & cash equivalents and non-operating income/expense of financial year 2019;Prepared audit supporting documents including bank reconciliations, government tax return to the team for their references;

London, England, United Kingdom

Handled with a wide range of tasks, including conducting urban renewal project and plan, online surveys related to different types of insurance, and classifying files and documents;Conducted phone calls and video interviews with selected candidates for market research purposes;Actively collaborated with various levels of management across the organization to develop value-added proposals to support the company’s business growth;Successfully accomplished a market research project related to life insurance products in East Asia;

London, England, United Kingdom

Served the existing clients and discovered potential clients at the branch in University of Roehampton;Designed and expanded new service packages that provided benefit for future personal banking clients and students; Worked on a daily basis to provide assistance to personal banking users, giving tailored suggestions to them;Cooperated with Cosmic Charity to fundraise for kids in special care at St. Mary´s Hospital;

Shanghai, China

Shanghai, China

Shanghai, China

Master Of Science - Msc, Accounting And Finance

Accredited by AACSB International

Bachelor Of Science - Bsc, Accounting

Accredited by Association of Chartered Certified Accountants