David Xu Email & Phone Number

Wollongong, Nsw, Au

Sydney, New South Wales, Australia

Providing analytics support to the CBA Group Audit function on a variety of audit reviews and projects. The role involved:- Performing analytical control testing across all parts of the organisation, developing a deep understanding of the business area, risks involved, and the data that drives the organisation.- Engaging with stakeholders across the business to understand their business areas and provide risk insights.- Providing support and education for analytics initiatives to… Show more Providing analytics support to the CBA Group Audit function on a variety of audit reviews and projects. The role involved:- Performing analytical control testing across all parts of the organisation, developing a deep understanding of the business area, risks involved, and the data that drives the organisation.- Engaging with stakeholders across the business to understand their business areas and provide risk insights.- Providing support and education for analytics initiatives to upskill and empower colleagues within the Group Audit team, and wider organisation.- Employing a wide array of tools and programming languages depending on business need, including Teradata SQL, Python, Alteryx, Tableau, R and Microsoft Excel. Show less

Sydney, Australia

Rotation-based graduate program in Financial Services support unit.Group Audit - Innovation (Feb 2021 - May 2021)- Provide data analytics support to internal auditors, including performing analytical testing of controls- Worked with data visualisation team to develop reporting tools in Tableau, and prepare materials to support Auditors and the wider organisation as part of CBA Data Month- Exposure to all parts of the bank: including Retail, Business, and Institutional… Show more Rotation-based graduate program in Financial Services support unit.Group Audit - Innovation (Feb 2021 - May 2021)- Provide data analytics support to internal auditors, including performing analytical testing of controls- Worked with data visualisation team to develop reporting tools in Tableau, and prepare materials to support Auditors and the wider organisation as part of CBA Data Month- Exposure to all parts of the bank: including Retail, Business, and Institutional banking (FX markets) as well as Tech & Cyber- Tools used: Python, SQL, R, Tableau, Alteryx, GitGroup Capital (Aug 2020 - Feb 2021)- Prepared ad-hoc analysis to support capital monitoring and optimisation initiatives by Capital Committee, including CEO/CFO feedback- Delivered automation projects using R, Alteryx and Tableau to replace manual Excel reporting, reducing reporting timeframe from 1 week to 2 daysRetail Banking Services Finance - Centre Actuals (Feb 2020 - Aug 2020)- Performed month-end and quarter/year end consolidation accounting processes- Took on additional responsibilities to fill team capacity, granting the opportunity to communicate directly with stakeholders and take responsibility on key processes of the team- Worked on project to improve data quality and lineage for key processes in the team Show less

Sydney, Australia

- Worked in the Assurance Analytics team, which provides data science and analytics support for the internal audit function- Contributed to an data science project which used SQL, machine learning in R, and visualisation in Tableau to build a tool to identify client portfolios with high predicted credit risk

Sydney, Australia

- Assisted finance team with regular duties, including making end-of-month accruals, reconciliations, and preparation of analytical reports on product performance and trends- Proposed and implemented Excel workflow optimisations, including suggesting the use of search formulas to replace manual filtering

Sydney, Australia

- Worked in business performance reporting team, implementing business intelligence solution in IBM Cognos TM1 to automate forecasting and ensure standardisation of team output- Developed SOPs and user manuals for the new system, and assisted with staff training- Liased with a variety of stakeholders, from developers to end users, aligning system development with user needs to ensure buy-in

Wollongong, Australia

- Provided accounting services to clients, including the preparation of income tax returns, BAS, performing reconciliations and general bookkeeping

Wollongong, Australia

- Performed accounting duties for a variety of clientele, including preparing: income tax returns, BAS, end of year journals and providing ongoing accounting support to clients- Communicated with clients and government entities to ensure compliance and secure positive outcomes

Education record

Graduate Diploma of Chartered Accounting (GradDipCA)

Bachelor Of Commerce And Bachelor Of Laws, Accounting

High School