David Lo Email and Phone Number
David is a resourceful and enthusiastic professional, knowledgeable and experienced in different areas of accounting.He possesses a comprehensive understanding of business functions, corporate finance and taxation law, both in theory and in practice. He also relentlessly enhances internal control measures and business processes, while making positive contributions towards achievement of the organisation’s vision.
Divvy Parking
View- Website:
- divvyparking.com
- Employees:
- 39
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Financial ControllerDivvy Parking Jan 2019 - PresentSydney, AustraliaLed, designed and developed the information system for finance functionalities of www.JustBooked.com.au. including:- Collaborated with DIVVY Tech team to design the processes of data-pushing from sales system to Xero for invoicing, processing refunds and automated generation of batch payments to vendors.- Set up external payment gateways on Fat Zebra for handling online credit card payments.- Re-mapped entire chart of account on Xero to make it compliant for an e-commerce, sharing-economy business.- Provide timely support to CEO and CTO in board meetings.- Continue to fortify current systems, deliver quality work and provide support to all passionate managers at DIVVY. -
Financial AccountantDivvy Parking Jan 2017 - Dec 2018Sydney, AustraliaDeveloped, enhanced and maintained the finance system of www.DIVVYParking.com.au.including:- Restructured the entire filing system for Finance team from countless physical papers and spreadsheets, to a contained, cloud-based and user-friendly filing hierarchical system.- Simplified the financial processes, which required two accountants before, to only one.- Streamlined EOM processes, which required 10 days to complete, to only 5.- Maintain the already-excellent relationship with external tax agents, bankers, accountants of stakeholders.- Lead and host the interim and EOY financial audit on-site. -
Business Services AccountantFortis Accounting Partners Sep 2015 - Jan 2017Town Hall- Looked after a portfolio of clients which comprised of high-net-worth individuals and corporations.- Optimised income and expenses within the scope of tax rulings to give clients their best tax positions.- Assisted clients to file appeals against unfair decision by the ATO, defended clients' claim on behalf of them and helped parties reach a settlement with ATO without going to court. Once helped a client to waive $50k of tax penalty and penalty interest charged by the ATO.- Reviewed and amended erroneous company financial reports, tax returns, BAS's prepared by clients' ex-accountants; to greatly improved client's tax positions for current and future tax years. -
AccountantMountain Group Au Pty Ltd Jul 2014 - Oct 2015EastwoodKey Responsibilities: ― Performing daily bank and loan account reconciliations, invoicing and banking. ― Taking ownership of payroll, general bookkeeping duties and controlling cash expenses.― Relaying financial information to non-financial stakeholders. ― Reviewing and interpreting rulings, with commentary, to support decision making process.― First point of contact for external stakeholders e.g. lawyers, tax agents and suppliers.Achievements: ― Revamped the entire bookkeeping workflow, which enhanced the integrity of data by 80% and thus reduced external accountant’s costs by 50%.
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Business Services AccountantBen Tsang And Co Apr 2013 - Aug 2014StrathfieldKey Responsibilities: ― Effectively managed a portfolio of clients.― Autonomously performed bank reconciliations, coding & posting. ― Prepared general ledger, financial statements, tax returns, BAS and IAS.― Performed payroll services and corporate secretarial services. ― Maintained the integrity of works produced by junior accountants and part-time staff. Achievements: ― Handled 50% of individual tax returns of the firm. ― Analysed the government budget 2014, compared new changes in tax rulings and organised a 5-minute presentation to the staff.
David Lo Skills
David Lo Education Details
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Australian Tax Practitioners BoardRegistered Tax Agent -
AsicRegistered Asic Agent -
XeroXero Certified Advisor -
Certified Practising Accountant AustraliaCpa -
Holmes InstituteAccounting -
Bba (Entrepreneurship) -
Salesian Catholic SchoolSecondary School
Frequently Asked Questions about David Lo
What company does David Lo work for?
David Lo works for Divvy Parking
What is David Lo's role at the current company?
David Lo's current role is Corporate Governance | Head of Department | Financial Control | Compliance.
What schools did David Lo attend?
David Lo attended Australian Tax Practitioners Board, Asic, Xero, Certified Practising Accountant Australia, Holmes Institute, University Of Tasmania, Salesian Catholic School.
What skills is David Lo known for?
David Lo has skills like Accounting, Tax, Financial Statements, Microsoft Excel, Financial Accounting, Income Tax, Gst, Financial Reporting, Account Reconciliation, Xero, Teamwork, Microsoft Word.
Who are David Lo's colleagues?
David Lo's colleagues are Lorenzo Harris, Ankit Agarwal, Kath Fown, Kate Goodall, Nick M., Rakshitha Venkatesh, Andrew Almeida.
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