Katrina Lee Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Business Advisory and Governance specialist driving optimal, workable process improvement in the organisation, expertly advise and provide clarity around what should be done, who should do it and how, when engaging with finance and operational stakeholders.• Serve as the point of escalation for governance, data quality and protection issues.• Working in partnership with internal support teams, relevant operational stakeholders and external vendors to deliver initiatives that support company’s strategic objectives;• Providing expert advice to the wider organisation whilst taking into consideration of my holistic knowledge of key internal and external business process issues, risks and requirements;• Serving as a liaison between operational, functional areas and technology to ensure that strategies remain aligned and data-related business requirements for protecting sensitive data are clearly defined, communicated and well considered as part of operational prioritisation and planning;• Lead Finance reporting systems, reporting data alignment and accounting month end process transformation project;• Supports the development and implementation of the organisation’s strategic plan;• Focus on improvement of data quality and processes through modifications to policies, processes, standards, governance metrics, related tools and data architecture;• Monitoring and providing advice on governance and ERP/Reporting system set up and practices to ensure compliance with internal and external reporting requirements and alignment with organisational strategy;• Ensuring all the finance operations are conducted in line with organisational policies and procedures.• Implemented system governance process and controls.

Melbourne, Australia

• Identified key areas for process and system improvements. Project managed and implemented process and system improvements.• Developed project implementation activities and plan.• Stakeholder engagement and management.• Facilitated the development of change and communication plans.• Re designed processes as required to facilitate system improvements. Debottleneck inefficient processes.• Developed internal accounting policies and standards.• Developed process hierarchies.• Developed and implemented Balance Sheet reconciliations standard and escalation process.

Melbourne, Australia

Start Up Finance Consulting is a Melbourne based practice that thrives on innovative ideas and approach to tackling and managing your business challenges. Partnering with small business owners in the creative, design and professional consulting industries to support the execution of growth strategy and tracking of business performance. Provided finance advisory and support services to small businesses.• Developed and delivered business growth strategy and roadmap;• Maintained financial books to meet tax and reporting requirements;• Provided financial clarity and improved cash flow for clients.

Melbourne, Australia

Contract placement and performed process improvements and ERP system go live readiness review.• Part of cash drive team to increase cash collection at global level.• Identified root causes of cash collection issues.• Implemented tools and process improvements to improve cash collection capability.• Performed ERP system go live readiness review.• Identified issues, gaps and provided recommendations on ERP system go live readiness.

Melbourne, Australia

Key business and subject matter expert in major global process design and ERP systems implementation and transformation program.• Main accountabilities included design, diagnosis, performance, advocacy and governance of end to end Record to Report functional processes and ERP system. • Incorporated process dimension across functions (Procure to Pay, Hire to Retire, Order to Cash, Projects, Record to Report) to ensure an enterprise wide and true cross-functional approach to the way services are delivered to customers.• Ensured that global design processes, systems and outcomes are consistent across WorleyParsons’ businesses and geographies. Continual identification of opportunities for process convergence, standardisation and productivity improvement across all WorleyParsons’ locations.• Continually reviewed and challenged outcomes of relevant WorleyParsons’ end to end processes with the goal of achieving global process improvement supporting the needs of business users and the entire company.• Designed and advocated simpler operating processes and model whilst strengthening governance and risk management by interacting with key process stakeholders to understand current and emerging business demands on the process.• Developed and maintained definition and documentation of end to end global standard processes including key controls, had overall design authority over relevant end to end processes, and ensured all locations converge on a consistent set of processes and operating standards.• Worked with business representatives globally to assess the process impact of business change and bring forward proposals for changes where appropriate. • Reviewed, filtered, prioritized and approved/rejected relevant ERP and business process requirements from all locations prior to Design Authority Review/Process Change Council.• Identified inherent and emerging process risks and ensured that process risks are mitigated, controlled and reported appropriately.

Melbourne Area, Australia

Leadership role in the Shared Services functional and professional delivery of the full end to end Finance services to business. Led operational excellence, process standardisation and optimisation activities. • Built and maintained strong relationships across the business to support Shared Services brand, reputation and operational outcomes.• Co-ordinated all aspects of Business Shared Services Centre delivery in Kuala Lumpur to ensure seamless delivery and service level agreement KPIs are met.• Trusted advisor to Shared Services Centre in Kuala Lumpur on global business culture and functional processes.• Developed and implemented processes and procedures that optimize delivery to business.• Implemented and transitioned Finance services and activities to Shared Services Centre in Kuala Lumpur.• Provided location operational teams the visibility and awareness of Shared Services Centre current issues and improvement projects by the implementation of an effective tracking/reporting system and processes to monitor current and future location operational team needs/issues through feedback mechanisms, customer forums and account management strategies and processes resulting in reduction of current issues by 80%.• Developed and implemented effective multilateral communication strategies to ensure location operational teams are kept aware of developments within the Shared Services Centre and to maintain open channels of communication with key stakeholders to enable regular liaison and negotiation as required.• Provided advice to management on patterns of service delivery standards and location operational requirements and recommend solutions where necessary.

Melbourne, Australia

Project lead and delivered value in business transformation through process improvement and implementation, stakeholder management. Strong analytical and problem solving skills, with a track record of driving tasks and resolving issues. Applied Lean improvement principles.•Excellent relationship building capability, combined with strong communication and presentation skills. •As a subject matter expert, played a lead role in the business analysis of complex projects and processes, provided advice on a broad range of business issues, design and project management matters within a large complex matrix organisation.•Performed in-depth root cause analysis of business issues. Designed and implemented solutions.•Developed Order to Cash Strategy and Roadmap of process improvement activities.•Continued to refine and develop program design and controls directed at realising business outcomes and benefits.•Managed scope, risks, issues, dependencies, resources, budget and benefits realisation.•Managed communication and relationships with wide range of internal and external stakeholders.•Provide leadership and direction to project resources to successfully achieve project outcomes within time and budget constraints whilst ensuring operations are aligned with business and corporate goals.

Regional Budgeting and Forecasting, Management reporting and analysis, People mentoring and management. A proven track record in business partnering within a commercially facing Finance function within a large complex matrix organization.• Prepared consolidated Regional Management reports and variance analysis. Presentation of monthly reports to senior management.• Responsible for the accuracy and validity of business data, ensuring that decisions were based on accurate information obtained, supporting business and strategic decisions. • Documented reporting requirements and continuously tracked against budgets and forecasts.• Trusted advisor to the senior executives to ensure strong financial control and compliance through accurate and timely completion of informed monthly reports including relevant variance analysis to forecasts and budgets. • Performed data analysis and data modeling to identify trends and variances. • Produced reports that met user requirements in an efficient and timely manner.• Responsible for the coordination of the budgeting and forecasting process ensuring multiple locations adhere to requirements and deadlines. Managed the preparation of financial planning and analysis, budgeting and forecasting activities.• Developed Budget/Forecasting reporting template to enhance better analysis and presentation to senior executives.• Developed financial key performance indicators to provide additional insights to financial performance.• Led overhead reduction initiatives project and continuous improvement in Cost Centre Reporting process.• Managed and mentored direct reports.• Standardised and streamlined Management Reporting formats throughout region meeting business operational requirements.• Developed continuous improvement culture within team.• Provided strategic advice to enable and drive informed commercial and business decision making by leadership team.

Regional consolidation, General Ledger maintenance, managed Month and Financial Year End process, Financial Reporting, Financial analysis, Balance Sheet management & control, External Audit coordination. People mentoring and management.• Managed regional reporting deliverables (checklists, procedures and documentation) for various stages of the reporting and month end cycle.• Responsible for the preparation of Year End Statutory Reporting packages for entities in Australia/New Zealand region.• Successfully improved the quality and completeness of Balance Sheet reconciliations from 20% complete to 100% complete.• Streamlined and standardised financial and management reporting processes and formats within the region and across more than 6 locations and 10+ legal entities.• Improved General Ledger internal control from 60% to 100%.• Implemented Corporate Governance and Peer review programs in Australia New Zealand region.• Performed root cause analysis and implemented solutions to address ERP implementation impact issues on Project Accounting, General Ledger, Accounts Payable, Accounts Receivable, Cash Management Payroll, Fixed Assets and Timecards management. Successfully data cleansed the General Ledger and implemented improvement activities post new ERP implementation.• Implemented Cash Management best practice functionality in Oracle.• Developed Foreign Exchange, Cash Management, Fixed Assets General ledger reconciliations and procedure.• Mentored and developed direct reports (5)• Developed lessons learnt in ERP software implementation.

Melbourne, Australia

•Prepared and processed financial transactions (e.g. month end journals, invoicing / payment claims, cost bookings) ensuring correct allocation to GL Accounts, Profit/Cost Centres. Prepared annual FBT and Tax (GST, Company tax) information.•Monitored compliance with corporate and project specific policies, procedures and internal control systems.•Actively involved in project bidding process to win work.•Prepared Business Units annual budgets and forecasts.•Performed Business Unit performance analysis including financial and non-financial metrics, identified variances and drove timely and effective remedial action plans (e.g. margin improvement) in collaboration with the Business Unit Manager.•Prepared financial and management reporting on a monthly basis and other periodical / ad hoc reporting to meet the needs of the Business Unit Manager and other Area stakeholders & customers.

Melbourne, Australia

Melbourne, Australia

Cpa Program

Bachelor Of Economics, Accounting