Lorelei Lee Email & Phone Number

Melbourne, Australia

Hostplus is one of the leading industry superfunds in Australia managing over $40 billion contributions from all over Australia. The main office is based in Melbourne but with offices all over Australia. The role reports directly to the Head of Finance. My achievements while in Hostplus include:• Implement transition to new Accounts Payable process• improved the travel and entertainment recording and reporting process• created template for Cabcharge expenses review and reconciliation• updated existing Excel templates used by the Finance team in budgeting and payments reportingKEY RESPONSIBILITIES:• Monthly budget review and variance analysis for the Company and each cost centre• Daily and weekly review and reconciliation of payments (bank reports, ledger reports, invoices)• Manage all Accounts Payable activities and supervise the Accounts Payable Officer• Review of travel and entertainment transactions• Provide reports to complete the month-end reports (car lease reports, accruals, fixed assets)• Assist in completion of year end audit

Kew, Victoria, Australia

Nuvasive (AU/NZ) Pty Ltd is part of the Nuvasive Group, which is a large US listed global organisation with headquarters in San Diego, USA. The Group’s main business is to develop, manufacture and sell medical devices for spinal surgery. The ANZ company is mainly focused on selling the products with ANZ operations annual turnover of approximately $35M. I report directly to the Finance Manager who heads the Finance Team in ANZ. The Company uses SAP and BPC reports.KEY RESPONSIBILITIES:• Prepare and update annual budget and quarterly forecast for the Company and each cost centre• Monitor and deliver reporting on financial performance vs budget, including variance commentary• Lead and perform month-end and year-end activities• Prepare timely and accurate key internal and external reports• Prepare weekly cash flow projection• Manage inventory accounting process• Manage the payroll process• Ensure accuracy of financial information• Liaise effectively with various internal and external stakeholders at various levels.• Continuous improvement of existing processes• Manage and train staff when necessary

Melbourne, Australia

Reporting to the CFO and Audit Committee, I had the sole responsibility to design, develop and deliver all internal audit activities for the entire Vocus Group, a top 100 ASX listed and top 5 telecommunications company with operations in Australia, New Zealand and Philippines.KEY RESPONSIBILITIES:• Perform and control the full audit cycle• Determine internal audit scope and develop annual plans• Conduct risk assessments and identifies controls in place to mitigate identified risks• Assess, evaluate and promote compliance to internal Vocus policies• Analyses and concludes on effectiveness and efficiency of control environment• Conduct follow up activities to monitor management’s actions as response to audit findings• Documents the results of audit work in accordance with Institute of Internal Auditors (IIA) standards• Prepares timely audit reports for senior management and Audit Committee• Maintain open communication with management and establish and nurture relationships• Coordinates work with security officer, risk officer, legal and compliance team

Singapore

In this small to medium audit and consulting firm, I managed a small team of junior and senior auditors to complete financial audit engagements. I lead the audit engagements to ensure that all required audit procedures are completed including preparation of annual reports. I reported directly to the partners in charge of the client.Client portfolio consist of SMEs with at least 2 listed companies. Successes include providing advice to clients regarding annual reports disclosures and accounting issues, completing audit engagements on time and within budget, and mentoring junior audit staff.KEY RESPONSIBILITIES:• Manage a portfolio of clients and deliver high quality audit and assurance service, including preparing and reviewing audit plans and work• Ensure that budgets and audit plans are achieved• Prepare budgets and ensure timely billing and collection and variance recognition• Understand and assess client needs and business risks • Providing additional help and guidance to clients on a consultancy basis• Monitor and control auditing staff• Train and develop auditing staff

Ncr - National Capital Region, Philippines

As Internal Auditor assigned at the branch offices, I was responsible for reviewing daily payments and daily winnings to ensure their validity. All audits were transactional rather than strategic. Here, I reported to the Senior Internal Audit Officer in charge of the branch audit team.In less than a year, I was transferred to the Head Office where my responsibilities were mostly to complete audit projects assigned by the Assistant Managing Head of the Internal Audit Department. One of my biggest achievement was to audit compliance with procurement policies. Government agencies are required to follow specific procurement regulations.KEY RESPONSIBILITIES:• Assess compliance with governmental and jurisdictional regulatory requirements, financial accounting and auditing standards, and company policies to ensure company assets are safeguarded • Examine and evaluate the adequacy and effectiveness of information systems and business controls • Compare and contrast property controls with regulatory requirements and generally expected internal controls • Identify and document business processes and controls in order to evaluate risks and compensating controls • Assist in providing advisory and consulting services to improve efficiency, effectiveness, and utilization of company assets • Assist in assuring audit practices conform to department and professional standards.• Contribute to a strong relationship with property mid-management and staff • Assist in performing a wide variety of ad hoc special projects that may include collaboration with mid-level corporate or property management • Assist in the training and development of new staff

Being my first job fresh out of university, PWC played a key role in developing my basic auditing skills. I mostly worked with Senior Associates and Managers who trained me in auditing. On a few occasions, especially during the peak period, I worked directly with the Partner for smaller audit engagements.KEY RESPONSIBILITIES:- Assist in planning and performing audits- Prepare financial reports- Prepare tax calculations- Ensure that work papers are complete