George Chen Email & Phone Number

Sydney, New South Wales, Australia

Role & responsibilities:I have been contracted for 3 months to assist with the following:Audit AssistanceTax return AssistanceAccounting process improvement and developmentAssisting finance team with all financial reporting related matters; and Bookkeeper management and oversight.key AchievementsCompany has a relatively new finance function with the bookkeeping function being outsourced to another company. I have been brought into to build and simplify processes for the management and executive team including:ConsolidationAASB16Debt covenant complianceBalance sheet reconciliationsInventory accounting

Sydney, New South Wales, Australia

Role & responsibilities:- Reviewing and improving processes across the following areas as well as clearing up historical issues- Consolidation- AASB16- Tax- Goodwill impairments- Acquisition accounting- General Balance Sheet reconsAssisting with the financial year end audit and taking pressure off teamAssisting with opening balance review of MyHealth which has just gone through a significant transaction with Medibank with respect to complex accounting matters and general queriesMentoring part of the finance teamProviding ideas on how to improve process efficiencieskey AchievementsSignificantly bringing forward the audit timeline. Company has historically struggled with audit normally only finishing audit end of October/ November. On pace to finish audit (including new group reporting requirements) Mid August. Building new processes to improve the accuracy/efficiency of the following areas:ConsolidationAASB16Debt covenant complianceBalance sheet reconciliationsSuggesting tax optimization strategies to maximize tax deductions for new acquisitionsRaise commercial suggestions on how to save money on payroll taxRaise suggestions on how to structure acquisitionsRaise suggestions on how to simplify valuation process for acquisitions.

Australia

A Group of companies operated under the Waterhouse family including a tippingbusiness, online sportsbooks, an investment management company, an investmentfund as well as looking after the personal finance and taxes. The Waterhouse familyhas been involved in wagering and related industries for over 100 years.Role & responsibilities:- Management of all business portfolios for Tom Waterhouse.- Management of Waterhouse VC Fund Management, including regular valuations.- Completing all balance sheet reconciliation across multiple businesses..- Deliver & review weekly CEO Management Accounts.- Reconcile all Inter Company Loan Accounts as well as all Directors Loan accounts.- Prepare Business Activity Statements (Approx. 6 Entities).- Prepare and maintain all Budgeting and Forecasting figures & oversee all Financial Reporting.- Work with Accountants to ensure all ITRs prepared and lodged in line with ATO deadlines (Approx. 15 Companies).- Company Secretary; oversee / maintain all ASIC related reporting (Approx. 15 Companies).- Maintain HR and Payroll Function (~10 employees)- Direct management of 1 CA qualified staff and a Manila team.- Prepare information for R&D Tax incentive claimsKey Achievements- Successful startup and operation of online sportsbooks with circa 100m in turnover. I have assisted in streamlining operations to ensure the businesses are efficient and have a good conversion of revenue to profit.- Assisted with the execution of our fund strategy helping us deliver returns of circa 20x since inception of the investment fund and grew FUM for the investment fund by 10x while I was working on the fund.- Creation of Net Asset Value reporting for investment fund from scratch in highly effective manner where it can be done in a few hours every month.- Successfully executed Collar Options Strategy, derisking a large portion of our portfolio and protecting returns of investors by over 60% during volatile economic conditions.

Australia

Sydney, Australia

Sydney, Australia

My responsibilities as an experienced analyst include:- Review work on multiple audit engagements, adhering to tight deadlines without compromising quality- Ensure that all the statements and reports are free of material misstatements- Perform detailed analytical procedures and substantive testings, scrutinising internal controls and identifying areas for process improvement - Assisting clients in the preparation of financial statements, cash flow statements and executive summaries in accordance with the applicable financial reporting framework, local corporate laws and directives of regulatory authoritiesI have worked on/managed the following audits:- TAG Pacific- NetApp Inc- Logicallis- Ashurst- Sceggs Redlands- Soka Gakkai

Johannesburg Area, South Africa

My responsibilities as a senior associate include:- Managing audit teams to deliver quality and relevant audits- Reviewing the work of my peers- Understanding the relationship between financial statements and the businessI have worked on/managed the following audits:- Aspen Pharmacare - Pharmaceuticals- MTN - Telecommunications- Hans Merensky - Agricultural- Babcock - Industrial Products- Reckitt Benckiser - Consumer Products - Household- Ingram Micro - Consumer Products - Technology- Redpath Mining - Contract Mining- Mondelez - Consumer Products - Confectionary- Other - Other Consumer Products