Dan Vu Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Acting as the Finance Manager reporting to the CEO and overseeing all financial tasks and operations. Notable achievements:– Working closely with internal teams to build annual budget, business case and revenue projections, leading the development of KPIs and keeping variance between actuals and forecasts to 10-15%.– Single-handedly preparing and lodging BAS, FBT and similar compliance reporting and coordinating with tax agents for EOFY tax returns.– Leading the preparation for R&D Incentives Grants and collaborating with Product and Growth departments and external parties to align R&D expenses with core activities, reducing application lodgement time by 50%.– Developing and presenting monthly comprehensive expense reports and forecasts, and proposing strategies to extend cash runway by 25% to the Board of Directors.

Sydney, New South Wales, Australia

Notable achievements:– Managed company-wide ESOP, employee contracts and payroll, and oversaw employee benefits schemes in line with reporting requirements for Australia and Turkey.– Oversaw investor relations via Cake and collaborated with multi-functional teams to develop a data room for fundraising rounds, which led to an increased investor engagement rate.– Maintained completeness and accuracy of monthly revenue booking, bank reconciliations, manual journals and day-to-day bookkeeping, which led to reduction in the error rate in the company's reporting.– Leveraged complex SQL queries to clean, transform and analyse company data, and developed and maintained financial reports and dashboards in Tableau.

Sydney, New South Wales, Australia

Notable achievements:– Worked closely with Financial Controllers to develop BAS reports, proposing changes in reports generation that reduced processing time by 20%.– Wrote performant SQL queries to build comprehensive PowerBI reports on company revenue and over 7 billion dollars of Funds Under Management for the Board of Directors.– Optimised processes for importing data into MYOB and exporting Balance Sheets and General Ledger and Profit & Loss reports, reducing the turnaround time for reporting by 10%.– Developed standardised Excel templates for Recipient Created Tax Invoices for Dealer Groups payments, resulting in a 50% reduction of time spent each month creating invoices.– Summarised and communicated revenue and FUM findings to the Board of Directors, Sales, Private Investments and Client Services teams as well as for external auditor Grant Thorton.

Cpa Program

Bachelor Of Economics, Economics And Econometrics, 88 (High Distinction)

Dean’s List 2020, Academic Merit List 2020

Bachelor Of Economics, Japanese Language And Literature, 99 (High Distinction)

Studied Japanese language and culture at a leading private university in Japan through an exchange program.

High School Diploma, 96.55

High School DUX, Port Stephens Legacy Group Award