Yibo Shan Email & Phone Number

Australia

Mornington Peninsula, Victoria, Australia

- Oversee and manage the accounts and operations of the business's daily activities. Directly report tothe company CEO & directors.- Coordinating with each department's team leaders, including: Accounts, Support Coordinators &Psychosocial recovery coaches, Administration officers, and marketing team.- Business development and innovation: Research and organize the Network events on a monthlybasis, partner with community services providers and schools in organizing events and webinars.Marketing strategy and social media, newsletter content review provided by the marketing manager.- Grant research and application on a regular basis- Audit: Prepare and conduct the auditing files, participant SA & consent form, supervise & lead the compliance officer in ensuring all paperwork are up to date with compulsory information.- Recruit and induct the new staff, regular welfare checks for the internal staff, and safeguard a healthy, empowering workplace culture.- Staff performance review. Ensure timely, accurate record keeping in the CRM system and billable hours. Audit the correct service code, invoices and the budget spending as per the NDIS plan implementation.- Provide the KPI report, review and supervise the SC team performance, provide Periodical Financial performance report for director's review.- SIL property policy writing and reviewing, project management, staff HR issues resolve and team building.- Finance forecast and review, payroll processing, PAYG tax, superannuation processing, staff contract creation.

Mornington

Accounts Manager in a GP-allied NDIS Provider located in Mornington, Mentone office. Manage the accounts team and administration team in regards to the NDIA funding claim and plan-managed/self-managed funding claim, plan review and service projection based on a personalized NDIS Plan.- Manage 150+ participants, daily shiftnotes approve and oversee the accounts receivables.- Process the payroll of 90+ people, including various pay award loading and classifications on a fortnightly basis.- Create the policy and procedure of the accounts and train the operational team of the Brevity software, induct the new worker for company protocol and business structure.- Provide quotes and forecasting for 24/7 intensive care participants.- Issue weekly +300 invoices and monitor the cash flow- Lead the team for the debt collection and report directly to CEO about business issues and matters- Work with the operational manager for the business performance and sort of any internal business complains/issues- Grant research and application, work with a marketing agency for the business development and growth, negotiate of the pricing structure.- Critical thinking and taking charge in management through business crisis period- Work closely with internal & external stakeholders, auditor, and LAC with regards to the NDIS plan related business- Financial forecast and quotation for clients.- Financial budgeting and timely Margin report- Audit the procedures and documentation to ensure the quality & compliance of the service we provided for NDIS participants- Provide training to Support Coordinators regards to their role and understanding of the Proda account utilization- Report directly to CEO and director about the red flag and any business opportunities.- Build a sustainable and strong relationship with stakeholders including LAC, support coordinators, plan managers and frontline workers, office team, ensuring the quality of the service and satisfaction of the employees.

Mount Waverly

Preparation of financial reports and tax returns for all type of structures, including Company, Trust and SMSFPreparation of BAS and IAS, FBT, payroll tax via LodgeIT and Microtax software as requiredData entry and maintenance of accounting software (Xero/QuickBooks/Myob) for small to medium-size businessesClient consultation and successfully undertaking all communications with the clientsEnsure compliance in a timely mannerPreparation and lodgement of superannuation, Jobkeeper and Cashflow boosts subsidy

250 Collins St, Melbourne, Vic 3000

● Performing accounting duties such as accounts receivable; payable,reconciling ledgers● Completing bank and credit card reconciliations on a monthly basis● Generating and presenting financial statements, reports and adjustments todirectors and higher management.● Analysing the accounting records, ensuring accuracy, completeness andcompliance with reporting and procedural standards.● Perform balance sheet reconciliation with the relevant supplementarydocumentation.● Ensure completeness, existence, classification and presentation of accountbalances and validate the appropriateness of valuation, rights and obligationsof balances.● Assisting with the generation of government funds declaration andarrangements● Track and resolve accounting or documentation issues and inconsistencies● Generate budgeting and sales forecasting for the next financial and calendaryear● Reviewing the KPI for agencies and generating reports for the director andhigher management.● Conducting financial investigations on operating costs, income andexpenditure of the institution, preparing reports and advising on internalcontrols● Maintaining financial records and assuring the accuracy in accordance withlegislation, Australian accounting standards, relevant policies, procedures andguidelines● Processing and lodging GST, BAS, PAYG Tax in a quarterly basis● Experienced in using Myob, Xero, QuickBooks, Payroller, business portal. Contacting with ATO regarding related change of the law and business practices

Cheltenham

Upload and process claims from NDIS, Centrelink, HCP and AYS (Access Your Support) portalProved experience in using Myob and Xero in processing invoices for cash in and out, bank reconciliation, generating reportsProcess Payroll run, lodging PAYG, BAS, Superannuation on a regular basisConfidence in debt collectionDemonstrated experience using accounting and finance principles and practices, including analysis, allocating budgets and reporting of financial data.Problem solving and organizational skills including time managementAbility to work at a high level with minimal direct supervision

Melbourne, Australia

Responsible for the clients' student visa application, Body check booking, HAP ID registration. Social media promoting including wechat, facebook, Line etc.Design the posters for 2018 promotion packages and write the Tweets to expand company's reputation. Organising and assist attendances for registration workshops about PTE Test and Career Workshops for potential clients.