QIAOWEI (SHIRLEY) YU

• Handle full set of 62 managed Body Corporates trust accounts.
• Skilled at working independently and collaboratively in team environment.
• Prepare monthly, quarterly and yearly financial reports to Body Corporates, analyses figures and provide advice as per client's needs.
• Prepare and implement detailed budgets for managed properties.
• Prepare and file GST returns, manage enquiries from IRD.
• Completed daily cash functions like account tracking, debt collection, budgeting and cash and banking reconciliations.
• Provide special expense reporting analysis to Body Corporates for weather tightness project management as per request.
• Perform investment when there is excess fund in properties’ trust account and monitoring client's cashflow on monthly basis.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Reconciled accounts and reviewed expense data, net worth and assets.
• Contacted customers to immediately find resolutions for escalated issues.

Achievement:

• Successfully developed and implemented Excel spreadsheet to automatically check all Body Corporates' fund situation before making payments to suppliers. This automated process has resulted in significant time savings of one hour per week.

• Assist Senior Admin & Account Manager to produce financial accounts.
• Assist Senior Admin & Account Manager to prepare budgets and forecasts.
• Assist Senior Admin & Account Manager to prepare GST and PAYE returns.
• Prepare monthly management report.
• Process supplier and customer invoices, sales agreement and monthly payments.
• Handle Payroll (ACE Payroll).
• Handle various clerical and general administration duties.

• Proven ability to learn quickly and adapt to new situations.
• Handle monthly processing and invoicing.
• File returns for IRD.
• Manage accounts receivable and accounts payable process.

• Test all aspects of new version of Blackboard Learning System (AUTonline) with different browsers on Windows system, Mac system and iPad.
• Adaptable and proficient in learning new concepts quickly and efficiently.

• Handle full set of accounts of group companies for Hong Kong Listed International Company.
• Gather financial information, prepare documents, and close books.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
• Prepare documents, financial reports and presentations for executives and board members using SAP system on regular basis.
• Reconciled accounts and reviewed expense data, net worth, and assets.
• Monitor budget, inventory control and cash flow projection.
• Partner with auditors on annual audits and realized compliance with governmental tax guidelines.
• Prepare and filed income tax forms for managed companies.
• Liaise with operation team and external parties such as auditors, bankers and international clients and colleagues.
• Trained new employees on accounting principles and company procedures.
• Cooperated with CFO to create operating budgets and initiate financial planning.

Achievement:

• During 2012/07-2013/03, I am participated in the US$150,000,000 Syndicated Loan project. I did an excellent job that I worked as part of the team and liaised between corporate different department coworkers, lawyers and Morgan Stanley Asia Limited and 8 well-known banks officers.

• Design quality wealth management pro folio to clients.
• Liaise with operational team and clients.
• Handle company secretarial documents.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

• Work as tour guide to introduce butterfly to tourists.
• Undertake and manage butterfly quantity and conservational survey.
• Train nature conservation interested groups, e.g. college student.