peter yuen - resume

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Peter Yuen 4 Fifth Ave Denistone NSW 2114 [email protected] | 0431803128 EMPLOYMENT HISTORY Deloitte Touche Tohmatsu, Sydney Office Senior Analyst | Deloitte Private | April 2015 – Current Prepare presentations on the financial analysis of the client’s financials. This includes creating charts and graphs, mostly in Microsoft PowerPoint, to deliver to the client. Provide insights on client’s financials and their raw data to create and story of their business. This involved measuring and review KPIs in order to find strengths, weaknesses, threats and opportunities. Consulting and training – providing key insights to clients benchmarks and train them on the best practices in the industry. Project management – from beginning to end, from engagement letter to final product. Ensure that key deliverables are met in a timely and satisfactory manner. Client liaison and management – keep talking to clients and understand their needs. This also involves communications to the client’s franchisees. Assisting and managing presenters – make sure the presenters are there and have the right tools to present. Financial modelling and forecasting – creating complex tables to see variances and creating what-if calculators for key departments of the client’s business. Involved creating interactive dashboards. McCarrolls Automotive Group Company Accountant |December 2010 – April 2015 Preparation of financial statements. Involves reconciling the Trial Balance and match it to the financial statements. Very important to make sure the financial statement accurately represents the business’s operations. Month End Processes. Reporting consolidated reports to head offices. Reconciliations – General Ledger balancing. Budgeting and forecasting.

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Page 1: Peter Yuen - Resume

Peter Yuen4 Fifth Ave Denistone NSW [email protected] | 0431803128

EMPLOYMENT HISTORY

Deloitte Touche Tohmatsu, Sydney OfficeSenior Analyst | Deloitte Private | April 2015 – Current Prepare presentations on the financial analysis of the client’s financials. This includes

creating charts and graphs, mostly in Microsoft PowerPoint, to deliver to the client. Provide insights on client’s financials and their raw data to create and story of their

business. This involved measuring and review KPIs in order to find strengths, weaknesses, threats and opportunities.

Consulting and training – providing key insights to clients benchmarks and train them on the best practices in the industry.

Project management – from beginning to end, from engagement letter to final product. Ensure that key deliverables are met in a timely and satisfactory manner.

Client liaison and management – keep talking to clients and understand their needs. This also involves communications to the client’s franchisees.

Assisting and managing presenters – make sure the presenters are there and have the right tools to present.

Financial modelling and forecasting – creating complex tables to see variances and creating what-if calculators for key departments of the client’s business. Involved creating interactive dashboards.

McCarrolls Automotive GroupCompany Accountant |December 2010 – April 2015 Preparation of financial statements. Involves reconciling the Trial Balance and match it

to the financial statements. Very important to make sure the financial statement accurately represents the business’s operations.

Month End Processes. Reporting consolidated reports to head offices. Reconciliations – General Ledger balancing. Budgeting and forecasting. Profit and expense analysis. Reviewing key expenses items and their fluctuations. BAS statement. Back up for Accounts payable/receivables, and payroll.

ACHIEVEMENTS

Administration staff of the year award for 2013. Toyota recognised and awarded the reporting team (CFO and myself) with an excellence

award for reporting submissions in a timely and accurate manner. Won ‘Accounting idea of the year’ in Volkswagen Accounting Conference. Lead contribution towards the ‘TED program for Environmental Excellence’ project. As

a result, Phil McCarrolls Toyota is one of the first Toyota dealership in NSW meeting the criterion set out in the scheme. And thus being recognised as an ‘environmental friendly’ dealership in a socially responsible way.

Page 2: Peter Yuen - Resume

EDUCATION

Certified Practising Accountant Program (CPA) 2015 Advanced Audit and Assurance 2014 Advanced Taxation 2013 Ethics & Governance 2013 Global Strategy and Leadership 2012 Financial Reporting 2012 Strategic Management Accounting

Bachelor of Commerce – Macquarie University Double major in Accounting and Finance

KEY STRENGTHS

Organisation and management skills displayed through multitasking and completion of assigned tasks promptly, accurately and on time.

Microsoft Excel and PowerPoint. Executing on key deliverables every time. Good people management skills. Understanding and analysing set of financials and providing key insights Balancing and reconciling financials. Proficient verbal and written communication skills through my management and report

writing responsibilities. Work well in team environment. Hardworking and motivated.

SOFTWARE TRAINING

Accounting systems (Reynolds – Motor Industry Specific). Power BI. SAP, Micropay. MS office, Intermediate level certification.

INTERESTS

Sports including: basketball, NRL, AFL, NFL, tennis, squash and table tennis. Division 2 ACBA championship in 2013. Multiple runner-ups. Fantasy Basketball and NRL. Fantasy Novels.

REFEREES

Referees available upon request