WAN ZHEN LEE
Kuala Lumpur
Summary
Results-driven finance professional with expertise in financial reporting, auditing, taxation, and procurement. Skilled in managing ad hoc priorities, optimizing workflows, and ensuring timely execution of financial processes. Strong analytical thinker with a focus on financial accuracy, compliance, and cost efficiency. Adept at collaborating across departments to drive business growth and operational excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Tadau Energy Sdn Bhd
03.2023 - Current
- Assisted in the finalization and review of audited financial statements, ensuring accuracy and compliance with regulatory requirements
- Led e-invoicing implementation, ensuring compliance with LHDN regulations and guiding the team in system integration
- Conducted financial performance analysis, collaborating with department heads to review and compare actual results against the Annual Operating Budget (AOB) for strategic planning
- Monitored company expenses, ensuring budget compliance and reminding departments of payment schedules and utilization
- Managed company taxation matters, ensuring timely CP204 submissions and maintaining up-to-date financial records
- Oversaw backlog clearance for dormant and inactive companies, ensuring financial reconciliation and completion of balance sheet schedules
- Handled financial reporting, including month-end closing, bank reconciliation, and financial statement preparation
- Implemented process improvements in financial documentation, enhancing filing systems for accessibility and compliance
- Assisted in procurement processes, preparing price comparison slides to evaluate vendors and ensure cost-effective purchasing decisions that maximize economic value for the company
- Awarded 'Rising Star Award 2023' for outstanding performance and contributions
Account Executive
Augustland Sdn Bhd
05.2021 - 02.2023
- Led quarter-end and month-end financial closing, ensuring timely submission of financial reports
- Managed full set of accounts, including invoicing, bank reconciliation, and preparation of financial statements
- Monitored company cash flow, ensuring alignment with financial targets
- Liaised with auditors, tax agents, and secretarial firms to facilitate financial reporting and compliance
- Assisted in income tax submissions, including withholding tax and corporate tax matters
Audit Assistant
Yoong Siew Wah & Co.
06.2018 - 05.2021
- Prepared audit working papers and reports, ensuring compliance with regulatory standards
- Developed and implemented audit programs using AuditExpress (AXP) for risk assessment
- Conducted financial audits, analyzing financial trends and discrepancies
- Ensured compliance with Generally Accepted Auditing Standards (GAAS) throughout audit processes
- Managed audit execution and finalization, delivering reports within deadlines
Account Assistant
LK Services Sdn Bhd
03.2017 - 05.2018
- Handled financial data entry in QuickBooks, ensuring accurate bookkeeping
- Conducted general ledger reviews, addressing coding discrepancies
- Reconciled bank statements and financial transactions to ensure compliance
- Prepared financial reports and assisted in budgeting processes
Account Receivables Clerk
Elken Sdn Bhd
11.2016 - 02.2017
- Managed accounts receivable processes, ensuring timely invoicing and reconciliations
- Assisted in month-end, quarterly, and year-end financial closing
- Processed payments, deposits, and financial documents to maintain accurate records
Account & Tax Trainee
Prubiz Management Sdn Bhd
01.2015 - 08.2015
- Assisted in financial reconciliations, ensuring accurate documentation and compliance
- Managed bookkeeping functions, including invoicing and account reconciliations
- Calculated and processed tax submissions for over 100 clients, ensuring compliance with tax regulations
Education
Bachelor of Accountancy - Financial Reporting, Auditing, Corporate Governance, Taxation, Performance Management
Tunku Abdul Rahman University College
01.2016
Diploma in Accounting - Economics, Financial Accounting, Business Law, Management Accounting
Tunku Abdul Rahman University College
01.2013
Skills
- SQL Accounting
- UBS
- QuickBooks
- Microsoft Excel
- Full Set Accounts
- Financial Reporting
- Auditing
- Bank Reconciliation
- CP204
- LHDN Regulations
- Annual Operating Budget Analysis
- Financial Documentation
- Workflow Optimization
- Price Comparison
- Vendor Evaluation
- Economic Value Analysis
Certification
- Strategic E-Invoice Mapping Course 5.0, PBAG, 12/01/24, Gained expertise in Malaysia’s e-Invoice framework, compliance requirements, and implementation strategies.
- The Complete Financial Analyst Course, 2022, Covered financial analysis, forecasting, budgeting, and cash flow management. Developed skills in financial modeling and performance measurement (ROE, ROA, Profit Margins, Debt Ratios, etc.).
Languages
English
Mandarin
Bahasa Malaysia
Hobbies and Interests
- Continuous Learning (Online Courses, Finance Trends)
- Public Speaking & Event Planning
- Jogging & Hiking
- Investment Strategies
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Account Executive
Tadau Energy Sdn Bhd
03.2023 - Current
Account Executive
Augustland Sdn Bhd
05.2021 - 02.2023
Audit Assistant
Yoong Siew Wah & Co.
06.2018 - 05.2021
Account Assistant
LK Services Sdn Bhd
03.2017 - 05.2018
Account Receivables Clerk
Elken Sdn Bhd
11.2016 - 02.2017
Account & Tax Trainee
Prubiz Management Sdn Bhd
01.2015 - 08.2015
Diploma in Accounting - Economics, Financial Accounting, Business Law, Management Accounting
Tunku Abdul Rahman University College
Bachelor of Accountancy - Financial Reporting, Auditing, Corporate Governance, Taxation, Performance Management
Tunku Abdul Rahman University College
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