Yi Wen Lee

Key Responsibilities :

• Reorganize company documentation flow (company bookkeeping / accounting record is not well maintained all the while)
• Prevent and detect misappropriation of assets (tracing unreturned invoice after delivery, investigate missing of inventory)
• Monitored all company inventory to ensure stock levels and databases were updated.
• Debtor collection - Issuing statement, phone call/messages for chasing collection.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Key Achievements :

• Used planning skills to assist company operational into healthy flow and help implementing strong internal control
• Discover fraud of deliveryman
• Help in marketing which resulted in savings and improved profit margins during Movement Control Order on Mar'20 (Set up online trading platform & design a simple catalogue)
• Researched and drove integration of Autocount to increase efficiency of accounting systems.

Key Responsibilities :

- Management accounting / Finance

• Executed core financial processes during company start-up including vendor payment, operational expenses, administration of bank accounts and account reconciliations.
• Analytic of financial information to CFO (monthly)
• Performed spending analysis to refine policies and develop recommendations for improvement.
• Assists in payroll matters
• Liaise with auditor in any enquiries.

Key Achievements :

• Help to reorganize accounting flow that has been quite messy since starting up, including clear up all vendor's outstanding, generate up to date account, in short time
• Develop smooth process in processing foreign revenue
• Created organizational structures to improve accounting and finance functions.

Key Responsibilities :

- Bookkeeping

• Data entry for clients' business transaction during the year of assessment.
• Liaise with clients regarding any problems found when doing their accounts
• GST (Good & services Tax) - GST reconciliation on monthly basis , prepare GST submission, ensure all documentation is GST compliance.

- Auditing

• Prepared working papers, reports and supporting documentation for audit findings.
• Completed audit papers by thoroughly documenting audit tests and findings before review & finalised by audit manager

- Taxation

• After generating audit report, prepared tax returns, tax planning calculations
• Liaise clients to collect information and gather necessary paperwork prior to preparing tax returns.

Key Achievements :

• Designed a documentation workflow system that increased administrative efficiency by 10%.
• Involving in several dept of the company, hence get to experience the whole chain and process of accounting
• Gain understanding on government regulations and requiremens in different industry

Key Responsibilities :

• Assisted with audit task before finalized by audit senior.
• Prepared working papers, reports and supporting documentation for audit findings.
• Start with auditing every items in P&L and balance sheet, and end with compiling financial statements for audit report.
• Liaise with audit client's secretary

Key Achievements :

• Learn how company auditing is carried out, including both documentation and site audit
• Biggest gain - Learn various Excel function which is highly beneficial in processing data
• Adapt to AXP (Audit Express software), which help to generate lesser error and higher accuracy audit report