1. Peter Yuen
4 Fifth Ave Denistone NSW 2114
Petery5388@gmail.com | 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.
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.
2. 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