← Back
Ana Lu

Ana Lu

Financial & Systems Accountant
Sydney

Provisional Member, CA ANZΒ· CA due 2027

Financial accountant who fixes the system, not just the numbers.

Full-suite: 3.5 years owning the whole cycle end to end, from AR and month-end to AASB statutory reporting for a $500m+ scheme. Plus a systems analyst's eye for automating the menial work away.

  1. Problem
  2. Root cause
  3. Automate
  4. Result
  • Financial Reporting
  • Statutory Compliance
  • ERP Systems
  • Data & App Architecture
  • Data Analytics
  • Agentic AI
  • Automation
  • BI & Excel Expert
  • Python, React & SQL

Also known for patience, and for being fun to be around.

All skills & tech stack β†’Work history β†’

Achievements

Before β†’ after, at a $500m+ statutory reporting scheme.

  • 602

    Auditor sample requests a month

    Prepared audit-ready month-end working papers. No audit challenges in the years after.

    Read how I did it β†’

  • 100%50%

    Finance processing time

    Automated Oracle matching and rebuilt fragile spreadsheets across month-end, audit, bank recs and AR/AP.

    Read how I did it β†’

  • $50K

    ERP upgrade approved by the board in three months

    Wrote the business case for payment reminders, debt collection and BI reporting.

    Read how I did it β†’

  • 4 h~1 h

    Manual receipt matching a day

    Found Oracle's auto-match, unused for five years, in my second week.

    Read how I did it β†’

Credentials

  • Provisional Member, Chartered Accountants ANZ

    Chartered Accountants Australia and New Zealand (CA ANZ) Β· Aug 2023 – Dec 2027

  • Bachelor of Accountancy, Accounting and Finance

    Massey University, Te Kunenga ki PΕ«rehuroa Β· 2020 – 2023

  • Bachelor of Computer and Information Sciences, IT Service Science

    Auckland University of Technology (AUT) Β· 2014 – 2017

  • Dynamics 365 Finance, 7 badges

    Microsoft Learn Β· Nov 2025 – Jun 2026

  • Microsoft Power BI

    Nexacu

  • Microsoft Excel, Expert

    Nexacu

  • MYOB Essentials

    MYOB

Full-suite coverage

  • Accounts receivable
  • Month-end close
  • Reconciliations
  • Financial reporting
  • Management reports
  • Cashflow management & reporting
  • P&L, balance sheet & cash flow statement
  • Statutory reporting (AASB / IFRS)
  • External audits
  • Multi-entity accounting
  • Government reporting
  • Payroll
  • BAS & payroll tax
  • Statutory obligations
All skills & tech stack β†’

Open to FA, MA, Commercial Analyst & FP&A roles Β· Sydney

Hire me

Need someone who can close the month, explain the numbers and fix the system that makes it slow? Let's talk.

Email meLinkedInGet my CV
Email
ana.lu@radicaltg.com
References
Available on request