Alex Yu
About Alex Yu
Alex Yu is a Manager in Financial Services COO at KPMG Australia, where he has worked since 2016. He holds a Bachelor of Business Administration and a Master of Business Administration from the University of Technology, Sydney, and has extensive experience in financial management and project oversight.
Work at KPMG Australia
Alex Yu has been serving as the Manager, Financial Services COO at KPMG Australia since 2016. In this role, he engages in project management related to organizational structure and software system changes. He is responsible for managing the full month-end close cycle, ensuring accuracy in transactions and the correct allocation of overheads to business units. Additionally, he leads the design and preparation of comprehensive month-end reports, including P&L reports, KPI balanced scorecards, and expense analysis reports.
Education and Expertise
Alex Yu studied at the University of Technology, Sydney, where he achieved a Bachelor of Business Administration (BBA) with a focus on Accounting and Finance. He furthered his education by obtaining a Master of Business Administration (MBA) from the same institution, specializing in Accounting and Business/Management. His educational background supports his expertise in financial analysis, budgeting, and project management.
Background in Financial Services
Before joining KPMG Australia, Alex Yu accumulated significant experience in the financial services sector. He worked as a Management Accountant at Lumley General Insurance from 2005 to 2007 and at Citco Fund Services from 2007 to 2009. Following these roles, he served as a Commercial Analyst at Crowe Horwath Australia from 2009 to 2016. His diverse background has equipped him with a comprehensive understanding of financial operations and management.
Team Leadership and Mentorship
In his current role at KPMG Australia, Alex Yu supervises and mentors a team of four supporting staff members. He focuses on fostering their professional development, ensuring they acquire the necessary skills and knowledge to excel in their roles. His leadership approach emphasizes collaboration and continuous improvement within the team.
Achievements in Financial Reporting
Alex Yu has demonstrated proficiency in financial reporting and analysis throughout his career. He collaborates with internal and external auditors to ensure adherence to internal quality control frameworks during audits. He analyzes month-end reports to identify significant variances from budget and forecast, providing management with potential solutions. Additionally, he initiates process improvements in systems, processes, and reports to enhance business efficiency and accuracy.