Nate Wu

Finance Manager at Bob & Pete’s | Certified Practising Accountant | Chartered Financial Analyst | FMCG

Rosebery, New South Wales, Australia

About

With a diverse background spanning multiple sectors, including FMCG and Retail, I bring extensive commercial expertise. As a seasoned Finance Leader, I specialise in propelling continuous business improvement initiatives, offering strategic counsel to boost top and bottom-line performance while streamlining cash flows. My leadership approach is characterised by a strong emphasis on nurturing talent and a talent for problem-solving. I thrive on delivering optimal results within set deadlines, drawing upon my blend of technical prowess and interpersonal finesse. Holding the Certified Practising Accountant (CPA) and Chartered Financial Analyst (CFA) designations, I embody a proactive "can-do" mindset. My adeptness at networking and collaborating with stakeholders at all levels of the organisation underscores my ability to influence and guide teams towards shared goals. At my core, I am driven by maximising value through the efficient utilisation of technology and organisational resources while prioritising robust risk management and comprehensive operational and commercial governance. Let's connect on LinkedIn to explore potential synergies and opportunities for collaboration.

Experience

  • Bob & Pete's ()
    • Finance Manager
      Oct 2023 - Present · 2 yrs 10 mos

      Bob & Pete’s is a market-leading manufacturer and distributor of premium bakery products. With a turnover exceeding $55 million, we proudly supply freshly baked goods to over 3,000 customers across NSW, including cafés, corporate caterers, and service stations. Reporting directly to the General Manager, I am responsible for safeguarding the financial health of the organisation and delivering commercial insight and support to the Executive Management Team. Key Responsibilities: • Lead the end-of-month close process, including full preparation of P&L, balance sheet, cash flow, departmental performance reviews, and variance commentary. • Prepare the annual budget across P&L, balance sheet, and cash flow components. • Develop and maintain monthly rolling forecasts for P&L, balance sheet, and cash flow. • Lead a finance team of six, including AR, AP, Payroll, Assistant Accountant, and Financial Accountant functions. • Ensure full statutory compliance in payroll tax, superannuation, FBT, GST, and PAYG obligations. • Oversee capital expenditure processes—manage end-to-end major capital requests and review minor capital submissions, ensuring sound financial execution of all projects. • Maintain and update product costing models, including cost roll-ups and overhead allocations. • Manage the fixed asset register and ensure alignment with accounting standards. • Provide strategic financial leadership to senior management, including profitability analysis for new business opportunities, product lines, and projects. • Deliver high-impact commercial analysis, including customer growth tracking, turnover analysis, average basket size, and product penetration reports.

    • Assistant Finance Manager
      Mar 2022 - Oct 2023 · 1 yr 8 mos

    • Management Accountant
      May 2021 - Mar 2022 · 11 mos

  • Financial Accountant at Calendar
    Jul 2017 - May 2021 · 3 yrs 11 mos

  • Simon Johnson Purveyor of Quality Foods ()
    • Assistant Accountant
      Aug 2015 - Jun 2017 · 1 yr 11 mos

    • Accounts Payable, Accounts Receivable, Payroll Assistant
      Mar 2013 - Jul 2015 · 2 yrs 5 mos

      AP, AR, Payroll Assistant