Talia Cao, CPA

Finance & Business Intelligence (BI) Professional

Bridging Analytics, Business & Strategy | Financial Modelling & Power BI Expert

Get in Touch View My Work

About Me

Talia Cao

Talia Cao, CPA

Transforming complex business problems into streamlined solutions

  • Ngoc Da Thao Cao  
  • CPA Australia
  • Power BI Data Analyst (PL-300)
  • 🎓 MBA Candidate (AGSM, UNSW)
  • 🏆 60+ Projects, 10+ Industries

Manager@SumProduct – Finance & BI Consultant

I'm a CPA-qualified finance professional with over 5 years of experience in financial modelling, business intelligence and process automation. Currently working as a Manager of Sydney team at SumProduct, a business consultancy and training firm, I specialise in transforming complex business challenges into streamlined, scalable solutions through Power BI dashboards and advanced Excel solutions.

My consulting career has given me exposure to diverse industries and SME to large corporate clients, including National Australia Bank (NAB) and Glencore Australia. I've delivered 60+ projects ranging from building 3-statement financial models to migrating critical reports to Power BI, consistently achieving measurable improvements in efficiency and decision-making speed.

I bring modelling best practices, technical expertise (CPA + Power BI certification) and a track record of delivering tangible business value. My focus areas include Financial Planning & Analysis and Business Intelligence where I can make a meaningful impact and apply my expertise to data-driven decision-making.

Beyond my corporate work, I'm passionate about knowledge sharing. I've trained over 5,000 professionals globally as a speaker and coordinator at Excel Virtually Global conferences (2021-present) and I'm co-author of the Final Friday Fix & Monday Morning Mulling Excel challenge blog series.

Why Me?

🎯

Proven Impact

I don't just build models and dashboards, I deliver measurable business value. I have achieved 60% performance improvements in dashboards through optimisation and automated reporting that saved up to 95% of manual processing time.

60% performance gain • 95% time saved
🏅

Dual Credentials

I combine financial background (CPA Australia) with data analytics expertise (Microsoft Power BI PL-300 certification). This rare combination means I understand both the business problem and the technical solution.

CPA + Power BI Certified
• Best of Both Worlds
💼

Consulting DNA

Over five years in consulting means I thrive under pressure to manage projects and teams of up to 4 analysts, adapt quickly to new industries and communicate effectively across all levels from CFOs to operational teams while overseeing project budgets & timelines.

60+ projects • 10+ industries • Stakeholder management
🚀

Automation Mindset

I see inefficiency and immediately think "how can we automate this?" Whether it's VBA scripts, Power Query or Power BI, I build solutions that scale. My automation work has saved clients hundreds of hours monthly, freeing finance and operation teams for strategic analysis instead of manual data entry.

Scalable solutions • Process automation & optimisation
🌏

International Experience

Over five years building expertise in Australia's and global markets, with enterprise clients like NAB and Glencore. I bring international best practices, cross-cultural communication skills and exposure to international accounting standards including AASB and IFRS.

Global standards • SMEs to large corporates experience
🎓

Teaching & Enablement

Author company-wide Modelling Best Practice Guide and facilitate both internal and external training sessions. Frequent speaker at Excel Virtually Global conferences. I don't just deliver solutions, I upskill teams. This ensures sustainability and builds organisational capability, not dependency.

5,000+ professionals trained • Knowledge transfer

Achievements

60+
Consulting Projects
10+
Industries
5+
Countries
5+
Conferences & Career Talks
60%
Performance Improvement
95%
Time Saved
$50K+
Recovered Through Reconciliation
5,000+
Professionals Trained Globally

Featured Projects & Portfolio

🤖

Process Automation

Built automated solutions for multiple clients using VBA, Power Query and Power Automate. Eliminated manual repetitive tasks and reduced human errors and time significantly.

VBA Power Query Power Automate

Impact: Up to 95% time reduction, hundreds of hours saved monthly

⛏️

Glencore Procurement Analytics

Managed and maintained Dataverse/Dynamic 365 CRM database & Solution in Power Apps. Automated processes for pricing update, supplier analysis, forecast & resource management.

Power BI Power Platform Mining

Impact: Optimised processes, Power BI training for 10+ members & leaders

📊

NAB Performance Optimisation

Transformed Power BI dashboards from slow, inefficient reports to high-performance analytics tools. Optimised queries & DAX measures and redesigned data models using star schema.

Power BI Optimisation Banking

Impact: 60% performance improvement, 5 critical Power BI reports within 10 months

💰

PetO Order & Invoice Automation

Developed automated Excel-based ordering, invoicing and reconciliation tools that reduced weekly workload by up to 70% and identified supplier invoice discrepancies.

Excel Automation Retail

Impact: 70% time saved, recovered $50K+ in FY21 due to supply errors

🗺️

Vietnam Shape Map in Power BI

Created Power BI shape map for Vietnam's 34 new provincial-level administrative units to enable geographic data visualisation. Open-source contribution to support business analytics community.

Power BI Python Data Visualisation
View on GitHub →
🎙️

Excel Virtually Global Conferences

Speaker and coordinator for global Excel conferences (2021-present). Delivered sessions on Excel, Power BI, Power Platform, AI and automation.

Teaching Excel Public Speaking

Reach: 5,000+ professionals globally

My YouTube Playlist →

Core Expertise & Skills

Financial Modelling &
Process Improvement

  • Advanced Excel (Dynamic Arrays, Power Query, Power Pivot, VBA)
  • Financial Modelling (3-statement, DCF, project finance, scenario analysis)
  • Budgeting, Forecasting & Variance Analysis
  • Management Reports & Consolidated Statutory Financial Statements
  • AASB & IFRS Accounting Standards
  • Data Analysis & Reporting
  • Financial Model Auditing
  • Process Automation & Optimisation

Business Intelligence & Analytics

  • Power BI (DAX, M, ETL, data modelling, SSAS)
  • Data Visualisation & Dashboard Design
  • Power Automate (cloud & desktop flows, AI Builder)
  • Power Apps (Solutions, Dataverse, Dynamics 365, Power Fx)
  • SQL (subqueries, joins, window functions, CTEs)
  • Python (pandas, numpy, matplotlib, plotly, seaborn for data analytics)
  • Statistical Analysis & Forecasting
  • Performance Optimisation

Consulting & Soft Skills

  • Stakeholder Management (C-suite to Operations)
  • Business Partnering & Consulting
  • Project Management & Delivery
  • Training & Knowledge Transfer
  • Problem Solving & Critical Thinking
  • Systems Thinking
  • Attention to Detail
  • Cross-Cultural Communication
  • Presentation Skills
  • Time & Stress Management

Professional Certifications & Development

CPA Australia
Certified Practising Accountant
Microsoft PL-300
Power BI Data Analyst
Bachelor of Commerce – Professional Accounting
Macquarie University, Australia
MBA (In Progress)
AGSM, UNSW, Australia
(19th globally, 2025 in the
QS World University Rankings)

Let's Connect

Email

talia.cao310@gmail.com

LinkedIn

linkedin.com/in/caongocdathao

GitHub

github.com/TaliaCao
📍

Locations

Australia / Vietnam / Remote

Consulting Services Available

I offer consulting services for organisations looking to optimise financial & data reporting, build Power BI dashboards, automate processes or develop financial models. Whether it's a one-time project or ongoing support, I bring proven expertise and measurable results.

Let's discuss how I can help your organisation work smarter, not harder with tailored solutions.

Discuss Your Project
View My Resume