Christy He
Sydney
Summary
Native Chinese and Japanese speaker – also fluent in English 11+ years experience working in Japanese banks in both Japan and China, including last 2+ experience working in Finance. Experience using Microsoft Excel, Word and Powerpoint Problem solving Multi-tasking Positive attitude Speedy learner Team player Strong communication and interpersonal skills Strong analytical skills
Overview
17
17
years of professional experience
Work History
Finance officer
Sojitz Australia Limited
04.2022 - Current
- Corporate loan administration
- Account receivable and account payable for bank reconciliations
- Cash Management for Group cash pooling scheme - dispersion and collection of domestic inter-company loans and interest payments from Sojitz Australia parent company to its domestic subsidiaries – including liaising with internal HQ and participating entities’ cash pooling teams and also banks as financiers, preparation of monthly financial forecasts and reporting for group General Manager, daily cash flow management related to cash pooling, inter-company loans and borrowing proceeds
- Liaising with banks and foreign exchange providers in executing the above functions
- Ensuring credit extended to both domestic and international clients comply with company’s risk management protocols
- Supervise new comers to adapt the role quickly and guide to solution when they face problems in their task
Sales Manager
Cochi Consulting
05.2018 - 03.2021
- Sourcing B2B clients with phone calls, speaking opportunities and events and via other Chinese and Japanese speaking forums and media
- End-to-end management and execution of sales opportunities including qualifying new leads, client visits and regular followups/contacts to take them through the comprehensive suite of Cochi products and services to serve HR needs - with a view to onboarding qualified leads as new clients
- Identifying upselling opportunities to existing clients and executing this process
- Managing relationships with existing clients (especially large clients with complex needs)
- Working with including training and mentoring internal consulting teams to execute sales, special projects also product enhancement initiatives
Sales Manager
Mitsui Sumitomo Bank (SMBC)
08.2010 - 05.2018
- Acting as first point of contact for new potential corporate foreign exchange (forex) customers
- Answering initial queries on market conditions, foreign exchange products/services provided by SMBC, analyzing new customer’s needs and recommending products/services suitable for them
- Typical areas of customer questions include global central bank policies, domestic CNY (RMB) regulations and exchange rate trends
- And services offered to clients include forex advisory and placement of trades on behalf of clients for spot, forward and swap products
- Being responsible for retention and maintenance of existing corporate forex customers in the North China region (Beijing, Tianjin, Dalian & Shenyang)
- Visiting customers regularly to review their needs on an ongoing basis, reassess whether current trading strategies continuing to meet their needs and recommending/guiding customers through changes in strategy and products/services used where required
- Acting as point of contact for other SMBC branches around the country and (as Shanghai is the main office in China), being responsible for national foreign exchange inventory maintenance - which includes covering other branches' forex positions when required
Client Manager
Tokyo Star Bank
10.2007 - 07.2010
- Dealing in individual fixed deposits, insurance (including packaged return-guarantee products), credit and financial planning products and services in a branch office
- Meeting sales targets for enrolling new customers under the above-mentioned products
- Assisting any existing branch customers with questions/issues regarding their existing accounts, and resolving the issues by coordinating with the appropriate departments of the company
Education
Bachelor - Business Administration Finance
California State University Fullerton
Skills
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Problem solving
- Multi-tasking
- Positive attitude
- Speedy learner
- Team player
- Strong communication and interpersonal skills
- Strong analytical skills
Residency
Permanent Resident
Timeline
Finance officer
Sojitz Australia Limited
04.2022 - Current
Sales Manager
Cochi Consulting
05.2018 - 03.2021
Sales Manager
Mitsui Sumitomo Bank (SMBC)
08.2010 - 05.2018
Client Manager
Tokyo Star Bank
10.2007 - 07.2010
Bachelor - Business Administration Finance
California State University Fullerton
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