Dedicated financial professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
9
9
years of professional experience
Work History
Assistant Manager of Operations
Taishin International Bank
04.2023 - Current
Processing of all transactions in accordance with market practice and internal requirements
Initiate loan activity (funding, repricing, payments) as instructed by the client in accordance with credit agreements
Reconcile daily funding and payment activity to account for all daily cash transactions
Responsible for screening clients and conducting research to combat money laundering and anti-terrorist financing. Updating client files for periodic reviews, assess the business activities and source of wealth
Manage the trade capture, allocation, confirmation and settlement processes and associated risks across a wide number of markets
Accountant
Citi Bank
01.2015 - 06.2018
Examined financial statements and income statements to review company's financial performance
Prepared monthly and year-end closing statements, financial documents and invoices
Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly
Education
CORe - Business Administration
Harvard Business School Online
Boston, USA
01.2019
Bachelor of Arts - Public Finance
NATIONAL TAIPEI UNIVERSITY
TAIPEI, TW
01.2014
Skills
Project Management
Case Studies
Operational Excellence
Compliance Monitoring
Risk Identification
Investigation Skills
Certification
Timeline
Assistant Manager of Operations
Taishin International Bank
04.2023 - Current
Accountant
Citi Bank
01.2015 - 06.2018
CORe - Business Administration
Harvard Business School Online
Bachelor of Arts - Public Finance
NATIONAL TAIPEI UNIVERSITY
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