Heni Cazlynn Kwan
Managing Director
Melbourne,Vic
Summary
Forward-thinking Senior Executive with a proven record of accomplishment in the Financial Sector during 8 -year career.
Driven and ambitious finance manager dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches.
Overview
5
5
Languages
3
3
years of post-secondary education
10
10
years of professional experience
Work History
Founder & Managing Director
AskMe Financial Solutions Pty Ltd
Melbourne, VIC
08.2020 - Current
- Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
- Stayed current with market trends to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Investigated and addressed business development challenges to proactively mitigate problems.
- Directed technological improvements, reducing waste and business bottlenecks.
- Fostered new business through participation in trade shows and initiating communications with prospective clients via phone and email .
- Interviewed, supervised and motivated 8 staff members to achieve optimal productivity.
Chief Financial Officer
Fortune Pi Holdings Pty Ltd
Melbourne, Vic
09.2019 - Current
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.
- Set and monitored effective financial policies.
- Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
- Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
- Developed future financial plans to support company objectives.
- Devised successful benchmarks and performance optimization strategies to enhance company objectives.
Home Lending Manager - Premier Banking
Commonwealth Bank of Australia
Melbourne, VIC
04.2013 - 08.2019
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Complied with established internal controls and policies.
- Increased profits 25% by delivering investment management and working closely with financial planning services to customers to aid long-term goals.
- Provide extensive personalized service to customers with specific or special banking needs.
- Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of CBA products and services in a highly consultative, needs based manner.
- Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files.
- Evaluate loan requests and approve credits within approved authority.
- Submit credit requests above authorized limits to retail credit decisioning team.
- Deal with customers daily concerns, assisting in resolutions satisfying both customer and banking management.
- KYC and FATCA compliance.
Store Manager
Optus Retail
Melbourne, VIC
06.2011 - 04.2013
- Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
- Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
- Protected store from loss or theft by setting and enforcing clear security policies.
- Kept inventories accurate with daily cycle counts and monthly audits to identify and resolve variances.
- Rotated merchandise and displays to feature new products and promotions.
Education
Diploma - Forensic Psychology
Open Universities
Australia 01.2021 - 03.2021
Certificate IV - Property Services
REAA
Australia 12.2020 - 12.2020
Certificate IV - RG146
Kaplan Proffesional
Australia 05.2019 - 05.2019
Certificate IV - Mortgage Broking And Finance
Mentor Education
Australia 10.2018 - 10.2018
Diploma - Financial Trading & Investment
Open Colleges
Online 07.2017 - 07.2017
Certificate IV in Finance - Finance
Commonwealth Bank
08.2015 - 08.2015
Associate of Science - Science Multimedia Design And Network Security
NEC
United Kingdom 02.2007 - 11.2008
Bachelor of Arts - Business Administration Marketing and Management
Ottawa University
Ottawa 01.2004 - 05.2005
Skills
Revenue Generation
Customer acquisition
Financial Management
Financial analysis
Coaching and training
Financial analysis and reporting
Market Research
Revenue Development
Sales
Strategic Development
Reference
Will be provided upon request
Timeline
Diploma - Forensic Psychology
Open Universities
01.2021 - 03.2021
Certificate IV - Property Services
REAA
12.2020 - 12.2020
Founder & Managing Director
AskMe Financial Solutions Pty Ltd
08.2020 - Current
Chief Financial Officer
Fortune Pi Holdings Pty Ltd
09.2019 - Current
Certificate IV - RG146
Kaplan Proffesional
05.2019 - 05.2019
Certificate IV - Mortgage Broking And Finance
Mentor Education
10.2018 - 10.2018
Diploma - Financial Trading & Investment
Open Colleges
07.2017 - 07.2017
Certificate IV in Finance - Finance
Commonwealth Bank
08.2015 - 08.2015
Home Lending Manager - Premier Banking
Commonwealth Bank of Australia
04.2013 - 08.2019
Store Manager
Optus Retail
06.2011 - 04.2013
Associate of Science - Science Multimedia Design And Network Security
NEC
02.2007 - 11.2008
Bachelor of Arts - Business Administration Marketing and Management
Ottawa University
01.2004 - 05.2005