Mandarin
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
2020.08 - 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
2019.09 - 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
2013.04 - 2019.08
- 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
2011.06 - 2013.04
- 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 2021.01 - 2021.03
Certificate IV - Property Services
REAA
Australia 2020.12 - 2020.12
Certificate IV - RG146
Kaplan Proffesional
Australia 2019.05 - 2019.05
Certificate IV - Mortgage Broking And Finance
Mentor Education
Australia 2018.10 - 2018.10
Diploma - Financial Trading & Investment
Open Colleges
Online 2017.07 - 2017.07
Certificate IV in Finance - Finance
Commonwealth Bank
2015.08 - 2015.08
Associate of Science - Science Multimedia Design And Network Security
NEC
United Kingdom 2007.02 - 2008.11
Bachelor of Arts - Business Administration Marketing and Management
Ottawa University
Ottawa 2004.01 - 2005.05
Skills
Revenue Generation
undefinedLanguages
Indonesia
Malaysia
Cantonese
Hokkien
Reference
Will be provided upon request
Timeline
Diploma - Forensic Psychology
Open Universities
2021.01 - 2021.03
Certificate IV - Property Services
REAA
2020.12 - 2020.12
Founder & Managing Director
AskMe Financial Solutions Pty Ltd
2020.08 - Current
Chief Financial Officer
Fortune Pi Holdings Pty Ltd
2019.09 - Current
Certificate IV - RG146
Kaplan Proffesional
2019.05 - 2019.05
Certificate IV - Mortgage Broking And Finance
Mentor Education
2018.10 - 2018.10
Diploma - Financial Trading & Investment
Open Colleges
2017.07 - 2017.07
Certificate IV in Finance - Finance
Commonwealth Bank
2015.08 - 2015.08
Home Lending Manager - Premier Banking
Commonwealth Bank of Australia
2013.04 - 2019.08
Store Manager
Optus Retail
2011.06 - 2013.04
Associate of Science - Science Multimedia Design And Network Security
NEC
2007.02 - 2008.11
Bachelor of Arts - Business Administration Marketing and Management
Ottawa University
2004.01 - 2005.05