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
undefinedReference
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
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