Heni Cazlynn Kwan
Finance Director
Melbourne,VIC
Summary
Versatile Finance Director with a background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in a position within Finance and Real Estate Industry where talents in Business Development will be valuable.
Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills. Highly collaborative Director of Finance with strong skills in statistical analysis and performance. Poised and sharp with skill to translate financial metrics into actionable details. Exceptional performance outlining strategic financial directions for business growth.
Overview
11
11
years of professional experience
Work History
Finance Director
Venture 2 Prosper Pty Ltd
Melbourne, VIC
01.2022 - Current
- Act as the lead investment strategist for the APAC region with responsibility for client service and retention, new business development, and external communications
- Build client's brand across the APAC region by developing Asia- oriented investor content for external consumption that will assist with business development and client efforts
- Partner with Global Client Relations to understand client needs, and advocate for those internally through
- Assisted Managing Director with recruiting, interviewing, and hiring new employees for the department.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement, and revenue stream development.
- Mitigated process gaps and managed financial operational functions.
- Identified and capitalized on community business opportunities with effective networking.
- Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
- Established and enforced controls on revenue and expenses to protect company assets.
Head Of Finance
Infiniti Property Corporation Pty Ltd
Melbourne, VIC
01.2020 - 12.2021
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
- Participated in team-building activities to enhance working relationships.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
Chief Financial Officer
Fortune Pi Holdings Pty Ltd
Melbourne, Vic
01.2019 - 01.2020
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw budgets, payroll and accounts payable and receivable.
- Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Built and deployed strategies to achieve company vision and enhance tactical operations.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
- Provided financial expertise to departments such as human resources and legal.
Home Lending Manager
Commonwealth Bank of Australia
Melbourne, VIC
01.2013 - 01.2019
- 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
01.2011 - 01.2013
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
- Approved regular payroll submissions for employees.
- Performed statistical analyses to gather data for operational and forecast team needs
Education
Forensic Psychology
Austin Peay State University
United StatesCertificate IV: Property Services - Real Estate
REAA
AustraliaCertificate IV: RG146 - Finance
Kaplan Professional
AustraliaCertificate IV: Mortgage Broking and Finance - Finance
Mentor Education
Australia Diploma - Financial Trading & Investment
Colleges
Online StudyCertificate IV in Finance - Finance
Commonwealth Bank
Australia Associate of Science - Science Multimedia Design
NEC
United KingdomBachelor of Arts - Marketing And Management
Ottawa University
United States Skills
- Financial Leadership
- Employee Training Oversight
- Social Perceptiveness
- Account Analysis
- Business Relationship Management
- Lender Relationships
- Staff Recruitment and Hiring
- Problem Anticipation and Resolution
- Compliance Assessments
- Sales Support
- Deal Structuring
- Real Estate Transactions
- Loan Processing
Timeline
Finance Director
Venture 2 Prosper Pty Ltd
01.2022 - Current
Head Of Finance
Infiniti Property Corporation Pty Ltd
01.2020 - 12.2021
Chief Financial Officer
Fortune Pi Holdings Pty Ltd
01.2019 - 01.2020
Home Lending Manager
Commonwealth Bank of Australia
01.2013 - 01.2019
Store Manager
Optus Retail
01.2011 - 01.2013
Forensic Psychology
Austin Peay State University
Certificate IV: Property Services - Real Estate
REAA
Certificate IV: RG146 - Finance
Kaplan Professional
Certificate IV: Mortgage Broking and Finance - Finance
Mentor Education
Diploma - Financial Trading & Investment
Colleges
Certificate IV in Finance - Finance
Commonwealth Bank
Associate of Science - Science Multimedia Design
NEC
Bachelor of Arts - Marketing And Management
Ottawa University
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