Summary
Overview
Work History
Education
Skills
Career Break
Self Employed
Language Capability
Professional Highlights
Languages
Timeline
Generic

Huiwen Winnie Dai

Melbourne,VIC

Summary

having and raising children/family

A highly motivated, experienced sales and business development professional and a competent finance manager, I am excited to further utilized my sales skills, business development skills, organizational skills and analytical skills in the mortgage broking industry. I am also very keen to harvest considerable number of contacts/networks that I’ve acquired/developed over the years and turn them into my new clients.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

15
15
years of professional experience

Work History

Director

Starbridge Finance Group Pty Ltd
05.2023 - Current
  • Responsible for the day-to-day management of loans
  • Review loans for all the clients

Finance Manager

J Technology Electrics P/L
04.2020 - 04.2023
  • Responsible for the day-to-day management of financial processes including review and assist in the timely preparation of annual financials
  • Review and authorize all payments in the business including trade accounts, accounts payable, overseas accounts, payroll, taxes etc
  • Accounts Receivable – data entry; invoice preparation; follow up payments/collections consistent with the company’s terms of trade; provide aged debtors profiles; resolve queries
  • Accounts Payable – data entry; invoice checking against orders and goods inwards; arrange payments to suppliers; provide aged creditors profiles
  • Created organizational structures to improve accounting and finance functions.
  • Developed financial models for new business opportunities, supporting strategic expansion and portfolio diversification.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

Sales and Business Development Manager

OZ Safari Pty Ltd
04.2017 - 04.2020
  • Responsible for all aspects of the sales cycle at the end user and distributor levels
  • Generating New Sales Opportunities/Business Development
  • Identifying new prospective contacts through online research, outbound sales, prospecting calls, referrals, event attendance etc
  • Building, developing and maintaining key customer relationships
  • Managing potential clients through efficient and effective call planning
  • Conducting face-to-face sales calls with C-level executives and directors in assigned sales territory
  • Creating detailed sales presentations to communicate product features and market data
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.

Self-employed

Work From Home
01.2010 - 04.2017
  • Prior to look after children, I’ve invested and running different businesses with my business partners/business associates
  • Organized and detail-oriented with a strong work ethic.
  • Developed and maintained courteous and effective working relationships.

Education

Diploma of Finance and Mortgage Broker Management - Diploma of Finance And Mortgage Broking Management

Kaplan
Melbourne
2023

Bachelor of Commerce - Economics major

Deakin University
Melbourne, VIC
2004

Skills

  • Relationship building
  • Strategic planning
  • Verbal and written communication
  • Decision-making
  • Organizational development

Career Break

01/01/10, 04/30/27, having and raising children/family

Self Employed

01/01/10, 04/30/27, Prior to look after children, I’ve invested and running different businesses with my business partners/business associates.

Language Capability

  • Fluent in Cantonese
  • Fluent in Mandarin
  • Fluent in English

Professional Highlights

  • Starbridge Finance Group Pty Ltd, Director, 05/01/23, current, Responsible for the day-to-day management of loans, Review loans for all the clients
  • J Technology Electrics P/L, Finance Manager, 04/01/20, 04/30/23, Responsible for the day-to-day management of financial processes including review and assist in the timely preparation of annual financials., Review and authorize all payments in the business including trade accounts, accounts payable, overseas accounts, payroll, taxes etc., Accounts Receivable – data entry; invoice preparation; follow up payments/collections consistent with the company’s terms of trade; provide aged debtors profiles; resolve queries., Accounts Payable – data entry; invoice checking against orders and goods inwards; arrange payments to suppliers; provide aged creditors profiles.
  • OZ Safari Pty Ltd, Sales and Business Development Manager, 04/01/17, 04/30/20, Responsible for all aspects of the sales cycle at the end user and distributor levels., Generating New Sales Opportunities/Business Development, Identifying new prospective contacts through online research, outbound sales, prospecting calls, referrals, event attendance etc., Building, developing and maintaining key customer relationships., Managing potential clients through efficient and effective call planning., Conducting face-to-face sales calls with C-level executives and directors in assigned sales territory., Creating detailed sales presentations to communicate product features and market data.

Languages

Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Professional Working

Timeline

Director

Starbridge Finance Group Pty Ltd
05.2023 - Current

Finance Manager

J Technology Electrics P/L
04.2020 - 04.2023

Sales and Business Development Manager

OZ Safari Pty Ltd
04.2017 - 04.2020

Self-employed

Work From Home
01.2010 - 04.2017

Diploma of Finance and Mortgage Broker Management - Diploma of Finance And Mortgage Broking Management

Kaplan

Bachelor of Commerce - Economics major

Deakin University
Huiwen Winnie Dai