Summary
Overview
Work History
Education
Skills
Timeline
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Nikki Lau

Sydney,NSW

Summary

Highly motivated Bachelor of Finance graduate and final-semester Master of Data Analysis student, currently balancing a full-time role in Banking Operations and Settlements with postgraduate studies. This dual commitment has honed my time-management, rapid-learning and leadership abilities. I possess hands-on experience in transaction processing, compliance reporting and financial settlement, underpinned by a solid understanding of financial markets, instruments and regulatory frameworks. Skilled in Python, data cleaning, forecasting and data visualisation, I excel at translating complex financial datasets into actionable insights. My background also includes sales experience and strong communication skills, which enable me to collaborate effectively across teams. I am seeking an entry-level Financial or Business Analyst position where I can leverage my experience at the bank, quantitative expertise and collaborative approach to optimise performance and support strategic decision-making.

Overview

5
5
years of professional experience

Work History

Banking Operations and Settlement Officer

Bank of Taiwan Sydney Branch
01.2024 - Current
  • Process & reconcile daily treasury, loan, FX and remittance transactions, ensuring on-time settlement and adherence to internal policies and regulatory requirements.
  • Settle fixed-income instruments (coupon interest, REPOs, NCDs) and money-market trades via Austraclear and SWIFT; post all accounting entries into the Bank Clearing & Settlement System.
  • Maintain Know-Your-Customer database by verifying and updating counterparty signatories and authorised representatives against third-party screening reports and corporate documents, supporting Anti-Money Laundering and Counter-Terrorism Financing compliance.
  • Prepare APRA and AUSTRAC IFTI reports, ensuring full regulatory compliance and timely submission.
  • Manage reference data—counterparty credit ratings, security details, account hierarchies—and coordinate invoice reconciliation and disbursements for administrative and intercompany fees.
  • Develop automation scripts to retrieve and validate market-data terminals, eliminated manual data collation, accelerating end-of-day processes and improving data accuracy.

Senior Sales Associate

Vivianna Luxury and Vintage Boutique
07.2022 - 12.2023
  • Efficiently managed and arranged over 800 luxury products, ensuring an appealing and organised store presentation.
  • Provided warm and personable greetings to customers, delivering outstanding service for an enjoyable shopping experience.
  • Utilised extensive product knowledge to assist customers, ensuring they found products that precisely met their needs.
  • Received a consistently high satisfaction rating.
  • Mentored junior sales staff, guiding them in their job responsibilities and fostering their professional growth.
  • Received exceptional feedback from customers and peers, contributing to the development of a loyal customer base. And refine sales strategies and improve service delivery.
  • Elevated the company's reputation through consistent, high-quality customer interactions.
  • Identified and implemented profitability improvements resulting in a significant boost of company profits.
  • Recognised as the top sales performer, demonstrating exceptional sales acumen.

Marketing Coordinator

Able Home and Office
12.2020 - 08.2021
  • Successfully managed over 30 market events, demonstrating efficient execution from initial planning to final implementation.
  • Coordinated logistics, managed vendors, and engaged attendees for events with up to 500 participants.
  • Conducted thorough market research and analysis, resulting in an increase in event foot traffic and a rise in vendor participation.
  • Collaborated in the development of promotional materials, leading to a remarkable increase in social media event coverage.
  • Utilised digital marketing tools to enhance event visibility, resulting in a notable increase in online engagement.
  • Demonstrated exceptional budget management skills, overseeing event budgets of up to $500,000, and achieving a significant cost saving through strategic planning and effective vendor negotiations.

Education

Master of Commerce - Data Analytics For Business

University of Sydney
Sydney, NSW
06-2025

CFA Level 1 Candidate -

Chartered Financial Analyst (CFA) Institute

Bachelor of Business - Finance

Queensland University of Technology
BRISBANE, QLD
06-2023

Skills

    Programming, Databases & Statistical Software

  • Python programming SQL & relational databases Stata
  • Data Preparation & Analysis

  • Data cleaning Data mining Feature engineering

    Statistical & Quantitative Modeling

  • Statistical & econometric analysis Quantitative modelling Machine learning
  • Data Visualization & Business Intelligence

  • Tableau Power BI Data visualization & interpretation

Timeline

Banking Operations and Settlement Officer

Bank of Taiwan Sydney Branch
01.2024 - Current

Senior Sales Associate

Vivianna Luxury and Vintage Boutique
07.2022 - 12.2023

Marketing Coordinator

Able Home and Office
12.2020 - 08.2021

Master of Commerce - Data Analytics For Business

University of Sydney

CFA Level 1 Candidate -

Chartered Financial Analyst (CFA) Institute

Bachelor of Business - Finance

Queensland University of Technology
Nikki Lau