Rachel Sun
Perth,WA
Summary
Detail-oriented and analytical finance professional with experience in the banking and financial services industry. Proficient in financial modeling, data analysis, and risk assessment to support business decision-making. I am skilled in variance analysis, forecasting, and performance reporting to enhance operational efficiency. Adept at utilizing financial statements, KPIs, and market trends to drive strategic insights. Strong expertise in Excel, SQL, and financial reporting tools to streamline data management and reporting processes. Seeking a Finance Analyst role in Australia to leverage analytical skills and contribute to data-driven financial strategies.
Overview
7
7
years of professional experience
Work History
Senior Banking Consultant
ANZ BANK
Perth, Australia
10.2023 - 09.2024
- Financial Analysis & Risk Assessment - Analyzed customer financial profiles, assessed creditworthiness, and provided tailored financial solutions, enhancing portfolio risk management.
- Data-Driven Decision Making - Utilized banking data and market trends to identify opportunities for product optimization, improving customer retention, and revenue growth.
- Cross-Department Collaboration - Worked closely with the Risk and Compliance team to ensure client portfolios aligned with regulatory requirements, reducing compliance risk.
- Client Portfolio Management - Managed a diverse portfolio of clients, regularly reviewing their financial positions and recommending adjustments to optimize returns and minimize risks.
- Leadership and training - Mentored junior consultants and provided training on advanced financial tools and client management techniques, enhancing team productivity and knowledge transfer.
Banking Consultant
ANZ BANK
Perth, Australia
07.2022 - 10.2023
- Provided financial advice and tailored financial solutions to clients, and analyzed client financial data to assess risk, lending capacity, and investment opportunities.
- Assisted in processing loan applications, credit assessments, and financial product recommendations
- Provided support to senior consultants in managing client portfolios.
Assistant Manager
Carroll Resources Pty Ltd
Rockingham, Australia
03.2018 - 11.2021
- Experienced in overseeing daily operations, enhancing efficiency, and supporting strategic decision-making through data-driven insights
- Collaborated with the store managers to develop strategies for achieving sales and profit goals
Education
Bachelor of Commerce - Economics And Finance
The University of Western Australia
Perth, WA07.2021
Skills
- Microsoft Office Suite
- SQL / Power BI
- ERP & Financial systems
- Budgeting and Forecasting
- Risk Assessment
- Business Performance Analysis
- Regulatory compliance
- Data Analytics and Visualization
Timeline
Senior Banking Consultant
ANZ BANK
10.2023 - 09.2024
Banking Consultant
ANZ BANK
07.2022 - 10.2023
Assistant Manager
Carroll Resources Pty Ltd
03.2018 - 11.2021
Bachelor of Commerce - Economics And Finance
The University of Western Australia
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