Reslianty Rachim
Melbourne
Summary
Accomplished financial professional with a proven track record at PT Bank Pembangunan Daerah Kalimantan Timur, enhancing investment strategies and fostering teamwork. Expert in corporate finance and analytical thinking, I have significantly contributed to financial planning and problem-solving, driving growth and efficiency.
Overview
15
15
years of professional experience
Work History
Lecturer, Accounting and Finance Department
Widya Gama Mahakam University
07.2017 - Current
- Presented lectures and conducted discussions to increase students' knowledge and competence.
- Assisted students in mastering course material by remaining available through office hours and at other times to answer questions and provide one-on-one tutoring.
- Developed lesson plans for students and took adequate measures to facilitate active learning experiences.
- Developed course materials, notes and audio visual presentations to help simplify learning procedures.
- Encouraged students to think critically and develop problem-solving skills.
- Led group discussions and activities to stimulate student learning.
Certified Financial Planner
Financial Planning Standards Board
03.2022 - 09.2024
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Presented financial plans and investment recommendations to clients.
- Helped clients make informed decisions about financial future.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Financial Analyst Supervisor
PT Bank Pembangunan Daerah Kalimantan Timur
01.2019 - 11.2022
- Managed corporate watch lists and insurance files.
- Analyzed and processed project specifics before capital deployments.
- Developed corporate investment strategies to drive growth and security.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Determined pricing, margins and risk factors for active and proposed projects.
- Collaborated to develop and maintain targeted profit plans to sustain growth.
Loan Supervisor
PT Bank Pembangunan Daerah Kalimantan Timur
03.2017 - 12.2019
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Developed strong relationships with customers through high levels of customer service.
- Monitored performance of existing loan portfolios to identify and address any issues.
Business Analyst
PT Bank Pembangunan Daerah Kalimantan Timur
04.2013 - 04.2017
- Analyzed open orders, backlog, and sales data to provide sales team with insights.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
- Collaborated with teams in product line transition to streamline manufacturing footprint.
- Assessed business requirements to forecast annual budgetary operational costs.
- Surveyed clients to ascertain requirements and expectations for product.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Loan Analyst
PT Bank Pembangunan Daerah Kalimantan Timur
01.2010 - 03.2013
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assessed loan portfolios for compliance with underwriting policies.
- Proactively identified solutions for customers experiencing credit issues.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
Ph.D. - Business Management
Mulawarman University
Indonesia06.2021
Master of Science - Economics
National University of Malaysia
Malaysia, Kuala Lumpur08.2009
BBA - Business Administration And Management
Mulawarman University
Indonesia06.2007
Skills
- Corporate finance
- Investment strategies
- Cash Flow Management
- Financial Forecasting
- Analytical Thinking
- Excellent Communication
- Teamwork and Collaboration
- Problem-solving abilities
- Decision-Making
Timeline
Certified Financial Planner
Financial Planning Standards Board
03.2022 - 09.2024
Financial Analyst Supervisor
PT Bank Pembangunan Daerah Kalimantan Timur
01.2019 - 11.2022
Lecturer, Accounting and Finance Department
Widya Gama Mahakam University
07.2017 - Current
Loan Supervisor
PT Bank Pembangunan Daerah Kalimantan Timur
03.2017 - 12.2019
Business Analyst
PT Bank Pembangunan Daerah Kalimantan Timur
04.2013 - 04.2017
Loan Analyst
PT Bank Pembangunan Daerah Kalimantan Timur
01.2010 - 03.2013
Ph.D. - Business Management
Mulawarman University
Master of Science - Economics
National University of Malaysia
BBA - Business Administration And Management
Mulawarman University
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