Sherming Wong
Melbourne,VIC
Summary
Results-oriented, with strong multitasking and problem-solving skills, I am passionate about leveraging data analytics from collection processes and market intelligence to inform sound decision-making for major projects, whilst also building relationships through influential relationship management. I thrive in collaborative and target-driven environments where I can collaborate with teams to achieve outcomes underpinned by innovation, best practices, and a commitment to a culture of excellence that drives new business opportunities through client networks. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
17
17
years of professional experience
Work History
Senior Treasury Analyst
Vicinity Centres
, AUS
02.2023 - Current
- I am currently working as Senior Treasury Analyst within the Treasury Division at Vicinity Centre’s, involved in risk and capital management and provides support to the entire Treasury function
- My broader duties within the Treasury team includes but not limited to: Liquidity management and forecasting process, analysis and updates
- Funding, refinancing, hedging and risk analysis, strategy and execution
- Finance documentation update, review and execution including compliance reporting, questionnaires and covenant calculations
- Compliance and regulatory reporting with all policy and procedures, including treasury risk exposures
- Periodic internal & external reporting and data representation (including analysis, presentations, committee papers, regulatory and requests
- Stakeholder engagement across internal and external functions (legal, banks, auditors, credit rating agencies, investor relations etc)
- Maintain strong relationships with debt & equity investors
Associate Director, Real Estate & Infrastructure
Commonwealth Bank of Australia
, AUS
08.2022 - 02.2023
- Company Overview: Institutional Banking and Markets (IB&M) at Commonwealth Bank of Australia is responsible for managing the Group’s relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services
- My role within Global Client Solutions (GCS) incorporates the day-to-day activities across banking relationship management and the provision of transaction banking, risk management and capital solutions to our clients
- My broader duties within IB&M (Real Estate & Infrastructure) Loan Structuring & Execution / Client Coverage Team includes: Review, consider, structure, and negotiate transactions to ensure an optimal outcome for IB&M and its clients
- Assist in the development of client plans, identifying possible opportunities and engagement with clients; understanding of control and the regulatory governance and framework
- Aptitude in loan / security documentation and risk analysis
- Be an active Deal Team member during a transaction's lifecycle by assuming responsibility for developing the transaction's structure, document negotiation, collaboratively completing financial close and in-life management of loan / security documentation
- Review and support of credit applications for new transactions and any consent or amendment of existing terms & conditions through your liaison within the Deal Team, product partners and other internal stakeholders as required
- Assist with process development to deliver improved productivity and efficiency to enable acceptable outcomes to be offered to IB&M clients
- Engage pro-actively with colleagues and key internal & external stakeholders to ensure transactions are progressed and concluded in a timely fashion, build credibility and strong relationships with internal and external stakeholders
- Institutional Banking and Markets (IB&M) at Commonwealth Bank of Australia is responsible for managing the Group’s relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services
Senior Associate, Project & Acquisition Finance
China Construction Bank
, AUS
01.2018 - 08.2022
- Initially a Senior Analyst responsible for critical credit reviews, credit application analyses, and broader financial analyses, my position was elevated to encompass more direct client engagement and leadership of a team of Analysts and Senior Analysts to shape outcomes for a portfolio of Fortune 500 corporate and institutional clients
- My broader duties include managing and delegating work across the Analysis Team; preparing detailed financial ratio analyses and long-term forecasts for projects; and managing financial analysis by team members against credit risk, collection processes, and risk guidelines for clients
- I also train my team and Credit Committee members on credit risk management and analysis functions whilst reporting to senior internal and external stakeholders on critical issues and best practice solutions and serving as a primary point-of-contact between the Director and Analysts across the team
- Promoted to an Associate Director role due to excellent performance in my duties as a Senior Analyst, currently planning client engagement strategies to add value to existing portfolios
- Engaged the Sales Team to secure and grow a new, large-scale institutional account generating millions of dollars in additional asset growth
- Achieved 100 per cent accuracy in compliance and account auditing requirements through thorough analysis and reporting
- Enabled continual revenue growth by planning and executing institutional; industry; and treasury related events including the Annual Treasury Budget Event (2019) with leaders from the Victorian government for major Public Private Partnership (PPP) Projects and Women in Treasury (2019)
- Participated in major PPP Projects such as the WestConnex and Port of Melbourne projects, assisting potential bidders in negotiating long-term infrastructure assets in renewable energy segments
- Collaborated with the Australian Chinese Business Council (ACBC) to facilitate webinar events, with recently hosted topics on China’s Capital Market and Green Loans
- Managed the Relationship-Banking Team and drove revenue and profitability enhancements by consulting with clients to assess financial risks and develop tailored investment solutions.
- This included networking with government, treasury, and corporate leaders to forge strong partnerships
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
Credit Manager and Lending Analyst, Private Bank
Westpac Banking Corporation
05.2015 - 01.2018
- Initially a Lending Analyst managing end-to-end lending support to Private Bankers in the High-Net-Worth (HNW) Client Portfolio, I was chiefly responsible for monitoring and analysing commercial portfolio trends, data, and finances to inform and enable investment opportunities, business development, and growth
- In 2016, I was offered a secondment as the Credit Manager within the Credit Risk Department, leading credit submission and periodic portfolio reviews to maintain risk rates with appetites; identifying trends to enhance internal policy initiatives complementing the bank’s growth; and negotiating lending proposals with clients
- Led and supported the Credit Team in successfully maintaining the Credit Assessment Service Level between 90 and 100 per cent, with clients receiving credit decisions within 24- to 48-hour periods
- Developed and implemented the Credit Department’s current policies and procedures, ensuring 100 per cent accuracy for compliance in credit assessments
- Collaborated with senior leaders to establish and refine credit policies, procedures, and strategies to uplift the risk management platform, resulting in credit approval and collection process optimisation and over 25 per cent improvement in operational efficiency
- Planned, executed, and managed charity fundraisers on behalf of the Risk Team, raising over $18k during FY17 by engaging the front-line team to determine risks and reducing re-work probabilities through effective planning
- Devised Collection Recovery Strategies to resolve customer issues and delinquent cases, leveraging extensive monitoring processes for problem loans to facilitate increasingly regular client reviews to reduce default risks to the bank
Business Banking Manager and Specialist Retail and Business Banking roles
ANZ Corporate and Commercial Banking; Westpac Banking Corporation; Commonwealth Bank
08.2008 - 05.2015
- I began my career in Retail and Business Banking as a client specialist within the Westpac Banking Corporation and Commonwealth Bank, rapidly advancing into a Business Banking Manager role with ANZ Corporate and Commercial Banking
- As a Business Banking Manager, I chiefly engaged small business clients, leveraging product knowledge for business loans, overdrafts, commercial credit and merchant facilities, and with insurances and investment to achieve outcomes
- This included coaching teams at multiple sites to outperform in referral and sales targets
- Leveraged people and relationship management strategies to enable growth, particularly within local councils and small business communities which contributed to growing new business opportunities
- Recognised as the national No
- 1 Small Business Specialist within six months of becoming a Business Banking Manager with over 200 per cent in sales revenue and service excellence achievements
- Awarded the Westpac Local Hero Award for FY13 with over 200 per cent in sales; wealth; and general advisory revenue targets individually with a high rate of service excellence
- Awarded the Westpac Inner-West Region, Best of the Best Personal Banker Premium Award (FY13) and the Commonwealth Best of the Best Ultimate Success Award for Top 5 Savings Specialists (FY11)
Education
Master of Business Administration -
Melbourne Business School
10.2027
Master of Business - Banking and Finance
Monash University
01.2021
Bachelor of Business -
La Trobe University
01.2009
Skills
- Strategic leadership
- Risk management
- Innovative solutions
- Effective communication
- Relationship management
- Negotiation skill
- Influencing skills
- Strong financial acumen
- Credit management
- Investment management
- Profitability analysis
- MS Office Suite
- Liquidity management
- Risk management
- Regulatory compliance
- Client engagement
- Stakeholder management
- Problem solving skill
- Team leadership
- Client relationship management
- Stakeholder engagement
- Strategic planning
- Teamwork and collaboration
References
Available upon request.
Education And Professional Development
- Master of Business Administration, Melbourne Business School, part-time, online
- Master of Business, Banking and Finance, Monash University
- Bachelor of Business, La Trobe University
- Treasury Committee Member (Victorian Chapter), Australian Corporate Treasury Association
- Melbourne Business School General Committee Member, MBS Committee Team– Student Representation Council
Accomplishments
- Sherming was the project lead and coordinated the update of Vicinity's recent European Medium Term Note (EMTN) programme. This process ran over a 3-month period and involved many parts of the business, including but not limited to Investor Relations, Legal, Risk, Co-Sec, Financial Reporting, Treasury, CFO, and external stakeholders The project was completed within the set time frame and demonstrated the most important core value and behavior: collaboration
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
References
References available upon request.
Timeline
Senior Treasury Analyst
Vicinity Centres
02.2023 - Current
Associate Director, Real Estate & Infrastructure
Commonwealth Bank of Australia
08.2022 - 02.2023
Senior Associate, Project & Acquisition Finance
China Construction Bank
01.2018 - 08.2022
Credit Manager and Lending Analyst, Private Bank
Westpac Banking Corporation
05.2015 - 01.2018
Business Banking Manager and Specialist Retail and Business Banking roles
ANZ Corporate and Commercial Banking; Westpac Banking Corporation; Commonwealth Bank
08.2008 - 05.2015
Master of Business Administration -
Melbourne Business School
Master of Business - Banking and Finance
Monash University
Bachelor of Business -
La Trobe University
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