Sophie Song

• Established an art education centre as a franchisee of the world's leading art school brand - Global Art, the largest chain of children art centres in the world.
• Oversaw the whole process of initial setup of the new business including signing up the franchisee agreement and shop leasing and furnishing.
• Recruited and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
• Implemented accounting systems and payroll.
• Managing financial aspects of the business, including budgeting, forecasting, risk analysis, and cost control measures to ensure profitability.
• Planning and implementing marketing activities and events.
• Managing day-to-day business operations.
• Developed strong customer relationships through consistent communication, timely responses, and personalized service.
• Achieved a profitable and reputable business in two years.
• Trained and built up a strong team of employees to independently perform daily business functions.

Family business specialised in providing consulting services in real estate investments, property management, home loan application and refinance, and financial planning for domestic and international investors.

• Managed accounting system and prepared financial reports. Collaborated with legal, accounting and other professionals to review and maintain compliance with regulations.
• Established and maintained strong relationships with customers, referrals and strategic partners.
• Enhanced company growth by identifying and pursuing new business opportunities, conducting thorough market analysis and establishing key local partnerships.
• Managed paper and electronic filing systems.

• Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and ad-hoc administrative tasks.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Contributed to positive work environment by offering comprehensive support to solicitors and staff, including document management and meeting coordination.
• Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.

• Developed and fostered the customer base through network and referrals. Increased loan portfolio growth by developing and maintaining strong customer relationship.
• Constantly researched mortgage products prevailing in the market. Enhanced customer satisfaction by providing tailored financial solutions for individual client needs.
• Oversaw entire loan process from application to settlement to provide each client received exceptional service.
• Collaboratively worked with a high-performing team of lending professionals. Contributed to the team for achieving the reward of the "Broker of the Year" in 2015 nationally by EChoice.

• Supervised fund accounting postings and audited fund pricing and cash reconciliation reports
• Monitored all agreed client deliverables and standards to meet the tight deadlines
• Evaluated fund performances by data analysis and involved with identifying the risk factors which impact the valuation.
• Promptly responded to the different stakeholders' inquiries, investigating and resolving issues, and providing solutions. Collaborated with team members to achieve stakeholders' satisfaction to support business value.
• Coached and supervised junior team members including training, resourcing, and recruitment. Evaluated the team members in the performance review and rating process.
• Appointed to be an expat to State Street China office in 2010. Supervised the outsourcing project in overseas. Helped to set up the local team and ensured smooth tasks transition. Successfully completed the project before the scheduled time.

• Daily bookkeeping and quarterly financial reporting by using Quicken software and Microsoft Excel
• GST calculation and quarterly Business Activity Statement preparation
• Accounts payable, aging analysis and paying bills
• Reconciliation, accounts and bank reconciliations
• Payroll administration, preparation for salary payments
• Assisted in establishing the accounting information system and Quicken software maintenance
• Improved the efficiency and accuracy of accounting work

• Used Handy tax software to independently assist companies and individuals with tax return
• Assisted in bookkeeping and preparing financial statements for the small business clients
• Excelled in communications and interactions with clients, resulting in ability to quickly gather appropriate information and meet client needs
• Used Business Plan Pro software to draft business plan for a start-up company
• All general office duties - Answering phone inquiries, all letter and correspondence, invoicing and filing, and meeting with clients