Banking & Finance Professional Resume

Head of Transaction Banking Resume Example

Finance Controller Resume Example

Financial Planner Resume Example


Accomplished and results-driven professional with extensive experience leading all facets of Transaction Banking (TB), liquidity management, payment processing, and team leadership whilst ensuring attainment of set business objectives with unequalled success. Expert at developing enterprise-wide transaction banking strategies to support growth of international business and customer groups. Demonstrated history of excellence in developing and leading transaction banking team focused on client development and solutions execution. Adept at building and coordinating implementation of overall fintech and sales outreach strategies and plans. Articulate and refined communicator; proficient in forging and strengthening professional relationships with all customers and stakeholders by utilising exceptional interpersonal, problem solving, and communication skills.

Competent and dedicated individual with master’s degree in International Finance Management; broad knowledge of financial procedures; poised to excel in entry-level financial controlling positions. Skilled at performing day-to-day financial operations, such as risk management, equity analysis, financial statement analysis, IPO/acquisition, and financial modelling. Proven track record of excellence in conducting financial analysis to improve functionality of business, budgeting, and forecasting. Articulate and refined communicator; proficient in forging and nurturing professional relationships with stakeholders by leveraging interpersonal communication, time management, and problem-solving skills.

Results-driven and Certified Financial Planner with substantial experience leading several facets of mutual funds, investment planning, risk management, and relationship management, assuring attainment of most challenging investment objectives with unequalled success. Demonstrated history providing excellent customer service to participants at all levels and to partners across departments and respond quickly to employee/clients’ questions in courteous and satisfactory manner. Leverage strong attention to detail and ability to perform self-audit to ensure data integrity and utmost accuracy at all times. Strong background in staff development and supervision; establish, lead, and motivate high-performing teams committed to achieving collective goals and shared vision. Excellent interpersonal, customer service, and communication skills along with proven ability to develop and maintain long-term professional relations with clients and staff members.

Areas of Expertise

•   Digital Banking
•   Liquidity Management
•   Payments & Collections
•   Transaction Banking
•   Cash Management
•   Trade & Supply Chain Finance
•   Digital Payments
•   Team Leadership & Development
•   Regulatory Compliance Assurance
•   Financial Analysis

•   Financial Reporting & Modelling
•   Team Collaboration
•   KPI Management
•   Budgeting & Forecasting
•   Relationship Building
•   Reports Automation
•   Process Improvements
•   Complex Problems Resolution
•   Investment Banking
•   Strategic Planning & Execution

•   Team Leadership & Development
•   Financial Plans Development & Execution
•   Investment Compliance
•   Executive Level Reporting
•   Relationship Management
•   Mutual Funds Management
•   C-level Reporting
•   Stakeholder Engagement
•   Business Plans Development
•   Risk Management & Mitigation

Job Description or Day-to-day Duties

•   Direct all activities related to supervision and management of three senior TB sales professionals across the region, overseeing Non-bank Financial institutions (NBFI) and Financial Institutions Group (FIG) Banks.

•   Oversee and manage product sales for 30+ banks across the region for ANZ’s clearing business.

•   Provide end-to-end assistance in cash management across North Asia markets on landmark deals, including Faster Payment Service (FPS), real-time payments, and virtual account and suites of liquidity management solutions.

•   Steer and mentored Transaction Banking (TB) team of four professionals in Hong Kong, overseeing Taiwan TB business across institutional and financial institutions.

•   Head overall facets associated with development and management of new businesses on transaction banking, cash, and trade and delivered solutions to both non-bank financial institutions and banks.

•   Oversee efficient development of new electronic banking channels capabilities for Asia whilst managing budget of AUD $25 million for the TB business.

•   Perform day-to-day activities related to execution of all finance operations.

•   Deliver exceptional assistance in reporting to support internal and external compliance requirements.

•   Coordinate budget and financial forecasts and report variances.

•   Prepare and analyse monthly financial statements.

•   Deliver exceptional support in month-end and year-end close processes.

•   Ensure quality control over financial transactions and financial reporting.

•   Execute various facets of audits, tax returns, source-to-pay invoice management, month-end initiatives, Pay Order (PO) preparation by collaborating with internal and external parties.

•   Execute routine activities related to development of monthly and quarterly reports.

•   Deliver exceptional support in budget analysis, forecasting, and Key Performance Indicators (KPIs) dashboards.

•   Engage in several facets associated with automating of reports and templates.

•   Support in completion of all the yearly planning processes.

•   Gather and analysed key pain points causing increase/decrease in selected KPI.

•   Perform several tasks involved in on demand excel based exercises.

•   Oversee finance controlling operations, including preparing tax returns, source-to-pay invoice management, and month-end closings.

•   Support management by preparing and delivering quarterly reports in line with set requirements.

•   Perform routine finance controlling operations, including preparing tax returns, source-to-pay invoice management, and month-end closings.

•   Support management by preparing and delivering quarterly reports in line with set requirements.

•   Direct all activities related to development and implementation of business plans through collaboration with branch managers to achieve set goals for each branch.

•   Devise goal-based analysis confirming optimal solutions to accomplish goals by utilizing client financial information.

•   Build complex financial plans for ultra-high net worth clients. Oversee book of $100 million in assets.

•   Provide best in class service by delivering exceptional services, while building long lasting professional relationships with high value clients.

•   Steer facets associated with management of book involving 500 affluent clients with keen focus on attaining and expanding new clients, while developing robust financial plan to assist clients with understanding and articulating their goals.

•   Provide exceptional customer relationship experience through rapport building and delivered needs-based solutions.

•   Collaborate with clients to assess individual financial situations and develop strategic retirement planning.

•   Develop, propose, and recommend appropriate solutions for clients.

Achievements or Accomplishments

•   Successfully pitched various high profile and complex multi-countries liquidity management solutions for insurance and diversified financials customers.  

•   Designed and established complex host-to-host solutions, including building proof-of-concept for sales demonstration to potential customers.

•   Devised and developed pre-sales and after-sales pitches and solutions along with TB sales on multi-countries cash management opportunities.

•   Steered and managed ANZ’s AUD $18 million clearing and institutional business from ABN AMRO franchise into Australia.

•   Formulated engagement and Implementation framework for after-sales whilst creating standard project plans for product delivery to customers subscribing to TB products.

•   Administered AUD $80 million revenue across China, Hong Kong, Japan, Korea, and Taiwan.

•   Achieved several landmarks and secured significant deals with over AUD $1 million revenue per deal.

•   Delivered exceptional support in establishing strong sales team, later taking lead roles within ANZ.

•   Established and maintained ANZ’s number 1 AUD & NZD Vostro position whilst growing market share in North East Asia & Greater China.

•   Managed USD $1.5 billion of SCF book size and AUD $20 million revenue book in Taiwan whilst providing Trade & Supply Chain (SCF) financing to large corporates.

•   Transformed businesses in Taiwan by leveraging extensive experience in Supply Chain Finance Commercial banking to create mindshare for peers.

•   Secured several sizable supply chain deals with combined value of over USD $1 billion.

•   Accomplished year-on-year P&L targets as agreed with TB leadership team.

•   Oversaw AUD $25 million for non-bank financial institution business across SEA.

•   Secured and delivered largest cash management and payments deals for ANZ Singapore with annualized transaction volumes of 2.5 million with the size of SGD $600 million.

•   Devised and developed unique value proposition for specialized industry, resulting in client referrals for ANZ solutions.

•   Established and nurtured 25+ banks relationships across India and South East Asia (SEA), as well as expanded ANZ’s AUD & NZD clearing business.

•   Established 1st generation digital payments and cash management platform within a short 12 month turnaround time.

•   Deployed 45+ complex transaction banking solutions across 10 locations in Asia Pacific.

•   Supervised team of 25 professionals across channels and implementation, delivering new services and TB solutions to our banking customers.

•   Devised, developed, and executed commercialization plans for new cash management product, including new channel usability and providing features to frontline TB Sales and relationship managers.

•   Performed robust inside analysis between budget and actuals whist automating report processes.

•   Efficiently managed vendor accounts and purchase orders whilst performing financial statements analysis.

•   Devised, developed, and updated new analysis tool in Microsoft Excel.

•   Conducted in-depth review, analysis, and evaluation by utilising various SAP systems.
Researched and developed robust presentations for global finance controller conferences.

•   Assessed best performing markets based on selected KPIs by creating and analysing benchmark reports.

•   Led, trained, and mentored bankers to strengthen professional relations with clients and present additional financial solutions.

•   Delivered exceptional financial advice by conducting in-depth financial analysis across retirement investment, tax, and estate planning.

•   Developed, attained, and strengthened professional relationship with existing and prospective clients through interpersonal communication skills.

•   Provided robust solutions to clients for complex problems leveraging consultative approach, while ensuring their understanding regarding key concerns.

•   Collaborated with several business partners, such as registered investment advisors and fixed income specialists to provide additional guidance for more specialized needs.

•   Led and mentored new advisors by offering support in creating robust process to develop, implement, and improve industry best practices and procedures.

•   Oversaw efficient book management of separated plan participants in various employer-sponsored plans to offer retirement and investment solutions.

Certifications & Technical Trainings


FINRA SERIES 7, 63, 66

Certified Financial Planner 

Bloomberg Platform

Microsoft Office Suite (Word, Advanced Excel, PowerPoint) ERP/SAP

Qlik Sence

Power BI

Power Query