Keira Chen
Auckland
Summary
Highly motivated and adaptable Financial Analyst skilled in financial analysing, reporting, and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilising top-of-the-line communication skills to build and foster long-term relationships.
Overview
7
7
years of professional experience
Work History
Financial Analyst - Personal Banking
ASB Bank
04.2023 - Current
- Preparing monthly management reports, compiling analyses of results against budget/forecast/prior year and identifying key drivers of trends and variances.
- Supporting he Divisional Head of Finance with business stakeholders to plan and review their budgets and forecasts, basing them on historical performance & trends and alignment to strategic objectives;
- Providing financial analysis and advice to improve business processes and manage costs to respective business areas;
- Providing quarterly presentations reporting to respective General Manager/leadership team.
Finance Analyst - Support Units
ASB Bank
01.2021 - 04.2023
- Assisted the Finance Business Partner with Support Units strategic financial planning, budgeting, and forecasting processes;
- Prepared monthly financial reports, measured actual performance against the plan/forecast and interpreted results for all levels of management;
- Provided in-depth analysis of Property Costs and collaborated closely with the Property Team to enhance business performance and facilitate high-quality financial decisions;
- Assisted in preparing presentations for key stakeholders;
- Provided timely responses to ad-hoc business requests.
Property Finance Account Manager
ASB Bank
11.2019 - 01.2021
- Prepared accurate credit submissions for new and existing clients; Ensured all the credit applications contained accurate financial information and enabled lending decisions to be made by the Risk Management team at the first pass;
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns;
- Supported the Property Finance Manager by providing portfolio relationship management;
- Managed the team's portfolio operational and credit risk;
- Responded to customer requests for bank products and services.
Property Finance Assistant
ASB Bank
01.2019 - 11.2019
- Supported the team in resolving customer queries or complaints with an appropriate solution and suggestions courteously and professionally;
- Actively listened to customers, handled concerns quickly and escalated major issues to the manager;
- Managed the portfolio's data quality, compliance, and reporting requirements such as pipeline, calls, contacts, OTRs and sales;
- Assisted new clients to open bank accounts.
Assistant Trade Finance Manager
Bank of China (NZ) Limited
05.2017 - 12.2018
- Assisted the Relationship Manager in managing a portfolio of 20 groups (mainly government-owned companies);
- Prepared credit, financial analysis and risk assessment for new and existing clients;
- Processed export/import documentary trade transactions, including preparing the credit line, LC transactions, Factoring, Discounting, Forfaiting, Bank Guarantee issuance and other related trade finance businesses;
- Monitored due dates in respect of all trade transactions including Letter of Guarantee, Export bills discounting, Forfaiting, LC bill payments.
Education
Graduate Diploma of Chartered Accounting -
Chartered Accountants Australia And New Zealand
Bachelor of Commerce Degree - Accounting and Finance
The University of Auckland
Auckland, AUK2014
Diocesan School For Girls
2011
Skills
- Strong accounting and financial analysis skills
- Effective time management skills
- Strong organizational and communication skills
- Self-motivated and task-oriented professional, capable of working both independently and as a member of a team
- Ability to work in a fast-paced environment and handle multiple tasks simultaneously
- Detail oriented and possess the ability to think analytically
- Outstanding analytical and problem-resolution skills
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Financial Analyst - Personal Banking
ASB Bank
04.2023 - Current
Finance Analyst - Support Units
ASB Bank
01.2021 - 04.2023
Property Finance Account Manager
ASB Bank
11.2019 - 01.2021
Property Finance Assistant
ASB Bank
01.2019 - 11.2019
Assistant Trade Finance Manager
Bank of China (NZ) Limited
05.2017 - 12.2018
Graduate Diploma of Chartered Accounting -
Chartered Accountants Australia And New Zealand
Bachelor of Commerce Degree - Accounting and Finance
The University of Auckland
Diocesan School For Girls
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