Singapore
Analytical and detail-oriented finance professional with over 3 years of experience in delivering insights-driven performance reporting, financial analytics, and cross-functional stakeholder management within the banking industry. Demonstrated success in driving data automation initiatives, developing executive-ready presentation materials, and transforming complex financial data into strategic business insights. Skilled in creating interactive Power BI dashboards for performance tracking that improve clarity, efficiency, and decision-making across segments and geographies.
- Prepares monthly segment performance reports with commentaries (for Global Investment Banking & OCBC Malaysia), quarterly board presentation decks (analysing business and geographical performance against plan), quarterly peer comparison decks (benchmarking the bank’s performance against local peers). - Validates data integrity and address ad-hoc reporting queries from Business units. - Collaborated with the Strategic Planning Office and IT Solutions to implement a QlikView dashboard measuring cross-segment and cross-border collaboration, identifying areas for further engagement; recently enhanced the dashboard with trend and waterfall analyses to highlight momentum and key activity drivers across periods.
- Rotated across multiple functions (Group Finance, Group Wholesale Banking, Global Treasury) to gain an end-to-end understanding of banking operations and performance reporting - Built an Excel model to assess the product profitability of the bank’s wholesale customers, highlighting top- and bottom-performing clients by product for RMs to tailor strategies to increase profitability.
ACCT335 Advanced Financial Accounting (2021) ACCT334 Intermediate Financial Accounting (2021) ACCT331 Audit and Assurance (2021) ACCT223 Financial Reporting Analysis (2020) ACCT111 Financial Accounting (2018 & 2019) OPIM101 Decision Analysis (2018)