Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
1) Analyzing financial data, developing customized strategies, and building long-term client relationships. Dedicated to helping individuals achieve their financial goals and secure their financial future.
2) Conducted in-depth financial analysis, including cash flow analysis, retirement planning, investment evaluation, and tax strategies.
3) Managed client portfolios, providing ongoing investment monitoring and implementing rebalancing strategies.
Perform marketing focusing on savings, protection and wealth management products such as unit trusts, structured deposits, and other supplementary products such as credit cards, loans, and deposits.
1) Responsible for preparing full set of account, maintaining cash management, maintaning accounts payable and receivable in compliance with the local laws and regulations for different entities of the company.
2) To establish and maintain supplier and customers’ account.
3) To ensure transactions are properly recorded and entered into the accounting system.
4) To assist with the external annual audit and maintain financial files and record.
5) Auditing group of companies.
Extensive knowledge of Malaysian tax laws and regulations, with ensuring compliance and optimizing tax strategies.
Account Receivable (Shared Service)
1) Sent out invoices, debit/ credit notes and statements of account to customers promptly.
2) Manage queries from customers and BUs and follow up on invoice related issues.
3) Responsible for sales revenue accounting in accordance with the Corporate's recognition policies.
4) Prepare AR aging reports, and update collection status by monitoring customer account details for non- payments, delayed and other irregularities.
Manage debt recovery process to meet collection targets, and ensure timely follow-up with customers and liaise with business unit
Bank reconciliation
Financial reporting
Journal entries
Data inputting
Tax filing
Presentations
Teamwork and collaboration
Computer skills
Bachelor In Accounting (Hons)
Bachelor In Accounting (Hons)