Summary
Overview
Work history
Education
Skills
Websites
Certification
Accomplishments
Languages
Custom
Timeline
Generic
Bhaalminder Singh

Bhaalminder Singh

Setapal,W.P.K.L

Summary

Attentive and careful professional good with numbers and successful at working with little oversight to produce reliable results. Offers top strengths in organisation, analysis and time management. Demonstrates strong interpersonal communication skills with clients and excels in problem-solving and team collaboration.. Experienced in content creation and copywriting Career goals include advancing expertise in financial technology solutions while contributing to organisational growth through innovative strategies.


Overview

7
7
years of professional experience
6
6
years of post-secondary education
1
1
Certification

Work history

Audit and Tax Associate

YFL Consulting
06.2024 - 10.2024
  • Examining financial records and internal controls to ensure completeness accuracy, compliance, and reliability.
  • Prepare audit working papers and reports for management review.
  • Assist in identifying and reporting audit findings or discrepancies.
  • Conduct audits on financial statements to ensure compliance with Malaysian accounting standards.
  • Handle tax computations, Return Forms, and compliance matters.
  • Supporting senior team members in planning and executing audit engagements.
  • Prepare and file tax computations and returns for individuals and businesses Income Tax Act 1967
  • Assisting with responding to LHDN inquiries.

Digital Marketing Internship

Dattel Asia Group
09.2023 - 12.2023
  • Developed and optimized high-converting landing pages using Wix.com to enhance user experience and lead generation.
  • Created engaging multimedia content with tools like Canva, Cap Cut, and Adobe, Premiere Pro.
  • Streamlined content creation using AI platforms such as ChatGPT, Microsoft Copilot, Google Gemini, Reply AI, and Design AI.
  • Mastered video editing with Pixlr AI and Fotor AI to produce professional storyboards and promotional videos, resulting in improved audience engagement and conversion rates.
  • Produced engaging video content and persuasive copy.
  • Implemented effective call-to-action elements.
  • Specialized in top-of-funnel (TOFU) marketing techniques.
  • Distributed targeted content on Instagram Reels, Facebook Meta, and TikTok.
  • Resulted in increased audience engagement and improved lead generation metrics.
  • Analysed and optimized campaigns on Facebook Meta Ads, Google Ads, and TikTok Ads.
  • Utilized advanced analytics tools to track performance and interpret user behaviour metrics.
  • Implemented data-driven optimizations for improved results.
  • Developed expertise in cross-platform advertising strategies.
  • Compared performance between local and international ad placements to maximize ROI and audience reach.

Fund Accounting Associate

Kenanga Investors Berhad
06.2022 - 06.2023
  • Managed money market maturities and placements for IVCAP and Kenanga Funds, ensuring timely processing and accurate reporting for investment decisions.
  • Calculate Net Asset Value (NAV) for funds, ensuring accuracy in valuations and reporting.
  • Reconcile portfolio holdings and cash balances with custodians and brokers.
  • Prepare bank account reconciliation
  • Record and verify fund transactions, including purchases, sales, and income distributions.
  • Record all accounting transactions and prepare periodic work papers, management accounts, financial statements, capital account statements and net asset values (NAV)
  • Prepare consolidation workings and accounting package
  • Prepare bank account reconciliation in maintaining financial accuracy and completeness
  • Prepared monthly Asset Under Management (AUM) reports, Novagni Analytics submissions, and management fee calculations to support financial compliance and business intelligence.
  • Executed quarterly portfolio rebalancing for all IVCAP funds based on Fund Manager directives, ensuring optimal portfolio composition and compliance with investment guidelines.
  • Calculated and reported Indicative Optimized Portfolio Values (INAV) for all IVCAP funds to provide real-time valuation data to stakeholders.
  • Managed regulatory submissions through multiple platforms including Bursa Link and Bursa ERAPID for various ETF products including MYETFDJ (0821EA), MYETFID (0824EA), METFSID (0825EA) and METFUS50 (0827EA).
  • Oversaw daily processing of specialized Kenanga ETF funds (2x Leveraged Funds and -1x Inverse Funds) and coordinated timely distribution of reports to Fund Managers, Participating Dealers, and Trustees.
  • Implemented an Excel Process Checklist that significantly increased departmental productivity and reduced processing time for IVCAP funds, leading to improved operational efficiency.

Audit and Accounts Associate

Axis Carriers Sdn Bhd
Setapak,Kuala Lumpur
01.2020 - 06.2021
  • Ensure adherence to Malaysian tax laws and regulations, including the Companies Act 2016 and income Tax Act 1967
  • Conduct internal and external audits of financial statements, operations, and processes
  • Prepare financial statements, budgets, and reports for management
  • Verify and ensure the accuracy of financial data and transactions
  • Implement and maintain internal controls system
  • Contribute to the preparation of audit reports and tax filings.
  • Coordinate with external auditors during statutory audits
  • Collaborate with auditors during internal or external audits by providing necessary documentation and information.,
  • Prepare financial statements, such as balance sheets and income statements, for review by senior management.
  • Maintain accurate financial records, including transactions, invoices, and receipts.
  • Identify process improvements and cost-saving opportunities
  • Maintaining accurate financial records and documentation
  • Reconciling accounts of customer and supplier , addressing discrepancies and resolve issues
  • Oversee accounts payable and receivable, manage budgets, and ensure accurate financial reporting.

Accounts and Tax Internship

TZ Consulting Sdn Bhd
01.2018 - 04.2018
  • Communicated with clients to gather project scope, budgets, and timelines, coordinated meetings via Microsoft Teams, and built strong relationships.


  • Assist in preparing employer tax documents, individual income tax computations, and returns.
  • Help with bookkeeping, financial audits, and preparing financial statements.
  • Liaise with clients to manage deadlines and expectation
  • Contribute to the preparation of tax filings.

Education

Bachelor of Arts (Hons) - Accounting and Finance

University Of Greenwich
United Kingdom
01.2018 - 06.2021

Diploma - Accountancy

SEGi Collage Kuala Lumpur
Kuala Lumpur ,Malaysia
01.2015 - 12.2017

High School - undefined

SMK Danau Kota

Skills

  • strong interpersonal Communication with clients
  • Audit procedures
  • Income Tax Act 1967
  • SAP
  • Autocount
  • SQL ERP
  • MYOB
  • Financial reporting
  • CRM Softwere
  • Problem solving
  • Bank Reconcilation
  • Internal Control System
  • Attention to Detail
  • Microsoft Application tools (Word ,Excel ,Outlook,Power Bi)
  • Time Management
  • Compliances
  • Attention to Detail
  • Charts of Account
  • FN Calculator
  • Team collaboration
  • Riskk one portfolio System
  • Bloomberg Terminal
  • Content creation
  • Copywriting
  • Chatgpt
  • Google Gemini
  • Microsoft Co-Pilot
  • Pixlr AI
  • Fotor AI
  • Facebook Meta ads Analytic tools
  • Google Ads Analytic tools
  • TikTok ads
  • AUM reporting
  • Novagni reports


Certification

  • Microsoft Power BI Workshop, Digital Analytic Solution Sdn Bhd, 10/16/24, M18EOA-CE0003G7
  • Professional Certificate in Data Driven Digital Marketing, IACT Collage, 12/25/23, TAP547
  • Financial Planning Webinar: insurance, prospects and Opportunities, SEGi Collage Kuala Lumpur, 03/18/21, 01270

Accomplishments

  • Adopted collaborating with cross-functional teams and providing tutorial guides on running campaigns and managing buyer profiles by using OHSEMAds.com.
  • Enhanced productivity in Kananga through introduction of Excel process checklists for IVCAP funds and thus managed ETF funds efficiently.
  • Spearheaded a successful fundraising event and coordinated career fair talks by bringing representatives from Maybank, BDO, and ACCA.

Languages

English
Bahasa Malaysia
Punjabi
Hindi

Custom

Available upon request.

Timeline

Audit and Tax Associate

YFL Consulting
06.2024 - 10.2024

Digital Marketing Internship

Dattel Asia Group
09.2023 - 12.2023

Fund Accounting Associate

Kenanga Investors Berhad
06.2022 - 06.2023

Audit and Accounts Associate

Axis Carriers Sdn Bhd
01.2020 - 06.2021

Bachelor of Arts (Hons) - Accounting and Finance

University Of Greenwich
01.2018 - 06.2021

Accounts and Tax Internship

TZ Consulting Sdn Bhd
01.2018 - 04.2018

Diploma - Accountancy

SEGi Collage Kuala Lumpur
01.2015 - 12.2017

High School - undefined

SMK Danau Kota

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Bhaalminder Singh