Overview
Work History
Education
Skills
Certification
Timeline
Generic
LEE PUI SIN

LEE PUI SIN

Financial Analyst
Penang

Overview

6
6
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
3
3
Languages

Work History

Financial Analyst II

Plexus Berhad
05.2024 - Current
  • Financial Budgeting & Forecasting: prepare monthly revenue, expense, headcount, capital forecast and coordinate variance evaluation reports to project future financial performance and align with business objectives.
  • Variance Analysis: Analyze financial performance against budgets and forecasts, providing insights into variances and recommending corrective actions.
  • Business Partnering: Collaborate with various departments to gather financial data, align on business objectives, and ensure accurate financial planning and reporting.
  • Reporting & Presentations: prepare monthly, quarterly, and annual financial reports, ensuring accuracy and alignment with company policies, financial goals, and regulatory requirements.
  • Margin & Profitability Analysis: Analyze margins across various product lines and business units, identifying key cost drivers, profitability trends, and opportunities for margin improvement.
  • Profit and Loss (PNL) Analysis: Monitor and analyze P&L statements, identifying significant trends, variances, cash flow and financial risk.
  • Process Improvement: Contributed to the ‘Continuous Improvement' team by integrating AI into account reporting and analysis, ensuring that financial procedures could support business growth and adapt to the evolving digital finance landscape.

Assistant Manager, Treasury Accounting

Public Bank Berhad
10.2019 - 05.2024
  • Contributed to the full-cycle implementation of a new treasury system, from initial planning and User Acceptance Test (UAT) to successful go-live, resulting in improved treasury operational efficiency and financial reporting accuracy.
  • Supported quarterly audits by clarifying treasury accounting and reporting processes, addressing system-related findings, and providing accurate supporting documentation to ensure regulatory compliance and maintain data integrity.
  • Proactively identified and resolved inefficiencies in manual bank data consolidation by developing an automated solution using Power Pivot and Excel, resulting in an 80% improvement in efficiency and enhanced data accuracy.
  • Computed and reviewed financial instrument effective yield, accrual of interest or profit, amortization of premium, accretion of discount, fair valuation and expected credit loss.
  • Prepared reporting and analyzing of unrealized or realized profit and loss of financial instrument such as bond and derivatives at fair value through profit and loss, at fair value through other comprehensive income and at amortized cost.
  • Maintained up-to-date knowledge of relevant regulations affecting the Treasury function, ensuring full compliance at all times.
  • Worked alongside the risk management team to perform comprehensive risk assessments, evaluating financial, market, and operational risks to support effective risk mitigation and decision-making.
  • Prepared and analyzed monthly and periodic movements for fund and other investment items, bond, derivatives, foreign exchange, money market, deposits and cash balances.
  • Managed monthly financial closing activities, including preparing journal entries and financial reports, and conducting in-depth analysis of financial data to ensure accuracy, compliance, and insightful reporting in alignment with company guidelines and regulations.
  • Prepared baseline reporting with financial data and analysis, presentation slides and papers for deliberation at various management level and board.
  • Prepared user-friendly training material using MS PowerPoint and provided training to project users on the guidance and application of new system.
  • Acted as a subject matter expert on treasury operations, providing guidance and support to colleagues on treasury-related issues, ensuring accurate application of policies and best practices.
  • Streamlined banking operations for increased efficiency by consolidating bank accounts.

Education

Bachelor of Finance (Honors) -

University Tunku Abdul Rahman (UTAR)
Kampar
05.2016 - 05.2019

Student Exchange Program -

National Cheng Kung University (成功大学)
Taiwan
05.2016 - 05.2019

Skills

  • Microsoft Office tools: Excel, Word, Power Point, Power Pivot, Power BI

  • Google Workspace tools: Google Sheet, AppSheet, Google Slides

  • Self- Learning SQL

Certification

Certificate In Financial Services (CFS), Asian Institute of Chartered Bankers, 12/01/23

Timeline

Financial Analyst II

Plexus Berhad
05.2024 - Current

Assistant Manager, Treasury Accounting

Public Bank Berhad
10.2019 - 05.2024

Bachelor of Finance (Honors) -

University Tunku Abdul Rahman (UTAR)
05.2016 - 05.2019

Student Exchange Program -

National Cheng Kung University (成功大学)
05.2016 - 05.2019

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LEE PUI SINFinancial Analyst