Sie Yong Wong
CFA Level 1 Candidate
Sarawak
Summary
Motivated fresh graduate and CFA Level 1 candidate, passionate about pursuing a career in finance. Equipped with foundational knowledge in financial analysis and investment principles, eager to contribute to dynamic financial teams and gain hands-on experience in the industry. A commitment to continuous learning and professional growth.
Accomplished Supervisor with a proven track record at David Master Pot, enhancing team productivity and customer satisfaction through strategic planning and effective staff management. Skilled in operations management, with a knack for fostering team efficiency and resolving conflicts. Expertise includes a foundational understanding of Python and financial modeling.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Supervisor
David Master Pot
09.2023 - 08.2024
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
Clerk
Payung Baru Enterprise
12.2019 - 08.2020
- Enhanced office organization with regular maintenance of files, records, and supplies inventory.
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
Education
Bachelor of Business (Finance) - Finance
Swinburne University of Technology
Melbourne, Victoria 04.2001 -
Skills
Staff Management
Operations Management
Process Improvement
Strategic Planning
Financial Modelling (Beginner)
Financial Planning
Python (Beginner)
Financial Risk Management
Timeline
Supervisor
David Master Pot
09.2023 - 08.2024
Clerk
Payung Baru Enterprise
12.2019 - 08.2020
Bachelor of Business (Finance) - Finance
Swinburne University of Technology
04.2001 -
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