Summary
Overview
Work History
Education
Skills
Certification
Sports
reference
Timeline
Generic

Wan Yun Shaun

Finance and Accountant
Petaling Jaya

Summary

Detail-oriented and results-driven professional with a strong foundation in credit analysis, financial statement evaluation, and cash application. Skilled in assessing customer creditworthiness and managing financial processes to ensure optimal cash flow. Expertise in leveraging digital tools such as Power Query, Power BI, Microsoft Excel, and Power Automate to streamline workflows, improve data analysis, and enhance business decision-making. Adept at combining financial acumen with advanced technical skills to drive efficiency and deliver insightful business solutions

Overview

3
3
years of professional experience
3
3
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Digital Operation Analyst

Wisma Shell
08.2024 - Current
  • Improved operational efficiency by identifying and implementing process improvements and streamlining workflows.
  • Contributed to a positive work environment by fostering open communication channels among team members, resolving conflicts promptly.
  • Increased team productivity by developing training materials and conducting workshops for new hires and existing staff members.
  • Managed multiple projects simultaneously while maintaining strict deadlines, ensuring successful completion within budget constraints.

Cash Application Analyst

Wisma Shell
05.2022 - 06.2024
  • Collaborated with cross-functional teams to resolve payment issues, ensuring prompt resolution of customer queries.
  • Increased productivity with efficient allocation of incoming payments to corresponding customer accounts.
  • Streamlined communication between billing and collections departments to expedite payment processing timescales effectively.
  • Facilitated timely payment processing by maintaining up-to-date customer records in the database system.

Management Trainee

Public Bank
11.2021 - 02.2022
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Analyzed credit scores to determine borrowers' creditworthiness.
  • Attended credit-related training and conferences to stay informed about industry trends and developments.
  • Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
  • Gathered loan documentation for underwriting.

Education

Bachelor of Science - Accounting of Finance

Sunway University
Subang Jaya
01.2019 - 08.2021

Skills

Workflow optimization

Operations research

Credit analysis

Credit reporting

Relationship management

Microsoft Excel proficiency

Credit risk

Loan documentation

Risk assessment

Cash Application Knowledge

Cash application software

Certification

Certified Financial Planner (CFP)

Sports

Enjoy doing sports in the free time as my motivation to relax and to be calm when working

reference

Cheng Kwai Mun 

012-3099279

Shell Employee


Dylan Low 

012-26742377

Shell Employee

Timeline

Digital Operation Analyst

Wisma Shell
08.2024 - Current

Certified Financial Planner (CFP)

08-2024

Cash Application Analyst

Wisma Shell
05.2022 - 06.2024

Management Trainee

Public Bank
11.2021 - 02.2022

Bachelor of Science - Accounting of Finance

Sunway University
01.2019 - 08.2021
Wan Yun ShaunFinance and Accountant