Anna Yen Email & Phone Number
Who is Anna Yen? Overview
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Anna Yen is listed as Financial Consultant at finexis advisory Pte Ltd, a with 592 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Anna Yen.
Anna Yen previously worked as ACCOUNTS EXECUTIVE at Newera Equipment Pte Ltd and Accounts Executive at Nidec Singapore Pte Ltd. Anna Yen holds Bachelor'S Degree Of Accounting (Hons), Accounting from Multimedia University.
Email format at finexis advisory Pte Ltd
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About Anna Yen
I am graduated from Multimedia University (MMU) with Bachelor of Degree in Accounting (Honours). I have 5 years of professional experience in Accounting field which has helped to establish my interpersonal skills, such as a supportive team player, outgoing fun personality, and able to work independently. As feeling stagnant in work, I decided to get out from my comfort zone, and I found What I Really Want in Career and Life.Now I work as a Financial Consultant with finexis advisory Pte Ltd. Finexis is the largest Independently owned financial advisory firm in Singapore. We are like a one-stop regional platform that work with more than 14 global insurers, and more than 500 international funds from around the world. This is why I can offer customised solutions where most of the advisers in the market cannot. Our tagline is to Impact Lives Beyond Finance. Our services include: • Private Wealth Management Solutions • Personal Risk Management Solutions • Wealth Accumulation Solutions • Legacy Planning Solutions • Corporate Solutions Do let me know if you require any of the above financial services. I will be glad to work with you to optimize your portfolio. Alternatively, if you know of anyone who might also require these services, please feel free to direct them to me. I will accord them with the same diligence and care as I do with my other clients.As my team are expanding and looking for potential co-worker. If you are feeling lost in finding your desired job, no harm and without obligation, you are welcome to drop me a message here 😊
Anna Yen's current company
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Anna Yen work experience
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Accounts Executive
> Full set of account> Knowledge of SAP B1 ERP systems> Assist in AP,IC,GL,& fixes assets schedule and data entry> Reconciliation of AP balance with suppliers statement of account> Bank reconciliation> Quarterly GST filing> Assist in month-end closing> Deal with daily transaction in petty cash and staff claim> Perform ad-hoc activities, eg: filing, stock take, yearly audit schedule
Accounts Executive
• Posted receipts to appropriate general ledger accounts.• Maintained accurate percentage in calculating discounts, and interest.• Prepared and reported weekly and monthly reports to top management.• Monitored payments due from clients and promptly contacted clients with past due payments.• Researched and resolved accounts receivable and payable discrepancies.• Reconciled customer statements and handled payment discrepancies.• Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.• Prepared quarterly submission of GST returns.• Maintained up to date billing systems.• Ensure accurate and timely monthly, quarterly, and year end close.• Ensure compliance to all audit guidelines and adhere to all established processes.
Colleagues at finexis advisory Pte Ltd
Other employees you can reach at finexis.com.sg. View company contacts for 592 employees →
Desmond Ong Cheng En
Colleague at Finexis Advisory Pte LtdSingapore
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AK
Anthony Kristanto Pribadi
Colleague at Finexis Advisory Pte LtdSingapore
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RF
Ryan Foo
Colleague at Finexis Advisory Pte LtdSingapore
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LL
Lynn Law
Colleague at Finexis Advisory Pte LtdSingapore
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YW
Yong Wen Lim
Colleague at Finexis Advisory Pte LtdSingapore
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GS
Gareth Sim
Colleague at Finexis Advisory Pte LtdSingapore
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DC
Deyna Chia
Colleague at Finexis Advisory Pte LtdSingapore
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TJ
Toh Jui
Colleague at Finexis Advisory Pte LtdSingapore
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ST
Sebastian T.
Colleague at Finexis Advisory Pte LtdSingapore
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BB
Brenda Boh 敏涵, Cfp®️
Colleague at Finexis Advisory Pte LtdSingapore
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Anna Yen education
Frequently asked questions about Anna Yen
Quick answers generated from the profile data available on this page.
What company does Anna Yen work for?
Anna Yen works for finexis advisory Pte Ltd.
What is Anna Yen's role at finexis advisory Pte Ltd?
Anna Yen is listed as Financial Consultant at finexis advisory Pte Ltd.
Where is Anna Yen based?
Anna Yen is based in Singapore while working with finexis advisory Pte Ltd.
What companies has Anna Yen worked for?
Anna Yen has worked for Finexis Advisory Pte Ltd, Newera Equipment Pte Ltd, and Nidec Singapore Pte Ltd.
Who are Anna Yen's colleagues at finexis advisory Pte Ltd?
Anna Yen's colleagues at finexis advisory Pte Ltd include Desmond Ong Cheng En, Anthony Kristanto Pribadi, Ryan Foo, Lynn Law, and Yong Wen Lim.
How can I contact Anna Yen?
You can use AeroLeads to view verified contact signals for Anna Yen at finexis advisory Pte Ltd, including work email, phone, and LinkedIn data when available.
What schools did Anna Yen attend?
Anna Yen holds Bachelor'S Degree Of Accounting (Hons), Accounting from Multimedia University.
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