Celia Lai Email and Phone Number
I am an experienced finance sector professional with a customer-focused and detail-oriented approach. Having spent 7 years honing my skills in the finance industry, I recently relocated to the Netherlands to continue pursuing my career aspirations.My expertise lies in financial analysis and customer account management, where I have consistently demonstrated my ability to deliver results. With a solid background in corporate financing and M&A project financing, supported by a bachelor's degree in business and accounting, I possess a strong foundation in finance.Key personal strengths include cross-function communications, interpersonal skills, enthusiasm and leadership ability to drive team morality. As a native Chinese speaker, I am fluent in English and have an intermediate level of proficiency in German. This multicultural background allows me to effectively communicate and collaborate with diverse teams and clients.I am deeply fascinated by the rapid emergence of new technologies and their impact on the finance industry. My previous experience in a traditional bank made me realize that we are currently at an inflection point in the future of money and finance. I firmly believe that digitization will be a powerful tool to achieve global financial equality, providing people worldwide with equal access to quality financial services.If you are seeking an accomplished financial analyst who is dedicated to driving excellence and embracing innovation, I invite you to connect with me. Together, we can navigate the evolving landscape of finance and make a meaningful impact on the world.
Caterpillar Inc.
View- Website:
- caterpillar.com
- Employees:
- 50927
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Financial Business AnalystCaterpillar Inc. Sep 2023 - Present'S-Hertogenbosch, North Brabant, Netherlands• Supporting and advising the management team in the analysis and the development on profitability, budget control and (financial) KPIs• Preparing of management reports such as monthly-, KPI- and business review reports• Financial and business analysis on NPI / investment proposals . monitoring their implementation and making proposals for enforcement -
Head Of MarketingTornado Jiujitsu Academy Jun 2019 - PresentTaiwanCrafting marketing strategy. Advising social media campaigns and client relationship management.
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Investor Relations AnalystDufry Group Dec 2022 - Mar 2023Eindhoven, North Brabant, Netherlands• Responsible for the preparation and presentation of financial and industry information as communication materials for the investors and C-level management • Monitoring and analysing stock markets, peers and analyst reports with financial modelling • Coordination of news release and quarterly disclosure process and securing the filings of documents according to the legal obligations -
Senior Assistant Relationship ManagerCtbc Bank Co., Ltd. Jan 2019 - Mar 2022Taipei City, TaiwanJumbo team in Corporate finance ﹡Business development and manage accounts mainly in the technology industry (Taiwan listed companies & MNCs) and PE funds. ﹡Provide advice on clients’ cash management, loan structure, overseas financing, new fin-tech implementation and related legal compliance. ﹡Responsible for the coordination of clients’ requests for bank services and facilitate cross-functional communication with different departments and overseas branches. ﹡Financial and credit analysis and AML/FX compliance. -
Assistant Relationship ManagerCtbc Bank May 2016 - Dec 2018Taipei City, Taiwan -
Assitant Relationship Manager台北富邦商業銀行股份有限公司 Jul 2014 - Aug 2015Jumbo team in Corporate finance. ﹡Maintained accounts with listed Taiwanese Companies in the FMCG Industry.﹡Composed in-depth credit and industry analysis and prepared loan proposals to present to the risk committee to complete the credit application process.﹡Monitored risk by tracking client status and conducting regular account reviews. -
InternHua Nan Commercial Bank, Ltd. Mar 2014 - May 2014Taipei City, Taiwan﹡Participated in general courses of bank operation and products.﹡Rotated among different departments (teller, financial consulting, corporate banking, foreign exchange operations and trade) to understand the workflow and bank services.
Celia Lai Education Details
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Business Administration And Management, General -
Accounting
Frequently Asked Questions about Celia Lai
What company does Celia Lai work for?
Celia Lai works for Caterpillar Inc.
What is Celia Lai's role at the current company?
Celia Lai's current role is Corporate Banking - Financial Analysis - Relationship Management- Sustainability - Blockchain.
What schools did Celia Lai attend?
Celia Lai attended Soochow University, Massachusetts Institute Of Technology, Soochow University.
Who are Celia Lai's colleagues?
Celia Lai's colleagues are Peter Meyers, Ricardo Corongiu, Mba, Rebecca Juarez Cristerna, Josh Morrow, Gowtham Krishnan, Herman Watts, Tina Sun.
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