Demetrius Tan Email & Phone Number

Singapore

Singapore

As the Head of Business Development, I led the comprehensive restructuring of the firm’s internal operating structure. Key accomplishments included:- Spearheaded the transition to a fully paperless and cloud-based system, significantly enhancing efficiency.- Upgraded daily software applications, implementing new solutions to streamline operations and reduce employee time expenditure.- Designed and implemented a systematic client onboarding procedure, streamlining the process and improving client satisfaction.- Organized and optimized the firm’s existing client portfolio and data, facilitating better client management.- Actively reached out to and converted potential leads into loyal clients, driving business growth.- Built strategic partnerships with software providers and banks to enhance service offerings and client satisfaction.- Managed a select number of client accounts, overseeing the monthly closing of accounting books with precision and accuracy.Key Achievements:- Led the comprehensive restructuring of the firm's internal operating structure, resulting in a 20% increase in operational efficiency.- Successfully implemented cloud-based solutions that reduced time spent on administrative tasks by 20%.

Singapore

- Created and built the Accounting Service in Legatcy, leading a team to provide comprehensive services for businesses.- Worked closely with clients to advise on essential workflows, ensuring accurate financial recording.- Prepared Management Reports and compiled Financial Statements for year-end compliance.- Ensured timely completion of annual compliance requirements.Key Achievements:- Streamlined financial reporting processes, reducing turnaround time for management reports by 25%.- Improved client satisfaction through the implementation of tailored financial workflows.

Singapore

- Provided professional accounting services for individuals and businesses, including audit support, financial statement preparation, invoicing, GL accounting, and bank reconciliation.- Created financial reports and supported all areas of responsibility within a 4-person finance team.- Collaborated with auditors during preliminary and year-end audit processes.- Investigated and resolved discrepancies in monthly accounts under tight deadlines.Key Achievements:- Enhanced the accuracy of financial records, reducing discrepancies by 15%.- Improved audit processes through effective collaboration with auditors.

Hansa Point, Changi Business Park Singapore

Perform inter-system reconciliation for Investment Banking and Wealth Management under Group Risk Utility Investment Banking and Wealth Management:- Performed inter-system reconciliation for Investment Banking and Wealth Management under Group Risk Utility.- Identified trade breaks between front, middle, and back office IT systems.- Conducted primary investigations on root causes of breaks, including system limitations and human errors.- Escalated and monitored breaks to ensure client reporting was not impacted.- Performed data analysis and presented findings to UBS on a daily and weekly basis.- Worked closely with FXMM Settlement Team, WM Securities Team, and IT Teams.

Hansa Point, Changi Business Park Singapore

Outsourced to UBS AG to fulfil reconciliation needs as an external employee

• Performed accounting entries such as monthly sales, accounts payables and receivables.• Assisted in book keeping and verification of invoices from suppliers and clients.• Perform Bank reconciliation in accounting software, MYOB • Maintained and updated the company’s fixed asset schedule on a monthly basis.• Prepared company’s monthly fixed asset depreciation excel files.

• Prepared materials for the company’s retreat • Organized and record the company’s accounts • Filed and kept better records of clients confidential documents

Bachelor Of Science (B.Sc.), Accounting And Finance

Activities and Societies: Ultimate Frisbee

Diploma In Business Administration, International Business Trade