Daniel Poh Email & Phone Number

Singapore

Singapore, Singapore

Singapore, Singapore

Central Singapore

Consulting professional align to Financial Services industry within Accenture Strategy & Consulting practice. Experience primarily revolves around large scale organizational transformation and implementation for financial institutions.Projects:- Digital transformation at a regional ASEAN Bank- IT transformation at an Asset Management Fund (SGD ~300B AUM)- Payments & regulatory compliance at a regional ASEAN Bank

Toronto, Ontario, Canada

Finance professional for the Valuation, Profit & Loss department at Citco Fund Services. Specializes in middle office functions for Hedge Funds with AUM over USD 5 Billion. Contributions:- Responsible for Financial modelling of financial instruments across all asset classes to arrive at fair valuation for securities within client's portfolio (Daily, Month-end, and Year-end).- Performed valuation analysis on financial instruments across all asset classes to ensure that all securities within the client's portfolio are accurately valued (Daily, Month-end, and Year-end).- Consolidated profit/loss reports for investment and performance reporting (Daily, Month-end, Year-end).- Ensured the accuracy of trade confirmation and reconciliation (Daily, Month-end, and Year-end).- Successfully trained and developed junior employees to independently manage senior hedge fund clients.Projects:- Collaborated with technical team to successfully develop and implement excel templates with automated monitoring metrics as a 4-eye check to manual processes to reduce operational risks in which the entire team adopted.- Successfully re-engineered business processes for daily valuation and reporting activities to fit automation changes driven by senior leadership.- Participated in User Acceptance Testing (UAT) for a tool developed to automate and standardize reporting done for all hedge fund clients.

Toronto, Canada Area

Market Entry Strategy at Sulon Technologies (Virtual / Augmented Reality Start-up). Experience spreads across Finance, Marketing, and Human Resource functions.Contributions:- Defined market entry and growth strategy roadmap utilizing business insights gathered through market research, competitive analysis, and consumer analysis.- Collaborated with senior management to formulate and maintain revenue models for a pre-launch product in a new industry. Used historically similar products with a high correlation to determine key areas in which the business adds value, capturing the direct and indirect revenue streams with a unique value proposition.- Adopted a hybrid top-down and bottom-up approach to model Sulon’s sales forecast with assumptions from analyzing external market reports and internal financial reports.- Assisted with building investment pitch deck for series B funding.

Central Singapore

Brokerage Intern

Central Singapore

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 157 countries with more than 208,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details.Role: Assurance - Risk & Control

Central Singapore

The OmniTouch name is derived from two elements, ‘OMNI’ which is the Latin word for “all” or “everywhere” and ‘TOUCH’ which represents the Customer experience when contacting or ‘touching’ an organization. OmniTouch International was founded to provide a resource for business and governmental Clients who require expert advice, unexpected insight, personalized service and business results – all at a reasonable cost.Role: Customer Service Advisor

Bachelor'S Degree (Honors), Finance & Ecnomics

Gce 'A' Levels, Science Stream - Physics, Chemistry, Mathematics, Economics

Activities and Societies: Soccer

Gce 'O' Levels, Science Stream

Activities and Societies: Soccer, Chinese Chess